Fund Holdings — Keel Point, LLC

Total Portfolio Value
$1.49B
Total Bought
$86.66M
Total Sold
$234.60M
Net Transaction
-$147.93M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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INTUITIVE SURGICAL INC5,46628,762+23,29631513,2590.89%+12,944
VANGUARD TAX-MANAGED FDS1,012,0211,127,898+115,87763,22172,2764.84%+9,055
BLACKROCK ETF TRUST II0158,488+158,48808,2150.55%+8,215
ISHARES TR9,54514,868+5,3236,5389,7120.65%+3,175
ISHARES TR257,369289,749+32,38024,74927,6541.85%+2,905
ISHARES TR492,711524,169+31,45849,21252,0343.49%+2,822
ISHARES TR017,621+17,62102,5100.17%+2,510
ISHARES TR
CORE MSCI TOTAL
026,454+26,45402,2920.15%+2,292
S&P GLOBAL INC(SPGI)1,7826,681+4,8999312,8420.19%+1,910
SIMPLIFY EXCHANGE TRADED FUN
MBS ETF
038,370+38,37001,8980.13%+1,898
SPDR GOLD TR(GLD)92,92589,382-3,54336,82738,4602.58%+1,633
ISHARES TR1,0785,778+4,7003241,8990.13%+1,574
VANGUARD INDEX FDS469,568495,364+25,796294,480296,00519.84%+1,525
ISHARES TR38,39854,790+16,3923,1804,5240.30%+1,344
ISHARES TR202,152215,833+13,68111,06012,2570.82%+1,197
ISHARES TR14,68931,786+17,0979862,1760.15%+1,190
ISHARES TR387,824395,567+7,74337,24338,4212.57%+1,179
INVESCO EXCH TRADED FD TR II5,46616,109+10,6433151,2750.09%+960
SOUTHERN CO(SO)115,731113,671-2,06010,09210,9720.74%+880
EXXON MOBIL CORP26,20023,573-2,6273,1533,9990.27%+847
VANGUARD INDEX FDS35,12844,489+9,3613,1093,9460.26%+838
NETFLIX INC.(NFLX)656,265648,133-8,13261,53162,3184.18%+787
WISDOMTREE TR(WT)013,940+13,94007320.05%+732
ISHARES TR73,25476,511+3,2578,8049,5110.64%+707
VANGUARD INDEX FDS79,54784,141+4,59416,63517,3161.16%+681
GLOBAL X FDS
DATA CTR DIG ETF
026,336+26,33606310.04%+631
GLOBAL X FDS
ARTIFICIAL ETF
4,12217,567+13,4452108200.05%+610
AB ACTIVE ETFS INC
INTL LOW VOLATLT
013,849+13,84905910.04%+591
ASTRAZENECA PLC(AZN)02,828+2,82805580.04%+558
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
4,50316,034+11,5312117620.05%+551
SELECT SECTOR SPDR TR
ST STR INDL ETF
3,8156,946+3,1315921,1230.08%+532
EA SERIES TRUST
RELA SEN TAC ETF
012,370+12,37005070.03%+507
LAM RESEARCH CORP(LRCX)9,64910,090+4411,6522,1560.14%+504
CHEVRON CORPORATION(CVX)8,6408,543-971,3171,7680.12%+451
CASEYS GEN STORES INC(CASY)3,1643,014-1501,7492,1940.15%+445
DIMENSIONAL ETF TRUST
US LARG VALU ETF
012,382+12,38204420.03%+442
ISHARES TR43,11348,402+5,2892,8453,2690.22%+423
UNITED STS OIL FD LP(USO)7,2467,24605019220.06%+421
ISHARES TR7,53911,810+4,2717081,1170.07%+409
SELECT SECTOR SPDR TR
ST STR MATER ETF
9,41716,412+6,9954278200.05%+393
DOLLAR GEN CORP(DG)03,306+3,30603930.03%+393
ISHARES GOLD TR(IAU)10,94114,233+3,2928881,2550.08%+367
WILLIAMS SONOMA INC(WSM)01,946+1,94603550.02%+355
SANDISK CORP(SNDK)0495+49503140.02%+314
KINDER MORGAN INC DEL(KMI)11,11018,034+6,9243056050.04%+299
ISHARES INC
CORE MSCI EMKT
41,49744,144+2,6472,7893,0790.21%+290
SELECT SECTOR SPDR TR
ST STR ENERG ETF
30,58527,024-3,5611,3671,6550.11%+288
