MondegarAI
KEYNOTE FINANCIAL SERVICES LLC

Q3 2025 · 13F-HR

KEYNOTE FINANCIAL SERVICES LLCholdings as filed

Filed 2025-10-31 · accession 0002026127-25-000007

$165.8M
Reported value
163
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · KEYNOTE FINANCIAL SERVICES LLC · Q3 2025

AI · grounded in 13F

KEYNOTE FINANCIAL SERVICES LLC established a new position in AAPL valued at $9.97M. The fund also initiated new stakes in ABBV for $9.4M and MSFT for $5.25M. Additional new positions include VUSB at $5.13M and BRK/B at $5.01M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$10.0M6.02%39,171CommonNONE
00287Y109ABBVABBVIE INC$9.4M5.67%40,605CommonNONE
594918104MSFTMICROSOFT CORP$5.2M3.17%10,134CommonNONE
92203C303VUSBVANGUARD BD INDEX FNDS$5.1M3.10%102,681CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC.$5.0M3.02%9,964CommonNONE
75513E101RTXRTX CORP$4.9M2.95%29,243CommonNONE
02079K305GOOGLALPHABET INC.$4.2M2.52%17,159CommonNONE
002824100ABTABBOTT LABORATORIES$3.5M2.14%26,493CommonNONE
00206R102TA T & T INC$3.2M1.93%113,374CommonNONE
458140100INTCINTEL CORP$2.9M1.77%87,598CommonNONE
717081103PFEPFIZER INC$2.5M1.52%99,121CommonNONE
784305104HTOH20 AMERICA$2.5M1.51%51,414CommonNONE
478160104JNJJOHNSON & JOHNSON$2.4M1.42%12,694CommonNONE
674599105OXYOCCIDENTAL PETROL CO$2.3M1.41%49,604CommonNONE
126650100CVSCVS HEALTH CORP$2.2M1.33%29,299CommonNONE
742718109PGPROCTER & GAMBLE$2.1M1.25%13,537CommonNONE
46625H100JPMJPMORGAN CHASE & CO$2.0M1.21%6,339CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC.$2.0M1.18%44,536CommonNONE
55261F104MTBM & T BANK CORP$1.9M1.12%9,369CommonNONE
88579Y101MMM3M COMPANY$1.8M1.12%11,916CommonNONE
031162100AMGNAMGEN INC.$1.8M1.10%6,451CommonNONE
023135106AMZNAMAZON.COM INC$1.8M1.06%7,985CommonNONE
67066G104NVDANVIDIA CORP$1.7M1.05%9,344CommonNONE
02209S103MOALTRIA GROUP INC$1.7M1.01%25,397CommonNONE
747525103QCOMQUALCOMM INC$1.6M0.94%9,336CommonNONE
532457108LLYELI LILLY AND CO$1.5M0.93%2,027CommonNONE
185899101CLFCLEVELAND-CLIFFS INC$1.5M0.90%122,993CommonNONE
149123101CATCATERPILLAR INC$1.5M0.90%3,138CommonNONE
539830109LMTLOCKHEED MARTIN CORP$1.5M0.90%2,994CommonNONE
403949100DINOHF SINCLAIR CORP$1.5M0.89%28,146CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB$1.5M0.87%32,162CommonNONE
56585A102MPCMARATHON PETE CORP$1.4M0.83%7,113CommonNONE
205768302CRKCOMSTOCK RES INC$1.4M0.81%68,115CommonNONE
375558103GILDGILEAD SCIENCES INC$1.3M0.80%12,007CommonNONE
55024U109LITELUMENTUM HOLDINGS INC$1.3M0.79%8,060CommonNONE
83088M102SWKSSKYWORKS SOLUTIONS, INC.$1.3M0.79%16,946CommonNONE
91529Y106UNMUNUM GROUP$1.3M0.77%16,336CommonNONE
30231G102XOMEXXON MOBIL CORP$1.3M0.75%11,096CommonNONE
33939L886RAVIFLEXSHARES ULTRA SHORT INC ETF$1.2M0.75%16,345CommonNONE
060505104BACBANK OF AMERICA CORP$1.2M0.74%23,833CommonNONE
58933Y105MRKMERCK & CO. INC.$1.2M0.74%14,583CommonNONE
534187109LNCLINCOLN NATIONAL CORP$1.2M0.73%30,118CommonNONE
580135101MCDMCDONALDS CORP$1.2M0.73%3,989CommonNONE
02079K107GOOGALPHABET INC.$1.2M0.70%4,786CommonNONE
26441C204DUKDUKE ENERGY CORP$1.1M0.69%9,254CommonNONE
595112103MUMICRON TECHNOLOGY$1.1M0.69%6,803CommonNONE
902104108COHERENT CORP$1.1M0.68%10,532CommonNONE
718172109PMPHILIP MORRIS INTL$1.1M0.65%6,679CommonNONE
459200101IBMIBM CORP$1.1M0.64%3,786CommonNONE
038222105AMATAPPLIED MATERIALS$1.1M0.64%5,201CommonNONE
90384S303ULTAULTA BEAUTY INC.$1.0M0.63%1,920CommonNONE
