Long-term investor
Keynote Financial Services LLC @keynotefinancialservices
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002026127).
Record
- Tracked since 2025-06-30 (473 days), 83 trades recorded
- Returns: week n/a · month n/a · 90 days -4.8% · 6 months +20.9% · 1 year +45.7% · all +45.7%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 5.0% · long · since 2025-06-30
- ABBV · 4.5% · long · since 2025-06-30
- 92203C303 · 4.4% · long · since 2025-06-30
- INTC · 4.2% · long · since 2025-06-30
- BRK-B · 2.7% · long · since 2025-06-30
- GOOGL · 2.7% · long · since 2025-06-30
- MU · 2.4% · long · since 2025-06-30
- RTX · 2.4% · long · since 2025-06-30
- LITE · 2.1% · long · since 2025-06-30
- MSFT · 2.0% · long · since 2025-06-30
- 784305104 · 1.5% · long · since 2025-06-30
- AMAT · 1.5% · long · since 2025-06-30