KEYNOTE FINANCIAL SERVICES LLC: 13F holdings

CIK 20261272026Q2

Positions185
Reported value$213.6m
Filed2026-08-03

Top 10 holdings

SecuritySharesValueWeight
AAPL APPLE INC37,054$10.7m5.0%
ABBV ABBVIE INC38,262$9.6m4.5%
VUSB VANGUARD BD INDEX FNDS188,323$9.4m4.4%
INTC INTEL CORP63,765$8.9m4.2%
BRK-B BERKSHIRE HATHAWAY INC.11,640$5.8m2.7%
GOOGL ALPHABET INC.15,861$5.7m2.7%
MU MICRON TECHNOLOGY4,464$5.2m2.4%
RTX RTX CORP27,081$5.1m2.4%
LITE LUMENTUM HOLDINGS INC5,263$4.5m2.1%
MSFT MICROSOFT CORP11,401$4.3m2.0%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2026127")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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