Keynote Financial Services LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Keynote Financial Services LLC reported 164 stock positions worth $177.3 million. Its top holding was Apple (AAPL) at 5.8% of the portfolio, followed by Abbvie (ABBV, 5.1%) and Vanguard Ultra Short Bond Et (VUSB, 4.1%). Compared with Q3 2025, it opened 12 new positions, sold out of 7, added to 47 and reduced 73. The biggest buy was Vanguard Ultra Short Bond Et (VUSB, shares +43%) and the biggest sale Abbvie (ABBV, shares −3%).

Most Recent 13F
Q2 2026
Location
VERNON, CT
CIK
0002026127
Portfolio Value
$177.3M (Q4 2025)
SEC Filing
0002026127-26-000001 ↗ filed Feb 13, 2026

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 Q3 2025 Q4 2025: $177.3M $177.3M Q4 2025 Q1 2026: $186.6M Q1 2026 Q2 2026: $212.2M Q2 2026

Holdings 164 stocks · $177.3M
AAPL Apple Inc. 5.80% 37,817 $10.3M Reduce -3.5%
ABBV Abbvie Inc. 5.08% 39,413 $9.0M Reduce -2.9%
VUSB Vanguard Ultra Short Bond Et 4.14% 147,214 $7.3M Add +43.4%
BRK.B Berkshire Hathaway Inc. Class B 2.98% 10,515 $5.3M Add +5.5%
RTX RTX Corp. 2.93% 28,360 $5.2M Reduce -3.0%
MSFT Microsoft Corp. 2.74% 10,060 $4.9M Reduce -0.7%
GOOGL Alphabet Inc. Class A 2.73% 15,481 $4.8M Reduce -9.8%
ABT Abbott Laboratories 1.78% 25,248 $3.2M Reduce -4.7%
INTC Intel Corp. 1.76% 84,417 $3.1M Reduce -3.6%
T AT&T Inc. 1.72% 122,881 $3.1M Add +8.4%
HTO H2O America 1.55% 56,218 $2.8M Add +9.3%
PG The Procter & Gamble Co. 1.47% 18,160 $2.6M Add +34.1%
JNJ Johnson & Johnson 1.46% 12,538 $2.6M Reduce -1.2%
PFE Pfizer Inc. 1.38% 98,314 $2.4M Reduce -0.8%
CVS CVS Health Corp. 1.31% 29,277 $2.3M Reduce -0.1%
LITE Lumentum Holdings Inc. 1.29% 6,213 $2.3M Reduce -22.9%
LLY Eli Lilly & Co. 1.19% 1,967 $2.1M Reduce -3.0%
AMGN Amgen Inc. 1.19% 6,438 $2.1M Reduce -0.2%
OXY Occidental Petroleum Corp. 1.18% 50,777 $2.1M Add +2.4%
JPM JPMorgan Chase & Co. 1.14% 6,289 $2.0M Reduce -0.8%
VZ Verizon Communications Inc. 1.10% 48,022 $2.0M Add +7.8%
MMM 3M Co. 1.03% 11,391 $1.8M Reduce -4.4%
AMZN Amazon.com Inc. 1.02% 7,804 $1.8M Reduce -2.3%
NVDA Nvidia Corp. 1.01% 9,582 $1.8M Add +2.5%
MTB M & T Bank Corp. filed as M & T BK CORP 0.99% 8,754 $1.8M Reduce -6.6%
BMY Bristol-Myers Squibb Co. 0.98% 32,292 $1.7M Add +0.4%
MU Micron Technology Inc. 0.94% 5,814 $1.7M Reduce -14.5%
COHR II-Vi Inc. filed as COHERENT CORP 0.94% 8,990 $1.7M Reduce -14.6%
CLF Cleveland-Cliffs Inc. 0.92% 122,973 $1.6M Reduce -0.0%
QCOM Qualcomm Inc. 0.90% 9,336 $1.6M No change
CAT Caterpillar Inc. 0.89% 2,744 $1.6M Reduce -12.6%
MRK Merck & Co. Inc. 0.87% 14,639 $1.5M Add +0.4%
