Keystone Financial Group
Annual return '25
+18.6%
SPY '25
+17.7%
Alpha
+0.8ptsvs SPY
Invested
$1.5B
Holdings
526
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: New position (2.43M shares)
6.0%
02
$SPY
STATE STREET SPDR S&P 500 ETF TRUST
Held since at least Q1 2024
5.4%
03
$SPYM
SPDR SERIES TRUST
Held since at least Q1 2024
3.7%
04
$VFLO
VICTORY PORTFOLIOS II
Held since at least Q1 2024
2.9%
05
$STX
SEAGATE TECHNOLOGY H F
Held since at least Q1 2024
2.8%
06
$NVDA
NVIDIA CORPORATION
Q1 2026: New position (267.2k shares)
2.7%
07
$VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES
Held since at least Q1 2024
2.7%
08
$PLTR
PALANTIR TECHNOLOGIES INCLASS CLASS A
Held since at least Q1 2024
2.7%
09
$SPYG
STATE STREET
Held since at least Q1 2024
2.6%
10
$TSLA
TESLA INC
Held since at least Q1 2024
2.4%
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 15:40 UTC.