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Institutional

KEYNOTE FINANCIAL SERVICES LLC

CIK 0002026127
$188.0M
Reported AUM
174
Positions
Q1 2026
Period
2026-05-13
Filed

The Brief · KEYNOTE FINANCIAL SERVICES LLC · Q1 2026

AI · grounded in 13F

KEYNOTE FINANCIAL SERVICES LLC increased its position in VUSB by 20.63%. The fund also accumulated shares of VZ by 11.79% and MSFT by 4.56%. These moves occurred alongside the addition of 61 positions and the reduction of 83 others across a total AUM of $188,036,457.

Portfolio · Q1 2026

AAPL$9.5MVUSBABBVBERKSHIRTXGOOGLLITEMSFTOther$124.4MKL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1AAPLAPPLE INC$307.34-1.25%51.31%116.17%$9.5M5.06%292−0.8%
2VUSBVANGUARD BD INDEX FNDS$49.62-0.10%4.91%18.22%$8.8M4.70%+30,368+20.6%
3ABBVABBVIE INC$227.231.02%23.60%135.68%$8.5M4.54%146−0.4%
4BRK/BBERKSHIRE HATHAWAY INC.$5.4M2.85%+686+6.5%
5RTXRTX CORP$180.990.88%32.19%132.37%$5.3M2.83%800−2.8%
6GOOGLALPHABET INC.$368.53-0.98%112.92%175.80%$4.6M2.45%+555+3.6%
7LITELUMENTUM HOLDINGS INC$863.66-8.62%960.23%928.29%$4.0M2.13%518−8.3%
8MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$3.9M2.07%+459+4.6%
9TA T & T INC$22.75-0.09%-15.45%46.77%$3.5M1.87%1,324−1.1%
10INTCINTEL CORP$99.17-11.28%394.37%101.73%$3.5M1.85%5,519−6.5%
11OXYOCCIDENTAL PETROL CO$56.93-2.97%36.73%132.42%$3.3M1.75%167−0.3%
12HTOH20 AMERICA$57.431.56%15.74%-5.09%$3.2M1.72%1,174−2.1%
13JNJJOHNSON & JOHNSON$232.772.02%53.90%55.59%$3.0M1.60%206−1.6%
14PGPROCTER & GAMBLE$146.544.09%-8.09%17.02%$2.8M1.49%+1,243+6.8%
15VZVERIZON COMMUNICATIONS INC.$45.371.11%10.56%10.94%$2.7M1.43%+5,662+11.8%
16PFEPFIZER INC$26.041.36%19.31%-21.41%$2.7M1.42%2,915−3.0%
17ABTABBOTT LABORATORIES$91.070.32%-30.43%-17.31%$2.6M1.37%190−0.8%
18AMGNAMGEN INC.$349.581.15%24.03%69.41%$2.2M1.20%49−0.8%
19CVSCVS HEALTH CORP$95.931.17%56.40%37.47%$2.1M1.09%653−2.2%
20BMYBRISTOL-MYERS SQUIBB$57.271.18%24.21%3.16%$1.9M1.03%267−0.8%
21AMZNAMAZON.COM INC$246.03-3.06%15.20%47.87%$1.9M1.03%+1,473+18.9%
22CATCATERPILLAR INC$904.28-3.85%158.69%378.33%$1.9M1.02%30−1.1%
23XOMEXXON MOBIL CORP$149.92-1.39%48.36%212.97%$1.9M0.99%100−0.9%
24MUMICRON TECHNOLOGY$864.01-13.25%697.79%1041.92%$1.9M0.99%326−5.6%
25COHERENT CORP$1.9M0.98%1,218−13.5%
26JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$1.8M0.98%HELD
27LMTLOCKHEED MARTIN CORP$523.760.91%12.44%61.26%$1.8M0.98%44−1.4%
28NVDANVIDIA CORP$205.10-6.20%44.92%955.49%$1.8M0.96%+758+7.9%
