Keel Point, LLC Incresed Positions in Q2 2025

Keel Point, LLC

  • $1.5 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VB
Vanguard Small Cap ETF

ETFs
481
+ 8.24%
$193.73 - $237.37 $93.2K - $114K
6.32K $1.5M
TTE
Total Energies Se

Energy
2.96K
+ 69.86%
N/A
7.19K $492K
SCHG
Schwab Strategic Tr Us Large C

ETFs
11
+ 0.02%
$22.27 - $29.21 $245 - $321
48.4K $1.41M
AXON
Axon Enterprise, Inc.

Industrials
30
+ 5.14%
$497.13 - $827.94 $14.9K - $24.8K
614 $508K
KLAC
Kla Corp

Technology
55
+ 7.87%
$576.53 - $902.94 $31.7K - $49.7K
754 $675K
GS
Goldman Sachs Group Inc

Financial Services
72
+ 7.81%
$462.22 - $707.75 $33.3K - $51K
994 $703K
AXP
American Express CO

Financial Services
227
+ 9.13%
$231.39 - $318.98 $52.5K - $72.4K
2.71K $865K
ATO
Atmos Energy Corp

Utilities
1.28K
+ 62.72%
$145.06 - $162.66 $185K - $208K
3.31K $510K
CCJ
Cameco Corp

Energy
191
+ 3.5%
$36.68 - $74.46 $7.01K - $14.2K
5.65K $419K
CDNS
Cadence Design Systems Inc

Technology
398
+ 29.77%
$231.64 - $323.08 $92.2K - $129K
1.74K $534K
PWR
Quanta Services, Inc.

Industrials
161
+ 15.92%
$239.47 - $381.26 $38.6K - $61.4K
1.17K $443K
CRWD
Crowd Strike Holdings, Inc.

Technology
162
+ 25.04%
$321.63 - $509.31 $52.1K - $82.5K
809 $412K
ADBE
Adobe Inc.

Technology
440
+ 15.81%
$340.0 - $420.68 $150K - $185K
3.22K $1.25M
KKR
Kkr & Co. Inc.

Financial Services
540
+ 9.55%
$92.79 - $134.29 $50.1K - $72.5K
6.2K $824K
NVS
Novartis Ag

Healthcare
872
+ 12.69%
$101.96 - $121.01 $88.9K - $106K
7.75K $937K
TOST
Toast, Inc.

Technology
672
+ 5.4%
$30.03 - $45.23 $20.2K - $30.4K
13.1K $580K
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.56K
+ 24.93%
$63.54 - $68.5 $162K - $175K
12.8K $863K
MRVL
Marvell Technology, Inc.

Technology
1.05K
+ 19.84%
$49.38 - $79.97 $51.7K - $83.6K
6.32K $489K
C
Citigroup Inc

Financial Services
431
+ 5.03%
$58.13 - $85.12 $25.1K - $36.7K
9K $766K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
11.3K
+ 42.63%
$10.79 - $14.14 $121K - $159K
37.7K $516K
CARR
Carrier Global Corp

Industrials
1.14K
+ 15.48%
$55.55 - $75.83 $63K - $86.1K
8.47K $619K
AX
Axos Financial, Inc.

Financial Services
6
+ 0.05%
$56.36 - $76.85 $338 - $461
13.3K $1.01M
AIG
American International Group, Inc.

Financial Services
1.88K
+ 34.07%
$77.56 - $87.72 $146K - $165K
7.4K $633K
NKE
Nike, Inc.

Consumer Cyclical
1.81K
+ 52.38%
$53.27 - $72.04 $96.3K - $130K
5.26K $373K
ADI
Analog Devices Inc

Technology
218
+ 7.85%
$164.6 - $238.02 $35.9K - $51.9K
3K $713K
DHR
Danaher Corp

Healthcare
1.55K
+ 7.55%
$174.64 - $205.16 $271K - $319K
22.1K $4.37M
HTRB
Hartford Fds Total Return Bd E

ETFs
4.34K
+ 37.07%
$33.14 - $34.12 $144K - $148K
16K $543K
TDY
Teledyne Technologies Inc

Technology
270
+ 43.41%
$435.54 - $512.31 $118K - $138K
892 $456K
PANW
Palo Alto Networks Inc

Technology
268
+ 10.54%
$152.44 - $204.64 $40.9K - $54.8K
2.81K $575K
XEL
Xcel Energy Inc

Utilities
2.19K
+ 70.4%
$65.65 - $72.39 $144K - $158K
5.3K $360K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
579
+ 3.32%
$45.98 - $56.15 $26.6K - $32.5K
18K $1.01M
ALC
Alcon Inc

Healthcare
1.77K
+ 53.85%
$82.88 - $98.3 $147K - $174K
5.06K $446K
IAU
Ishares Gold Trust

ETFs
1.65K
+ 19.11%
$56.1 - $64.74 $92.6K - $107K
10.3K $641K
LEN
Lennar Corp

Consumer Cyclical
1.26K
+ 63.17%
$102.76 - $115.66 $130K - $146K
3.27K $361K
AAPL
Apple Inc.

Technology
10.5K
+ 8.79%
$172.42 - $223.89 $1.81M - $2.35M
130K $26.7M
NVO
Novo Nordisk A S

Healthcare
1.92K
+ 21.88%
$58.08 - $81.05 $111K - $155K
10.7K $736K
AWK
American Water Works Company, Inc.

Utilities
1.05K
+ 44.61%
$133.82 - $151.96 $141K - $160K
3.41K $474K
HCA
Hca Healthcare, Inc.

Healthcare
174
+ 11.08%
$317.61 - $387.52 $55.3K - $67.4K
1.75K $668K
QUAL
Ishares Msci Usa Quality Facto

ETFs
3
+ 0.03%
$152.42 - $182.82 $457 - $548
10.1K $1.84M
MPC
Marathon Petroleum Corp

Energy
402
+ 16.04%
$118.55 - $170.08 $47.7K - $68.4K
2.91K $483K
NXPI
Nxp Semiconductors N.V.

Technology
356
+ 25.16%
$153.5 - $218.72 $54.6K - $77.9K
1.77K $386K
TFC
Truist Financial Corp

Financial Services
2.23K
+ 18.28%
$34.79 - $42.99 $77.7K - $96K
14.4K $620K
APD
Air Products & Chemicals, Inc.

Basic Materials
479
+ 34.44%
$248.61 - $294.96 $119K - $141K
1.87K $527K
BSX
Boston Scientific Corp

Healthcare
745
+ 13.72%
$89.7 - $107.41 $66.8K - $80K
6.17K $663K
DUK
Duke Energy Corp

Utilities
1.09K
+ 29.89%
$112.46 - $124.05 $122K - $135K
4.73K $557K
VT
Vanguard Total World Stk Index

ETFs
28
+ 0.33%
$103.16 - $128.52 $2.89K - $3.6K
8.64K $1.11M
HON
Honeywell International Inc

Industrials
220
+ 7.9%
$182.86 - $232.88 $40.2K - $51.2K
3.01K $699K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
5.41K
+ 36.15%
$11.9 - $15.57 $64.4K - $84.2K
20.4K $313K
IYR
Ishares Tr

ETFs
1.19K
+ 18.22%
$84.48 - $96.25 $101K - $115K
7.74K $733K
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
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