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Home > Institutional Investor > Keynote Financial Services Llc > Profile

Instuitional Investor - Keynote Financial Services Llc

Fund Profile
Filing Period:
Fund Name: Keynote Financial Services Llc
Portfolio Value $140,045,673
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 40,583 $9,014,595 6.44%
2.
Abbvie Inc.
 ABBV 40,736 $8,535,074 6.09%
3.
Rtx Corp
 RTX 30,332 $4,017,734 2.87%
4.
Berkshire Hathaway Inc
 BRK.A 7,511 $4,000,208 2.86%
5.
Microsoft Corp
 MSFT 10,461 $3,927,060 2.8%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)