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Home > Institutional Investor > Keystone Financial Group > Profile

Instuitional Investor - Keystone Financial Group

Fund Profile
Filing Period:
Fund Name: Keystone Financial Group
Portfolio Value $1,308,653,421
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 163,685 $109,638,519 8.38%
2.
Apple Inc.
 AAPL 363,510 $93,990,605 7.18%
3.
Palantir Technologies Inc.
 PLTR 259,417 $47,302,471 3.61%
4.
Nvidia Corp
 NVDA 219,561 $41,053,701 3.14%
5.
Vanguard Total
 123,585 $40,590,067 3.1%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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