KEEL POINT, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BAND | 300K | $4.78M |
 | NVDA | 158K | $24.97M |
 | AAPL | 130K | $26.69M |
 | AMZN | 115K | $25.22M |
 | SO | 106K | $9.71M |
 | FAST | 97K | $4.08M |
 | GOOGL | 75K | $13.30M |
 | WMT | 73K | $7.14M |
 | NFLX | 66K | $88.85M |
 | MRK | 59K | $4.68M |
 | T | 58K | $1.68M |
 | MSFT | 58K | $28.64M |
 | TSLA | 54K | $17.21M |
 | APH | 54K | $5.29M |
 | KO | 52K | $3.66M |
 | RKLB | 51K | $1.83M |
 | BAC | 44K | $2.07M |
 | GBDC | 40K | $583.73K |
 | MUFG | 38K | $516.66K |
 | SONY | 38K | $977.09K |
Bandwidth Inc.
BAND
Shares Held
300K
Value
$4.78M
NVIDIA Corporation
NVDA
Shares Held
158K
Value
$24.97M
Apple Inc.
AAPL
Shares Held
130K
Value
$26.69M
Amazon.com, Inc.
AMZN
Shares Held
115K
Value
$25.22M
The Southern Company
SO
Shares Held
106K
Value
$9.71M
Fastenal Company
FAST
Shares Held
97K
Value
$4.08M
Alphabet Inc.
GOOGL
Shares Held
75K
Value
$13.30M
Walmart Inc.
WMT
Shares Held
73K
Value
$7.14M
Netflix, Inc.
NFLX
Shares Held
66K
Value
$88.85M
Merck & Co., Inc.
MRK
Shares Held
59K
Value
$4.68M
AT&T Inc.
T
Shares Held
58K
Value
$1.68M
Microsoft Corporation
MSFT
Shares Held
58K
Value
$28.64M
Tesla, Inc.
TSLA
Shares Held
54K
Value
$17.21M
Amphenol Corporation
APH
Shares Held
54K
Value
$5.29M
The Coca-Cola Company
KO
Shares Held
52K
Value
$3.66M
Rocket Lab USA, Inc.
RKLB
Shares Held
51K
Value
$1.83M
Bank of America Corporation
BAC
Shares Held
44K
Value
$2.07M
Golub Capital BDC, Inc.
GBDC
Shares Held
40K
Value
$583.73K
Mitsubishi UFJ Financial Group, Inc.
MUFG
Shares Held
38K
Value
$516.66K
Sony Group Corporation
SONY
Shares Held
38K
Value
$977.09K