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Filers›Asset Manager›Keel Point, LLC
DOSSIER · 13F-HR · Q1 2026

Keel Point, LLC

Keel Point's asset manager based in New York, NY — $1.5B in tracked AUM across 471 positions as of Q1 2026.

KP
Keel Point·New York, NY·Asset Manager
CIK 0001386935 · last filed Mar 31, 2026
Total AUM
$1.5B
▲ 15.2%
vs prior
Holdings
471
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Keel Point, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$296M495K19.6%
02
VEA
VANGUARD TAX-MANAGED FDS
$72M1.1M4.8%
03
SPY
STATE STR SPDR S&P 500 ETF T
$71M109K4.7%
04
NFLX
NETFLIX INC.
$62M648K4.1%
05
AGG
ISHARES TR
$52M524K3.4%
06
IWB
ISHARES TR
$44M124K2.9%
07
GLD
SPDR GOLD TR
$38M89K2.5%
08
EFA
ISHARES TR
$38M396K2.5%
09
AAPL
APPLE INC
$31M121K2.0%
10
IEF
ISHARES TR
$28M290K1.8%

Filing history

Filing history loading…
AI Agent · grounded in Keel
haiku-4-5 · 471 positions indexed
Sector mix
  • Tech6%
  • Health Care13%
  • Cons. Disc.7%
  • Communications41%
  • Industrials24%
  • Other9%
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