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
$2.37B
$334,000 0.08% of portfolio
7,660
Q2 2025 New
$277B
$342,000 0.08% of portfolio
2,828
Q1 2025 Added 3.82%
$253B
$324,000 0.08% of portfolio
4,637
Q2 2025 Reduced 1.09%
$10.1B
$320,000 0.08% of portfolio
8,750
Q2 2025 Reduced 6.91%
$30.3B
$318,000 0.08% of portfolio
5,561
Q2 2025 Reduced 4.71%
$0
$348,000 0.08% of portfolio
5,015
Q2 2025 New
$162B
$275,000 0.07% of portfolio
4,499
Q2 2025 Added 6.64%
$0
$285,000 0.07% of portfolio
8,850
Q2 2025 Reduced 14.16%
$42.5B
$294,000 0.07% of portfolio
534
Q2 2025 Added 5.53%
$12.1B
$298,000 0.07% of portfolio
3,999
Q1 2025 Reduced 15.11%
$0
$278,000 0.07% of portfolio
3,132
Q2 2025 Added 12.14%
$221B
$289,000 0.07% of portfolio
50
Q1 2025 Reduced 19.35%
$79.1B
$289,000 0.07% of portfolio
3,891
Q2 2025 Reduced 0.18%
$24.8B
$280,000 0.07% of portfolio
6,965
Q2 2025 New
$73.8B
$284,000 0.07% of portfolio
2,697
Q2 2025 Added 4.13%
$25.6B
$295,000 0.07% of portfolio
17,623
Q2 2025 Added 0.65%
$17.8B
$288,000 0.07% of portfolio
4,984
Q2 2025 Reduced 13.05%
$253B
$290,000 0.07% of portfolio
411
Q1 2025 Reduced 34.13%
$43.8B
$310,000 0.07% of portfolio
2,405
Q2 2025 Added 46.47%
$15.6B
$301,000 0.07% of portfolio
2,196
Q2 2025 Reduced 2.18%
$20.6B
$296,000 0.07% of portfolio
518
Q4 2023 New
$0
$257,000 0.06% of portfolio
2,767
Q2 2023 New
$191B
$261,000 0.06% of portfolio
646
Q2 2025 Reduced 32.21%
$39.7B
$271,000 0.06% of portfolio
2,018
Q2 2025 New
$0
$272,000 0.06% of portfolio
8,893
Q1 2025 Reduced 8.72%
$0
$256,000 0.06% of portfolio
3,470
Q2 2025 Reduced 10.68%
$85.1B
$238,000 0.06% of portfolio
1,567
Q2 2025 Reduced 12.36%
$48.7B
$274,000 0.06% of portfolio
3,829
Q2 2025 Added 0.37%
$101B
$265,000 0.06% of portfolio
597
Q2 2025 Reduced 7.01%
$69.3B
$256,000 0.06% of portfolio
4,076
Q2 2025 Reduced 5.54%
$256B
$252,000 0.06% of portfolio
3,584
Q1 2025 Reduced 0.31%
$13.9B
$257,000 0.06% of portfolio
4,128
Q2 2025 Reduced 7.44%
$20.6B
$241,000 0.06% of portfolio
1,085
Q2 2025 Reduced 0.64%
$0
$246,000 0.06% of portfolio
2,841
Q2 2025 Reduced 19.04%
$46.6B
$261,000 0.06% of portfolio
1,088
Q2 2025 Reduced 6.29%
$189B
$244,000 0.06% of portfolio
310
Q2 2025 New
$0
$255,000 0.06% of portfolio
6,002
Q2 2025 Reduced 15.37%
$50.4B
$268,000 0.06% of portfolio
258
Q2 2025 Reduced 2.64%
$25.2B
$242,000 0.06% of portfolio
1,874
Q2 2025 Added 1.57%
$0
$254,000 0.06% of portfolio
44,250
Q2 2025 New
$18.6B
$201,000 0.05% of portfolio
3,457
Q2 2025 Reduced 8.23%
$139B
$223,000 0.05% of portfolio
627
Q2 2025 New
$0
$205,000 0.05% of portfolio
2,358
Q2 2025 Reduced 46.93%
$0
$215,000 0.05% of portfolio
999
Q2 2025 New
$81.9B
$200,000 0.05% of portfolio
810
Q3 2024 Reduced 28.19%
$12.2B
$224,000 0.05% of portfolio
24,445
Q2 2025 Added 10.72%
$54.4B
$208,000 0.05% of portfolio
388
Q2 2025 New
$0
$230,000 0.05% of portfolio
2,100
Q2 2025 Added 0.67%
$7.27B
$227,000 0.05% of portfolio
4,338
Q2 2025 New

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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