StockDriftsStockDriftsTop 50 Keynote Financial Services LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.02% | 37.1K | $10.7M | -1.26%(-471) | $182.00(+68.50%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 4.51% | 38.3K | $9.6M | -2.56%(-1.00K) | $168.80(+47.70%) | 2026-06-30 | |
| VUSB | VANGUARD BD INDEX FNDS | 4.39% | 188.3K | $9.4M | +6.05%(+10.74K) | $49.87(-0.40%) | 2026-06-30 | |
| INTC | INTEL CORP | 4.17% | 63.8K | $8.9M | -19.18%(-15.13K) | $39.70(+144.88%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC. | 2.73% | 11.6K | $5.8M | +3.92%(+439) | $440.90(+18.70%) | 2026-06-30 | |
| GOOGL | ALPHABET INC. | 2.65% | 15.9K | $5.7M | -1.09%(-175) | $154.23(+127.89%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY | 2.41% | 4.5K | $5.2M | -18.66%(-1.02K) | $100.22(+760.14%) | 2026-06-30 | |
| RTX | RTX CORP | 2.41% | 27.1K | $5.1M | -1.74%(-479) | $90.83(+146.47%) | 2026-06-30 | |
| LITE | LUMENTUM HOLDINGS INC | 2.11% | 5.3K | $4.5M | -7.59%(-432) | $50.35(+1499.60%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.99% | 11.4K | $4.3M | +8.38%(+882) | $397.85(+26.37%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (9 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +40.21% |
| Top 20 Holdings Unweighted | — | — | — | — | +38.32% |
Keynote Financial Services LLC reports $213.59M in US-listed equity holdings across 185 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.0%), ABBV (4.5%) and VUSB (4.4%). The top 20 holdings account for 45.56% of reported assets. Its disclosed equity book has returned +40.21% cumulatively over 9 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Keynote Financial Services LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2026127). View Keynote Financial Services LLC’s 13F filings on SEC