Fund HoldingsKeel Point, LLC

Total Portfolio Value
$1.66B
Total Bought
$170.79M
Total Sold
$121.34M
Net Transaction
+$49.45M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR SERIES TRUST
ST STR P500ETF
0308,292+308,292024,7311.49%+24,731
VANGUARD INDEX FDS450,932469,568+18,636276,142294,48017.74%+18,338
SELECT SECTOR SPDR TR
ST STR TECHN ETF
074,925+74,925010,7870.65%+10,787
SELECT SECTOR SPDR TR
ST STR FINL ETF
0148,851+148,85108,1530.49%+8,153
VANGUARD TAX-MANAGED FDS963,2411,012,021+48,78057,71763,2213.81%+5,503
ISHARES TR203,092257,369+54,27719,59024,7491.49%+5,158
APPLE INC(AAPL)132,034142,218+10,18433,62038,6632.33%+5,044
SPDR GOLD TR(GLD)90,68292,925+2,24332,23536,8272.22%+4,592
INTUITIVE SURGICAL INC029,366+29,366016,6321.00%+16,632
ISHARES SILVER TR(SLV)163,201160,675-2,5266,91510,3510.62%+3,436
ALPHABET INC(GOOG)71,30066,155-5,14517,33320,7071.25%+3,374
BOSTON SCIENTIFIC CORP(BSX)038,400+38,40003,6610.22%+3,661
ISHARES TR460,998492,711+31,71346,21549,2122.96%+2,997
ALPHABET INC(GOOG)33,01233,800+7888,04010,6070.64%+2,566
ISHARES TR012,088+12,08802,5950.16%+2,595
ISHARES TR83,35190,660+7,30916,96919,0691.15%+2,100
ELI LILLY & CO(LLY)04,085+4,08504,3900.26%+4,390
SELECT SECTOR SPDR TR
ST STR SVC ETF
011,971+11,97101,4090.08%+1,409
VANGUARD BD INDEX FDS080,176+80,17605,9390.36%+5,939
SELECT SECTOR SPDR TR
ST STR ENERG ETF
030,585+30,58501,3670.08%+1,367
ISHARES TR7,7969,545+1,7495,2186,5380.39%+1,320
ISHARES TR011,738+11,73801,2930.08%+1,293
ROCKET LAB CORP(RKLB)51,42851,288-1402,4643,5780.22%+1,114
SPDR SERIES TRUST
ST STR RATE ETF
033,000+33,00001,0140.06%+1,014
ISHARES TR014,689+14,68909860.06%+986
SELECT SECTOR SPDR TR
ST STR DISCR ETF
08,012+8,01209570.06%+957
SELECT SECTOR SPDR TR
ST STR UTIL ETF
021,773+21,77309300.06%+930
AUTOZONE INC(AZO)0423+42301,4350.09%+1,435
AMAZON COM INC(AMZN)116,027113,675-2,35225,47626,2391.58%+763
SELECT SECTOR SPDR TR
ST STR CARE ETF
04,871+4,87107540.05%+754
ISHARES TR06,046+6,04607450.04%+745
VANGUARD INDEX FDS75,93879,547+3,60915,89716,6351.00%+738
ISHARES TR193,692202,152+8,46010,34311,0600.67%+717
ISHARES TR78,51484,560+6,0469,38310,0920.61%+709
BROADCOM INC(AVGO)27,43528,111+6769,0519,7290.59%+678
TESLA INC(TSLA)54,79155,683+89224,36725,0421.51%+675
CATERPILLAR INC(CAT)3,5914,106+5151,7132,3520.14%+639
THERMO FISHER SCIENTIFIC INC(TMO)10,2989,694-6044,9955,6170.34%+622
ISHARES TR02,887+2,88706120.04%+612
ISHARES TR073,254+73,25408,8040.53%+8,804
EXPEDITORS INTL WASH INC(EXPD)33,91931,939-1,9804,1584,7590.29%+601
SELECT SECTOR SPDR TR
ST STR INDL ETF
03,815+3,81505920.04%+592
ISHARES TR124,893123,791-1,10245,64646,2282.79%+582
VANGUARD WORLD FD48,96749,829+86211,95212,5160.75%+563
MICRON TECHNOLOGY INC(MU)05,006+5,00601,4290.09%+1,429
VANGUARD INDEX FDS12,84514,249+1,4044,2154,7770.29%+562
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
0122,554+122,55402,3990.14%+2,399
OMNICOM GROUP INC(OMC)06,520+6,52005260.03%+526