LMT Lockheed Martin Corp. 0.85% 3,101 $1.5M Add +3.6%
GILD Gilead Sciences Inc. 0.83% 11,943 $1.5M Reduce -0.5%
CRK Comstock Resources Inc. 0.82% 62,994 $1.5M Reduce -7.5%
MO Altria Group Inc. 0.82% 25,267 $1.5M Reduce -0.5%
GOOG Alphabet Inc. Class C 0.82% 4,641 $1.5M Reduce -3.0%
PFF iShares Preferred & Income S 0.80% 45,620 $1.4M Add +160.9%
O Realty Income Corp. 0.76% 23,766 $1.3M Add +116.9%
LNC Lincoln National Corp. 0.75% 30,035 $1.3M Reduce -0.3%
XOM Exxon Mobil Corp. 0.75% 11,053 $1.3M Reduce -0.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.74% 23,833 $1.3M No change
DINO HF Sinclair Corp. 0.73% 28,061 $1.3M Reduce -0.3%
UNM Unum Group 0.71% 16,291 $1.3M Reduce -0.3%
AMAT Applied Materials Inc. 0.69% 4,768 $1.2M Reduce -8.3%
MCD McDonald's Corp. 0.69% 3,989 $1.2M No change
ULTA Ulta Beauty Inc. 0.65% 1,916 $1.2M Reduce -0.2%
MPC Marathon Petroleum Corp. 0.64% 6,975 $1.1M Reduce -1.9%
RAVI NT Ultrashrt Fi ETF 0.64% 14,966 $1.1M Reduce -8.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.63% 3,776 $1.1M Reduce -0.3%
DUK Duke Energy Corp. 0.61% 9,254 $1.1M No change
PM Philip Morris International 0.60% 6,679 $1.1M No change
SWKS Skyworks Solutions Inc. 0.60% 16,841 $1.1M Reduce -0.6%
ALSN Allison Transmission Holding 0.60% 10,788 $1.1M Add +2.7%
SFM Sprouts Farmers Market Inc. 0.57% 12,793 $1.0M Add +423.4%
KO The Coca-Cola Co. 0.57% 14,465 $1.0M Reduce -1.2%
AGQ Proshares Ultra Silver 0.55% 6,250 $970K Reduce -11.3%
REGN Regeneron Pharmaceuticals 0.49% 1,136 $877K Add +3.9%
TSLA Tesla Inc. 0.49% 1,940 $872K Add +0.3%
ED Consolidated Edison Inc. 0.49% 8,778 $872K Reduce -3.3%
LRCX Lam Research Corp. 0.49% 5,076 $869K Reduce -11.0%
HHH Howard Hughes Holdings Inc. 0.47% 10,532 $840K No change
MDT Medtronic PLC 0.47% 8,735 $839K Reduce -3.2%
URZ Uranerz Energy Corp. filed as DENISON MINES CORP 0.47% 314,080 $835K Add +2.6%
SLV iShares Silver Trust 0.47% 12,965 $835K Add +2.5%
WHR Whirlpool Corp. 0.47% 11,566 $834K Add +43.8%
CVX Chevron Corp. 0.47% 5,473 $834K Add +2.9%
CI Cigna Holding Co. filed as THE CIGNA GROUP 0.46% 2,969 $817K Add +45.1%
KHC The Kraft Heinz Co. 0.45% 33,215 $805K Reduce -8.0%
META Meta Platforms Inc. Class A 0.45% 1,212 $800K New
UPS United Parcel Service Class B 0.44% 7,902 $784K Add +5.5%
PEP Pepsico Inc. 0.44% 5,448 $782K Reduce -0.2%
PSX Phillips 66 0.42% 5,791 $747K Reduce -0.6%
CSCO Cisco Systems Inc. 0.41% 9,478 $730K Add +0.4%
HRL Hormel Foods Corp. 0.41% 30,438 $721K Add +37.9%
CBOE Cboe Global Markets Inc. 0.40% 2,851 $716K Reduce -6.3%
PII Polaris Inc. 0.39% 10,932 $691K Reduce -0.2%
