KEEL POINT, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TJX | 7K | $840.27K |
 | GE | 7K | $1.74M |
 | ZG | 7K | $463.61K |
 | SHEL | 7K | $474.76K |
 | CRM | 7K | $1.83M |
 | AS | 7K | $257.79K |
 | MCD | 7K | $1.94M |
 | DT | 6K | $358.42K |
 | MCHP | 6K | $452.57K |
 | MRVL | 6K | $489.01K |
 | MFC | 6K | $200.46K |
 | GILD | 6K | $687.14K |
 | KKR | 6K | $824.13K |
 | BSX | 6K | $663.15K |
 | AMD | 6K | $871.05K |
 | BKR | 6K | $226.25K |
 | AMAT | 6K | $1.06M |
 | PYPL | 6K | $429.12K |
 | GIS | 6K | $297.17K |
 | CCJ | 6K | $419.10K |
The TJX Companies, Inc.
TJX
Shares Held
7K
Value
$840.27K
GE Aerospace
GE
Shares Held
7K
Value
$1.74M
Zillow Group, Inc. Class A
ZG
Shares Held
7K
Value
$463.61K
Shell plc
SHEL
Shares Held
7K
Value
$474.76K
Salesforce, Inc.
CRM
Shares Held
7K
Value
$1.83M
Amer Sports, Inc.
AS
Shares Held
7K
Value
$257.79K
McDonald's Corporation
MCD
Shares Held
7K
Value
$1.94M
Dynatrace, Inc.
DT
Shares Held
6K
Value
$358.42K
Microchip Technology Incorporated
MCHP
Shares Held
6K
Value
$452.57K
Marvell Technology, Inc.
MRVL
Shares Held
6K
Value
$489.01K
Manulife Financial Corporation
MFC
Shares Held
6K
Value
$200.46K
Gilead Sciences, Inc.
GILD
Shares Held
6K
Value
$687.14K
KKR & Co. Inc.
KKR
Shares Held
6K
Value
$824.13K
Boston Scientific Corporation
BSX
Shares Held
6K
Value
$663.15K
Advanced Micro Devices, Inc.
AMD
Shares Held
6K
Value
$871.05K
Baker Hughes Company
BKR
Shares Held
6K
Value
$226.25K
Applied Materials, Inc.
AMAT
Shares Held
6K
Value
$1.06M
PayPal Holdings, Inc.
PYPL
Shares Held
6K
Value
$429.12K
General Mills, Inc.
GIS
Shares Held
6K
Value
$297.17K
Cameco Corporation
CCJ
Shares Held
6K
Value
$419.10K