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CIK: 0001730660
Total reported value
$282.1M
$282.1M
76 檔
17.4%
At the close of Q1 2025, Keeler Thomas Management LLC disclosed equity holdings valued at approximately $282.1M, spread across 76 reported holdings.
In Q1 2025, Keeler Thomas Management LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 5.96% | -0.25% | -23.95% | |
| 2 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 5.86% | — | -23.68% | |
| 3 | IBHF | Ishares Ibond 2026 Hy & Inc | ETF-Other | 4.09% | -0.68% | — | |
| 4 | IBHG | Ishares Ibonds 2027 Hy Inc | ETF-Other | 4.06% | -0.72% | — | |
| 5 | IBHI | Ishares Ibonds 2029 Tm Hy In | ETF-Other | 4.05% | -0.71% | — | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.03% | -0.13% | -28.69% | |
| 7 | IBHH | Ishares Ibonds 2028 Tm Hy In | ETF-Other | 4.03% | -0.73% | — | |
| 8 | IBHE | Ishares Ibonds 2025 H/y Inc | ETF-Other | 3.32% | — | — | |
| 9 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 3.15% | -0.26% | -22.47% | |
| 10 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 2.45% | — | -29.37% | |
| 11 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 2.32% | -0.20% | -23.74% | |
| 12 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 2.32% | -0.23% | -24.12% | |
| 13 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 2.31% | -0.23% | -23.52% | |
| 14 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 2.30% | -0.14% | EXIT | |
| 15 | FISV | Fiserv Inc | Stock-Other | 2.01% | — | -24.35% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.83% | -0.02% | -44.93% | |
| 17 | DE | Deere & Co | Stock-Industrials | 1.78% | — | -32.29% | |
| 18 | CVX | Chevron CORP | Stock-Energy | 1.66% | -0.03% | -35.82% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.58% | -0.09% | EXIT | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.47% | — | -48.47% | |
| 21 | BLK | Blackrock Inc | Stock-Financials | 1.39% | — | -45.54% | |
| 22 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.39% | — | -46.55% | |
| 23 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.35% | — | -43.89% | |
| 24 | CAT | Caterpillar Inc | Stock-Industrials | 1.34% | — | -46.12% | |
| 25 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.26% | -0.06% | -34.56% | |
| 26 | CRM | Salesforce Inc | Stock-Tech | 1.23% | -0.14% | -34.95% | |
| 27 | KVUE | Kenvue Inc | Stock-Consumer Staples | 1.23% | — | -46.63% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.10% | +0.03% | -52.26% | |
| 29 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.10% | — | -55.00% | |
| 30 | TXT | Textron Inc | Stock-Industrials | 1.02% | — | -48.41% | |
| 31 | IBHK | Isharesibond2031highyldinc | ETF-Other | 1.00% | -0.29% | — | |
| 32 | IBHJ | Ishrs Ibds 2030 Hy & Inc ETF | ETF-Other | 0.98% | -0.31% | EXIT | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.98% | -0.02% | -76.99% | |
| 34 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.97% | — | -47.80% | |
| 35 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.96% | -0.14% | — | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.93% | -0.04% | -52.06% | |
| 37 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.90% | — | -85.16% | |
| 38 | KEYS | Keysight Technologies In | Stock-Tech | 0.89% | — | -39.26% | |
| 39 | ABT | Abbott Laboratories | Stock-Healthcare | 0.89% | -0.03% | -52.59% | |
| 40 | CUZ | Cousins Properties Inc | Stock-Real Estate | 0.89% | — | -36.98% | |
| 41 | UNP | Union Pacific CORP | Stock-Industrials | 0.88% | -0.01% | -66.81% | |
| 42 | WM | Waste Management Inc | Stock-Industrials | 0.88% | — | -38.64% | |
| 43 | SYY | Sysco CORP | Stock-Consumer Staples | 0.84% | — | -56.86% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.81% | +1.20% | -61.62% | |
| 45 | FITB | Fifth Third Bancorp | Stock-Financials | 0.80% | — | -27.01% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.79% | -0.02% | -75.24% | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.78% | +0.16% | -35.69% | |
| 48 | IBTL | Ishares Ibonds Dec 2031 Term | ETF-Other | 0.71% | -0.12% | EXIT | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.63% | — | -77.59% | |
| 50 | MSFT | Microsoft CORP | Stock-Tech | 0.60% | -0.25% | -55.83% |
According to official SEC Form 13F filings, Keeler Thomas Management LLC reported a total U.S. public equity portfolio value of $282.1M across 76 disclosed positions in Q1 2025.
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 IBDR, IBDQ, IBHF) accounted for 17.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
IBDR
市值: $12.2M
During Q1 2025, Keeler Thomas Management LLC's top holdings by market value included IBDR (6.0%)、IBDQ (5.9%)、IBHF (4.1%). The largest single position, IBDR, represented 6.0% of total portfolio value.
In Q1 2025, Keeler Thomas Management LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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