Keystone Financial Services Q4 2025 Filing

Filed February 12, 2026

Portfolio Value

$331.0M

Holdings

121

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (121 positions)

#StockSharesValue% PortfolioType
101
ESGDISHARES TR
2,982$00.00%
102
EVREVERCORE INC
652$00.00%
103
SFSTIFEL FINL CORP
1,662$00.00%
104
OMCOMNICOM GROUP INC
7,595$00.00%
105
IQVIQVIA HLDGS INC
1,302$00.00%
106
NDQINVESCO QQQ TR
1,077$00.00%
107
PEPPEPSICO INC
2,230$00.00%
108
ESGUISHARES TR
8,553$00.00%
109
BDXBECTON DICKINSON & CO
5,361$00.00%
110
GLWCORNING INC
3,153$00.00%
111
NTRSNORTHERN TR CORP
2,427$00.00%
112
MDTMEDTRONIC PLC
8,824$00.00%
113
MAMASTERCARD INCORPORATED
414$00.00%
114
ALLEALLEGION PLC
2,386$00.00%
115
VBVANGUARD INDEX FDS
2,344$00.00%
116
GMGENERAL MTRS CO
2,565$00.00%
117
AYIACUITY INC
601$00.00%
118
EVUSISHARES TR
8,033$00.00%
119
VTIVANGUARD INDEX FDS
2,243$00.00%
120
WBDWARNER BROS DISCOVERY INC
12,333$00.00%
121
TLTISHARES TR
5,998$00.00%
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