Keynote Financial Services LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 31, 2025), Keynote Financial Services LLC reported 159 stock positions worth $164.3 million. Its top holding was Apple (AAPL) at 6.1% of the portfolio, followed by Abbvie (ABBV, 5.7%) and Microsoft (MSFT, 3.2%). Compared with Q2 2025, it opened 5 new positions, sold out of 4, added to 47 and reduced 72. The biggest buy was Vanguard Ultra Short Bond Et (VUSB, shares +84%) and the biggest sale Comstock Resources (CRK, shares −6%).

Most Recent 13F
Q2 2026
Location
VERNON, CT
CIK
0002026127
Portfolio Value
$164.3M (Q3 2025)
SEC Filing
0002026127-25-000007 ↗ filed Oct 31, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $118.5M Q1 2024 Q2 2024: $118.6M Q2 2024 Q3 2024: $130.0M Q3 2024 Q4 2024: $129.5M Q4 2024 Q1 2025: $139.1M Q1 2025 Q2 2025: $147.4M Q2 2025 Q3 2025: $164.3M $164.3M Q3 2025 Q4 2025: $177.3M Q4 2025 Q1 2026: $186.6M Q1 2026 Q2 2026: $212.2M Q2 2026

Holdings 159 stocks · $164.3M
AAPL Apple Inc. 6.07% 39,171 $10.0M Reduce -2.9%
ABBV Abbvie Inc. 5.72% 40,605 $9.4M Reduce -0.7%
MSFT Microsoft Corp. 3.19% 10,134 $5.2M Reduce -1.4%
VUSB Vanguard Ultra Short Bond Et 3.12% 102,681 $5.1M Add +84.2%
BRK.B Berkshire Hathaway Inc. Class B 3.05% 9,964 $5.0M Add +5.4%
RTX RTX Corp. 2.98% 29,243 $4.9M Reduce -2.3%
GOOGL Alphabet Inc. Class A 2.54% 17,159 $4.2M Reduce -1.5%
ABT Abbott Laboratories 2.16% 26,493 $3.5M Reduce -0.6%
T AT&T Inc. 1.95% 113,374 $3.2M Add +1.6%
INTC Intel Corp. 1.79% 87,598 $2.9M Reduce -1.2%
PFE Pfizer Inc. 1.54% 99,121 $2.5M Add +1.9%
HTO H2O America 1.52% 51,414 $2.5M Add +11.4%
JNJ Johnson & Johnson 1.43% 12,694 $2.4M Reduce -0.5%
OXY Occidental Petroleum Corp. 1.43% 49,604 $2.3M Add +1.8%
CVS CVS Health Corp. 1.34% 29,299 $2.2M Reduce -1.9%
PG The Procter & Gamble Co. 1.27% 13,537 $2.1M Reduce -0.2%
JPM JPMorgan Chase & Co. 1.22% 6,339 $2.0M Reduce -0.3%
VZ Verizon Communications Inc. 1.19% 44,536 $2.0M Add +1.2%
MTB M & T Bank Corp. filed as M & T BK CORP 1.13% 9,369 $1.9M Reduce -8.3%
MMM 3M Co. 1.13% 11,916 $1.8M Reduce -3.8%
AMGN Amgen Inc. 1.11% 6,451 $1.8M Add +19.0%
AMZN Amazon.com Inc. 1.07% 7,985 $1.8M Reduce -0.3%
NVDA Nvidia Corp. 1.06% 9,344 $1.7M Reduce -4.8%
MO Altria Group Inc. 1.02% 25,397 $1.7M Reduce -0.1%
QCOM Qualcomm Inc. 0.95% 9,336 $1.6M Add +0.8%
LLY Eli Lilly & Co. 0.94% 2,027 $1.5M Add +6.6%
CLF Cleveland-Cliffs Inc. 0.91% 122,993 $1.5M Reduce -0.1%
CAT Caterpillar Inc. 0.91% 3,138 $1.5M Reduce -3.1%
LMT Lockheed Martin Corp. 0.91% 2,994 $1.5M Add +36.3%
