KEEL POINT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NFLX | 648K | $62.32M |
 | NVDA | 147K | $25.58M |
 | AAPL | 121K | $30.63M |
 | SO | 114K | $10.97M |
 | AMZN | 95K | $19.87M |
 | FAST | 82K | $3.82M |
 | WMT | 61K | $7.64M |
 | TSLA | 51K | $19.09M |
 | RKLB | 51K | $3.30M |
 | GOOGL | 48K | $13.82M |
 | KO | 45K | $3.42M |
 | DHX | 44K | $122.95K |
 | T | 44K | $1.26M |
 | BSX | 41K | $2.60M |
 | BAC | 41K | $2.02M |
 | AMC | 40K | $39.43K |
 | MSFT | 40K | $14.80M |
 | MRK | 39K | $4.74M |
 | CHD | 36K | $3.39M |
 | APH | 34K | $4.26M |
Netflix, Inc.
NFLX
Shares Held
648K
Value
$62.32M
NVIDIA Corporation
NVDA
Shares Held
147K
Value
$25.58M
Apple Inc.
AAPL
Shares Held
121K
Value
$30.63M
The Southern Company
SO
Shares Held
114K
Value
$10.97M
Amazon.com, Inc.
AMZN
Shares Held
95K
Value
$19.87M
Fastenal Company
FAST
Shares Held
82K
Value
$3.82M
Walmart Inc.
WMT
Shares Held
61K
Value
$7.64M
Tesla, Inc.
TSLA
Shares Held
51K
Value
$19.09M
Rocket Lab USA, Inc.
RKLB
Shares Held
51K
Value
$3.30M
Alphabet Inc.
GOOGL
Shares Held
48K
Value
$13.82M
The Coca-Cola Company
KO
Shares Held
45K
Value
$3.42M
DHI Group, Inc.
DHX
Shares Held
44K
Value
$122.95K
AT&T Inc.
T
Shares Held
44K
Value
$1.26M
Boston Scientific Corporation
BSX
Shares Held
41K
Value
$2.60M
Bank of America Corporation
BAC
Shares Held
41K
Value
$2.02M
AMC Entertainment Holdings, Inc.
AMC
Shares Held
40K
Value
$39.43K
Microsoft Corporation
MSFT
Shares Held
40K
Value
$14.80M
Merck & Co., Inc.
MRK
Shares Held
39K
Value
$4.74M
Church & Dwight Co., Inc.
CHD
Shares Held
36K
Value
$3.39M
Amphenol Corporation
APH
Shares Held
34K
Value
$4.26M