VANGUARD SPECIALIZED FUNDS9,01210,545+1,5331,9812,2680.15%+287
FIDELITY MERRIMACK STR TR6,04912,363+6,3142795640.04%+286
AMERICAN CENTY ETF TR03,530+3,53002850.02%+285
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
122,554137,359+14,8052,3992,6830.18%+284
ISHARES INC02,356+2,35602820.02%+282
LOCKHEED MARTIN CORP(LMT)1,2801,461+1816198830.06%+264
BITWISE XRP ETF(XRP)017,399+17,39902620.02%+262
METLIFE INC(MET)03,538+3,53802500.02%+250
CORNING INC(GLW)01,798+1,79802440.02%+244
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
04,345+4,34502430.02%+243
ISHARES TR04,422+4,42202420.02%+242
ISHARES TR03,044+3,04402400.02%+240
EBAY INC.(EBAY)02,602+2,60202370.02%+237
EQUINIX INC(EQIX)0236+23602310.02%+231
CHUNGHWA TELECOM CO LTD(CHT)05,407+5,40702280.02%+228
REALTY INCOME CORP(O)03,664+3,66402240.02%+224
TAPESTRY INC(TPR)01,575+1,57502220.01%+222
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
01,987+1,98702200.01%+220
MASIMO CORP01,228+1,22802180.01%+218
PARSONS CORP DEL(PSN)04,021+4,02102180.01%+218
ISHARES TR
YLD OPTIM BD
09,644+9,64402170.01%+217
YUM BRANDS INC(YUM)01,382+1,38202150.01%+215
EMCOR GROUP INC(EME)0281+28102080.01%+208
DIGITAL RLTY TR INC(DLR)01,144+1,14402060.01%+206
AMERICAN CENTY ETF TR6,7009,107+2,4074776820.05%+204
SPDR SERIES TRUST
ST STR CONV ETF
02,213+2,21302030.01%+203
GLOBAL X FDS
DEFENSE TECH ETF
02,852+2,85202020.01%+202
CENTRAL BANCOMPANY(CBC)08,373+8,37302010.01%+201
HYCROFT MINING HOLDING CORP(HYMC)17,52117,52104166170.04%+200
ISHARES TR5,7076,835+1,1288059960.07%+191
PHILLIPS 66(PSX)3,7663,694-724866730.05%+187
FASTENAL CO(FAST)90,74482,297-8,4473,6423,8190.26%+177
VANGUARD INTL EQUITY INDEX F23,38923,38902,1142,2860.15%+171
FEDEX CORP(FDX)2,8762,812-648311,0020.07%+171
BITWISE BITCOIN ETF TR(BITB)16,85526,415+9,5608029720.07%+171
SELECT SECTOR SPDR TR
ST STR UTIL ETF
21,77323,830+2,0579301,0940.07%+164
REGIONS FINANCIAL CORP NEW(RF)11,98118,603+6,6223254860.03%+161
SPROTT ASSET MANAGEMENT LP(PHYS)41,72543,313+1,5881,3781,5350.10%+157
SCHWAB STRATEGIC TR8,96415,388+6,4242413950.03%+153
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
21,17925,513+4,3348389910.07%+153
CATERPILLAR INC(CAT)4,1063,531-5752,3522,5020.17%+150
CONOCOPHILLIPS(COP)7,6906,574-1,1167208680.06%+148
ISHARES TR21,16522,834+1,6691,8451,9790.13%+135
RTX CORPORATION(RTX)11,62411,740+1162,1322,2650.15%+133
WILLIAMS COS INC(WMB)13,64313,017-6268209470.06%+127
BITWISE ETHEREUM ETF20,61837,659+17,0414395650.04%+126
DHI GROUP INC(DHX)043,754+43,75401230.01%+123
CUMMINS INC(CMI)1,0581,229+1715406610.04%+121
ISHARES TR17,95119,293+1,3421,3921,5130.10%+121
FIRST TR EXCHANGE TRADED FD
SMID RISNG ETF
53,85655,393+1,5372,0642,1840.15%+120
HONEYWELL INTL INC(HON)2,7252,861+1365326470.04%+115
ENTERGY CORP NEW(ETR)8,1307,684-4467518630.06%+112
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
14,68916,892+2,2037438550.06%+112
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Keel Point, LLC — 13F Holdings — Q1 2026 | TickerTrail