DINO HF Sinclair Corp. 0.90% 28,146 $1.5M Reduce -0.2%
BMY Bristol-Myers Squibb Co. 0.88% 32,162 $1.5M Add +0.1%
MPC Marathon Petroleum Corp. 0.83% 7,113 $1.4M Reduce -0.5%
CRK Comstock Resources Inc. 0.82% 68,115 $1.4M Reduce -5.6%
GILD Gilead Sciences Inc. 0.81% 12,007 $1.3M Reduce -3.1%
LITE Lumentum Holdings Inc. 0.80% 8,060 $1.3M Reduce -4.0%
SWKS Skyworks Solutions Inc. 0.79% 16,946 $1.3M Add +1.9%
UNM Unum Group 0.77% 16,336 $1.3M Reduce -0.3%
XOM Exxon Mobil Corp. 0.76% 11,096 $1.3M Add +0.5%
RAVI NT Ultrashrt Fi ETF 0.75% 16,345 $1.2M Reduce -18.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.75% 23,833 $1.2M Reduce -0.1%
MRK Merck & Co. Inc. 0.74% 14,583 $1.2M Add +2.0%
LNC Lincoln National Corp. 0.74% 30,118 $1.2M Reduce -2.6%
MCD McDonald's Corp. 0.74% 3,989 $1.2M No change
GOOG Alphabet Inc. Class C 0.71% 4,786 $1.2M Reduce -1.2%
DUK Duke Energy Corp. 0.70% 9,254 $1.1M No change
MU Micron Technology Inc. 0.69% 6,803 $1.1M Reduce -5.8%
COHR II-Vi Inc. filed as COHERENT CORP 0.69% 10,532 $1.1M Reduce -10.7%
PM Philip Morris International 0.66% 6,679 $1.1M Reduce -0.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.65% 3,786 $1.1M No change
AMAT Applied Materials Inc. 0.65% 5,201 $1.1M Reduce -2.5%
ULTA Ulta Beauty Inc. 0.64% 1,920 $1.0M Reduce -0.5%
KO The Coca-Cola Co. 0.59% 14,635 $971K No change
KHC The Kraft Heinz Co. 0.57% 36,103 $940K Reduce -10.8%
ED Consolidated Edison Inc. 0.56% 9,078 $913K Reduce -0.2%
ALSN Allison Transmission Holding 0.54% 10,503 $891K Add +13.7%
HHH Howard Hughes Holdings Inc. 0.53% 10,532 $865K Add +0.4%
TSLA Tesla Inc. 0.52% 1,934 $860K Reduce -4.9%
MDT Medtronic PLC 0.52% 9,023 $859K Add +17.7%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.52% 7,437 $852K Reduce -4.5%
URZ Uranerz Energy Corp. filed as DENISON MINES CORP 0.51% 306,068 $842K Add +0.3%
CVX Chevron Corp. 0.50% 5,318 $826K Reduce -0.4%
PSX Phillips 66 0.48% 5,825 $792K No change
PEP Pepsico Inc. 0.47% 5,458 $767K Reduce -0.9%
LRCX Lam Research Corp. 0.46% 5,704 $764K Reduce -0.2%
CBOE Cboe Global Markets Inc. 0.45% 3,041 $746K Reduce -7.9%
O Realty Income Corp. 0.41% 10,956 $666K Add +33.6%
LKQ LKQ Corp. 0.40% 21,758 $664K Add +9.1%
CSCO Cisco Systems Inc. 0.39% 9,441 $646K No change
LYB Lyondellbasell Indu Class A 0.39% 13,043 $640K Add +2.5%
PII Polaris Inc. 0.39% 10,957 $637K Add +1.3%
SMCI Super Micro Computer Inc. 0.39% 13,283 $637K Reduce -0.1%
WHR Whirlpool Corp. 0.38% 8,045 $632K Add +11.2%
TSN Tyson Foods Inc. Class A 0.38% 11,557 $628K Reduce -1.6%
UPS United Parcel Service Class B 0.38% 7,487 $625K Add +11.6%
