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CIK: 0001386935
Total reported value
$1.7B
$1.7B
538 檔
31.2%
During the Q4 2025 filing period, Keel Point, LLC (CIK: 0001386935) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.7B across 538 reported positions.
In Q4 2025, Keel Point, LLC displayed an active expansion posture, initiating 38 new positions and adding to 75 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 538 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 17.74% | +4.88% | +4.13% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.81% | +1.75% | +5.06% | |
| 3 | NFLX | Netflix Inc | Stock-Comm Services | 3.71% | -1.00% | +889.11% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.57% | -1.78% | +0.66% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.96% | +0.17% | +6.88% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.79% | +0.17% | -0.88% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.33% | -0.15% | +7.71% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.24% | -0.34% | -1.90% | |
| 9 | GLD | Spdr Gold Shares | ETF-Commodities | 2.22% | -0.22% | +2.47% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.10% | -0.27% | +1.11% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.67% | -0.79% | -0.56% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.58% | -0.23% | -2.03% | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.51% | -0.19% | +1.63% | |
| 14 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.49% | +0.09% | +26.73% | |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.49% | +0.11% | +0.00% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.25% | -0.21% | -7.22% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.20% | +0.01% | +0.72% | |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.15% | +0.01% | +8.77% | |
| 19 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.04% | -0.23% | -0.25% | |
| 20 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.00% | +0.44% | +4.75% | |
| 21 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.00% | -0.33% | +0.83% | |
| 22 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.87% | -0.01% | +0.07% | |
| 23 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.75% | +0.08% | +1.76% | |
| 24 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.67% | +0.24% | +4.37% | |
| 25 | XLK | Ss Technology Select Sector | ETF-Tech | 0.65% | -0.33% | +86.43% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.64% | -0.05% | +2.39% | |
| 27 | SLV | Ishares Silver Trust | ETF-Commodities | 0.62% | -0.25% | -1.55% | |
| 28 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.61% | -0.12% | +7.70% | |
| 29 | SO | Southern Co/the | Stock-Utilities | 0.61% | +0.04% | +8.23% | |
| 30 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.59% | -0.06% | — | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.59% | -0.15% | +2.46% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.58% | -0.22% | -3.51% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.56% | -0.13% | -3.79% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.54% | +0.08% | -6.99% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.53% | +0.17% | +6.15% | |
| 36 | XLF | Ss Financial Select Sector | ETF-Other | 0.49% | -0.47% | -7.52% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.49% | -0.07% | -1.90% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.46% | -0.01% | +1.91% | |
| 39 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 0.45% | -0.45% | EXIT | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.41% | -0.06% | +1.59% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.40% | -0.03% | -7.08% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | +0.24% | +22.43% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.39% | -0.02% | -0.08% | |
| 44 | BND | Vanguard Total Bond Market | ETF-Other | 0.36% | +0.03% | +31.25% | |
| 45 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.36% | -0.01% | +6.84% | |
| 46 | ACN | Accenture plc | Stock-Tech | 0.35% | -0.22% | -5.67% | |
