Keystone Global Partners Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MSCI World ETF
URTH
|
+$3.97M |
| 2 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$3.33M |
| 3 |
VanEck Semiconductor ETF
SMH
|
+$2.2M |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$1.67M |
| 5 |
State Street Industrial Select Sector SPDR ETF
XLI
|
+$1.49M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$4.85M |
| 2 |
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
|
+$1.79M |
| 3 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
+$1.45M |
| 4 |
JPMorgan US Quality Factor ETF
JQUA
|
+$1.01M |
| 5 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
+$968K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 2.12% |
| 2 | Communication Services | 0.57% |
| 3 | Consumer Discretionary | 0.49% |
| 4 | Industrials | 0.2% |
| 5 | Healthcare | 0.18% |
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Keystone Global Partners's Q2 2026 Portfolio in Review
As of Q2 2026, Keystone Global Partners held 60 positions worth $265M, up 17% from $225M the previous quarter. Its ten largest holdings account for 62% of the portfolio.
Keystone Global Partners deployed $10.6M of net new capital in Q2 2026, opening 6 new positions and adding to 17 existing holdings. Its largest new stake was iShares High Yield Muni Active ETF: 21,143 shares worth $1.05M.
By sector, the portfolio is most concentrated in Technology at 2.1% of assets, down from 2.1% a quarter earlier, followed by Communication Services and Consumer Discretionary.
On the sell side, the largest reduction was Vanguard Tax-Exempt Bond Index Fund, an estimated $4.85M trimmed.
- Keystone Global Partners's largest Q2 2026 buy was iShares High Yield Muni Active ETF: 21,143 shares worth $1.05M.
- Keystone Global Partners added most to iShares MSCI World ETF in Q2 2026, an estimated $3.97M increase.
- Keystone Global Partners's biggest Q2 2026 reduction was Vanguard Tax-Exempt Bond Index Fund, cutting an estimated $4.85M.
- Keystone Global Partners fully exited JPMorgan US Quality Factor ETF in Q2 2026, selling an estimated $1.01M.
- Keystone Global Partners's ten largest holdings make up 62% of its $265M portfolio in Q2 2026.
- Keystone Global Partners opened 6 new positions and closed 3 in Q2 2026.
- Keystone Global Partners's portfolio value rose 17% quarter-over-quarter to $265M.
Based on Keystone Global Partners's 13F filing for Q2 2026, filed 16 Jul 2026.