REGN Regeneron Pharmaceuticals 0.37% 1,093 $615K Add +25.3%
FLO Flowers Foods Inc. 0.37% 46,147 $602K Add +104.9%
UNFI United Natural Foods Inc. 0.36% 15,810 $595K Reduce -3.7%
CI Cigna Holding Co. filed as THE CIGNA GROUP 0.36% 2,046 $590K Add +5.8%
ES Eversource Energy 0.36% 8,209 $584K Reduce -3.0%
PYPL PayPal Holdings Inc. 0.34% 8,355 $560K Reduce -2.5%
SMITH & WESSON HLDG CORP 0.34% 56,561 $556K Add +416.3%
PFF iShares Preferred & Income S 0.34% 17,488 $553K Add +37.9%
HRL Hormel Foods Corp. 0.33% 22,075 $546K Add +40.5%
AGQ Proshares Ultra Silver 0.33% 7,050 $537K Reduce -49.8%
SLV iShares Silver Trust 0.33% 12,650 $536K No change
GLD SPDR Gold Shares 0.32% 1,483 $527K Add +11.2%
NEE Nextera Energy Inc. 0.32% 6,912 $522K No change
F Ford Motor Co. filed as FORD MTR CO 0.32% 43,572 $521K Reduce -34.8%
STZ Constellation Brands Inc. Class A 0.32% 3,867 $521K Add +50.9%
BIRK Birkenstock Holding PLC 0.32% 11,466 $519K New
ENB Enbridge Inc. 0.31% 10,091 $509K Add +7.4%
TD Toronto-Dominion Bank 0.31% 6,312 $505K No change
STM Stmicroelectronics NV-NY SHS 0.30% 17,623 $498K Reduce -4.5%
HD Home Depot Inc. 0.30% 1,226 $497K No change
Stanley Works 0.30% 6,590 $490K Add +3.0%
UL Unilever PLC 0.28% 7,850 $465K Add +6.8%
WMT Walmart Inc. 0.28% 4,477 $461K Reduce -10.1%
R Ryder System Inc. 0.28% 2,444 $461K Reduce -3.5%
HIG Hartford Insurance Group Inc. 0.28% 3,447 $460K Reduce -5.5%
SOUN Soundhound AI Inc. Class A 0.28% 28,258 $454K Add +41.8%
COP Conocophillips 0.28% 4,780 $452K Add +14.3%
VRTX Vertex Pharmaceuticals Inc. 0.28% 1,154 $452K Add +0.8%
GIS General Mills Inc. 0.27% 8,799 $444K Add +19.0%
EMR Emerson Electric Co. 0.27% 3,345 $439K No change
TSCO Tractor Supply Company 0.25% 7,335 $417K No change
VALE Vale SA-SP ADR 0.25% 37,895 $412K Reduce -10.0%
SO The Southern Co. 0.24% 4,238 $402K No change
APD Air Products & Chemicals Inc. 0.24% 1,425 $389K Reduce -0.7%
CME Cme Group Inc. 0.23% 1,423 $384K Reduce -1.0%
GLW Corning Inc. 0.23% 4,608 $378K Reduce -5.2%
RGA Reinsurance Group of America 0.23% 1,954 $375K Add +84.7%
NGG National Grid PLC 0.22% 5,071 $369K No change
CARR Carrier Global Corp. 0.22% 6,165 $368K Reduce -1.6%
DEA Easterly Govt Pptys Inc. 0.22% 15,928 $365K New
AMD Advanced Micro Devices 0.22% 2,218 $359K No change
PH Parker Hannifin Corp. 0.21% 457 $346K No change
WFC Wells Fargo & Co. 0.21% 4,100 $344K No change
NDAQ Nasdaq Inc. 0.20% 3,775 $334K Reduce -0.9%
RMD Resmed Inc. 0.20% 1,215 $333K Reduce -6.9%
BA The Boeing Co. 0.20% 1,540 $332K No change
GRMN Garmin Ltd. 0.19% 1,275 $314K No change