TSN Tyson Foods Inc. Class A 0.39% 11,752 $689K Add +1.7%
LKQ LKQ Corp. 0.38% 22,372 $676K Add +2.8%
GLD SPDR Gold Shares 0.38% 1,701 $674K Add +14.7%
TD Toronto-Dominion Bank 0.34% 6,312 $595K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.33% 5,117 $582K Reduce -31.2%
FLO Flowers Foods Inc. 0.33% 53,404 $581K Add +15.7%
SMITH & WESSON HLDG CORP 0.33% 58,825 $581K Add +4.0%
STZ Constellation Brands Inc. Class A 0.32% 4,070 $561K Add +5.3%
NEE Nextera Energy Inc. 0.31% 6,912 $555K No change
COP Conocophillips 0.30% 5,734 $537K Add +20.0%
VRTX Vertex Pharmaceuticals Inc. 0.30% 1,166 $529K Add +1.0%
Stanley Works 0.30% 7,075 $526K Add +7.4%
ES Eversource Energy 0.30% 7,774 $523K Reduce -5.3%
LYB Lyondellbasell Indu Class A 0.29% 11,938 $517K Reduce -8.5%
UNFI United Natural Foods Inc. 0.28% 14,510 $489K Reduce -8.2%
ENB Enbridge Inc. 0.27% 10,091 $483K No change
VALE Vale SA-SP ADR 0.27% 36,594 $477K Reduce -3.4%
HIG Hartford Insurance Group Inc. 0.27% 3,447 $475K No change
BIRK Birkenstock Holding PLC 0.27% 11,574 $473K Add +0.9%
R Ryder System Inc. 0.26% 2,405 $460K Reduce -1.6%
STM Stmicroelectronics NV-NY SHS 0.25% 17,404 $451K Reduce -1.2%
UL Unilever PLC 0.25% 6,813 $446K Reduce -13.2%
EMR Emerson Electric Co. 0.25% 3,345 $444K No change
GIS General Mills Inc. 0.25% 9,347 $435K Add +6.2%
ZBH Zimmer Biomet Holdings Inc. 0.24% 4,810 $433K New
AMD Advanced Micro Devices 0.24% 1,951 $418K Reduce -12.0%
HD Home Depot Inc. 0.24% 1,213 $417K Reduce -1.1%
PYPL PayPal Holdings Inc. 0.24% 7,139 $417K Reduce -14.6%
WMT Walmart Inc. 0.23% 3,712 $414K Reduce -17.1%
RGA Reinsurance Group of America 0.23% 1,988 $404K Add +1.7%
BA The Boeing Co. 0.22% 1,798 $390K Add +16.8%
PH Parker Hannifin Corp. 0.22% 444 $390K Reduce -2.8%
CME Cme Group Inc. 0.22% 1,423 $389K No change
F Ford Motor Co. filed as FORD MTR CO 0.22% 29,532 $387K Reduce -32.2%
WFC Wells Fargo & Co. 0.22% 4,100 $382K No change
GLW Corning Inc. 0.21% 4,296 $376K Reduce -6.8%
EXPE Expedia Group Inc. 0.21% 1,308 $371K No change
TSCO Tractor Supply Company 0.21% 7,335 $367K No change
SO The Southern Co. 0.20% 4,138 $361K Reduce -2.4%
NGG National Grid PLC 0.20% 4,590 $355K Reduce -9.5%
APD Air Products & Chemicals Inc. 0.20% 1,425 $352K No change
SMCI Super Micro Computer Inc. 0.20% 11,978 $351K Reduce -9.8%
SOUN Soundhound AI Inc. Class A 0.20% 34,916 $348K Add +23.6%
NDAQ Nasdaq Inc. 0.19% 3,425 $333K Reduce -9.3%
HII Huntington Ingalls Industrie 0.19% 969 $330K No change
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.19% 3,214 $329K New
CARR Carrier Global Corp. 0.18% 6,165 $326K No change
