CIK 2026127
KEYNOTE FINANCIAL SERVICES LLC
Institutional 13F holdings & portfolio
Holdings
168
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 168
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AAPL | APPLE INC | 38K | $1M+ | SH |
| ABBV | ABBVIE INC | 39K | $1M+ | SH |
| VUSB | VANGUARD BD INDEX FNDS | 147K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC. | 11K | $1M+ | SH |
| RTX | RTX CORP | 28K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 10K | $1M+ | SH |
| GOOGL | ALPHABET INC. | 15K | $1M+ | SH |
| ABT | ABBOTT LABORATORIES | 25K | $1M+ | SH |
| INTC | INTEL CORP | 84K | $1M+ | SH |
| T | A T & T INC | 123K | $1M+ | SH |
| HTO | H20 AMERICA | 56K | $1M+ | SH |
| PG | PROCTER & GAMBLE | 18K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 13K | $1M+ | SH |
| PFE | PFIZER INC | 98K | $1M+ | SH |
| CVS | CVS HEALTH CORP | 29K | $1M+ | SH |
| LITE | LUMENTUM HOLDINGS INC | 6K | $1M+ | SH |
| LLY | ELI LILLY AND CO | 2K | $1M+ | SH |
| AMGN | AMGEN INC. | 6K | $1M+ | SH |
| OXY | OCCIDENTAL PETROL CO | 51K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO | 6K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC. | 48K | $1M+ | SH |
| MMM | 3M COMPANY | 11K | $1M+ | SH |
| AMZN | AMAZON.COM INC | 8K | $1M+ | SH |
| NVDA | NVIDIA CORP | 10K | $1M+ | SH |
| MTB | M & T BANK CORP | 9K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB | 32K | $1M+ | SH |
| MU | MICRON TECHNOLOGY | 6K | $1M+ | SH |
| COHR | COHERENT CORP | 9K | $1M+ | SH |
| CLF | CLEVELAND-CLIFFS INC | 123K | $1M+ | SH |
| QCOM | QUALCOMM INC | 9K | $1M+ | SH |
| CAT | CATERPILLAR INC | 3K | $1M+ | SH |
| MRK | MERCK & CO. INC. | 15K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 3K | $1M+ | SH |
| GILD | GILEAD SCIENCES INC | 12K | $1M+ | SH |
| CRK | COMSTOCK RES INC | 63K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 25K | $1M+ | SH |
| GOOG | ALPHABET INC. | 5K | $1M+ | SH |
| PFF | ISHARES PREFERRED INCOME SEC ETF IV | 46K | $1M+ | SH |
| O | REALTY INCOME CORP | 24K | $1M+ | SH |
| LNC | LINCOLN NATIONAL CORP | 30K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 11K | $1M+ | SH |
| BAC | BANK OF AMERICA CORP | 24K | $1M+ | SH |
| DINO | HF SINCLAIR CORP | 28K | $1M+ | SH |
| UNM | UNUM GROUP | 16K | $1M+ | SH |
| AMAT | APPLIED MATERIALS | 5K | $1M+ | SH |
| MCD | MCDONALDS CORP | 4K | $1M+ | SH |
| ULTA | ULTA BEAUTY INC. | 2K | $1M+ | SH |
| MPC | MARATHON PETE CORP | 7K | $1M+ | SH |
| RAVI | FLEXSHARES ULTRA SHORT INC ETF | 15K | $1M+ | SH |
| IBM | IBM CORP | 4K | $1M+ | SH |