MondegarAI
Keeler Thomas Management LLC

Q1 2025 · 13F-HR

Keeler Thomas Management LLCholdings as filed

Filed 2025-05-09 · accession 0001172661-25-001636

$204.1M
Reported value
76
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46435GAA0IBDRISHARES TR$12.2M5.96%502,548CommonNONE
46434VBD1IBDQISHARES TR$12.0M5.86%475,685CommonNONE
46436E528IBHFISHARES TR$8.4M4.09%359,756CommonNONE
46436E478IBHGISHARES TR$8.3M4.06%371,618CommonNONE
46436E379IBHIISHARES TR$8.3M4.05%355,929CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$8.2M4.03%15,428CommonNONE
46436E387IBHHISHARES TR$8.2M4.03%351,718CommonNONE
46435U168IBHEISHARES TR$6.8M3.32%291,405CommonNONE
46435UAA9IBDSISHARES TR$6.4M3.15%265,961CommonNONE
46436E866ISHARES TR$5.0M2.45%214,073CommonNONE
46435U515IBDTISHARES TR$4.7M2.32%187,666CommonNONE
46436E205IBDUISHARES TR$4.7M2.32%204,275CommonNONE
46436E726IBDVISHARES TR$4.7M2.31%217,331CommonNONE
46436E486IBDWISHARES TR$4.7M2.30%226,248CommonNONE
337738108FISVFISERV INC$4.1M2.01%18,623CommonNONE
037833100AAPLAPPLE INC$3.7M1.83%16,787CommonNONE
244199105DEDEERE & CO$3.6M1.78%7,726CommonNONE
166764100CVXCHEVRON CORP NEW$3.4M1.66%20,205CommonNONE
30231G102XOMEXXON MOBIL CORP$3.2M1.58%27,121CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$3.0M1.47%5,736CommonNONE
09290D101BLKBLACKROCK INC$2.8M1.39%2,996CommonNONE
580135101MCDMCDONALDS CORP$2.8M1.39%9,055CommonNONE
253868103DLRDIGITAL RLTY TR INC$2.8M1.35%19,205CommonNONE
149123101CATCATERPILLAR INC$2.7M1.34%8,323CommonNONE
46436E858IBTGISHARES TR$2.6M1.26%112,306CommonNONE
79466L302CRMSALESFORCE INC$2.5M1.23%9,331CommonNONE
49177J102KVUEKENVUE INC$2.5M1.23%104,293CommonNONE
02079K305GOOGLALPHABET INC$2.3M1.10%14,554CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$2.2M1.10%6,353CommonNONE
883203101TXTTEXTRON INC$2.1M1.02%28,765CommonNONE
46438G661IBHKISHARES TR$2.0M1.00%80,471CommonNONE
46436E122IBHJISHARES TR$2.0M0.98%76,819CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2.0M0.98%2,112CommonNONE
20030N101CMCSACOMCAST CORP NEW$2.0M0.97%53,853CommonNONE
46436E825IBTJISHARES TR$2.0M0.96%90,448CommonNONE
30303M102METAMETA PLATFORMS INC$1.9M0.93%3,287CommonNONE
464288877EFVISHARES TR$1.8M0.90%31,024CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$1.8M0.89%12,102CommonNONE
002824100ABTABBOTT LABS$1.8M0.89%13,649CommonNONE
222795502CUZCOUSINS PPTYS INC$1.8M0.89%61,255CommonNONE
907818108UNPUNION PAC CORP$1.8M0.88%7,638CommonNONE
94106L109WMWASTE MGMT INC DEL$1.8M0.88%7,743CommonNONE
871829107SYYSYSCO CORP$1.7M0.84%22,885CommonNONE
023135106AMZNAMAZON COM INC$1.6M0.81%8,644CommonNONE
316773100FITBFIFTH THIRD BANCORP$1.6M0.80%41,775CommonNONE
931142103WMTWALMART INC$1.6M0.79%18,470CommonNONE
67066G104NVDANVIDIA CORPORATION$1.6M0.78%14,729CommonNONE
46436E460IBTLISHARES TR$1.5M0.71%71,694CommonNONE
92826C839VVISA INC$1.3M0.63%3,683CommonNONE
594918104MSFTMICROSOFT CORP$1.2M0.60%3,286CommonNONE
46436E593IBTKISHARES TR$1.2M0.60%62,359CommonNONE
46438G646IBTPISHARES TR$1.2M0.60%47,741CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$1.2M0.59%21,271CommonNONE
808524730FNDESCHWAB STRATEGIC TR$1.2M0.59%38,786CommonNONE
27579R104EWBCEAST WEST BANCORP INC$1.1M0.56%12,628CommonNONE
670100205NVONOVO-NORDISK A S$1.1M0.55%16,138CommonNONE
46436E148IBTOISHARES TR$1.1M0.52%43,270CommonNONE
889478103TOLTOLL BROTHERS INC$1.0M0.51%9,805CommonNONE
46436E833IBTIISHARES TR$915,8190.45%41,160CommonNONE
46438G653IBDZISHARES TR$882,3120.43%34,217CommonNONE
46436E296IBTMISHARES TR$880,9220.43%38,485CommonNONE
00724F101ADBEADOBE INC$803,8790.39%2,096CommonNONE
46436E841IBTHISHARES TR$791,9020.39%35,321CommonNONE
46429B598INDAISHARES TR$770,6140.38%14,969CommonNONE
461202103INTUINTUIT$734,7320.36%1,197CommonNONE
46436E130IBDYISHARES TR$665,3440.33%26,031CommonNONE
69374H857CALFPACER FDS TR$665,2330.33%17,740CommonNONE
58933Y105MRKMERCK & CO INC$624,9910.31%6,963CommonNONE
759916109RGENREPLIGEN CORP$620,8040.30%4,879CommonNONE
46436E312IBDXISHARES TR$599,0410.29%23,971CommonNONE
713448108PEPPEPSICO INC$497,7100.24%3,319CommonNONE
92189F643MOATVANECK ETF TRUST$426,5360.21%4,847CommonNONE
892331307TMTOYOTA MOTOR CORP$331,3470.16%1,877CommonNONE
855244109SBUXSTARBUCKS CORP$304,7790.15%3,107CommonNONE
427866108HSYHERSHEY CO$267,6620.13%1,565CommonNONE
40412C101HCAHCA HEALTHCARE INC$214,7040.11%621CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.