Long-term investor
Keystone Financial Group @keystonefinancialgroup
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001729299).
Record
- Tracked since 2025-06-30 (449 days), 73 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +35.7% · 1 year n/a · all +35.3%
- Max drawdown n/a · win rate 43% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 5.8% · long · since 2025-06-30
- 78462F103 · 4.8% · long · since 2025-06-30
- 78464A854 · 4.2% · long · since 2025-06-30
- STX · 3.6% · long · since 2025-06-30
- 78464A409 · 3.1% · long · since 2025-06-30
- 92647X830 · 3.0% · long · since 2025-06-30
- AMD · 2.8% · long · since 2025-06-30
- 922908769 · 2.7% · long · since 2025-06-30
- NVDA · 2.4% · long · since 2025-06-30
- TSLA · 2.3% · long · since 2025-06-30
- 09290C103 · 2.3% · long · since 2025-06-30
- PLTR · 1.9% · long · since 2025-06-30