KP
Keel Point Advisors, LLC Historical SEC 13F Holdings & Archive (Q4 2014)
Keel Point Advisors, LLCCIK: 0001633038
Long-term holderConcentrated strategy
Total reported value
$124.4M
Reporting period: 2014-12-31 · Number of holdings: 70
Keel Point Advisors, LLC disclosed 70 holdings in its latest 13F filing for the period ending 2014-12-31, with total reported value of $124.4M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 80.05
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 54.35
- Diversification
- 100
- Sizing Uniformity
- 63.95
Keel Point Advisors, LLC's disclosed holdings carry a Herfindahl concentration index of 0.200 — mathematically equivalent to about 5 equally-sized positions, well below its 70 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.61), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 7% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 69 holdings (of 70 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 40.96% | — | — | — |
| 2 | VNQ | Vanguard Real Estate ETF | ETF-Other | 14.77% | — | — | — |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 6.35% | — | — | — |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.98% | — | — | — |
| 5 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 3.93% | — | — | — |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.79% | — | — | — |
| 7 | EPD | Enterprise Products Partners | Stock-Energy | 2.23% | — | — | — |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.28% | — | — | — |
| 9 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.28% | — | — | — |
| 10 | BPLUSD | Buckeye Partners LP | Stock-Other | 1.10% | — | — | — |
| 11 | WEP | Magellan Midstream Partners | Stock-Other | 1.06% | — | — | — |
| 12 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.06% | — | — | — |
| 13 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.94% | — | — | — |
| 14 | ✓ | Keyw Hldg CORP | Stock-Other | 0.67% | — | — | — |
| 15 | AEP | American Electric Power Company, Inc. | Stock-Utilities | 0.65% | — | — | — |
| 16 | IEV | Ishares Europe ETF | ETF-Other | 0.64% | — | — | — |
| 17 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.62% | — | — | — |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.60% | — | — | — |
| 19 | TGT | Target CORP | Stock-Consumer Disc | 0.54% | — | — | — |
| 20 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.54% | — | — | — |
| 21 | IBM | Intl Business Machines CORP | Stock-Tech | 0.51% | — | — | — |
| 22 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.50% | — | — | — |
| 23 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-Other | 0.49% | — | — | — |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.44% | — | — | — |
| 25 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.43% | — | — | — |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.42% | — | — | — |
| 27 | ADP | Automatic Data Processing | Stock-Tech | 0.42% | — | — | — |
| 28 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.42% | — | — | — |
| 29 | AMGN | Amgen Inc | Stock-Healthcare | 0.42% | — | — | — |
| 30 | OKE | ONEOK, Inc. | Stock-Energy | 0.41% | — | — | — |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.36% | — | — | — |
| 32 | COF | Capital One Financial CORP | Stock-Financials | 0.36% | — | — | — |
| 33 | UTXZ | United Tech CORP | Stock-Other | 0.34% | — | — | — |
| 34 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.34% | — | — | — |
| 35 | PLMKW | Plum Acquisition Corp. IV | Stock-Other | 0.34% | — | — | — |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.33% | — | — | — |
| 37 | GLW | Corning Inc | Stock-Tech | 0.33% | — | — | — |
| 38 | ✓ | Time Warner Cable Inc | Stock-Other | 0.29% | — | — | — |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.28% | — | — | — |
| 40 | JCPCHF | Old Copper Co Inc | Stock-Other | 0.28% | — | — | — |
| 41 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.28% | — | — | — |
| 42 | NEE | Nextera Energy Inc | Stock-Utilities | 0.28% | — | — | — |
| 43 | C | Citigroup Inc | Stock-Financials | 0.26% | — | — | — |
| 44 | ABT | Abbott Laboratories | Stock-Healthcare | 0.25% | — | — | — |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.25% | — | — | — |
| 46 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.25% | — | — | — |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.25% | — | — | — |
| 48 | ✓ | UTG, Inc. | Stock-Other | 0.25% | — | — | — |
| 49 | KYN | Kayne Anderson Energy Infra | Stock-Other | 0.23% | — | — | — |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.23% | — | — | — |
1–50 of 69
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Reported value over time
Not enough data yet to compute personality scores
Sector allocation
Sector allocation over time
Not enough sector-mapped data yet
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is Keel Point Advisors, LLC and what type of investor is it?
Keel Point Advisors, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2014-12-31), the firm manages a tracked equity portfolio valued at approximately $124.4M, spread across 70 disclosed positions.
What are Keel Point Advisors, LLC's largest equity positions?
Based on the latest 13F filing, Keel Point Advisors, LLC's top holdings by market value are:
1. Vanguard S&p 500 ETF (VOO) — $50.9M (41.0%)
2. Vanguard Real Estate ETF (VNQ) — $18.4M (14.8%)
3. Vanguard Dividend Apprec ETF (VIG) — $7.9M (6.3%)
4. Vanguard Ftse Developed ETF (VEA) — $4.9M (4.0%)
5. Vanguard Russell 2000 ETF (VTWO) — $4.9M (3.9%)
What changes did Keel Point Advisors, LLC make in its most recent portfolio filing?
No notable portfolio changes were recorded for Keel Point Advisors, LLC in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Keel Point Advisors, LLC focus on?
Keel Point Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Financials: 26.2%
• Health Care: 22.9%
• Consumer Staples: 17.0%
• Information Technology: 11.3%
• Consumer Discretionary: 10.4%
• Energy: 6.2%
Investment Profile
Keel Point Advisors, LLC's portfolio is concentrated and long-term-holding.
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