StockDriftsStockDriftsTop 38 Keystone Financial Planning INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | 50.58% | 6.28M | $204.3M | +0.47%(+29.17K) | $23.16(+47.83%) | 2026-09-30 | |
| CVX | CHEVRON CORPORATION | 4.12% | 81.5K | $16.6M | -0.38%(-315) | $171.32(+30.97%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 3.49% | 27.5K | $14.1M | +2.31%(+620) | $40.40(+1220.52%) | 2026-09-30 | |
| USB | US BANCORP | 3.22% | 225.2K | $13.0M | -0.51%(-1.16K) | $45.36(+27.52%) | 2026-09-30 | |
| BNS | BANK NOVA SCOTIA B C | 3.04% | 135.0K | $12.3M | -1.11%(-1.52K) | $48.92(+86.29%) | 2026-09-30 | |
| CME | CME GROUP INC | 2.81% | 43.3K | $11.3M | +0.10%(+45) | $220.18(+33.31%) | 2026-09-30 | |
| VZ | VERIZON COMMUNICATIONS INC | 2.64% | 232.8K | $10.7M | -0.88%(-2.06K) | $50.93(-13.31%) | 2026-09-30 | |
| GSK | GSK PLC | 2.52% | 211.2K | $10.2M | +8.00%(+15.64K) | $52.74(-6.23%) | 2026-09-30 | |
| SPYD | SPDR SERIES TRUST | 2.46% | 219.3K | $10.0M | +11.10%(+21.92K) | $42.61(+9.73%) | 2026-09-30 | |
| UL | UNILEVER PLC | 2.41% | 160.2K | $9.7M | -0.20%(-323) | $61.13(+6.57%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.77% | +47.27% | +8.81% | +52.53% |
| Top 20 Holdings Unweighted | +16.70% | +58.94% | +11.01% | +68.56% |
Keystone Financial Planning INC reports $403.85M in US-listed equity holdings across 39 positions in its most recent 13F filing. Its largest disclosed positions are SCHD (50.6%), CVX (4.1%) and MSFT (3.5%). The top 20 holdings account for 93.51% of reported assets. Its disclosed equity book has returned +47.27% on a three-year cumulative basis. Figures reflect the Q3 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 Keystone Financial Planning INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1596906). View Keystone Financial Planning INC’s 13F filings on SEC