191216100KOTHE COCA-COLA CO$970,5930.59%14,635CommonNONE
500754106KHCKRAFT HEINZ CO$940,1220.57%36,103CommonNONE
209115104EDCONSOLIDATED EDISON$912,5210.55%9,078CommonNONE
01973R101ALSNALLISON TRANSMISSION$891,4950.54%10,503CommonNONE
44267T102HHHHOWARD HUGHES HOLDINGS INC$865,4140.52%10,532CommonNONE
88160R101TSLATESLA INC$860,0880.52%1,934CommonNONE
G5960L103MDTMEDTRONIC PLC$859,3510.52%9,023CommonNONE
254687106DISWALT DISNEY CO$851,5370.51%7,437CommonNONE
91688T104DENISON MINES CORP$841,6870.51%306,068CommonNONE
166764100CVXCHEVRON CORP$825,8320.50%5,318CommonNONE
718546104PSXPHILLIPS 66$792,3170.48%5,825CommonNONE
713448108PEPPEPSICO INC$766,5220.46%5,458CommonNONE
512807108LRCXEURLAM RESEARCH CORP$763,7660.46%5,704CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$745,8050.45%3,041CommonNONE
94988U151WFCWELLS FARGO & COMPANY$743,8620.45%37,683CommonNONE
756109104OREALTY INCOME CORP$666,0150.40%10,956CommonNONE
501889208LKQLKQ CORP$664,4890.40%21,758CommonNONE
17275R102CSCOCISCO SYSTEMS INC$645,9530.39%9,441CommonNONE
N53745100LYBLYONDELLBASELL INDS$639,6290.39%13,043CommonNONE
731068102PIIPOLARIS INDUSTRIES$636,9300.38%10,957CommonNONE
86800U104SMCIUSDSUPER MICRO COMPUTER INC$636,7870.38%13,283CommonNONE
963320106WHRWHIRLPOOL CORP$632,3370.38%8,045CommonNONE
902494103TSNTYSON FOODS, INCORPORATED$627,5450.38%11,557CommonNONE
911312106UPSUNITED PARCEL SVC INC$625,3890.38%7,487CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS, INC.$614,5610.37%1,093CommonNONE
343498101FLOFLOWERS FOODS INC$602,2180.36%46,147CommonNONE
911163103UNFIUNITED NATURAL FOODS, INC.$594,7720.36%15,810CommonNONE
125509109THE CIGNA GROUP$589,7600.36%2,046CommonNONE
30040W108ESEVERSOURCE ENERGY$583,9880.35%8,209CommonNONE
70450Y103PYPLPAYPAL HOLDINGS, INC.$560,2860.34%8,355CommonNONE
831756101SMITH & WESSON BRANDS, INC.$555,9950.34%56,561CommonNONE
464288687PFFISHARES PREFERRED INCOME SEC ETF IV$552,9710.33%17,488CommonNONE
440452100HRLHORMEL FOODS CORP$546,1360.33%22,075CommonNONE
74347W353AGQPROSHARES ULTRA SILVER ETF$537,4920.32%7,050CommonNONE
46428Q109SLVISHARES SILVER TRUST ETF$535,9810.32%12,650CommonNONE
78463V107GLDSPDR GOLD SHARES ETF$527,1620.32%1,483CommonNONE
65339F101NEENEXTERA ENERGY INC$521,7870.31%6,912CommonNONE
345370860FFORD MOTOR CO$521,1250.31%43,572CommonNONE
21036P108STZCONSTELLATION BRANDS, INC.$520,7690.31%3,867CommonNONE
M2029K104BIRKBIRKENSTOCK HOLDING PLC$518,8370.31%11,466CommonNONE
29250N105ENBENBRIDGE INC$509,1920.31%10,091CommonNONE
891160509TDTHE TORONTO-DOMINION BANK$504,6440.30%6,312CommonNONE
861012102STMSTMICROELECTRONICS NV$498,0260.30%17,623CommonNONE
437076102HDHOME DEPOT INC$496,7630.30%1,226CommonNONE
854616109SWK HOLDINGS CORP$489,8350.30%6,590CommonNONE
904784501UNILEVER PLC$465,3480.28%7,850CommonNONE
931142103WMTWALMART INC$461,4000.28%4,477CommonNONE
783549108RRYDER SYSTEM INC$461,0360.28%2,444CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$459,7950.28%3,447CommonNONE
836100107SOUNSOUNDHOUND AI INC$454,3890.27%28,258CommonNONE
20825C104COPCONOCOPHILLIPS$452,1090.27%4,780CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$451,9530.27%1,154CommonNONE
370334104GISGENERAL MILLS INC$443,6290.27%8,799CommonNONE
291011104EMREMERSON ELECTRIC CO$438,7970.26%3,345CommonNONE
892356106TSCOTRACTOR SUPPLY COMPANY$417,1410.25%7,335CommonNONE
91912E105VALEVALE S A$411,5400.25%37,895CommonNONE
842587107SOTHE SOUTHERN COMPANY$401,6350.24%4,238CommonNONE