HYGV NT HY Val-SCRD BD ETF 0.19% 7,455 $307K Reduce -5.0%
EXPE Expedia Group Inc. 0.17% 1,308 $280K Add +1.9%
HII Huntington Ingalls Industrie 0.17% 969 $279K No change
SPGI S&P Global Inc. 0.17% 570 $277K No change
KMI Kinder Morgan Inc. 0.17% 9,745 $276K No change
V Visa Inc. Class A 0.17% 808 $276K No change
IVZ Invesco Ltd. 0.16% 11,744 $269K No change
SFM Sprouts Farmers Market Inc. 0.16% 2,444 $266K No change
GE General Electric filed as GE AEROSPACE 0.16% 879 $264K No change
WY Weyerhaeuser Co. 0.15% 10,198 $253K Reduce -3.2%
WPC WP Carey Inc. 0.15% 3,710 $251K No change
RBC RBC Bearings Inc. 0.15% 632 $247K Reduce -3.1%
DOC Healthpeak Properties Inc. 0.15% 12,867 $246K Reduce -13.4%
ELV Elevance Health Inc. 0.15% 760 $246K Reduce -0.7%
APLD Applied Digital Corp. 0.14% 10,349 $237K New
FIX Comfort Systems USA Inc. 0.14% 285 $235K New
BBAI Bigbear.ai Holdings Inc. 0.14% 35,511 $232K Add +31.9%
OTIS Otis Worldwide Corp. 0.14% 2,532 $232K No change
GPK Graphic Packaging Holding Co. 0.14% 11,749 $230K Add +0.3%
DVN Devon Energy Corp. 0.14% 6,516 $228K Reduce -0.4%
AMT American Tower Corp. 0.14% 1,182 $227K No change
SITE Siteone Landscape Supply Inc. 0.14% 1,737 $224K Reduce -0.2%
HBI Hanesbrands Inc. 0.14% 33,792 $223K Reduce -13.5%
DE Deere & Co. 0.13% 478 $219K No change
CAH Cardinal Health Inc. 0.13% 1,389 $218K No change
TFC Truist Financial Corp. 0.13% 4,740 $217K No change
FDX FedEx Corp. 0.13% 885 $209K Reduce -1.1%
CALM Cal-Maine Foods Inc. 0.13% 2,212 $208K No change
MDLZ Mondelez International Inc. Class A 0.12% 3,221 $201K No change
MVST Microvast Holdings Inc. 0.10% 44,230 $170K Reduce -4.3%
PATH Uipath Inc. Class A 0.10% 12,202 $163K New
BGC BGC Group Inc. Class A 0.10% 16,858 $159K Reduce -23.7%
VTRS Viatris Inc. 0.08% 12,696 $126K Reduce -27.4%
LYG Lloyds Banking Group PLC-ADR 0.07% 24,400 $111K No change
SENS Senseonics Holdings Inc. 0.06% 211,350 $92K Add +1.5%
MPT Medical Properties Trust Inc. 0.05% 17,180 $87K Reduce -42.9%
NWL Newell Brands Inc. 0.05% 15,659 $82K Add +7.7%
CELU Celularity Inc. Class A 0.03% 24,480 $51K Add +4.3%
Other holdings (4): bonds, preferreds, convertibles and warrants · $1.5M (not counted above)
SecurityClassShares / PrincipalValueChange
WELLS FARGO & COMPANY (WFC 4.75 PERP Z) Common Stock 37,683$744KAdd +17.2%
CAPITAL ONE FINANCIAL CO (COF 6.25 PERP C) COM 1,448$308KNo change
GMAC CAPITAL TRUST I (ALLY V0 02/15/40 2) COM 5,561$218KReduce -1.5%
ALGONQUIN PWR & UTILITY (AQNCN V9.34144 10/17/78) COM 40,285$216KReduce -2.7%

Total filed on the 13F, all lines: $165.8M.

