Keynote Financial Services LLC Portfolio Holdings

Keynote Financial Services LLC

  • $166 Billion
  • Q3 2025

Keynote Financial Services LLC has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $166 Billion distributed in 163 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $9.97B, Abb Vie Inc. with a value of $9.4B, Microsoft Corp with a value of $5.25B, Vanguard Bd Index Fds with a value of $5.13B, and Berkshire Hathaway Inc Class B with a value of $5.01B.

Examining the 13F form we can see an increase of $17.1B in the current position value, from $149B to 166B.

Keynote Financial Services LLC is based out at Vernon, CT

Below you can find more details about Keynote Financial Services LLC portfolio as well as his latest detailed transactions.

Portfolio value $166 Billion
Technology: $32.9 Billion
Healthcare: $30.4 Billion
Financial Services: $17.7 Billion
Industrials: $14.4 Billion
Consumer Defensive: $12.1 Billion
Communication Services: $11.3 Billion
Energy: $10.9 Billion
Consumer Cyclical: $9.87 Billion
Other: $14.8 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 163
  • Current Value $166 Billion
  • Prior Value $149 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 31, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
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