| 47 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.34% | -0.13% | -5.87% | |
| 48 | BBCA | Jpmorgan Betabuilders Canada | ETF-Other | 0.34% | -0.34% | EXIT | |
| 49 | SYK | Stryker CORP | Stock-Healthcare | 0.33% | -0.04% | -3.40% | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.33% | -0.05% | -15.21% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +0.8% | +4.13% | Add |
| 2 | IEF | Ishares 7-10 Year Treasury B | +0.3% | +26.73% | Add |
| 3 | VEA | Vanguard Ftse Developed ETF | +0.3% | +5.06% | Add |
| 4 | AAPL | Apple Inc | +0.3% | +7.71% | Add |
| 5 | GLD | Spdr Gold Shares | +0.2% | +2.47% | Add |
| 6 | ISRG | Intuitive Surgical Inc | +0.2% | +0.83% | Add |
| 7 | SLV | Ishares Silver Trust | +0.2% | -1.55% | Trim |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | -7.22% | Trim |
| 9 | BSX | Boston Scientific CORP | +0.2% | +540.96% | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | +2.39% | Add |
| 11 | ITA | Ishares U.s. Aerospace & Def | +0.1% | +598.73% | Add |
| 12 | AGG | Ishares Core U.s. Aggregate | +0.1% | +6.88% | Add |
| 13 | IWD | Ishares Russell 1000 Value E | +0.1% | +8.77% | Add |
| 14 | LLY | Eli Lilly & Co | +0.1% | +13.19% | Add |
| 15 | BND | Vanguard Total Bond Market | +0.1% | +31.25% | Add |
| 16 | IVV | Ishares Core S&p 500 ETF | +0.1% | +22.43% | Add |
| 17 | RKLB | Rocket Lab CORP | +0.1% | -0.27% | Trim |
| 18 | AZO | Autozone Inc | +0.1% | +246.72% | Add |
| 19 | MU | Micron Technology Inc | 0% | -3.27% | Trim |
| 20 | EEM | Ishares Msci Emerging Market | 0% | +4.37% | Add |
| 21 | IEI | Ishares 3-7 Year Treasury Bo | 0% | +7.70% | Add |
| 22 | AVGO | Broadcom Inc | 0% | +2.46% | Add |
| 23 | CAT | Caterpillar Inc | 0% | +14.34% | Add |
| 24 | TMO | Thermo Fisher Scientific Inc | 0% | -5.87% | Trim |
| 25 | IJR | Ishares Core S&p Small-cap E | 0% | +6.15% | Add |
| 26 | EXPD | Expeditors Intl Wash Inc | 0% | -5.84% | Trim |
| 27 | VTI | Vanguard Total Stock Mkt ETF | 0% | +10.93% | Add |
| 28 | BSCQ | Invesco Bulletshares 2026 Cb | 0% | +29.26% | Add |
| 29 | BSCR | Invesco Bulletshares 2027 Cb | 0% | +73.92% | Add |
| 30 | LRCX | Lam Research CORP | 0% | +12.29% | Add |
| 31 | HYMC | Hycroft Mining Holding Co-a | 0% | +45.40% | Add |
| 32 | VXF | Vanguard Extended Market ETF | 0% | +4.75% | Add |
| 33 | WMT | Walmart Inc | 0% | -1.90% | Trim |
| 34 | BSCS | Invesco Bulletshares 2028 Cb | 0% | +176.92% | Add |
| 35 | KBWB | Invesco Kbw Bank ETF | 0% | +10.17% | Add |
| 36 | UCON | First Trust Smith Unconstrai | 0% | +6.84% | Add |
| 37 | BAC | Bank Of America CORP | 0% | +8.99% | Add |
| 38 | AMD | Advanced Micro Devices | 0% | +1.49% | Add |
| 39 | WFC | Wells Fargo & Co | 0% | +10.89% | Add |
| 40 | MRK | Merck & Co. Inc. | 0% | -15.21% | Trim |
| 41 | CSCO | Cisco Systems Inc | 0% | +0.73% | Add |
| 42 | AMAT | Applied Materials Inc | 0% | -0.74% | Trim |
| 43 | KO | Coca-cola Co/the | 0% | +2.87% | Add |
| 44 | DHR | Danaher CORP | 0% | -8.06% | Trim |
| 45 | GILD | Gilead Sciences Inc | 0% | +24.06% | Add |
| 46 | AMZN | Amazon.com Inc | 0% | -2.03% | Trim |
| 47 | TSLA | Tesla Inc | 0% | +1.63% | Add |
| 48 | MGC | Vanguard Mega Cap ETF | 0% | +1.76% | Add |
| 49 | IBM | Intl Business Machines CORP | 0% | +1.83% | Add |
| 50 | VIG | Vanguard Dividend Apprec ETF | 0% | +11.74% | Add |
According to official SEC Form 13F filings, Keel Point, LLC reported a total U.S. public equity portfolio value of $1.7B across 538 disclosed positions in Q4 2025.
During Q4 2025, Keel Point, LLC's top holdings by market value included VOO (17.7%)、VEA (3.8%)、NFLX (3.7%). The largest single position, VOO, represented 17.7% 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, VEA, NFLX) accounted for 31.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
ACWX
市值: $986.1K
Top Position Liquidated / Trimmed
FISV
前期市值: $4.0M
In Q4 2025, Keel Point, LLC made 198 total portfolio adjustments, initiating 38 new buys, adding to 75 positions, trimming 57 holdings, and fully liquidating 28 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.
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