009158106APDAIR PRODUCTS AND CHEMICALS, INC.$388,6260.23%1,425CommonNONE
12572Q105CMECME GROUP INC$384,4800.23%1,423CommonNONE
219350105GLWCORNING INC$377,9940.23%4,608CommonNONE
759351604RGAREINSURANCE GRP OF AMERICA INC$375,4220.23%1,954CommonNONE
636274300NGGNATIONAL GRID PLC$368,5100.22%5,071CommonNONE
14448C104CARRCARRIER GLOBAL CORP$368,0700.22%6,165CommonNONE
27616P103EASTERLY GOVERNMENT PROPERTIES, INC.$365,2290.22%15,928CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$358,8500.22%2,218CommonNONE
701094104PHPARKER-HANNIFIN CORP$346,4750.21%457CommonNONE
949746101WMT2WELLS FARGO & COMPANY$343,6620.21%4,100CommonNONE
631103108NDAQNASDAQ INC$333,8990.20%3,775CommonNONE
761152107RMDRESMED INC$332,5820.20%1,215CommonNONE
097023105BABOEING CO$332,3780.20%1,540CommonNONE
H2906T109GRMNGARMIN LTD$313,9310.19%1,275CommonNONE
14040H600COFCAPITAL ONE FINL CORP$307,8160.19%1,448CommonNONE
33939L662HYGVFLEXSHAR HG YLD VLU SCOR BD INDX ETF$307,1460.19%7,455CommonNONE
30212P303EXPEEXPEDIA GROUP INC$279,5850.17%1,308CommonNONE
446413106HIIHUNTINGTON INGALLS INDS INC$278,9850.17%969CommonNONE
78409V104SPGIS&P GLOBAL INC$277,4250.17%570CommonNONE
49456B101KMIKINDER MORGAN INC$275,8810.17%9,745CommonNONE
92826C839VVISA INC.$275,8350.17%808CommonNONE
G491BT108IVZINVESCO LTD$269,4070.16%11,744CommonNONE
85208M102SFMSPROUTS FARMERS MARKET$265,9070.16%2,444CommonNONE
369604301GEGE AEROSPACE$264,4210.16%879CommonNONE
962166104WYWEYERHAEUSER COMPANY$252,8080.15%10,198CommonNONE
92936U109WPCW.P. CAREY INC.$250,6850.15%3,710CommonNONE
75524B104RBCRBC BEARINGS INCORPORATED$246,6630.15%632CommonNONE
42250P103DOCHEALTHPEAK PROPERTIES, INC.$246,4030.15%12,867CommonNONE
036752103ELVELEVANCE HEALTH INC$245,5710.15%760CommonNONE
038169207APLDAPPLIED DIGITAL CORP$237,4060.14%10,349CommonNONE
199908104FIXCOMFORT SYS USA INC$235,1760.14%285CommonNONE
08975B109BBAIBIGBEAR AI HLDGS INC$231,5320.14%35,511CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$231,5010.14%2,532CommonNONE
388689101GPKGRAPHIC PACKAGING HOLDING COMPANY$229,9280.14%11,749CommonNONE
25179M103DVNDEVON ENERGY CORP$228,4510.14%6,516CommonNONE
03027X100AMTAMERICAN TOWER CORP$227,3220.14%1,182CommonNONE
82982L103SITESITEONE LANDSCAPE SUPPLY INC$223,7260.13%1,737CommonNONE
410345102HN9HANESBRANDS INC$222,6890.13%33,792CommonNONE
244199105DEDEERE & CO$218,5700.13%478CommonNONE
14149Y108CAHCARDINAL HEALTH INC$218,0170.13%1,389CommonNONE
361860208ALLYALLY FINL INC$217,9910.13%5,561CommonNONE
89832Q109TFCTRUIST FINANCIAL CORP$216,7130.13%4,740CommonNONE
015857709AQNCNALGONQUIN POWER & UTILITIES CORP$216,3300.13%40,285CommonNONE
31428X106FDXFEDEX CORP$208,6920.13%885CommonNONE
128030202CALMCAL MAINE FOODS INC$208,1490.13%2,212CommonNONE
609207105MDLZMONDELEZ INTL$201,2160.12%3,221CommonNONE
59516C106MVSTMICROVAST HLDGS INC$170,2860.10%44,230CommonNONE
90364P105PATHUIPATH INC$163,2630.10%12,202CommonNONE
088929104BGCBGC GROUP INC$159,4770.10%16,858CommonNONE
92556V106VTRSVIATRIS INC$125,6900.08%12,696CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$110,7760.07%24,400CommonNONE
81727U105SENS1GBPSENSEONICS HOLDINGS$92,1060.06%211,350CommonNONE
58463J304MPTMEDICAL PROPERTIES TRUST, INC.$87,1030.05%17,180CommonNONE
651229106NWLNEWELL BRANDS INC$82,0530.05%15,659CommonNONE
151190204CELUCELULARITY INC$50,6740.03%24,480CommonNONE

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.