Q Qnity Electronics Inc. 0.18% 3,931 $321K New
IVZ Invesco Ltd. 0.17% 11,744 $309K No change
PATH Uipath Inc. Class A 0.17% 18,821 $308K Add +54.3%
HYGV NT HY Val-SCRD BD ETF 0.17% 7,235 $295K Reduce -3.0%
RMD Resmed Inc. 0.17% 1,215 $293K No change
GE General Electric filed as GE AEROSPACE 0.16% 935 $288K Add +6.4%
BBAI Bigbear.ai Holdings Inc. 0.16% 52,948 $286K Add +49.1%
CAH Cardinal Health Inc. 0.16% 1,389 $285K No change
RBC RBC Bearings Inc. 0.16% 632 $283K No change
V Visa Inc. Class A 0.16% 808 $283K No change
DEA Easterly Govt Pptys Inc. 0.15% 12,910 $274K Reduce -18.9%
SPGI S&P Global Inc. 0.15% 520 $272K Reduce -8.8%
KMI Kinder Morgan Inc. 0.15% 9,745 $268K No change
FIX Comfort Systems USA Inc. 0.15% 285 $266K No change
BGC BGC Group Inc. Class A 0.15% 29,556 $264K Add +75.3%
WY Weyerhaeuser Co. 0.15% 11,103 $263K Add +8.9%
GRMN Garmin Ltd. 0.15% 1,275 $259K No change
ELV Elevance Health Inc. 0.15% 735 $258K Reduce -3.3%
FDX FedEx Corp. 0.14% 885 $256K No change
DG Dollar General Corp. 0.14% 1,871 $248K New
WPC WP Carey Inc. 0.13% 3,710 $239K No change
DE Deere & Co. 0.13% 508 $237K Add +6.3%
TFC Truist Financial Corp. 0.13% 4,740 $233K No change
OTIS Otis Worldwide Corp. 0.12% 2,532 $221K No change
SITE Siteone Landscape Supply Inc. 0.12% 1,758 $219K Add +1.2%
CTSH Cognizant Tech Solutions-A 0.12% 2,573 $214K New
AZN Astrazeneca PLC-Spons ADR 0.12% 2,271 $209K New
KEY Keycorp 0.12% 9,988 $206K New
C Citigroup Inc. 0.11% 1,731 $202K New
APLD Applied Digital Corp. 0.11% 8,216 $201K Reduce -20.6%
ALB Albemarle Corp. 0.11% 1,420 $201K New
DOC Healthpeak Properties Inc. 0.11% 12,192 $196K Reduce -5.3%
VTRS Viatris Inc. 0.09% 12,440 $155K Reduce -2.0%
LYG Lloyds Banking Group PLC-ADR 0.07% 24,400 $129K No change
MVST Microvast Holdings Inc. 0.07% 44,230 $124K No change
LUMN Lumen Technologies Inc. 0.06% 14,791 $115K New
SENS Senseonics Holdings Inc. 0.03% 10,313 $57K Reduce -95.1%
NWL Newell Brands Inc. 0.03% 12,568 $47K Reduce -19.7%
PLTK Playtika Holding Corp. 0.02% 10,300 $41K New
CELU Celularity Inc. Class A 0.02% 25,320 $28K Add +3.4%
Other holdings (4): bonds, preferreds, convertibles and warrants · $1.6M (not counted above)
SecurityClassShares / PrincipalValueChange
WELLS FARGO & COMPANY (WFC 4.75 PERP Z) Common Stock 42,608$830KAdd +13.1%
CAPITAL ONE FINANCIAL CO (COF 6.25 PERP C) COM 1,448$351KNo change
GMAC CAPITAL TRUST I (ALLY V0 02/15/40 2) COM 5,561$252KNo change
ALGONQUIN PWR & UTILITY (AQNCN V9.34144 10/17/78) COM 22,500$138KReduce -44.1%

Total filed on the 13F, all lines: $178.8M.

