CIK 1785498
Keudell/Morrison Wealth Management
Institutional 13F holdings & portfolio
Holdings
232
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 201–232 of 232
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MFC | MANULIFE FINL CORP | 7K | $100K–$500K | SH |
| APH | AMPHENOL CORP NEW | 2K | $100K–$500K | SH |
| WY | WEYERHAEUSER CO MTN BE | 10K | $100K–$500K | SH |
| ESGV | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| VTWO | VANGUARD SCOTTSDALE FDS | 2K | $100K–$500K | SH |
| BKNG | BOOKING HOLDINGS INC | 45 | $100K–$500K | SH |
| KLAC | KLA CORP | 192 | $100K–$500K | SH |
| SWKS | SKYWORKS SOLUTIONS INC | 4K | $100K–$500K | SH |
| JAZZ | JAZZ PHARMACEUTICALS PLC | 1K | $100K–$500K | SH |
| SCHW | SCHWAB CHARLES CORP | 2K | $100K–$500K | SH |
| SLV | ISHARES SILVER TR | 4K | $100K–$500K | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 1K | $100K–$500K | SH |
| CVS | CVS HEALTH CORP | 3K | $100K–$500K | SH |
| PAYX | PAYCHEX INC | 2K | $100K–$500K | SH |
| ENFR | ALPS ETF TR | 7K | $100K–$500K | SH |
| NWN | NORTHWEST NAT HLDG CO | 5K | $100K–$500K | SH |
| MDT | MEDTRONIC PLC | 2K | $100K–$500K | SH |
| SPYD | SPDR SERIES TRUST | 5K | $100K–$500K | SH |
| HBAN | HUNTINGTON BANCSHARES INC | 12K | $100K–$500K | SH |
| VKTX | VIKING THERAPEUTICS INC | 6K | $100K–$500K | SH |
| COLB | COLUMBIA BKG SYS INC | 7K | $100K–$500K | SH |
| VMC | VULCAN MATLS CO | 728 | $100K–$500K | SH |
| NSC | NORFOLK SOUTHN CORP | 719 | $100K–$500K | SH |
| VSGX | VANGUARD WORLD FD | 3K | $100K–$500K | SH |
| CEG | CONSTELLATION ENERGY CORP | 583 | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC | 784 | $100K–$500K | SH |
| ADSK | AUTODESK INC | 680 | $100K–$500K | SH |
| F | FORD MTR CO | 13K | $100K–$500K | SH |
| — | SUMMIT HOTEL PPTYS | 80K | $50K–$100K | PRN |
| ALT | ALTIMMUNE INC | 19K | $50K–$100K | SH |
| RCS | PIMCO STRATEGIC INCOME FD | 10K | $50K–$100K | SH |
| RIG | TRANSOCEAN LTD | 10K | $15K–$50K | SH |