Keel Point, LLC Reduced Holdings in Q2 2025

Keel Point, LLC

  • $1.5 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PCAR
Paccar Inc

Industrials
-304
- 11.95%
$86.4 - $99.09 $26.3K - $30.1K
2.24K $212K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-3.66K
- 6.82%
$29.52 - $35.31 $108K - $129K
50.1K $1.77M
MKC
Mccormick & CO Inc

Consumer Defensive
-165
- 5.39%
$71.11 - $82.25 $11.7K - $13.6K
2.9K $219K
MIDD
Middleby Corp

Industrials
-7
- 0.19%
$124.01 - $154.76 $868 - $1.08K
3.65K $526K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-937
- 6.4%
$28.21 - $28.85 $26.4K - $27K
13.7K $394K
TXN
Texas Instruments Inc

Technology
-120
- 2.1%
N/A
5.6K $1.09M
HBI
Hanesbrands Inc.

Consumer Cyclical
-6
- 0.03%
$4.32 - $5.95 $25.9 - $35.7
18.2K $83K
EQIX
Equinix Inc

Real Estate
-16
- 4.64%
$740.07 - $914.43 $11.8K - $14.6K
329 $261K
DEO
Diageo PLC

Consumer Defensive
-66
- 3.17%
$99.86 - $115.75 $6.59K - $7.64K
2.01K $202K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-139
- 10.97%
$152.93 - $181.74 $21.3K - $25.3K
1.13K $205K
SU
Suncor Energy Inc

Energy
-18
- 0.23%
$31.54 - $41.04 $568 - $739
7.81K $292K
WIT
Wipro LTD

Technology
-3.02K
- 15.54%
$2.7 - $3.09 $8.15K - $9.33K
16.4K $49K
TM
Toyota Motor Corp

Consumer Cyclical
-11
- 0.73%
$158.63 - $195.39 $1.74K - $2.15K
1.49K $255K
MNST
Monster Beverage Corp

Consumer Defensive
-690
- 8.26%
$55.01 - $64.24 $38K - $44.3K
7.66K $479K
WST
West Pharmaceutical Services Inc

Healthcare
-12
- 1.26%
$190.39 - $227.7 $2.28K - $2.73K
941 $205K
RIO
Rio Tinto PLC

Basic Materials
-33
- 0.85%
$52.32 - $62.75 $1.73K - $2.07K
3.84K $224K
XLP
Consumer Staples Sector Spdr

ETFs
-69
- 1.32%
N/A
5.17K $392K
ROST
Ross Stores, Inc.

Consumer Cyclical
-40
- 1.44%
$126.62 - $154.26 $5.06K - $6.17K
2.73K $348K
MASI
Masimo Corp

Healthcare
-29
- 2.12%
$144.4 - $171.97 $4.19K - $4.99K
1.34K $224K
NOK
Nokia Corp

Technology
-391
- 2.83%
$4.65 - $5.43 $1.82K - $2.12K
13.4K $69K
WDAY
Workday, Inc.

Technology
-39
- 3.17%
$210.47 - $274.71 $8.21K - $10.7K
1.19K $286K
Canadian Pacific Kansas City
-5
- 0.1%
N/A
4.94K $0
KIND
Nextdoor Holdings, Inc.

Communication Services
-678
- 5.18%
$1.36 - $1.66 $922 - $1.13K
12.4K $20K
Global X Fds
-23
- 0.06%
N/A
40K $0
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-203
- 3.17%
$35.35 - $42.68 $7.18K - $8.66K
6.2K $263K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.19K
- 6.36%
$20.42 - $25.3 $24.2K - $30K
17.5K $441K
PHYS
Sprott Physical Gold Trust

Financial Services
-1.85K
- 4.42%
$22.82 - $26.29 $42.3K - $48.7K
40.1K $1.02M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-195
- 5.66%
$55.54 - $69.09 $10.8K - $13.5K
3.25K $224K
ICL
Icl Group Ltd.

Basic Materials
-282
- 2.35%
$5.35 - $6.98 $1.51K - $1.97K
11.7K $80K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
-102
- 0.75%
$60.29 - $71.77 $6.15K - $7.32K
13.4K $940K
EW
Edwards Lifesciences Corp

Healthcare
-230
- 4.32%
$67.07 - $78.22 $15.4K - $18K
5.09K $398K
BK
Bank Of New York Mellon Corp

Financial Services
-138
- 3.92%
$73.31 - $91.62 $10.1K - $12.6K
3.38K $307K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-86
- 9.13%
$201.28 - $266.34 $17.3K - $22.9K
856 $227K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-438
- 0.22%
$24.48 - $24.9 $10.7K - $10.9K
203K $5.04M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-90
- 0.84%
$103.88 - $123.68 $9.35K - $11.1K
10.7K $1.32M
EMB
Ishares Tr

ETFs
-3
- 0.02%
$86.54 - $92.62 $260 - $278
17.3K $1.6M
BBAX
J P Morgan Betabuilders Develo

ETFs
-4K
- 9.1%
$42.69 - $54.65 $171K - $219K
40K $2.18M
SOXX
Ishares Semiconductor ETF

ETFs
-36
- 3.21%
$154.86 - $239.07 $5.57K - $8.61K
1.08K $258K
XLY
Select Sector Spdr Consumer Di

ETFs
-30
- 1.03%
$176.34 - $218.59 $5.29K - $6.56K
2.89K $627K
BIBL
Northern Lts Fd Tr Iv

ETFs
-93
- 0.46%
$33.5 - $41.33 $3.12K - $3.84K
20.2K $836K
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
-1.53K
- 3.77%
$33.42 - $40.68 $51K - $62K
38.9K $1.58M
IWY
Ishares Tr Russell 200 Growth

ETFs
-1.62K
- 12.53%
$187.5 - $246.51 $304K - $400K
11.3K $2.79M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
-196
- 1.01%
$27.43 - $34.32 $5.38K - $6.73K
19.2K $659K
IDXX
Idexx Laboratories Inc

Healthcare
-20
- 3.16%
$361.04 - $536.34 $7.22K - $10.7K
613 $328K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-790
- 3.16%
$39.89 - $49.46 $31.5K - $39.1K
24.2K $1.2M
IWP
Ishares Russell Mid Cap Growth

ETFs
-953
- 9.64%
$104.34 - $138.68 $99.4K - $132K
8.93K $1.24M
DFAI
Dimensional ETF Tr

ETFs
-1.41K
- 3.68%
$28.02 - $34.71 $39.6K - $49.1K
37.1K $1.28M
EMR
Emerson Electric CO

Industrials
-106
- 2.63%
$94.15 - $133.33 $9.98K - $14.1K
3.92K $522K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1
- 0.01%
$108.06 - $135.3 $108 - $135
7.26K $982K
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