Keating Investment Counselors Inc Portfolio Stock Holdings

Keating Investment Counselors Inc disclosed 59 stock positions valued at approximately $364.1 million in its latest SEC 13F filing. The largest holdings include iShares 0-5 year TIPS Bond ETF, SPDR Bloomberg 1-3 Month T-Bil, and Barrick Mining Corporation. The filing reflects positions held as of June 30, 2026 and was filed on July 16, 2026.

Report Period
June 30, 2026
No. of Stocks
59
Portfolio Value
$364.1M
Holdings by Sector
Keating Investment Counselors Inc Portfolio Holdings in Q2 2026

53 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
iShares 0-5 year TIPS Bond ETFSTIPOther17.50%623,779-13,582-2.13%$63,725,305
SPDR Bloomberg 1-3 Month T-BilBILOther5.76%228,765-23,139-9.19%$20,964,025
Barrick Mining CorporationBOther4.37%433,636-47,323-9.84%$15,927,450
Agnico Eagle Mines LimitedAEMBasic Materials3.76%88,376-11,626-11.63%$13,709,769
Oceaneering International IncOIIEnergy3.71%333,778-4,660-1.38%$13,524,685
Vodafone Group PLC New-SP ADRVODCommunication Services2.48%682,576-20,000-2.85%$9,027,068
GSK PLCGSKHealthcare2.40%166,818-8,350-4.77%$8,744,600
Carrefour SACRRFYConsumer Defensive2.34%2,299,960-24,900-1.07%$8,532,852
Suncor Energy IncSUEnergy2.27%153,744-16,710-9.80%$8,252,978
TotalEnergies SETTEEnergy2.17%101,464-1,807-1.75%$7,889,841
Equinor ASAEQNREnergy2.09%242,638-4,825-1.95%$7,618,833
Verizon Communications IncVZCommunication Services1.69%145,627-749-0.51%$6,165,832
Liberty Global PLCLBTYKOther1.55%513,963-14,460-2.74%$5,653,593
Talos Energy IncTALOEnergy1.51%424,913-18,725-4.22%$5,485,627
Lockheed Martin CorpLMTIndustrials1.46%10,445-275-2.57%$5,321,310
Unilever PLCULConsumer Defensive1.46%88,375-647-0.73%$5,313,105
Pan American Silver CorpPAASBasic Materials1.44%116,769+850+0.73%$5,230,084
Transocean Ltd.H8817H100Other1.20%890,148+207,250+30.35%$4,352,824
Seabridge Gold IncSABasic Materials1.10%156,233+156,233+100.00%$4,021,437
United Parcel Service IncUPSIndustrials0.94%31,832-400-1.24%$3,421,940
Molson Coors BeverageTAPConsumer Defensive0.93%86,544+6,175+7.68%$3,371,754
Cal-Maine Foods IncCALMConsumer Defensive0.75%33,751-250-0.74%$2,718,981
Lamb Weston Holdings IncLWConsumer Defensive0.68%57,284+2,125+3.85%$2,473,523
Exxon Mobil CorpXOMEnergy0.56%14,874-870-5.53%$2,033,573
Home Depot IncHDConsumer Cyclical0.54%5,531-575-9.42%$1,950,659
SLBSLBEnergy0.53%41,151-19,228-31.85%$1,913,110
Chevron CorpCVXEnergy0.47%10,420-18-0.17%$1,727,219
Flowers Foods, Inc.FLOConsumer Defensive0.47%216,985+33,055+17.97%$1,714,182
VanEck Gold Miners ETFGDXOther0.37%18,083-1,650-8.36%$1,364,362
Newmont CorporationNEMBasic Materials0.36%13,869-3,125-18.39%$1,295,365
Philip Morris Intl IncPMConsumer Defensive0.31%6,323-400-5.95%$1,143,894
Thermo Fisher Scientific IncTMOHealthcare0.27%1,931-37-1.88%$968,126
PepsiCo IncPEPConsumer Defensive0.24%6,440-305-4.52%$871,976
Amphenol CorporationAPHTechnology0.19%4,000--$705,280
Costco Whsl Corp NewCOSTConsumer Defensive0.17%675-175-20.59%$631,442
Johnson & JohnsonJNJHealthcare0.17%2,424-475-16.38%$615,623
Dover CorpDOVIndustrials0.16%2,675-200-6.96%$599,949
ConocoPhillipsCOPEnergy0.14%5,001--$519,940
Apple IncAAPLTechnology0.13%1,631-875-34.92%$471,946
Stryker CorpSYKHealthcare0.13%1,450-365-20.11%$456,518
NovaGold Resources IncNGBasic Materials0.12%71,475--$426,706
JPMorgan Chase & CoJPMFinancial Services0.11%1,175--$384,613
Bristol Myers Squibb CoBMYHealthcare0.10%6,182--$356,207
Phillips 66PSXEnergy0.09%1,837-200-9.82%$310,545
Alphabet Inc-CL A (Google-CL AGOOGLCommunication Services0.08%803--$286,968
United Rentals, Inc.URIIndustrials0.08%250--$283,223
3M CoMMMIndustrials0.07%1,625-30-1.81%$263,104
Disney Walt CoDISCommunication Services0.07%2,594-250-8.79%$249,711
Altria Group IncMOConsumer Defensive0.07%3,297--$237,219
AbbVie IncABBVHealthcare0.06%935-300-24.29%$235,283
Meta Platforms IncMETACommunication Services0.06%404--$227,715
Honeywell Intl IncHONIndustrials0.06%1,008-1,007-49.98%$225,579
McDonalds CorpMCDConsumer Cyclical0.05%740-200-21.28%$200,029