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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
RBLX icon
51
Roblox
RBLX
$35.7B
$1.99M 0.18%
24,500
+18,945
+341% +$2.01M
ORCL icon
52
Oracle
ORCL
$342B
$1.35M 0.12%
6,911
-23,137
-77% -$5.51M
FIX icon
53
Comfort Systems
FIX
$54.1B
$1.32M 0.12%
+1,416
New +$1.31M
DASH icon
54
DoorDash
DASH
$85.3B
$1.2M 0.11%
+5,303
New +$1.24M
SGML icon
55
Sigma Lithium
SGML
$1.05B
$1.1M 0.1%
+83,600
New +$720K
TEAM icon
56
Atlassian
TEAM
$26.7B
$1.06M 0.09%
6,516
-50,548
-89% -$7.93M
GM icon
57
General Motors
GM
$81.7B
$1.01M 0.09%
12,426
+5,386
+77% +$380K
FWONK icon
58
Liberty Media Series C
FWONK
$25.4B
$918K 0.08%
+9,319
New +$915K
SEI
59
Solaris Energy Infrastructure
SEI
$2.74B
$895K 0.08%
+19,476
New +$942K
SOLS
60
Solstice Advanced Materials
SOLS
$8.85B
$857K 0.08%
+17,642
New +$831K
RIOT icon
61
Riot Platforms
RIOT
$7.36B
$784K 0.07%
61,853
-286,147
-82% -$4.89M
LOW icon
62
Lowe's Companies
LOW
$122B
$778K 0.07%
+3,225
New +$774K
EBAY icon
63
eBay
EBAY
$51.5B
$748K 0.07%
8,586
-30,080
-78% -$2.6M
IESC icon
64
IES Holdings
IESC
$10.1B
$675K 0.06%
+1,734
New +$697K
NTES icon
65
NetEase
NTES
$83.1B
$626K 0.06%
+4,546
New +$645K
IREN icon
66
Iris Energy
IREN
$11.2B
$605K 0.05%
16,020
+11,100
+226% +$573K
GRAB icon
67
Grab
GRAB
$13.8B
$570K 0.05%
+114,217
New +$631K
GAP
68
The Gap Inc
GAP
$7.28B
$522K 0.05%
20,400
+3,800
+23% +$92.1K
ACN icon
69
Accenture
ACN
$107B
$517K 0.05%
+1,928
New +$490K
CVNA icon
70
Carvana
CVNA
$48B
$498K 0.04%
+5,905
New +$439K
MDB icon
71
MongoDB
MDB
$26.2B
$439K 0.04%
1,045
-1,354
-56% -$493K
NET icon
72
Cloudflare
NET
$95.5B
$407K 0.04%
+2,064
New +$437K
LEU icon
73
Centrus Energy
LEU
$3.15B
$405K 0.04%
+1,670
New +$504K
OKLO
74
Oklo
OKLO
$6.62B
$361K 0.03%
+5,030
New +$561K
AVAV icon
75
AeroVironment
AVAV
$7.34B
$267K 0.02%
1,102
-6,378
-85% -$2.01M
1 2
3
4 5

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MFG
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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.