Keel Point LLC Portfolio Analysis: Q2 2026 Holdings Stable
Keel Point, Llc maintained its portfolio composition throughout the second quarter of 2026.
According to data available on InsiderSet, Keel Point, Llc held a portfolio valued at $1.68 billion as of June 30th, 2026.
Stable Portfolio: No Changes Observed This Quarter
The investor's holdings remained unchanged throughout the reporting period ending Q2 2026. Every stock listed in their portfolio shows a "change_percent_from_prior_period" of exactly 100%, indicating that there were no additions, deletions, or significant share movements for any holding during this quarter.
Top Holdings Consistent
The largest position continues to be VOO (Vanguard Index Fund Series), accounting for approximately 22.62% of the portfolio value with unchanged share count and allocation percentage. Other major holdings like AGG, IWB, EFA, NVDA, AAPL, and SPLG also maintained their exact allocations from previous periods.
Notable Stocks Show No Change
A significant portion of the portfolio is allocated to Technology stocks (AAPL, NVDA) and Communication Services (NFLX). According to InsiderSet data, Apple Inc. (AAPL) held at 2.18%, while Nvidia Corporation (NVDA) maintained its position at 1.83%. Netflix Inc. (NFLX), another major holding, stayed put at a Communication Services allocation of 2.71%.
Consistent Sector Allocations
The investor's sector allocations remained stable during Q2 2026. Technology and Communication Services sectors saw consistent percentages (9.25% and 5.15%, respectively), as did other categories like Financial Services, Healthcare, Consumer Cyclical, Utilities, and Energy.
No New Positions or Exits
Keel Point LLC did not establish any new positions during this quarter based on the available data. Furthermore, there were no exits from existing holdings reported in the changed_holdings list for Q2 2026.