We are live on ! Find out more
KI

Keystone Investors Portfolio holdings

AUM $1.87B
This Fund
S&P 500
This Quarter Est. Return
+61.24%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.87B
AUM Growth
–
Cap. Flow
+$1.75B
Cap. Flow %
93.86%
Top 10 Hldgs %
57.02%
Holding
84
New
84
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$147M
2
STX icon
Seagate
STX
+$144M
3
WDC icon
Western Digital
WDC
+$143M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$138M
5
CRCL
Circle Internet Group
CRCL
+$117M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 49.03%
2 Consumer Discretionary 17.32%
3 Communication Services 9.56%
4 Industrials 8.46%
5 Financials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MU icon
76
Micron Technology
MU
$1.05T
$693K 0.04%
+600
New +$450K
NTES icon
77
NetEase
NTES
$76.5B
$595K 0.03%
+4,645
New +$548K
HSAI
78
Hesai Group
HSAI
$2.59B
$458K 0.02%
+25,130
New +$514K
HTHT icon
79
Huazhu Hotels Group
HTHT
$13.3B
$455K 0.02%
+10,911
New +$520K
VIK icon
80
Viking Holdings
VIK
$38B
$440K 0.02%
+4,200
New +$363K
TGT icon
81
Target
TGT
$70.1B
$365K 0.02%
+2,796
New +$355K
AAP icon
82
Advance Auto Parts
AAP
$2.62B
$350K 0.02%
+5,630
New +$319K
HAS icon
83
Hasbro
HAS
$12.7B
$286K 0.02%
+3,464
New +$312K
FCFS icon
84
FirstCash
FCFS
$9.35B
$236K 0.01%
+1,092
New +$237K
1 2 3
4

Similar funds

BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
TCBWMS
Texas Capital Bank Wealth Management Services Dallas, Texas $1.87B AUM 24.49% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return
RAM
Robinhood Asset Management Menlo Park, California $1.87B AUM
PA
Proem Advisors Dallas, Texas $1.87B AUM 202.8% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Keystone Investors's Q2 2026 Portfolio in Review

As of Q2 2026, Keystone Investors held 84 positions worth $1.87B. Its ten largest holdings account for 57% of the portfolio.

Keystone Investors deployed $1.75B of net new capital in Q2 2026, opening 84 new positions. Its largest new stake was Amazon: 585,950 shares worth $140M.

By sector, the portfolio is most concentrated in Technology at 49% of assets, followed by Consumer Discretionary and Communication Services.

  • Keystone Investors's largest Q2 2026 buy was Amazon: 585,950 shares worth $140M.
  • Keystone Investors's ten largest holdings make up 57% of its $1.87B portfolio in Q2 2026.
  • Keystone Investors opened 84 new positions and closed 0 in Q2 2026.

Based on Keystone Investors's 13F filing for Q2 2026, filed 14 Aug 2026.