account_balance
Investment manager · 13F filer · SEC CIK 2026127
Keynote Financial Services LLC
Reported value$214Mas of Jun 30, 2026
Positions185 19 new, 8 sold out
Top 10 weight32.4%AAPL alone is 5%
FiledAug 334 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
5.0%
ABBVAbbVie Inc.
4.5%Trimmed −3%
VUSBVanguard Bd Index FNDS
4.4%Added +6%
INTCIntel Corp
4.2%Trimmed −19%
BRK-BBerkshire Hathaway Inc
2.7%Added +4%
GOOGLAlphabet Inc.
2.7%
MUMicron Technology Inc
2.4%Trimmed −19%
RTXRTX Corp
2.4%
LITELumentum Holdings Inc.
2.1%Trimmed −8%
MSFTMicrosoft Corp
2.0%+8%
HTOH2o America
1.5%Trimmed −3%
AMATApplied Materials Inc
1.5%Trimmed −3%
AAPLApple Inc.
5.0%
ABBVAbbVie Inc.
4.5%Trimmed −3%
VUSBVanguard Bd Index FNDS
4.4%
INTCIntel Corp
4.2%
BRK-BBerkshire Hathaway Inc
2.7%+4%
GOOGLAlphabet Inc.
2.7%
MUMicron Technology Inc
2.4%
RTXRTX Corp
2.4%
LITE2.1%MSFT2.0%HTO1.5%AMAT1.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 5.0% HeldABBV AbbVie Inc. 4.5% Trimmed −3%
VUSB Vanguard Bd Index FNDS 4.4% Added +6%
INTC Intel Corp 4.2% Trimmed −19%BRK-B Berkshire Hathaway Inc 2.7% Added +4%GOOGL Alphabet Inc. 2.7% HeldMU Micron Technology Inc 2.4% Trimmed −19%RTX RTX Corp 2.4% HeldLITE Lumentum Holdings Inc. 2.1% Trimmed −8%MSFT Microsoft Corp 2.0% Added +8%HTO H2o America 1.5% Trimmed −3%AMAT Applied Materials Inc 1.5% Trimmed −3%What changed
Biggest moves since Mar 31, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.