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CIK: 0001386935
Total reported value
$1.7B
$1.7B
526 檔
30.8%
According to the latest 13F quarterly dataset, Keel Point, LLC managed an equity portfolio of $1.7B at the end of Q3 2025, spanning 526 distinct U.S. exchange-listed positions.
In Q3 2025, Keel Point, LLC displayed an active expansion posture, initiating 41 new positions and adding to 122 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 526 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 16.98% | +4.88% | +10.87% | |
| 2 | NFLX | Netflix Inc | Stock-Comm Services | 4.89% | -1.00% | +0.00% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.83% | -1.78% | -11.60% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.55% | +1.75% | +6.67% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.84% | +0.17% | +9.52% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.81% | +0.17% | +0.52% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.27% | -0.34% | -0.64% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.12% | -0.27% | +17.11% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.07% | -0.15% | +1.49% | |
| 10 | GLD | Spdr Gold Shares | ETF-Commodities | 1.98% | -0.22% | +6.83% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.84% | -0.79% | +0.25% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.57% | -0.23% | +0.94% | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.50% | -0.19% | +1.14% | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.49% | +0.11% | +0.16% | |
| 15 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.20% | +0.09% | +1.16% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.20% | +0.01% | +2.29% | |
| 17 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.07% | -0.23% | +0.72% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.07% | -0.21% | -5.56% | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.04% | +0.01% | -1.23% | |
| 20 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.98% | +0.44% | +3.01% | |
| 21 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.90% | -0.01% | +0.05% | |
| 22 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.80% | -0.33% | -1.06% | |
| 23 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.74% | +0.08% | -0.26% | |
| 24 | XLK | Ss Technology Select Sector | ETF-Tech | 0.70% | -0.33% | -0.23% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.68% | -0.22% | -1.78% | |
| 26 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.64% | +0.24% | +2.31% | |
| 27 | SO | Southern Co/the | Stock-Utilities | 0.62% | +0.04% | +1.17% | |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.60% | -0.06% | — | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.58% | -0.13% | +0.41% | |
| 30 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.58% | -0.12% | +2.46% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.57% | +0.08% | +42.74% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.56% | -0.15% | +2.78% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.55% | -0.01% | -1.41% | |
| 34 | XLF | Ss Financial Select Sector | ETF-Other | 0.53% | -0.47% | -20.38% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.50% | +0.17% | -11.72% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.49% | -0.05% | +1.73% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.47% | -0.07% | +1.43% | |
| 38 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 0.46% | -0.45% | EXIT | |
| 39 | SLV | Ishares Silver Trust | ETF-Commodities | 0.43% | -0.25% | +7.24% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.41% | -0.06% | -4.34% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.40% | -0.03% | -0.50% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.39% | -0.02% | +1.93% | |
| 43 | APH | Amphenol Corp-cl A | Stock-Tech | 0.37% | — | -8.40% | |
| 44 | SYK | Stryker CORP | Stock-Healthcare | 0.37% | -0.04% | -0.69% | |
| 45 | ACN | Accenture plc | Stock-Tech | 0.35% | -0.22% | +7.44% | |
| 46 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.34% | -0.21% | EXIT | |
