§ 13F · FUND PROFILE
Keystone Financial Group.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.1B (13F)Positions · 441Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$58M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 341K | $88M | 6.0% | ±0% |
| 2 | SPY | STATE STREET SPDR S&P 500 ETF TRUST | 116K | $79M | 5.4% | −1% |
| 3 | SPYM | SPDR SERIES TRUST | 714K | $55M | 3.7% | +36% |
| 4 | VFLO | VICTORY PORTFOLIOS II | 1.08M | $43M | 2.9% | +3% |
| 5 | STX | SEAGATE TECHNOLOGY H F | 63K | $40M | 2.8% | ±0% |
| 6 | NVDA | NVIDIA CORPORATION | 216K | $39M | 2.7% | ±0% |
| 7 | VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | 121K | $39M | 2.7% | +1% |
| 8 | PLTR | PALANTIR TECHNOLOGIES INCLASS CLASS A | 266K | $39M | 2.7% | +7% |
| 9 | SPYG | STATE STREET | 383K | $37M | 2.6% | +9% |
| 10 | TSLA | TESLA INC | 94K | $36M | 2.4% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KEYSTONE SIGNAL
AC read
Keystone Financial Group is a Other fund managing $1.1 billion in assets. The fund runs a broad portfolio of 441 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed