KEEL POINT, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NOC | 1K | $607.18K |
 | WDAY | 1K | $286.08K |
 | TRV | 1K | $318.53K |
 | WCN | 1K | $219.59K |
 | PWR | 1K | $443.13K |
 | ROK | 1K | $385.06K |
 | ULTA | 1K | $531.91K |
 | NOW | 1K | $1.10M |
 | LNG | 1K | $257.16K |
 | RCL | 995 | $311.57K |
 | GS | 994 | $703.63K |
 | MCK | 955 | $699.83K |
 | WST | 941 | $205.89K |
 | MLM | 922 | $506.16K |
 | TDY | 892 | $456.91K |
 | AON | 890 | $317.63K |
 | BLK | 864 | $906.39K |
 | HLT | 856 | $227.99K |
 | CRWD | 809 | $412.03K |
 | CVNA | 769 | $259.12K |
Northrop Grumman Corporation
NOC
Shares Held
1K
Value
$607.18K
Workday, Inc.
WDAY
Shares Held
1K
Value
$286.08K
The Travelers Companies, Inc.
TRV
Shares Held
1K
Value
$318.53K
Waste Connections, Inc.
WCN
Shares Held
1K
Value
$219.59K
Quanta Services, Inc.
PWR
Shares Held
1K
Value
$443.13K
Rockwell Automation, Inc.
ROK
Shares Held
1K
Value
$385.06K
Ulta Beauty, Inc.
ULTA
Shares Held
1K
Value
$531.91K
ServiceNow, Inc.
NOW
Shares Held
1K
Value
$1.10M
Cheniere Energy, Inc.
LNG
Shares Held
1K
Value
$257.16K
Royal Caribbean Cruises Ltd.
RCL
Shares Held
995
Value
$311.57K
The Goldman Sachs Group, Inc.
GS
Shares Held
994
Value
$703.63K
McKesson Corporation
MCK
Shares Held
955
Value
$699.83K
West Pharmaceutical Services, Inc.
WST
Shares Held
941
Value
$205.89K
Martin Marietta Materials, Inc.
MLM
Shares Held
922
Value
$506.16K
Teledyne Technologies Incorporated
TDY
Shares Held
892
Value
$456.91K
Aon plc
AON
Shares Held
890
Value
$317.63K
BlackRock, Inc.
BLK
Shares Held
864
Value
$906.39K
Hilton Worldwide Holdings Inc.
HLT
Shares Held
856
Value
$227.99K
CrowdStrike Holdings, Inc.
CRWD
Shares Held
809
Value
$412.03K
Carvana Co.
CVNA
Shares Held
769
Value
$259.12K