| 47 | BBCA | Jpmorgan Betabuilders Canada | ETF-Other | 0.34% | -0.34% | EXIT | |
| 48 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.34% | -0.01% | +8.36% | |
| 49 | QCOM | Qualcomm Inc | Stock-Tech | 0.32% | -0.10% | -0.46% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.32% | +0.24% | +13.89% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.1% | +17.11% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +1% | +10.87% | Add |
| 3 | VEA | Vanguard Ftse Developed ETF | +0.6% | +6.67% | Add |
| 4 | TSLA | Tesla Inc | +0.4% | +1.14% | Trim |
| 5 | MSFT | Microsoft CORP | +0.3% | +0.25% | Add |
| 6 | IEF | Ishares 7-10 Year Treasury B | +0.3% | +1.16% | Add |
| 7 | HD | Home Depot Inc | +0.3% | -1.41% | Add |
| 8 | AVGO | Broadcom Inc | +0.3% | +2.78% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | -5.56% | Add |
| 10 | XLK | Ss Technology Select Sector | +0.2% | -0.23% | Add |
| 11 | FBTC | Fidelity Wise Origin Bitcoin | +0.2% | +74.20% | Add |
| 12 | ANET | Arista Networks Inc | +0.1% | -10.12% | Add |
| 13 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +42.74% | Add |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | +1.73% | Add |
| 15 | ORCL | Oracle CORP | +0.1% | +7.67% | Add |
| 16 | PLTR | Palantir Technologies Inc-a | +0.1% | +1.44% | Add |
| 17 | CTAS | Cintas CORP | +0.1% | +0.59% | Add |
| 18 | META | Meta Platforms Inc-class A | +0.1% | -1.78% | Add |
| 19 | ACWI | Ishares Msci Acwi ETF | +0.1% | +33.55% | Add |
| 20 | URI | United Rentals Inc | +0.1% | -32.78% | Add |
| 21 | BBEU | Jpmorgan Betabuilders Europe | +0.1% | +42.34% | Add |
| 22 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -2.33% | Add |
| 23 | IWF | Ishares Russell 1000 Growth | +0.1% | +2.29% | Add |
| 24 | JPM | Jpmorgan Chase & Co | +0.1% | +1.93% | Add |
| 25 | BBJP | Jpmorgan Betabuilders Japan | 0% | +18.53% | Add |
| 26 | KO | Coca-cola Co/the | 0% | -3.59% | Add |
| 27 | UBER | Uber Technologies Inc | 0% | -1.11% | Add |
| 28 | SHLD | Global X Defense Tech ETF | 0% | +2.71% | Add |
| 29 | GE | General Electric | 0% | +4.28% | Add |
| 30 | QUAL | Ishares Msci USA Quality Fac | 0% | +37.00% | Add |
| 31 | XLC | Ss Comm Select Sector Spdr | 0% | -47.02% | Add |
| 32 | D | Dominion Energy Inc | 0% | +0.21% | Add |
| 33 | SHV | Ishares 0-1 Year Treasury Bo | 0% | +189.97% | Add |
| 34 | GEV | GE Vernova Inc | 0% | +2.47% | Add |
| 35 | ETHW | Bitwise Ethereum ETF | 0% | +101.25% | Add |
| 36 | SLV | Ishares Silver Trust | 0% | +7.24% | Trim |
| 37 | APH | Amphenol Corp-cl A | 0% | -8.40% | Trim |
| 38 | IWM | Ishares Russell 2000 ETF | 0% | -11.35% | Add |
| 39 | CAT | Caterpillar Inc | 0% | -0.86% | Add |
| 40 | NEM | Newmont CORP | 0% | +4.03% | Add |
| 41 | LRCX | Lam Research CORP | 0% | +4.87% | Add |
| 42 | PH | Parker Hannifin CORP | 0% | -4.60% | Add |
| 43 | COF | Capital One Financial CORP | 0% | +2.64% | Add |
| 44 | BITB | Bitwise Bitcoin ETF | 0% | +100.74% | Add |
| 45 | DY | Dycom Industries Inc | 0% | — | Add |
| 46 | IWS | Ishares Russell Mid-cap Valu | 0% | +1.21% | Add |
| 47 | NFLX | Netflix Inc | 0% | +0.00% | Trim |
| 48 | EEM | Ishares Msci Emerging Market | 0% | +2.31% | Add |
| 49 | IVV | Ishares Core S&p 500 ETF | 0% | +13.89% | Add |
| 50 | PPLT | Abrdn Physical Platinum Shrs | 0% | +5.25% | Trim |
According to official SEC Form 13F filings, Keel Point, LLC reported a total U.S. public equity portfolio value of $1.7B across 526 disclosed positions in Q3 2025.
During Q3 2025, Keel Point, LLC's top holdings by market value included VOO (17.0%)、NFLX (4.9%)、SPY (3.8%). The largest single position, VOO, represented 17.0% 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, NFLX, SPY) accounted for 30.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
JMTG
市值: $2.6M
Top Position Liquidated / Trimmed
DFSU
前期市值: $723.8K
In Q3 2025, Keel Point, LLC made 200 total portfolio adjustments, initiating 41 new buys, adding to 122 positions, trimming 27 holdings, and fully liquidating 10 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.