29MRKMERCK & CO. INC.$120.790.44%58.51%82.35%$1.8M0.93%35−0.2%
30LLYELI LILLY AND CO$1131.420.55%48.00%387.10%$1.8M0.93%63−3.2%
31MTBM & T BANK CORP$222.440.32%$1.7M0.93%290−3.3%
32DINOHF SINCLAIR CORP$71.39-1.98%$1.7M0.93%75−0.3%
33MPCMARATHON PETE CORP$262.01-1.89%$1.7M0.89%124−1.8%
34GILDGILEAD SCIENCES INC$129.16-0.02%$1.7M0.88%41−0.3%
35MMM3M COMPANY$153.760.65%$1.6M0.87%85−0.7%
36MOALTRIA GROUP INC$72.192.25%$1.6M0.86%755−3.0%
37PFFISHARES PREFERRED INCOME SEC ETF IV$30.91-1.09%$1.6M0.85%+6,848+15.0%
38AMATAPPLIED MATERIALS$453.01-9.71%$1.6M0.83%207−4.3%
39OREALTY INCOME CORP$60.841.82%$1.5M0.77%+50+0.2%
40CRKCOMSTOCK RES INC$13.00-6.00%$1.3M0.70%375−0.6%
41QCOMQUALCOMM INC$215.94-10.98%$1.3M0.70%+815+8.7%
42GOOGALPHABET INC.$365.76-0.95%$1.3M0.69%150−3.2%
43UNMUNUM GROUP$86.842.27%$1.3M0.68%+1,150+7.1%
44ALSNALLISON TRANSMISSION$115.75-2.22%$1.3M0.67%25−0.2%
45SFMSPROUTS FARMERS MARKET$82.873.35%$1.2M0.66%+3,286+25.7%
46MCDMCDONALDS CORP$279.842.61%$1.2M0.66%HELD
47DUKDUKE ENERGY CORP$124.221.97%$1.2M0.64%100−1.1%
48DENISON MINES CORP$1.2M0.63%+19,980+6.4%
49BACBANK OF AMERICA CORP$53.83-0.63%$1.2M0.62%HELD
50CVXCHEVRON CORP$187.31-0.55%$1.1M0.60%48−0.9%
51LRCXEURLAM RESEARCH CORP$1.1M0.58%3−0.1%
52PMPHILIP MORRIS INTL$178.291.89%$1.1M0.57%140−2.1%
53LNCLINCOLN NATIONAL CORP$34.742.06%$1.1M0.57%+90+0.3%
54CLFCLEVELAND-CLIFFS INC$13.53-6.24%$1.1M0.57%+3,337+2.7%
55PSXPHILLIPS 66$183.08-0.58%$1.0M0.55%97−1.7%
56KOTHE COCA-COLA CO$79.483.46%$1.0M0.55%830−5.7%
57RAVIFLEXSHARES ULTRA SHORT INC ETF$75.230.01%$1.0M0.55%1,252−8.4%
58ULTAULTA BEAUTY INC.$467.070.98%$1.0M0.53%+4+0.2%
59EDCONSOLIDATED EDISON$106.262.09%$934K0.50%526−6.0%
60IBMIBM CORP$284.84-5.61%$908K0.48%28−0.7%
61REGNREGENERON PHARMACEUTICALS, INC.$635.451.07%$879K0.47%+2+0.2%
62LYBLYONDELLBASELL INDS$64.50-2.54%$875K0.47%1,075−9.0%
63SWKSSKYWORKS SOLUTIONS, INC.$73.57-7.96%$866K0.46%669−4.0%
64PEPPEPSICO INC$141.92-0.16%$845K0.45%7−0.1%
65SMITH & WESSON BRANDS, INC.$843K0.45%HELD
66THE CIGNA GROUP$816K0.43%+89+3.0%
67HRLHORMEL FOODS CORP$23.621.42%$811K0.43%+5,367+17.6%
68CBOECBOE GLOBAL MKTS INC$281.91-1.44%$801K0.43%HELD
69WFCWELLS FARGO & COMPANY$81.940.39%$793K0.42%850−2.0%
70TSNTYSON FOODS, INCORPORATED$58.733.25%$775K0.41%+337+2.9%
71UPSUNITED PARCEL SVC INC$108.54-1.52%$774K0.41%35−0.4%
72MDTMEDTRONIC PLC$81.67-0.32%$751K0.40%63−0.7%
73AGQPROSHARES ULTRA SILVER ETF$92.01-16.24%$747K0.40%HELD
74METAMETA PLATFORMS INC$593.00-5.51%$747K0.40%+93+7.7%
