Keel Point, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.28 Billion distributed in 476 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $206M, Spdr S&P 500 ETF Trust with a value of $72.5M, Netflix Inc with a value of $62.7M, Ishares Core U.S. Aggregate Bo with a value of $41M, and Ishares Tr Russell 1000 ETF with a value of $38.3M.

Examining the 13F form we can see an increase of $41.2M in the current position value, from $1.24B to 1.28B.

Keel Point, LLC is based out at Huntsville, AL

Below you can find more details about Keel Point, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.28 Billion
ETFs: $772 Million
Technology: $123 Million
Communication Services: $95.1 Million
Consumer Cyclical: $68 Million
Financial Services: $62.2 Million
Healthcare: $58.9 Million
Industrials: $46.8 Million
Consumer Defensive: $22.2 Million
Other: $34.8 Million

Stock Holdings Table Companies Only

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

Summary

  • Portfolio
  • No. of Stocks 476
  • Current Value $1.28 Billion
  • Prior Value $1.24 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 51 stocks
  • Additional Purchases 264 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 125 stocks
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