Keenan, Llc Portfolio Stock Holdings

Keenan, Llc disclosed 42 stock positions valued at approximately $118.5 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, FIDELITY COVINGTON TRUST, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on April 23, 2026.

Report Period
March 31, 2026
No. of Stocks
42
Portfolio Value
$118.5M
Holdings by Sector
Keenan, Llc Portfolio Holdings in Q1 2026

41 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ISHARES TRIVVOther13.88%25,077+25,039+65892.11%$16,456,235
FIDELITY COVINGTON TRUSTFBCGOther13.82%321,903+321,873+1072910.00%$16,383,282
ISHARES TRIUSVOther10.42%120,130+120,114+750712.50%$12,351,822
CAPITAL GROUP DIVIDEND VALUECGDVOther9.08%253,873+253,841+793253.13%$10,768,239
FIDELITY COVINGTON TRUSTFFSMOther7.80%290,052+289,883+171528.40%$9,250,122
ISHARES TRIJHOther6.17%108,684+108,651+329245.45%$7,318,515
FIDELITY MERRIMACK STR TRFBNDOther5.15%133,605+133,605+100.00%$6,101,129
ISHARES TRDGROOther4.70%80,064+79,559+15754.26%$5,566,926
FIDELITY COMWLTH TRONEQOther3.83%53,896+53,845+105578.43%$4,534,954
ISHARES TRIVWOther3.56%37,556+37,544+312866.67%$4,216,208
PGIM ETF TRPHYLOther2.45%84,136+84,101+240288.57%$2,903,320
ISHARES TRIUSGOther2.13%16,466+16,453+126561.54%$2,525,040
ISHARES TRAGGOther2.09%24,702+24,681+117528.57%$2,477,515
ISHARES TRIJROther1.58%15,073+15,071+753550.00%$1,867,729
APPLE INCAAPLTechnology1.21%5,662+5,658+141450.00%$1,436,960
ISHARES TRIJKOther1.21%14,245+13,863+3629.06%$1,429,954
ISHARES TRIJJOther1.19%10,705+10,696+118844.44%$1,414,610
ISHARES TRIJSOther0.98%9,824+9,823+982300.00%$1,161,183
NVIDIA CORPORATIONNVDATechnology0.73%4,979+4,969+49690.00%$868,351
ISHARES TRIJTOther0.68%5,619+5,616+187200.00%$810,641
ISHARES TRIUSBOther0.61%15,763+15,747+98418.75%$728,049
ISHARES TRMUBOther0.58%6,501+6,301+3150.50%$691,947
AMAZON COM INCAMZNConsumer Cyclical0.56%3,172+2,798+748.13%$660,632
ISHARES TRIEFAOther0.53%6,996+6,959+18808.11%$633,238
ISHARES INCIEMGOther0.45%7,626+7,623+254100.00%$531,854
ISHARES TREFAVOther0.43%5,642+4,889+649.27%$514,802
JOHNSON & JOHNSONJNJHealthcare0.43%2,104+2,074+6913.33%$514,218
SCHWAB STRATEGIC TRSCHGOther0.37%14,921+14,481+3291.14%$434,649
SCHWAB STRATEGIC TRSCHXOther0.33%15,175+15,013+9267.28%$389,097
BUTTERFLY NETWORK INCBFLYHealthcare0.30%89,175--$360,267
CHEWY INCCHWYConsumer Cyclical0.30%13,299--$359,073
INSMED INCINSMHealthcare0.29%2,121--$346,826
TAKEDA PHARMACEUTICAL CO LTDTAKHealthcare0.27%17,513+6,572+60.07%$324,341
SCHWAB STRATEGIC TRFNDXOther0.25%10,594+9,613+979.92%$295,057
ADVANCED MICRO DEVICES INCAMDTechnology0.24%1,391+1,390+139000.00%$282,971
MICROSOFT CORPMSFTTechnology0.23%737+688+1404.08%$272,668
META PLATFORMS INCMETACommunication Services0.18%376+257+215.97%$215,296
SPDR SERIES TRUSTSPYVOther0.18%3,756+3,725+12016.13%$212,514
ALPHABET INCGOOGLCommunication Services0.18%739+739+100.00%$212,506
VANGUARD INDEX FDSVTIOther0.17%632+627+12540.00%$202,603
CLEAN ENERGY FUELS CORPCLNEEnergy0.05%25,616+500+1.99%$63,528