75KHCKRAFT HEINZ CO$22.580.49%$746K0.40%39−0.1%
76COPCONOCOPHILLIPS$117.14-1.75%$744K0.40%95−1.7%
77CSCOCISCO SYSTEMS INC$121.64-6.43%$714K0.38%275−2.9%
78TSLATESLA INC$391.00-6.56%$701K0.37%55−2.8%
79SLVISHARES SILVER TRUST ETF$61.57-8.08%$696K0.37%2,757−21.3%
80NEENEXTERA ENERGY INC$85.840.19%$695K0.37%+572+8.3%
81HHHHOWARD HUGHES HOLDINGS INC$65.13-0.20%$667K0.35%+18+0.2%
82GLDSPDR GOLD SHARES ETF$396.24-3.65%$667K0.35%150−8.8%
83LKQLKQ CORP$25.22-0.16%$657K0.35%19−0.1%
84UNFIUNITED NATURAL FOODS, INC.$55.524.81%$654K0.35%+8+0.1%
85WHRWHIRLPOOL CORP$39.47-1.32%$649K0.35%+477+4.1%
86STZCONSTELLATION BRANDS, INC.$140.912.27%$611K0.32%HELD
87PIIPOLARIS INDUSTRIES$66.06-4.07%$591K0.31%85−0.8%
88STMSTMICROELECTRONICS NV$70.72-9.75%$589K0.31%350−2.0%
89TDTHE TORONTO-DOMINION BANK$113.16-0.52%$589K0.31%HELD
90FLOFLOWERS FOODS INC$7.482.47%$587K0.31%+18,573+34.8%
91GLWCORNING INC$177.58-10.18%$584K0.31%HELD
92VALEVALE S A$15.23-3.42%$581K0.31%50−0.1%
93ENBENBRIDGE INC$56.31-0.76%$552K0.29%+110+1.1%
94VRTXVERTEX PHARMACEUTICALS INC$446.831.15%$550K0.29%+65+5.6%
95RRYDER SYSTEM INC$265.220.10%$535K0.28%+208+8.6%
96ESEVERSOURCE ENERGY$70.601.03%$534K0.28%60−0.8%
97HIGHARTFORD INSURANCE GROUP INC$132.143.78%$504K0.27%+281+8.2%
98SWK HOLDINGS CORP$501K0.27%20−0.3%
99WMTWALMART INC$118.880.97%$461K0.25%HELD
100DISWALT DISNEY CO$99.710.37%$459K0.24%355−6.9%
101QQNITY ELECTRONICS INC$142.05-8.24%$450K0.24%27−0.7%
102ZBHZIMMER BIOMET HLDGS INC$87.330.74%$443K0.24%+87+1.8%
103CMECME GROUP INC$257.400.52%$442K0.23%+72+5.1%
104EMREMERSON ELECTRIC CO$138.12-2.77%$438K0.23%HELD
105RGAREINSURANCE GRP OF AMERICA INC$204.963.53%$430K0.23%+116+5.8%
106BIRKBIRKENSTOCK HOLDING PLC$416K0.22%+45+0.4%
107APDAIR PRODUCTS AND CHEMICALS, INC.$414K0.22%HELD
108GISGENERAL MILLS INC$412K0.22%+1,718+18.4%
109SOTHE SOUTHERN COMPANY$410K0.22%+105+2.5%
110HDHOME DEPOT INC$405K0.22%+19+1.6%
111CALMCAL MAINE FOODS INC$403K0.21%+5,087NEW
112PYPLPAYPAL HOLDINGS, INC.$400K0.21%+1,704+23.9%
113UNILEVER PLC$398K0.21%+177+2.6%
114PHPARKER-HANNIFIN CORP$397K0.21%HELD
115AMDADVANCED MICRO DEVICES INC$397K0.21%HELD
116NGGNATIONAL GRID PLC$388K0.21%HELD
117BGCBGC GROUP INC$371K0.20%+8,365+28.3%
118BABOEING CO$363K0.19%+25+1.4%
119FFORD MOTOR CO$353K0.19%+1,100+3.7%
120HIIHUNTINGTON INGALLS INDS INC$346K0.18%59−6.1%
121KMIKINDER MORGAN INC$340K0.18%+410+4.2%
122TSCOTRACTOR SUPPLY COMPANY$332K0.18%HELD
123CARRCARRIER GLOBAL CORP$330K0.18%297−4.8%
