KEEL POINT, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PNC | 3K | $525.02K |
 | PANW | 3K | $575.04K |
 | COST | 3K | $2.73M |
 | HWM | 3K | $509.82K |
 | ROST | 3K | $348.48K |
 | AXP | 3K | $865.21K |
 | PEG | 3K | $225.58K |
 | TMUS | 3K | $619.29K |
 | MMC | 2K | $533.87K |
 | TGT | 2K | $240.61K |
 | ACGL | 2K | $219.61K |
 | ETN | 2K | $848.00K |
 | JCI | 2K | $250.26K |
 | PCAR | 2K | $212.84K |
 | VMC | 2K | $577.21K |
 | VRNA | 2K | $206.94K |
 | TT | 2K | $933.73K |
 | VST | 2K | $401.19K |
 | ED | 2K | $205.86K |
 | DEO | 2K | $202.99K |
The PNC Financial Services Group, Inc.
PNC
Shares Held
3K
Value
$525.02K
Palo Alto Networks, Inc.
PANW
Shares Held
3K
Value
$575.04K
Costco Wholesale Corporation
COST
Shares Held
3K
Value
$2.73M
Howmet Aerospace Inc.
HWM
Shares Held
3K
Value
$509.82K
Ross Stores, Inc.
ROST
Shares Held
3K
Value
$348.48K
American Express Company
AXP
Shares Held
3K
Value
$865.21K
Public Service Enterprise Group Incorporated
PEG
Shares Held
3K
Value
$225.58K
T-Mobile US, Inc.
TMUS
Shares Held
3K
Value
$619.29K
Marsh & McLennan Companies, Inc.
MMC
Shares Held
2K
Value
$533.87K
Target Corporation
TGT
Shares Held
2K
Value
$240.61K
Arch Capital Group Ltd.
ACGL
Shares Held
2K
Value
$219.61K
Eaton Corporation plc
ETN
Shares Held
2K
Value
$848.00K
Johnson Controls International plc
JCI
Shares Held
2K
Value
$250.26K
PACCAR Inc
PCAR
Shares Held
2K
Value
$212.84K
Vulcan Materials Company
VMC
Shares Held
2K
Value
$577.21K
Verona Pharma plc
VRNA
Shares Held
2K
Value
$206.94K
Trane Technologies plc
TT
Shares Held
2K
Value
$933.73K
Vistra Corp.
VST
Shares Held
2K
Value
$401.19K
Consolidated Edison, Inc.
ED
Shares Held
2K
Value
$205.86K
Diageo plc
DEO
Shares Held
2K
Value
$202.99K