13F Insight
DOSSIER · 13F-HR · Q2 2026

Keeler Thomas Management LLC

$282M in tracked AUM across 135 positions as of Q2 2026.

KT
CIK 0001730660 · last filed Jun 30, 2026
Total AUM
$282M
as of Q2 2026
Holdings
135
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Keeler Thomas Management LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
USHY
ISHARES TR
$23M609K8.0%02
DIV
GLOBAL X FDS
$12M628K4.2%03
FDL
FIRST TR EXCHANGE-TRADED FD
$12M245K4.2%04
SPHY
SPDR SERIES TRUST
$9M398K3.3%05
NVDA
NVIDIA CORPORATION
$9M43K3.0%06
SCHD
SCHWAB STRATEGIC TR
$9M269K3.0%07
DGRO
ISHARES TR
$8M110K3.0%08
MSFT
MICROSOFT CORP
$6M17K2.2%09
GNRC
GENERAC HLDGS INC
$6M21K2.1%10
VOO
VANGUARD INDEX FDS
$6M8K2.1%

Filing history

2026Q2Jun 30
$282M▲ 19.4%
135 positionsView →2026Q1Mar 31
$236M▲ 12.6%
118 positionsView →2025Q4Dec 31
$210M▼ 14.4%
98 positionsView →2025Q3Sep 30
$245M▲ 5.5%
105 positionsView →2025Q2Jun 30
$232M▲ 13.9%
108 positionsLocked2025Q1Mar 31
$204M▼ 27.3%
76 positionsLocked2024Q4Dec 31
$281M▼ 11.3%
67 positionsLocked2024Q3Sep 30
$316M▲ 7.7%
68 positionsLocked2024Q2Jun 30
$293M▲ 0.6%
66 positionsLocked2024Q1Mar 31
$292M▲ 15.0%
66 positionsLocked2023Q4Dec 31
$254M▼ 6.2%
65 positionsLocked2023Q3Sep 30
$270M▲ 9.2%
68 positionsLocked
Showing 12 of 33