Portfolio Sells Q3 2025 → Q4 2025
ABBV Abbvie Inc. Reduce -2.9% 5.08% −0.64
MSFT Microsoft Corp. Reduce -0.7% 2.74% −0.45
ABT Abbott Laboratories Reduce -4.7% 1.78% −0.37
AAPL Apple Inc. Reduce -3.5% 5.80% −0.27
MO Altria Group Inc. Reduce -0.5% 0.82% −0.20
MPC Marathon Petroleum Corp. Reduce -1.9% 0.64% −0.19
SWKS Skyworks Solutions Inc. Reduce -0.6% 0.60% −0.19
DIS The Walt Disney Co. Reduce -31.2% 0.33% −0.19
SMCI Super Micro Computer Inc. Reduce -9.8% 0.20% −0.19
DINO HF Sinclair Corp. Reduce -0.3% 0.73% −0.17
PFE Pfizer Inc. Reduce -0.8% 1.38% −0.16
GPK Graphic Packaging Holding Co. Sold out 0.00% −0.14
DVN Devon Energy Corp. Sold out 0.00% −0.14
AMT American Tower Corp. Sold out 0.00% −0.14
HBI Hanesbrands Inc. Sold out 0.00% −0.14
MTB M & T Bank Corp. Reduce -6.6% 0.99% −0.13
CALM Cal-Maine Foods Inc. Sold out 0.00% −0.13
MDLZ Mondelez International Inc. Class A Sold out 0.00% −0.12
KHC The Kraft Heinz Co. Reduce -8.0% 0.45% −0.12
RAVI NT Ultrashrt Fi ETF Reduce -8.4% 0.64% −0.12
PYPL PayPal Holdings Inc. Reduce -14.6% 0.24% −0.11
F Ford Motor Co. Reduce -32.2% 0.22% −0.10
LYB Lyondellbasell Indu Class A Reduce -8.5% 0.29% −0.10
MMM 3M Co. Reduce -4.4% 1.03% −0.10
UNFI United Natural Foods Inc. Reduce -8.2% 0.28% −0.09
JPM JPMorgan Chase & Co. Reduce -0.8% 1.14% −0.07
DEA Easterly Govt Pptys Inc. Reduce -18.9% 0.15% −0.07
HD Home Depot Inc. Reduce -1.1% 0.24% −0.07
ED Consolidated Edison Inc. Reduce -3.3% 0.49% −0.06
UNM Unum Group Reduce -0.3% 0.71% −0.06
PSX Phillips 66 Reduce -0.6% 0.42% −0.06
ES Eversource Energy Reduce -5.3% 0.30% −0.06
MPT Medical Properties Trust Inc. Sold out 0.00% −0.05
AMZN Amazon.com Inc. Reduce -2.3% 1.02% −0.05
CBOE Cboe Global Markets Inc. Reduce -6.3% 0.40% −0.05
MDT Medtronic PLC Reduce -3.2% 0.47% −0.05
STM Stmicroelectronics NV-NY SHS Reduce -1.2% 0.25% −0.05
WMT Walmart Inc. Reduce -17.1% 0.23% −0.05
RTX RTX Corp. Reduce -3.0% 2.93% −0.04
SO The Southern Co. Reduce -2.4% 0.20% −0.04
DOC Healthpeak Properties Inc. Reduce -5.3% 0.11% −0.04
CVS CVS Health Corp. Reduce -0.1% 1.31% −0.03
UL Unilever PLC Reduce -13.2% 0.25% −0.03
INTC Intel Corp. Reduce -3.6% 1.76% −0.03
APLD Applied Digital Corp. Reduce -20.6% 0.11% −0.03
PEP Pepsico Inc. Reduce -0.2% 0.44% −0.03
CAT Caterpillar Inc. Reduce -12.6% 0.89% −0.02
NGG National Grid PLC Reduce -9.5% 0.20% −0.02
SENS Senseonics Holdings Inc. Reduce -95.1% 0.03% −0.02
NWL Newell Brands Inc. Reduce -19.7% 0.03% −0.02

Portfolio Buys Q3 2025 → Q4 2025
VUSB Vanguard Ultra Short Bond Et Add +43.4% 4.14% +1.01
