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CIK: 0001386935
Total reported value
$1.7B
$1.7B
435 檔
24.5%
According to the latest 13F quarterly dataset, Keel Point, LLC managed an equity portfolio of $1.7B at the end of Q4 2024, spanning 435 distinct U.S. exchange-listed positions.
Keel Point, LLC executed strategic sector rebalancing during Q4 2024, establishing 33 new positions while fully exiting 42 holdings and trimming 53 positions.
Showing top 200 holdings (of 435 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 15.53% | +4.88% | +5.83% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.70% | -1.78% | +28.59% | |
| 3 | NFLX | Netflix Inc | Stock-Comm Services | 4.81% | -1.00% | -0.98% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-Other | 3.16% | +0.17% | -0.45% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.07% | +0.17% | +5.17% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.53% | +1.75% | +0.32% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.53% | -0.34% | +15.52% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.21% | -0.15% | +3.84% | |
| 9 | GLD | Spdr Gold Shares | ETF-Commodities | 1.85% | -0.22% | +13.26% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.78% | -0.23% | +13.92% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.70% | +0.11% | -33.91% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.67% | -0.79% | +4.24% | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.64% | -0.19% | +0.57% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.34% | +0.01% | -1.39% | |
| 15 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.27% | -0.23% | +0.44% | |
| 16 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.20% | +0.01% | +1.50% | |
| 17 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.13% | -0.01% | +13.18% | |
| 18 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.13% | -0.33% | -0.69% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.12% | -0.27% | +0.49% | |
| 20 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.10% | +0.44% | -5.41% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.02% | -0.21% | +5.03% | |
| 22 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.90% | +0.08% | -13.22% | |
| 23 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.73% | -0.12% | -8.30% | |
| 24 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.68% | +0.24% | -10.96% | |
| 25 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.67% | +0.09% | +4.39% | |
| 26 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.65% | -0.06% | — | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.65% | +0.17% | -5.10% | |
| 28 | SO | Southern Co/the | Stock-Utilities | 0.63% | +0.04% | +0.86% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.62% | -0.13% | -2.28% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.56% | -0.07% | -3.33% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.55% | -0.22% | -4.52% | |
| 32 | XLK | Ss Technology Select Sector | ETF-Tech | 0.55% | -0.33% | +0.03% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.54% | +0.08% | +31.38% | |
| 34 | ACN | Accenture plc | Stock-Tech | 0.54% | -0.22% | +0.31% | |
| 35 | BND | Vanguard Total Bond Market | ETF-Other | 0.49% | +0.03% | +131.35% | |
| 36 | XLF | Ss Financial Select Sector | ETF-Other | 0.48% | -0.47% | +38.90% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.44% | -0.05% | -0.36% | |
| 38 | ADP | Automatic Data Processing | Stock-Tech | 0.41% | -0.06% | -1.52% | |
| 39 | BAND | Bandwidth Inc-class A | Stock-Other | 0.41% | -0.26% | +0.00% | |
| 40 | FISV | Fiserv Inc | Stock-Other | 0.40% | — | -12.50% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.39% | -0.06% | +6.02% | |
| 42 | MSI | Motorola Solutions Inc | Stock-Tech | 0.38% | -0.02% | -3.98% | |
| 43 | QCOM | Qualcomm Inc | Stock-Tech | 0.37% | -0.10% | +7.52% | |
| 44 | ITW | Illinois Tool Works | Stock-Industrials | 0.37% | -0.03% | -0.09% | |
| 45 | FDX | Fedex CORP | Stock-Industrials | 0.37% | — | +0.88% | |
