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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001729299

Keystone Financial Group

LEXINGTON, KY · File #028-18307

Latest AUM
$1.35B
Positions
454
Top-10 Concentration
51.7%
Filings
15

Sector Allocation

Technology
17.7%$238.9M
Financials
8.4%$113.3M
Healthcare
2.1%$29.1M
Industrials
0.9%$12.1M
Energy
0.8%$11.6M
Utilities
0.3%$3.8M
Materials
0.1%$1.9M
Real Estate
0.1%$1.1M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1APPLE INCAAPL341,627$92.9M9.75%
2SPDR S&PSPY117,643$80.2M8.42%
3PALANTIR TECHNOLOGIESPLTR248,827$44.2M4.64%
4STATE STREET78464A854523,900$42.0M4.41%
5VICTORYSHARES FREE92647X8301,047,375$41.2M4.33%
6TESLA INCTSLA90,537$40.7M4.27%
7VANGUARD TOTAL922908769119,761$40.2M4.22%
8NVIDIA CORPNVDA215,201$40.1M4.21%
9STATE STREET78464A409349,716$37.3M3.92%
10ISHARES U SBLK550,402$33.5M3.51%
11MICROSOFT CORPMSFT48,359$23.4M2.46%
12BERKSHIRE HATHAWAYBRK-A45,603$22.9M2.41%
13VANGUARD S&P92290836336,020$22.6M2.37%
14AMAZON COMAMZN96,111$22.2M2.33%
15META PLATFORMSMETA32,891$21.7M2.28%
16JPMORGAN CHASEVYLD58,950$19.0M1.99%
17ADVANCED MICROAMD82,849$17.7M1.86%
18SEAGATE TECHNOLOGYSE62,817$17.3M1.82%
19INVESCO S&PIVZ287,094$17.0M1.79%
20ISHARES INC46434G103245,277$16.5M1.73%