KEEL POINT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NFLX | 656K | $61.53M |
 | BAND | 300K | $4.64M |
 | NVDA | 187K | $34.90M |
 | AAPL | 142K | $38.66M |
 | SO | 116K | $10.09M |
 | AMZN | 114K | $26.24M |
 | FAST | 91K | $3.64M |
 | WMT | 73K | $8.10M |
 | GOOGL | 66K | $20.71M |
 | MSFT | 57K | $27.76M |
 | TSLA | 56K | $25.04M |
 | T | 53K | $1.31M |
 | MRK | 52K | $5.43M |
 | KO | 51K | $3.59M |
 | RKLB | 51K | $3.58M |
 | BAC | 49K | $2.68M |
 | CHD | 40K | $3.37M |
 | APH | 40K | $5.39M |
 | BSX | 38K | $3.66M |
 | MUFG | 37K | $581.26K |
Netflix, Inc.
NFLX
Shares Held
656K
Value
$61.53M
Bandwidth Inc.
BAND
Shares Held
300K
Value
$4.64M
NVIDIA Corporation
NVDA
Shares Held
187K
Value
$34.90M
Apple Inc.
AAPL
Shares Held
142K
Value
$38.66M
The Southern Company
SO
Shares Held
116K
Value
$10.09M
Amazon.com, Inc.
AMZN
Shares Held
114K
Value
$26.24M
Fastenal Company
FAST
Shares Held
91K
Value
$3.64M
Walmart Inc.
WMT
Shares Held
73K
Value
$8.10M
Alphabet Inc.
GOOGL
Shares Held
66K
Value
$20.71M
Microsoft Corporation
MSFT
Shares Held
57K
Value
$27.76M
Tesla, Inc.
TSLA
Shares Held
56K
Value
$25.04M
AT&T Inc.
T
Shares Held
53K
Value
$1.31M
Merck & Co., Inc.
MRK
Shares Held
52K
Value
$5.43M
The Coca-Cola Company
KO
Shares Held
51K
Value
$3.59M
Rocket Lab USA, Inc.
RKLB
Shares Held
51K
Value
$3.58M
Bank of America Corporation
BAC
Shares Held
49K
Value
$2.68M
Church & Dwight Co., Inc.
CHD
Shares Held
40K
Value
$3.37M
Amphenol Corporation
APH
Shares Held
40K
Value
$5.39M
Boston Scientific Corporation
BSX
Shares Held
38K
Value
$3.66M
Mitsubishi UFJ Financial Group, Inc.
MUFG
Shares Held
37K
Value
$581.26K