| 46 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.36% | +0.08% | +1.18% | |
| 47 | SYK | Stryker CORP | Stock-Healthcare | 0.36% | -0.04% | -0.21% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.36% | -0.03% | -6.73% | |
| 49 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.36% | -0.01% | +11.38% | |
| 50 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.35% | -0.13% | +3.30% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.9% | +28.59% | Add |
| 2 | NFLX | Netflix Inc | +0.8% | -0.98% | Trim |
| 3 | VOO | Vanguard S&p 500 ETF | +0.6% | +5.83% | Add |
| 4 | TSLA | Tesla Inc | +0.5% | +0.57% | Add |
| 5 | AMZN | Amazon.com Inc | +0.4% | +13.92% | Add |
| 6 | BND | Vanguard Total Bond Market | +0.3% | +131.35% | Add |
| 7 | XLI | Ss Industrial Select Sector | +0.2% | +724.29% | Add |
| 8 | BKNG | Booking Holdings Inc | +0.2% | +0.44% | Add |
| 9 | AAPL | Apple Inc | +0.2% | +3.84% | Add |
| 10 | GLD | Spdr Gold Shares | +0.1% | +13.26% | Add |
| 11 | XLF | Ss Financial Select Sector | +0.1% | +38.90% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | +5.03% | Add |
| 13 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +31.38% | Add |
| 14 | AVGO | Broadcom Inc | +0.1% | +18.86% | Add |
| 15 | IVV | Ishares Core S&p 500 ETF | +0.1% | +45.21% | Add |
| 16 | VUG | Vanguard Growth ETF | +0.1% | +52.58% | Add |
| 17 | FBTC | Fidelity Wise Origin Bitcoin | +0.1% | NEW | New buy |
| 18 | NVDA | Nvidia CORP | +0.1% | +0.49% | Add |
| 19 | ACWX | Ishares Msci Acwi Ex US ETF | +0.1% | NEW | New buy |
| 20 | BLK | Blackrock Inc | +0.1% | NEW | New buy |
| 21 | V | Visa Inc-class A Shares | +0.1% | -2.28% | Trim |
| 22 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +20.88% | Add |
| 23 | GBDC | Golub Capital Bdc Inc | +0.1% | NEW | New buy |
| 24 | PLTR | Palantir Technologies Inc-a | 0% | +5.79% | Add |
| 25 | VO | Vanguard Mid-cap ETF | 0% | +120.31% | Add |
| 26 | GOOG | Alphabet Inc-cl C | 0% | -0.36% | Trim |
| 27 | WMT | Walmart Inc | 0% | -3.33% | Trim |
| 28 | JPM | Jpmorgan Chase & Co | 0% | +1.67% | Add |
| 29 | SOVF | Sovereign's Capital Flourish | 0% | +21.71% | Add |
| 30 | ANET | Arista Networks Inc | 0% | NEW | New buy |
| 31 | IWN | Ishares Russell 2000 Value E | 0% | NEW | New buy |
| 32 | LRCX | Lam Research CORP | 0% | NEW | New buy |
| 33 | BAC | Bank Of America CORP | 0% | +18.57% | Add |
| 34 | UCON | First Trust Smith Unconstrai | 0% | +11.38% | Add |
| 35 | MA | Mastercard Inc - A | 0% | +8.69% | Add |
| 36 | BSCR | Invesco Bulletshares 2027 Cb | 0% | +138.88% | Add |
| 37 | CSCO | Cisco Systems Inc | 0% | +7.61% | Add |
| 38 | LMT | Lockheed Martin CORP | 0% | +88.94% | Add |
| 39 | IAU | Ishares Gold Trust | 0% | +108.53% | Add |
| 40 | TSM | Taiwan Semiconductor-sp Adr | 0% | +5.10% | Add |
| 41 | CCJ | Cameco CORP | 0% | NEW | New buy |
| 42 | VFLO | Victoryshares Free Cash Flow | 0% | +48.61% | Add |
| 43 | WFC | Wells Fargo & Co | 0% | +26.13% | Add |
| 44 | COR | Cencora Inc | 0% | NEW | New buy |
| 45 | AXON | Axon Enterprise Inc | 0% | NEW | New buy |
| 46 | INTU | Intuit Inc | 0% | +24.90% | Add |
| 47 | COST | Costco Wholesale CORP | 0% | +9.51% | Add |
| 48 | KMI | Kinder Morgan, Inc. | 0% | NEW | New buy |
| 49 | NBIX | Neurocrine Biosciences Inc | 0% | NEW | New buy |
| 50 | AS | Amer Sports, Inc. | 0% | NEW | New buy |
According to official SEC Form 13F filings, Keel Point, LLC reported a total U.S. public equity portfolio value of $1.7B across 435 disclosed positions in Q4 2024.
During Q4 2024, Keel Point, LLC's top holdings by market value included VOO (15.5%)、SPY (6.7%)、NFLX (4.8%). The largest single position, VOO, represented 15.5% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, SPY, NFLX) accounted for 24.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
FBTC
市值: $1.1M
Top Position Liquidated / Trimmed
BSCO
前期市值: $2.6M
In Q4 2024, Keel Point, LLC made 197 total portfolio adjustments, initiating 33 new buys, adding to 69 positions, trimming 53 holdings, and fully liquidating 42 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.