KEEL POINT, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | UPS | 4K | $375.35K |
 | HOOD | 4K | $346.52K |
 | MIDD | 4K | $526.03K |
 | DY | 4K | $887.34K |
 | CAT | 4K | $1.41M |
 | PGR | 4K | $960.14K |
 | LLY | 4K | $2.80M |
 | HDB | 4K | $271.03K |
 | PSX | 4K | $419.56K |
 | CASY | 3K | $1.78M |
 | PLD | 3K | $362.73K |
 | AWK | 3K | $474.40K |
 | WM | 3K | $773.86K |
 | BK | 3K | $307.81K |
 | ATO | 3K | $510.57K |
 | SHOP | 3K | $378.00K |
 | LEN | 3K | $361.15K |
 | ADBE | 3K | $1.25M |
 | BKNG | 3K | $18.57M |
 | SAP | 3K | $958.60K |
United Parcel Service, Inc.
UPS
Shares Held
4K
Value
$375.35K
Robinhood Markets, Inc.
HOOD
Shares Held
4K
Value
$346.52K
The Middleby Corporation
MIDD
Shares Held
4K
Value
$526.03K
Dycom Industries, Inc.
DY
Shares Held
4K
Value
$887.34K
Caterpillar Inc.
CAT
Shares Held
4K
Value
$1.41M
The Progressive Corporation
PGR
Shares Held
4K
Value
$960.14K
Eli Lilly and Company
LLY
Shares Held
4K
Value
$2.80M
HDFC Bank Limited
HDB
Shares Held
4K
Value
$271.03K
Phillips 66
PSX
Shares Held
4K
Value
$419.56K
Casey's General Stores, Inc.
CASY
Shares Held
3K
Value
$1.78M
Prologis, Inc.
PLD
Shares Held
3K
Value
$362.73K
American Water Works Company, Inc.
AWK
Shares Held
3K
Value
$474.40K
Waste Management, Inc.
WM
Shares Held
3K
Value
$773.86K
The Bank of New York Mellon Corporation
BK
Shares Held
3K
Value
$307.81K
Atmos Energy Corporation
ATO
Shares Held
3K
Value
$510.57K
Shopify Inc.
SHOP
Shares Held
3K
Value
$378.00K
Lennar Corporation
LEN
Shares Held
3K
Value
$361.15K
Adobe Inc.
ADBE
Shares Held
3K
Value
$1.25M
Booking Holdings Inc.
BKNG
Shares Held
3K
Value
$18.57M
SAP SE
SAP
Shares Held
3K
Value
$958.60K