124WMT2WELLS FARGO & COMPANY$326K0.17%HELD
125TROWT ROWE PRICE GROUP INC$322K0.17%+361+11.2%
126FDXFEDEX CORP$315K0.17%HELD
127RBCRBC BEARINGS INCORPORATED$313K0.17%55−8.7%
128COFCAPITAL ONE FINL CORP$304K0.16%+221+15.3%
129DVNDEVON ENERGY CORP$302K0.16%+6,007NEW
130GRMNGARMIN LTD$296K0.16%HELD
131CAHCARDINAL HEALTH INC$294K0.16%HELD
132NDAQNASDAQ INC$291K0.15%HELD
133DEDEERE & CO$286K0.15%HELD
134EXPEEXPEDIA GROUP INC$285K0.15%75−5.7%
135IVZINVESCO LTD$273K0.15%500−4.3%
136RMDRESMED INC$273K0.15%HELD
137SMCIUSDSUPER MICRO COMPUTER INC$272K0.14%50−0.4%
138WYWEYERHAEUSER COMPANY$271K0.14%HELD
139OKEONEOK$268K0.14%+2,963NEW
140FIXCOMFORT SYS USA INC$268K0.14%91−31.9%
141GEGE AEROSPACE$264K0.14%6−0.6%
142SOUNSOUNDHOUND AI INC$256K0.14%+2,405+6.9%
143WPCW.P. CAREY INC.$252K0.13%HELD
144EASTERLY GOVERNMENT PROPERTIES, INC.$251K0.13%1,200−9.3%
145HYGVFLEXSHAR HG YLD VLU SCOR BD INDX ETF$249K0.13%1,025−14.2%
146VVISA INC.$244K0.13%HELD
147TFCTRUIST FINANCIAL CORP$244K0.13%+564+11.9%
148CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CORP CL A$240K0.13%+1,339+52.0%
149SITESITEONE LANDSCAPE SUPPLY INC$234K0.12%HELD
150ILCBISHARES MORNINGSTAR U.S. EQUITY ETF$228K0.12%+2,540NEW
151FCXFREEPORT-MCMORAN$227K0.12%+3,859NEW
152AZNNASTRAZENECA PLC$224K0.12%1,137−50.1%
153DGDOLLAR GEN CORP NEW$222K0.12%5−0.3%
154SPGIS&P GLOBAL INC$221K0.12%HELD
155DOCHEALTHPEAK PROPERTIES, INC.$218K0.12%+1,098+9.0%
156ALLYALLY FINL INC$218K0.12%HELD
157PATHUIPATH INC$212K0.11%+240+1.3%
158ALBALBEMARLE CORP$210K0.11%250−17.6%
159ELVELEVANCE HEALTH INC$206K0.11%30−4.1%
160COSTCOSTCO WHOLESALE CO$205K0.11%+206NEW
161AMTAMERICAN TOWER CORP$205K0.11%+1,188NEW
162KEYKEYCORP INC$200K0.11%8−0.1%
163BBAIBIGBEAR AI HLDGS INC$185K0.10%459−0.9%
164COLDAMERICOLD REALTY TRUST$178K0.09%+15,515NEW
165VTRSVIATRIS INC$168K0.09%HELD
166LYGLLOYDS BANKING GROUP PLC$123K0.07%HELD
167AQNCNALGONQUIN POWER & UTILITIES CORP$120K0.06%3,000−13.3%
168GPKGRAPHIC PACKAGING HOLDING COMPANY$114K0.06%+11,507NEW
169LUMNLUMEN TECHNOLOGIES INC$94K0.05%1,200−8.1%
170SENS1GBPSENSEONICS HOLDINGS$68K0.04%137−1.3%
171MVSTMICROVAST HLDGS INC$66K0.04%250−0.6%
172NWLNEWELL BRANDS INC$43K0.02%HELD
173CELUCELULARITY INC$39K0.02%+4,000+15.8%
174PLTKPLAYTIKA HOLDING CORP$29K0.02%HELD
175OTISOTIS WORLDWIDE CORP2,532EXITED
176CCITIGROUP INC1,731EXITED
177APLDAPPLIED DIGITAL CORP8,216EXITED

Source: SEC EDGAR · accession 0002026127-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.