Keudell Portfolio Holdings

Keudell

  • $422 Million
  • Q2 2025

Keudell has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $422 Million distributed in 228 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vaneck ETF Tr Investment Grade with a value of $41.1M, Franklin Templeton ETF Tr Libe with a value of $37.3M, Schwab Strategic Tr Us Dividen with a value of $31.1M, Schwab Fundamental Intl Large with a value of $25.3M, and Vanguard Whitehall Fds (Vangua with a value of $20M.

Examining the 13F form we can see an increase of $6.76M in the current position value, from $415M to 422M.

Below you can find more details about Keudell portfolio as well as his latest detailed transactions.

Portfolio value $422 Million
ETFs: $235 Million
Technology: $47.8 Million
Healthcare: $24.3 Million
Financial Services: $21 Million
Consumer Cyclical: $16.9 Million
Communication Services: $16.8 Million
Energy: $12.2 Million
Consumer Defensive: $12 Million
Other: $20.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$164B
$1.48 Million 0.35% of portfolio
5,295
Q2 2025 Added 7.12%
$530B
$1.29 Million 0.31% of portfolio
962
Q2 2025 Reduced 4.18%
$1.44B
$1.23 Million 0.29% of portfolio
35,513
Q2 2025 Reduced 3.22%
$113B
$1.17 Million 0.28% of portfolio
4,260
Q2 2025 Reduced 3.49%
$50.6B
$1.13 Million 0.27% of portfolio
4,504
Q2 2025 Added 2.46%
$375B
$1.13 Million 0.27% of portfolio
7,096
Q2 2025 Reduced 9.0%
$0
$1.09 Million 0.26% of portfolio
8,224
Q2 2025 Added 0.97%
$111B
$1.06 Million 0.25% of portfolio
11,542
Q2 2025 Added 5.51%
$260B
$1.06 Million 0.25% of portfolio
10,872
Q2 2025 Reduced 2.1%
$280B
$1.04 Million 0.25% of portfolio
15,060
Q2 2025 Reduced 13.86%
$280B
$1.05 Million 0.25% of portfolio
1,313
Q2 2025 Added 0.77%
$267B
$1.03 Million 0.24% of portfolio
3,289
Q2 2025 Added 19.3%
$0
$986,000 0.23% of portfolio
11,032
Q2 2025 Added 2.41%
$313B
$973,000 0.23% of portfolio
12,146
Q2 2025 Added 0.23%
$0
$952,000 0.23% of portfolio
19,260
Q2 2025 Reduced 7.55%
$35.7B
$965,000 0.23% of portfolio
16,752
Q2 2025 Added 8.08%
$207B
$945,000 0.22% of portfolio
11,939
Q2 2025 Reduced 6.4%
$0
$917,000 0.22% of portfolio
3,290
Q2 2024 Reduced 0.15%
$173B
$922,000 0.22% of portfolio
2,385
Q2 2025 Added 0.13%
$91.5B
$917,000 0.22% of portfolio
20,247
Q2 2025 Reduced 0.95%
$88.6B
$808,000 0.19% of portfolio
2,959
Q1 2025 Reduced 11.43%
$104B
$806,000 0.19% of portfolio
8,781
Q2 2025 Reduced 12.47%
$108B
$819,000 0.19% of portfolio
1,770
Q2 2025 Added 3.33%
$173B
$814,000 0.19% of portfolio
11,865
Q2 2025 Added 0.4%
$177B
$783,000 0.19% of portfolio
4,024
Q2 2025 Added 5.01%
$93B
$797,000 0.19% of portfolio
6,758
Q2 2025 Reduced 9.06%
$181B
$769,000 0.18% of portfolio
2,575
Q2 2025 Reduced 0.92%
$101B
$766,000 0.18% of portfolio
1,505
Q2 2025 Added 8.98%
$293B
$764,000 0.18% of portfolio
5,607
Q2 2025 Added 2.62%
$194B
$734,000 0.17% of portfolio
714
Q2 2025 Added 8.51%
$136B
$735,000 0.17% of portfolio
3,512
Q2 2025 Reduced 3.12%
$0
$701,000 0.17% of portfolio
7,783
Q2 2025 Added 0.82%
$47.7B
$720,000 0.17% of portfolio
7,009
Q2 2025 Added 7.06%
$151B
$706,000 0.17% of portfolio
10,234
Q2 2025 Added 31.85%
$301B
$727,000 0.17% of portfolio
10,276
Q2 2025 Reduced 7.52%
$0
$656,000 0.16% of portfolio
1,498
Q2 2025 Added 0.27%
$201B
$681,000 0.16% of portfolio
5,163
Q2 2025 Added 13.4%
$109B
$661,000 0.16% of portfolio
2,170
Q2 2025 Reduced 4.74%
$67.3B
$657,000 0.16% of portfolio
9,287
Q2 2025 Reduced 2.06%
$2.48B
$671,000 0.16% of portfolio
9,820
Q2 2025 Reduced 2.58%
$54.4B
$663,000 0.16% of portfolio
8,922
Q2 2025 Reduced 0.5%
$95.4B
$690,000 0.16% of portfolio
30,804
Q2 2025 Added 2.85%
$533B
$659,000 0.16% of portfolio
1,174
Q2 2025 Reduced 0.09%
$0
$628,000 0.15% of portfolio
1,017
Q2 2025 Added 3.78%
$0
$621,000 0.15% of portfolio
29,864
Q2 2025 Added 4.49%
$141B
$616,000 0.15% of portfolio
2,680
Q2 2025 Added 30.29%
$227B
$614,000 0.15% of portfolio
1,927
Q2 2024 Reduced 1.28%
$0
$616,000 0.15% of portfolio
3,394
Q2 2025 Added 27.31%
$36.1B
$623,000 0.15% of portfolio
7,637
Q2 2025 Added 74.84%

Summary

  • Portfolio
  • No. of Stocks 228
  • Current Value $422 Million
  • Prior Value $415 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 28 stocks
  • Additional Purchases 84 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 93 stocks
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