StockDriftsStockDriftsTop 38 Keystone Financial Planning, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | 51.09% | 6.25M | $198.2M | -7.59%(-513.36K) | $23.12(+48.61%) | 2026-06-30 | |
| USB | US BANCORP | 3.52% | 226.4K | $13.7M | +0.90%(+2.01K) | $45.36(+44.63%) | 2026-06-30 | |
| CVX | CHEVRON CORPORATION | 3.5% | 81.8K | $13.6M | +228.82%(+56.95K) | $171.32(+17.53%) | 2026-06-30 | |
| BNS | BANK NOVA SCOTIA B C | 3.06% | 136.5K | $11.9M | -1.88%(-2.61K) | $48.92(+85.50%) | 2026-06-30 | |
| GSK | GSK PLC | 2.64% | 195.6K | $10.3M | +3114.83%(+189.51K) | $52.94(-6.46%) | 2026-06-30 | |
| BTI | BRITISH AMERN TOB PLC | 2.63% | 165.3K | $10.2M | -1.18%(-1.98K) | $51.00(+9.28%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.58% | 26.9K | $10.0M | +0.00%(+0) | $31.11(+1462.28%) | 2026-06-30 | |
| VZ | VERIZON COMMUNICATIONS INC | 2.56% | 234.9K | $9.9M | -1.73%(-4.12K) | $50.93(-5.52%) | 2026-06-30 | |
| MDT | MEDTRONIC PLC | 2.55% | 126.4K | $9.9M | new | $81.99(+10.51%) | 2026-06-30 | |
| UL | UNILEVER PLC | 2.49% | 160.5K | $9.7M | +5.00%(+7.64K) | $61.13(+1.57%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.91% | +36.44% | +7.25% | +41.88% |
| Top 20 Holdings Unweighted | +13.40% | +45.83% | +9.10% | +54.54% |
Keystone Financial Planning, Inc. reports $387.93M in US-listed equity holdings across 39 positions in its most recent 13F filing. Its largest disclosed positions are SCHD (51.1%), USB (3.5%) and CVX (3.5%). The top 20 holdings account for 93.36% of reported assets. Its disclosed equity book has returned +36.44% on a three-year cumulative basis. 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 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