Keel Point, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.5 Billion distributed in 517 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 $231M, Netflix Inc with a value of $88.8M, Spdr S&P 500 ETF Trust with a value of $66.7M, Vanguard Ftse Developed Market with a value of $51.5M, and Ishares Tr Russell 1000 ETF with a value of $42.2M.
Examining the 13F form we can see an increase of $215M in the current position value, from $1.28B to 1.5B.
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
$1.5 Billion
ETFs: $855 Million
Technology: $165 Million
Communication Services: $130 Million
Consumer Cyclical: $90 Million
Financial Services: $72 Million
Healthcare: $62.8 Million
Industrials: $55.2 Million
Consumer Defensive: $27.9 Million
Other: $38.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
