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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 $213,585,350
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 37,054 $10,722,047 5.02%
2.
Abbvie Inc.
 ABBV 38,262 $9,628,219 4.51%
3.
Vanguard Bd Index Fnds - VANGUARD ULTRA
 188,323 $9,374,719 4.39%
4.
Intel Corp
 INTC 63,765 $8,903,508 4.17%
5.
Berkshire Hathaway Inc
 BRK-B 11,640 $5,824,540 2.73%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.