Portfolio Sells Q2 2025 → Q3 2025
CRK Comstock Resources Inc. Reduce -5.6% 0.82% −0.53
ABT Abbott Laboratories Reduce -0.6% 2.16% −0.30
MSFT Microsoft Corp. Reduce -1.4% 3.19% −0.28
RAVI NT Ultrashrt Fi ETF Reduce -18.1% 0.75% −0.27
DEA Easterly Government Properti Sold out 0.00% −0.25
MTB M & T Bank Corp. Reduce -8.3% 1.13% −0.22
PG The Procter & Gamble Co. Reduce -0.2% 1.27% −0.20
F Ford Motor Co. Reduce -34.8% 0.32% −0.18
PM Philip Morris International Reduce -0.1% 0.66% −0.17
MMM 3M Co. Reduce -3.8% 1.13% −0.15
DG Dollar General Corp. Sold out 0.00% −0.15
COST Costco Wholesale Corp. Sold out 0.00% −0.14
KHC The Kraft Heinz Co. Reduce -10.8% 0.57% −0.14
DIS The Walt Disney Co. Reduce -4.5% 0.52% −0.14
AMZN Amazon.com Inc. Reduce -0.3% 1.07% −0.13
AGQ Proshares Ultra Silver Reduce -49.8% 0.33% −0.13
UNM Unum Group Reduce -0.3% 0.77% −0.12
GILD Gilead Sciences Inc. Reduce -3.1% 0.81% −0.12
PYPL PayPal Holdings Inc. Reduce -2.5% 0.34% −0.09
CARR Carrier Global Corp. Reduce -1.6% 0.22% −0.09
STM Stmicroelectronics NV-NY SHS Reduce -4.5% 0.30% −0.08
CBOE Cboe Global Markets Inc. Reduce -7.9% 0.45% −0.07
TSN Tyson Foods Inc. Class A Reduce -1.6% 0.38% −0.06
ED Consolidated Edison Inc. Reduce -0.2% 0.56% −0.06
BGC BGC Group Inc. Class A Reduce -23.7% 0.10% −0.06
SMCI Super Micro Computer Inc. Reduce -0.1% 0.39% −0.05
CVS CVS Health Corp. Reduce -1.9% 1.34% −0.05
ELV Elevance Health Inc. Reduce -0.7% 0.15% −0.05
WMT Walmart Inc. Reduce -10.1% 0.28% −0.05
APD Air Products & Chemicals Inc. Reduce -0.7% 0.24% −0.04
CME Cme Group Inc. Reduce -1.0% 0.23% −0.04
MPT Medical Properties Trust Inc. Reduce -42.9% 0.05% −0.04
HIG Hartford Insurance Group Inc. Reduce -5.5% 0.28% −0.03
JPM JPMorgan Chase & Co. Reduce -0.3% 1.22% −0.03
HYGV NT HY Val-SCRD BD ETF Reduce -5.0% 0.19% −0.03
WY Weyerhaeuser Co. Reduce -3.2% 0.15% −0.03
VTRS Viatris Inc. Reduce -27.4% 0.08% −0.03
NDAQ Nasdaq Inc. Reduce -0.9% 0.20% −0.03
PEP Pepsico Inc. Reduce -0.9% 0.47% −0.03
VALE Vale SA-SP ADR Reduce -10.0% 0.25% −0.03
DOC Healthpeak Properties Inc. Reduce -13.4% 0.15% −0.03
RMD Resmed Inc. Reduce -6.9% 0.20% −0.03
LCID Lucid Group Inc. Sold out 0.00% −0.02
COHR II-Vi Inc. Reduce -10.7% 0.69% −0.02
RBC RBC Bearings Inc. Reduce -3.1% 0.15% −0.02
BAC Bank of America Corp. Reduce -0.1% 0.75% −0.02
CVX Chevron Corp. Reduce -0.4% 0.50% −0.02
AMAT Applied Materials Inc. Reduce -2.5% 0.65% −0.01
FDX FedEx Corp. Reduce -1.1% 0.13% −0.01
MVST Microvast Holdings Inc. Reduce -4.3% 0.10% −0.01

Portfolio Buys Q2 2025 → Q3 2025
VUSB Vanguard Ultra Short Bond Et Add +84.2% 3.12% +1.24
BIRK Birkenstock Holding PLC New 0.32% +0.32
SMITH & WESSON HLDG CORP Add +416.3% 0.34% +0.27
DEA Easterly Govt Pptys Inc. New 0.22% +0.22
LMT Lockheed Martin Corp. Add +36.3% 0.91% +0.22
APLD Applied Digital Corp. New 0.14% +0.14
FIX Comfort Systems USA Inc. New 0.14% +0.14
