1y return+23.8%S&P 500 +20.9%
3y return+68.2%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2023: $168 against $168 in the S&P 500.2
Keystone Financial GroupS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $97.7M | 5.8% | |
| SPYState Str Spdr S&p 500 Etf T | $80.5M | 4.8% | −7.0% |
| SPYMSpdr Series Trust | $70.2M | 4.2% | +11.9% |
| Seagate Technology Hldngs PlCUSIP G7997R103 | $61.1M | 3.6% | |
| SPYGState Street | $52.7M | 3.1% | +15.8% |
| VFLOVictory Portfolios II | $50.9M | 3.0% | +3.1% |
| AMDAdvanced Micro Devices Inc | $46.6M | 2.8% | |
| VTIVanguard Index Fds | $45.2M | 2.7% | |
| NVDANvidia Corporation | $40.1M | 2.4% | −7.2% |
| TSLATesla Inc | $39.6M | 2.3% | |
| DYNFBlackrock Etf Trust | $38.6M | 2.3% | +4.5% |
| PLTRPalantir Technologies Inc | $32.0M | 1.9% | +3.1% |
| VOOVanguard Index Fds | $25.1M | 1.5% | +1.6% |
| BRK/BBerkshire Hathaway Inc Del | $24.4M | 1.4% | +4.3% |
| AMZNAmazon Com Inc | $23.9M | 1.4% | +1.2% |
| BAIBlackrock Etf Trust | $19.9M | 1.2% | −9.8% |
| JPMJpmorgan Chase &co | $19.9M | 1.2% | |
| METAMeta Platforms Inc | $19.4M | 1.2% | |
| IEMGIshares Core Msci | $18.9M | 1.1% | −20.3% |
| MSFTMicrosoft Corp | $17.7M | 1.1% | −4.3% |
| QQQInvesco Qqq Tr | $17.1M | 1.0% | −7.1% |
| BUFRFirst Tr Exchng Traded Fd Vi | $16.1M | 1.0% | +9.5% |
| SPTLState Street | $14.0M | 0.8% | +61.0% |
| BNDVanguard Total Bond | $14.0M | 0.8% | +12.2% |
| GOOGAlphabet Inc | $13.2M | 0.8% | −1.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| Seagate Technology Hldngs PlCUSIP G7997R103 | June 30, 2023 | +1459.7% | $61.1M |
| PLTRPalantir Technologies Inc | June 30, 2023 | +661.1% | $32.0M |
| AMDAdvanced Micro Devices Inc | June 30, 2023 | +410.0% | $46.6M |
| NVDANvidia Corporation | June 30, 2023 | +373.0% | $40.1M |
| GOOGLAlphabet Inc | June 30, 2023 | +198.6% | $11.5M |
| GOOGAlphabet Inc | June 30, 2023 | +192.1% | $13.2M |
| JPMJpmorgan Chase &co | June 30, 2023 | +125.1% | $19.9M |
| METAMeta Platforms Inc | June 30, 2023 | +96.3% | $19.4M |
| AMZNAmazon Com Inc | June 30, 2023 | +82.8% | $23.9M |
| BAIBlackrock Etf Trust | June 30, 2025 | +82.7% | $19.9M |
Sold off last quarter
- SGUXXSchwab Government Money Ultra was $2.3M
- ETEnergy Transfer was $2.1M
- EPDEnterprise Prods Part LP was $1.7M
- TERTeradyne Inc was $1.4M
- QLTAIshares Aaa was $581K
- MDLZMondelez Intl Inc was $366K
- KREState Street Spdr S&p Regional Banking Etf was $343K
- BPBp P L C Fsponsored Adr 1 Adr Reps 6 Ord Shs was $299K
- PAAPlains All was $260K
- BSTBlackrock Science was $250K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +15.6% | +14.8% |
| March 31, 2026 | −3.6% | −4.6% |
| December 31, 2025 | +2.0% | +2.4% |
| September 30, 2025 | +8.8% | +7.8% |
| June 30, 2025 | +9.7% | +10.5% |
| March 31, 2025 | −4.3% | −4.6% |
| December 31, 2024 | +2.3% | +2.1% |
| September 30, 2024 | +6.9% | +5.4% |
| June 30, 2024 | +3.3% | +4.0% |
| March 31, 2024 | +8.7% | +10.0% |
| December 31, 2023 | +9.5% | +11.2% |
| September 30, 2023 | −3.7% | −3.6% |
| March 31, 2023 | +5.6% | +7.0% |
| December 31, 2022 | +5.2% | +7.1% |
| September 30, 2022 | −5.0% | −5.3% |
| June 30, 2022 | −15.6% | −16.5% |
| March 31, 2022 | −4.3% | −4.9% |
| December 31, 2021 | +9.2% | +10.7% |
| September 30, 2021 | −0.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Keystone Financial Group Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1729299&type=13F-HR&dateb=&owner=include&count=40CIK 1729299
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1729299/000172929926000004/Filed July 29, 2026 · accession 0001729299-26-000004