Keystone Global Partners Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
GARP
iShares MSCI USA Quality GARP ETF
GARP
|
+$5.78M |
| 2 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$5.61M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$4.07M |
| 4 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$3.26M |
| 5 |
iShares MSCI Japan ETF
EWJ
|
+$2.3M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
JPMorgan US Quality Factor ETF
JQUA
|
+$2.98M |
| 2 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
+$2.65M |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$885K |
| 4 |
State Street Communication Services Select Sector SPDR ETF
XLC
|
+$578K |
| 5 |
SCHQ
Schwab Long-Term US Treasury ETF
SCHQ
|
+$563K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 2.4% |
| 2 | Communication Services | 0.62% |
| 3 | Consumer Discretionary | 0.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Broadcom
AVGO
$1.81T
| $288K | 0.13% |
831
| – | – |
|
52
Meta Platforms (Facebook)
META
$1.51T
| $260K | 0.11% |
394
| – | – |
|
53
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.9B
| $205K | 0.09% |
339
| – | – |
|
54
iShares 20+ Year Treasury Bond ETF
TLT
$43.1B
| – | – |
0
| – | – |
|
55
Invesco KBW Bank ETF
KBWB
$6.9B
| – | – |
-3,930
| Closed | -$307K |
|
Similar funds
Keystone Global Partners's Q4 2025 Portfolio in Review
As of Q4 2025, Keystone Global Partners held 55 positions worth $227M, up 16% from $196M the previous quarter. Its ten largest holdings account for 59% of the portfolio.
Keystone Global Partners deployed $26.7M of net new capital in Q4 2025, opening 4 new positions and adding to 17 existing holdings. Its largest new stake was iShares MSCI USA Quality GARP ETF: 85,805 shares worth $5.84M.
By sector, the portfolio is most concentrated in Technology at 2.4% of assets, down from 2.9% a quarter earlier, followed by Communication Services and Consumer Discretionary.
On the sell side, the largest reduction was JPMorgan US Quality Factor ETF, an estimated $2.98M trimmed.
- Keystone Global Partners's largest Q4 2025 buy was iShares MSCI USA Quality GARP ETF: 85,805 shares worth $5.84M.
- Keystone Global Partners added most to Vanguard Tax-Exempt Bond Index Fund in Q4 2025, an estimated $5.61M increase.
- Keystone Global Partners's biggest Q4 2025 reduction was JPMorgan US Quality Factor ETF, cutting an estimated $2.98M.
- Keystone Global Partners fully exited Invesco KBW Bank ETF in Q4 2025, selling an estimated $307K.
- Keystone Global Partners's ten largest holdings make up 59% of its $227M portfolio in Q4 2025.
- Keystone Global Partners opened 4 new positions and closed 1 in Q4 2025.
- Keystone Global Partners's portfolio value rose 16% quarter-over-quarter to $227M.
Based on Keystone Global Partners's 13F filing for Q4 2025, filed 14 Jan 2026.