URZ Uranerz Energy Corp. Add +0.3% 0.51% +0.14
SOUN Soundhound AI Inc. Class A Add +41.8% 0.28% +0.13
FLO Flowers Foods Inc. Add +104.9% 0.37% +0.12
PATH Uipath Inc. Class A New 0.10% +0.10
PII Polaris Inc. Add +1.3% 0.39% +0.09
RGA Reinsurance Group of America Add +84.7% 0.23% +0.09
O Realty Income Corp. Add +33.6% 0.41% +0.08
AMGN Amgen Inc. Add +19.0% 1.11% +0.08
PFF iShares Preferred & Income S Add +37.9% 0.34% +0.07
MDT Medtronic PLC Add +17.7% 0.52% +0.07
REGN Regeneron Pharmaceuticals Add +25.3% 0.37% +0.06
HHH Howard Hughes Holdings Inc. Add +0.4% 0.53% +0.05
GLD SPDR Gold Shares Add +11.2% 0.32% +0.04
OXY Occidental Petroleum Corp. Add +1.8% 1.43% +0.04
STZ Constellation Brands Inc. Class A Add +50.9% 0.32% +0.03
EXPE Expedia Group Inc. Add +1.9% 0.17% +0.02
ENB Enbridge Inc. Add +7.4% 0.31% +0.02
COP Conocophillips Add +14.3% 0.28% +0.02
BBAI Bigbear.ai Holdings Inc. Add +31.9% 0.14% +0.02
GIS General Mills Inc. Add +19.0% 0.27% +0.01
HRL Hormel Foods Corp. Add +40.5% 0.33% +0.01
Stanley Works Add +3.0% 0.30% +0.00
CELU Celularity Inc. Class A Add +4.3% 0.03% −0.00
NWL Newell Brands Inc. Add +7.7% 0.05% −0.00
SENS Senseonics Holdings Inc. Add +1.5% 0.06% −0.01
UL Unilever PLC Add +6.8% 0.28% −0.02
MRK Merck & Co. Inc. Add +2.0% 0.74% −0.02
GPK Graphic Packaging Holding Co. Add +0.3% 0.14% −0.03
XOM Exxon Mobil Corp. Add +0.5% 0.76% −0.05
SWKS Skyworks Solutions Inc. Add +1.9% 0.79% −0.05
ALSN Allison Transmission Holding Add +13.7% 0.54% −0.05
QCOM Qualcomm Inc. Add +0.8% 0.95% −0.06
PFE Pfizer Inc. Add +1.9% 1.54% −0.06
LLY Eli Lilly & Co. Add +6.6% 0.94% −0.06
BRK.B Berkshire Hathaway Inc. Class B Add +5.4% 3.05% −0.07
VRTX Vertex Pharmaceuticals Inc. Add +0.8% 0.28% −0.07
CI Cigna Holding Co. Add +5.8% 0.36% −0.07
UPS United Parcel Service Class B Add +11.6% 0.38% −0.08
LKQ LKQ Corp. Add +9.1% 0.40% −0.10
VZ Verizon Communications Inc. Add +1.2% 1.19% −0.10
HTO H2O America Add +11.4% 1.52% −0.10
LYB Lyondellbasell Indu Class A Add +2.5% 0.39% −0.11
WHR Whirlpool Corp. Add +11.2% 0.38% −0.11

Notes & Other Activity Q2 2025 → Q3 2025
WELLS FARGO & COMPANY (WFC 4.75 PERP Z) Common Stock Add +17.2% 37,683 $744K
GMAC CAPITAL TRUST I (ALLY V0 02/15/40 2) COM Reduce -1.5% 5,561 $218K
ALGONQUIN PWR & UTILITY (AQNCN V9.34144 10/17/78) COM Reduce -2.7% 40,285 $216K

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 181$212.2MAAPL, ABBV, VUSB, INTC, BRK.B
Q1 2026 170$186.6MAAPL, VUSB, ABBV, BRK.B, RTX
Q4 2025 164$177.3MAAPL, ABBV, VUSB, BRK.B, RTX
Q3 2025 159$164.3MAAPL, ABBV, MSFT, VUSB, BRK.B
Q2 2025 158$147.4MAAPL, ABBV, MSFT, BRK.B, RTX
Q1 2025 155$139.1MAAPL, ABBV, RTX, BRK.B, MSFT
Q4 2024 149$129.5MAAPL, ABBV, MSFT, RTX, BRK.B
Q3 2024 153$130.0MAAPL, ABBV, MSFT, RTX, ABT
Q2 2024 147$118.6MAAPL, ABBV, MSFT, RTX, ABT
Q1 2024 149$118.5MAAPL, ABBV, MSFT, ABT, RTX