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KI

Keystone Investors Portfolio holdings

AUM $1.11B
1-Year Est. Return 121.36%
This Fund
S&P 500
This Quarter Est. Return
+16.42%
1 Year Est. Return
+121.36%
3 Year Est. Return
+732.19%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.11B
AUM Growth
+$248M
Cap. Flow
+$169M
Cap. Flow %
15.2%
Top 10 Hldgs %
61.22%
Holding
107
New
39
Increased
24
Reduced
13
Closed
30

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$73.9M
2
GDX icon
VanEck Gold Miners ETF
GDX
+$52.9M
3
NVDA icon
NVIDIA
NVDA
+$35.3M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$31.5M
5
AGX icon
Argan
AGX
+$28.9M

Top Sells

Rank Stock Value
1
TME icon
Tencent Music
TME
+$52.4M
2
BABA icon
Alibaba
BABA
+$35.5M
3
AVGO icon
Broadcom
AVGO
+$28.8M
4
META icon
Meta Platforms (Facebook)
META
+$28.5M
5
ATI icon
ATI
ATI
+$22.2M

Sector Composition

Rank Sector Weight
1 Technology 33.62%
2 Consumer Discretionary 22.68%
3 Communication Services 16.72%
4 Healthcare 9.61%
5 Industrials 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOG icon
1
Alphabet (Google) Class C
GOOG
$4.09T
$151M 13.53%
480,085
+109,969
+30% +$31.5M
NVDA icon
2
NVIDIA
NVDA
$4.64T
$101M 9.06%
541,065
+189,577
+54% +$35.3M
SE icon
3
Sea Limited
SE
$66.3B
$83.8M 7.52%
656,666
+75,135
+13% +$11.1M
AMZN icon
4
Amazon
AMZN
$2.46T
$74.6M 6.7%
+323,162
New +$73.9M
GDX icon
5
VanEck Gold Miners ETF
GDX
$22.3B
$57.4M 5.16%
+669,804
New +$52.9M
IQV icon
6
IQVIA
IQV
$40.4B
$55.4M 4.98%
245,924
+99,696
+68% +$21.7M
MSFT icon
7
Microsoft
MSFT
$2.94T
$46M 4.13%
95,180
+32,122
+51% +$16.1M
LITE icon
8
Lumentum
LITE
$46.9B
$40.6M 3.65%
110,164
-46,113
-30% -$11.8M
COHR icon
9
Coherent
COHR
$43.7B
$38.2M 3.43%
206,701
+23,096
+13% +$3.45M
WDC icon
10
Western Digital
WDC
$161B
$34M 3.05%
197,152
-89,736
-31% -$13.6M
AGX icon
11
Argan
AGX
$6.9B
$28.6M 2.57%
+91,197
New +$28.9M
GILD icon
12
Gilead Sciences
GILD
$166B
$25.5M 2.29%
+207,554
New +$25.2M
TSLA icon
13
Tesla
TSLA
$1.19T
$21.9M 1.97%
48,674
-40,462
-45% -$17.9M
ULTA icon
14
Ulta Beauty
ULTA
$21.8B
$21.7M 1.95%
35,864
+23,784
+197% +$13.1M
BIDU icon
15
Baidu
BIDU
$35.6B
$21.6M 1.94%
+165,172
New +$20.5M
STX icon
16
Seagate
STX
$174B
$19.3M 1.73%
70,051
+19,730
+39% +$5.12M
MU icon
17
Micron Technology
MU
$875B
$17.3M 1.55%
+60,494
New +$13.9M
CRDO icon
18
Credo Technology Group
CRDO
$33.3B
$16.5M 1.48%
+114,650
New +$17.6M
FLS icon
19
Flowserve
FLS
$8.87B
$16.4M 1.47%
236,165
+232,365
+6,115% +$14.9M
CCJ icon
20
Cameco
CCJ
$36.6B
$14.4M 1.3%
157,879
+8,245
+6% +$742K
URI icon
21
United Rentals
URI
$66.4B
$13.2M 1.19%
16,329
+16,076
+6,354% +$14M
XBI icon
22
State Street SPDR S&P Biotech ETF
XBI
$9.96B
$12M 1.08%
+98,600
New +$11.3M
HTHT icon
23
Huazhu Hotels Group
HTHT
$13.3B
$10.6M 0.95%
+224,550
New +$9.69M
RDDT icon
24
Reddit
RDDT
$35.1B
$10.4M 0.93%
+45,169
New +$9.5M
LLY icon
25
Eli Lilly
LLY
$1.09T
$10.3M 0.92%
9,560
+4,360
+84% +$4.17M
1
2 3 4 5

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AGC
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HFS
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Keystone Investors's Q4 2025 Portfolio in Review

As of Q4 2025, Keystone Investors held 107 positions worth $1.11B, up 29% from $865M the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Keystone Investors deployed $169M of net new capital in Q4 2025, opening 39 new positions and adding to 24 existing holdings. Its largest new stake was Amazon: 323,162 shares worth $74.6M.

By sector, the portfolio is most concentrated in Technology at 34% of assets, down from 37% a quarter earlier, followed by Consumer Discretionary and Communication Services.

On the sell side, the largest reduction was ATI, an estimated $22.2M trimmed.

  • Keystone Investors's largest Q4 2025 buy was Amazon: 323,162 shares worth $74.6M.
  • Keystone Investors added most to NVIDIA in Q4 2025, an estimated $35.3M increase.
  • Keystone Investors's biggest Q4 2025 reduction was ATI, cutting an estimated $22.2M.
  • Keystone Investors fully exited Tencent Music in Q4 2025, selling an estimated $52.4M.
  • Keystone Investors's ten largest holdings make up 61% of its $1.11B portfolio in Q4 2025.
  • Keystone Investors opened 39 new positions and closed 30 in Q4 2025.
  • Keystone Investors's portfolio value rose 29% quarter-over-quarter to $1.11B.

Based on Keystone Investors's 13F filing for Q4 2025, filed 13 Feb 2026.