INVESCO EXCH TRD SLF IDX FD
BULSHS 2027 CB
061,139+61,13901,2070.07%+1,207
LAM RESEARCH CORP(LRCX)8,5939,649+1,0561,1511,6520.10%+501
WALMART INC(WMT)74,07172,662-1,4097,6348,0950.49%+462
SELECT SECTOR SPDR TR
ST STR STAPL ETF
05,904+5,90404590.03%+459
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 28
034,695+34,69507150.04%+715
TOTALENERGIES SE(TTE)06,823+6,82304460.03%+446
SELECT SECTOR SPDR TR
ST STR MATER ETF
09,417+9,41704270.03%+427
SPDR SERIES TRUST
ST INTER ETF
014,291+14,29104120.02%+412
INVESCO EXCH TRADED FD TR II25,79928,424+2,6252,0182,3960.14%+378
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
219,601234,626+15,0255,5315,9060.36%+374
SPDR SERIES TRUST
ST STR SP600 SML
07,983+7,98303740.02%+374
BANK AMERICA CORP048,758+48,75802,6820.16%+2,682
NVIDIA CORPORATION(NVDA)185,051187,112+2,06134,52734,8962.10%+369
BITWISE SOLANA STAKING ETF021,872+21,87203590.02%+359
ADVANCED MICRO DEVICES INC(AMD)06,411+6,41101,3730.08%+1,373
SPDR SERIES TRUST
ST STR SP DIV
02,513+2,51303500.02%+350
ISHARES TR41,76242,064+30219,56219,9091.20%+347
WELLS FARGO CO NEW(WFC)019,542+19,54201,8210.11%+1,821
HYCROFT MINING HOLDING CORP(HYMC)017,521+17,52104160.03%+416
KENVUE INC(KVUE)019,730+19,73003400.02%+340
ISHARES TR395,348387,824-7,52436,91437,2432.24%+329
REGIONS FINANCIAL CORP NEW(RF)011,981+11,98103250.02%+325
MERCK & CO INC(MRK)60,82351,571-9,2525,1055,4280.33%+324
CISCO SYS INC(CSCO)034,141+34,14102,6300.16%+2,630
INTERNATIONAL BUSINESS MACHS(IBM)015,896+15,89604,7080.28%+4,708
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)01,174+1,17402850.02%+285
APPLIED MATLS INC05,617+5,61701,4440.09%+1,444
COCA COLA CO(KO)051,347+51,34703,5900.22%+3,590
WESTERN DIGITAL CORP(WDC)01,587+1,58702730.02%+273
UNITED THERAPEUTICS CORP DEL(UTHR)0545+54502660.02%+266
DANAHER CORPORATION(DHR)019,963+19,96304,5700.28%+4,570
BITWISE FUNDS TRUST
CRYPTO INDUSTRY
012,812+12,81202550.02%+255
GILEAD SCIENCES INC(GILD)07,472+7,47209170.06%+917
DELL TECHNOLOGIES INC(DELL)01,966+1,96602470.01%+247
GUARDANT HEALTH INC(GH)02,409+2,40902460.01%+246
SELECT SECTOR SPDR TR
ST STR REAL ETF
06,036+6,03602440.01%+244
TWILIO INC(TWLO)01,701+1,70102420.01%+242
UNILEVER PLC(UL)03,696+3,69602420.01%+242
VANGUARD SPECIALIZED FUNDS09,012+9,01201,9810.12%+1,981
JOHNSON & JOHNSON(JNJ)34,84332,376-2,4676,4616,7000.40%+240
TARGET CORP(TGT)02,442+2,44202390.01%+239
CENTENE CORP DEL(CNC)05,709+5,70902350.01%+235
SALESFORCE INC(CRM)06,560+6,56001,7380.10%+1,738
UNITED PARCEL SERVICE INC(UPS)02,324+2,32402310.01%+231
BIOGEN INC(BIIB)01,292+1,29202270.01%+227
WORLD GOLD TR(GLDM)02,631+2,63102250.01%+225
UNITED AIRLS HLDGS INC(UAL)02,006+2,00602240.01%+224
GLOBAL X FDS
LITHIUM BTRY ETF
03,421+3,42102220.01%+222
CSX CORP(CSX)06,114+6,11402220.01%+222
CUMMINS INC(CMI)01,058+1,05805400.03%+540
INVESCO LTD(IVZ)08,300+8,30002180.01%+218
FERGUSON ENTERPRISES INC(FERG)0978+97802180.01%+218
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