Keel Point, LLC - Portfolio Stock Holdings
Keel Point, LLC disclosed 532 stock positions in a recent SEC 13F filing. $1,689,439,927 of stock holdings were filed, with the largest holdings including VOO, VEA, and AGG. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 2026.We estimate the fund has a total AUM of $4,073,879,507 and has 92 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
532Est. Stock Holding Value:
$1,689,439,927Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Keel Point, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...