Keel Point, LLC
Annual return '25
+19.5%
SPY '25
+17.7%
Alpha
+1.8ptsvs SPY
Invested
$1.5B
Holdings
546
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
VANGUARD INDEX FDS
Held since at least Q1 2024
19.8%
02
$VEA
VANGUARD TAX-MANAGED FDS
Held since at least Q1 2024
4.8%
03
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Increased +43.8% (120.0k → 172.5k shares)
4.7%
04
$NFLX
NETFLIX INC.
Held since at least Q1 2024
4.2%
05
$AGG
ISHARES TR
Held since at least Q1 2024
3.5%
06
$IWB
ISHARES TR
Held since at least Q1 2024
3.0%
07
$GQ9
SPDR GOLD TR
Held since at least Q1 2024
2.6%
08
$EFA
ISHARES TR
Held since at least Q1 2024
2.6%
09
$AAPL
APPLE INC
Q1 2026: Exited (was 1.0k shares)
2.0%
10
$IEF
ISHARES TR
Held since at least Q1 2024
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:08 UTC.