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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 $1,686,490,183
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 337,758 $97,733,549 5.8%
2.
Spdr S & P 500 Etf Trust
 SPY 107,838 $80,530,354 4.78%
3.
Spdr Series Trust
 KRE 798,870 $70,204,683 4.16%
4.
Seagate Technology Holdings Plc
 STX 63,366 $61,147,827 3.63%
5.
Spdr Series Trust
 KRE 442,924 $52,703,514 3.13%
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.