PFF iShares Preferred & Income S Add +160.9% 0.80% +0.46
META Meta Platforms Inc. Class A New 0.45% +0.45
SFM Sprouts Farmers Market Inc. Add +423.4% 0.57% +0.41
O Realty Income Corp. Add +116.9% 0.76% +0.35
ZBH Zimmer Biomet Holdings Inc. New 0.24% +0.24
PG The Procter & Gamble Co. Add +34.1% 1.47% +0.20
TROW T Rowe Price Group Inc. New 0.19% +0.19
Q Qnity Electronics Inc. New 0.18% +0.18
SLV iShares Silver Trust Add +2.5% 0.47% +0.14
DG Dollar General Corp. New 0.14% +0.14
MRK Merck & Co. Inc. Add +0.4% 0.87% +0.12
REGN Regeneron Pharmaceuticals Add +3.9% 0.49% +0.12
CTSH Cognizant Tech Solutions-A New 0.12% +0.12
AZN Astrazeneca PLC-Spons ADR New 0.12% +0.12
KEY Keycorp New 0.12% +0.12
C Citigroup Inc. New 0.11% +0.11
ALB Albemarle Corp. New 0.11% +0.11
CI Cigna Holding Co. Add +45.1% 0.46% +0.10
BMY Bristol-Myers Squibb Co. Add +0.4% 0.98% +0.10
WHR Whirlpool Corp. Add +43.8% 0.47% +0.09
PATH Uipath Inc. Class A Add +54.3% 0.17% +0.07
HRL Hormel Foods Corp. Add +37.9% 0.41% +0.07
LUMN Lumen Technologies Inc. New 0.06% +0.06
UPS United Parcel Service Class B Add +5.5% 0.44% +0.06
GLD SPDR Gold Shares Add +14.7% 0.38% +0.06
ALSN Allison Transmission Holding Add +2.7% 0.60% +0.05
BGC BGC Group Inc. Class A Add +75.3% 0.15% +0.05
HTO H2O America Add +9.3% 1.55% +0.03
COP Conocophillips Add +20.0% 0.30% +0.03
VRTX Vertex Pharmaceuticals Inc. Add +1.0% 0.30% +0.02
PLTK Playtika Holding Corp. New 0.02% +0.02
BBAI Bigbear.ai Holdings Inc. Add +49.1% 0.16% +0.02
CSCO Cisco Systems Inc. Add +0.4% 0.41% +0.02
BA The Boeing Co. Add +16.8% 0.22% +0.02
TSN Tyson Foods Inc. Class A Add +1.7% 0.39% +0.01
GE General Electric Add +6.4% 0.16% +0.00
DE Deere & Co. Add +6.3% 0.13% +0.00
STZ Constellation Brands Inc. Class A Add +5.3% 0.32% −0.00
RGA Reinsurance Group of America Add +1.7% 0.23% −0.00
Stanley Works Add +7.4% 0.30% −0.00
WY Weyerhaeuser Co. Add +8.9% 0.15% −0.01
SMITH & WESSON HLDG CORP Add +4.0% 0.33% −0.01
SITE Siteone Landscape Supply Inc. Add +1.2% 0.12% −0.01
CELU Celularity Inc. Class A Add +3.4% 0.02% −0.01
LKQ LKQ Corp. Add +2.8% 0.38% −0.02
GIS General Mills Inc. Add +6.2% 0.25% −0.02
TSLA Tesla Inc. Add +0.3% 0.49% −0.03
CVX Chevron Corp. Add +2.9% 0.47% −0.03
FLO Flowers Foods Inc. Add +15.7% 0.33% −0.04

Notes & Other Activity Q3 2025 → Q4 2025
WELLS FARGO & COMPANY (WFC 4.75 PERP Z) Common Stock Add +13.1% 42,608 $830K
ALGONQUIN PWR & UTILITY (AQNCN V9.34144 10/17/78) COM Reduce -44.1% 22,500 $138K

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