Keel Point, LLC Purchases in Q2 2025

Keel Point, LLC

  • $1.5 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOT
Vanguard Mid Cap Growth Index

ETFs
72
+ 0.51%
$216.28 - $284.39 $15.6K - $20.5K
14.2K $4.03M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
6.98K
+ 51.67%
$55.24 - $68.55 $385K - $478K
20.5K $1.38M
MCD
Mcdonalds Corp

Consumer Cyclical
2.14K
+ 47.61%
$285.55 - $321.23 $612K - $688K
6.64K $1.94M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1.14K
New
$328.01 - $475.68 $373K - $541K
1.14K $531K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
6.11K
+ 16.9%
$82.21 - $83.12 $502K - $507K
42.2K $3.5M
COF
Capital One Financial Corp

Financial Services
2.01K
+ 94.91%
$150.57 - $212.76 $303K - $428K
4.13K $879K
PH
Parker Hannifin Corp

Industrials
549
+ 47.95%
$517.23 - $700.54 $284K - $385K
1.69K $1.18M
XLE
Energy Sector Spdr

ETFs
7.13K
+ 48.85%
$76.44 - $94.13 $545K - $672K
21.7K $1.84M
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
11.6K
New
$35.8 - $41.07 $416K - $478K
11.6K $477K
PM
Philip Morris International Inc.

Consumer Defensive
1.89K
+ 36.76%
$149.23 - $184.95 $282K - $350K
7.04K $1.28M
ACN
Accenture PLC

Technology
2.38K
+ 12.61%
$279.23 - $323.21 $665K - $769K
21.2K $6.35M
JJSF
J&J Snack Foods Corp

Consumer Defensive
4K
New
$111.46 - $136.93 $446K - $548K
4K $453K
MCHP
Microchip Technology Inc

Technology
6.43K
New
$35.34 - $71.6 $227K - $460K
6.43K $452K
PDD
Pinduoduo Inc.

Consumer Cyclical
4.27K
New
$88.35 - $122.19 $377K - $521K
4.27K $446K
CAT
Caterpillar Inc

Industrials
693
+ 23.66%
$273.94 - $388.21 $190K - $269K
3.62K $1.41M
IVV
Ishares Core S&P 500 ETF

ETFs
58
+ 0.85%
$498.8 - $620.9 $28.9K - $36K
6.85K $4.25M
IWS
Ishares Russell Midcap Value E

ETFs
3.17K
+ 129.41%
$110.58 - $132.14 $350K - $419K
5.62K $742K
QCOM
Qualcomm Inc

Technology
1.59K
+ 5.28%
$124.66 - $159.48 $198K - $253K
31.7K $5.04M
EFG
Msci Eafe Growth ETF

ETFs
2.12K
+ 13.96%
$89.8 - $112.0 $190K - $237K
17.3K $1.94M
WFC
Wells Fargo & Company

Financial Services
3.68K
+ 26.0%
$60.98 - $80.12 $224K - $295K
17.8K $1.43M
BAC
Bank Of America Corp

Financial Services
3.94K
+ 9.9%
$34.39 - $47.46 $135K - $187K
43.7K $2.07M
IWR
Ishares Russell Mid Cap ETF

ETFs
4.43K
New
$74.88 - $91.97 $332K - $408K
4.43K $407K
VST
Vistra Corp.

Utilities
2.07K
New
$98.07 - $195.04 $203K - $404K
2.07K $401K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
10.2K
+ 88.55%
$29.12 - $35.84 $297K - $365K
21.7K $777K
T
At&T Inc.

Communication Services
12.6K
+ 27.61%
$26.33 - $28.94 $331K - $364K
58.2K $1.68M
VIG
Vanguard Dividend Appreciation

ETFs
2.12K
+ 33.17%
N/A
8.5K $1.55M
AMAT
Applied Materials Inc

Technology
1.13K
+ 24.01%
$126.95 - $183.52 $143K - $206K
5.81K $1.06M
CSCO
Cisco Systems, Inc.

Technology
1.78K
+ 5.48%
$53.19 - $69.38 $94.5K - $123K
34.2K $2.37M
MA
Mastercard Inc

Financial Services
534
+ 10.55%
$479.92 - $590.74 $256K - $315K
5.6K $3.15M
AMD
Advanced Micro Devices Inc

Technology
1.23K
+ 25.06%
$78.21 - $143.81 $96.2K - $177K
6.14K $870K
NOW
Service Now, Inc.

Technology
144
+ 15.62%
$721.65 - $1040.18 $104K - $150K
1.07K $1.1M
ICE
Intercontinental Exchange, Inc.

Financial Services
343
+ 1.26%
$151.62 - $183.47 $52K - $62.9K
27.5K $5.04M
DT
Dynatrace, Inc.

Technology
6.49K
New
$41.21 - $55.9 $268K - $363K
6.49K $358K
FTNT
Fortinet, Inc.

Technology
3.04K
+ 77.74%
$84.71 - $108.69 $257K - $330K
6.94K $733K
HOOD
Robinhood Markets, Inc.

Technology
3.7K
New
$34.17 - $93.63 $126K - $347K
3.7K $346K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
690
+ 1.83%
$73.02 - $90.22 $50.4K - $62.3K
38.4K $3.43M
SO
Southern CO

Utilities
3.85K
+ 3.78%
$84.91 - $92.56 $327K - $356K
106K $9.71M
AVUV
American Centy ETF Tr Avantis

ETFs
3.57K
+ 87.97%
$75.17 - $91.21 $268K - $326K
7.63K $694K
DY
Dycom Industries Inc

Industrials
24
+ 0.67%
$138.96 - $245.71 $3.34K - $5.9K
3.63K $887K
SONY
Sony Group Corp

Technology
12.2K
+ 48.1%
$21.24 - $26.88 $259K - $328K
37.5K $977K
DASH
Door Dash, Inc.

Communication Services
1.34K
New
$163.16 - $246.51 $218K - $329K
1.34K $329K
CTVA
Corteva, Inc.

Basic Materials
3.79K
+ 99.45%
$55.52 - $74.53 $210K - $282K
7.6K $566K
DXCM
Dexcom Inc

Healthcare
3.75K
New
$59.83 - $87.57 $224K - $329K
3.75K $327K
RPM
Rpm International Inc

Basic Materials
2.9K
New
$96.97 - $117.58 $281K - $341K
2.9K $318K
ASML
Asml Holding Nv

Technology
183
+ 15.11%
$595.37 - $815.24 $109K - $149K
1.39K $1.12M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
995
New
$177.93 - $313.14 $177K - $312K
995 $311K
NEM
Newmont Corp

Basic Materials
3.59K
+ 35.83%
$44.18 - $59.46 $158K - $213K
13.6K $791K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.79K
+ 14.88%
$483.48 - $539.8 $863K - $964K
13.8K $6.69M
SPOT
Spotify Technology S.A.

Communication Services
379
New
$503.3 - $775.9 $191K - $294K
379 $290K
Activity Summary
Buys All Purchases 352 New Holdings 60 Increased Positions 292 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 1 Puts 1
Track This Portfolio

Track Keel Point, LLC Portfolio

Follow Keel Point, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Keel Point, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Keel Point, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email