Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Keel Point, LLC (CIK 1386935) reported $1.66B across 533 reported positions in its SEC 13F filing for 2025-12-31. Largest positions: VOO ($294.5M, 17.74%), VEA ($63.2M, 3.81%), NFLX ($61.5M, 3.71%), SPY ($59.2M, 3.57%), AGG ($49.2M, 2.96%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $294.5M | 17.74% | 469,568 | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $63.2M | 3.81% | 1.0M | Added |
| 3 | NFLX | NETFLIX INC | $61.5M | 3.71% | 656,265 | Added |
| 4 | SPY | SPDR S&P 500 ETF TR | $59.2M | 3.57% | 119,425 | Added |
| 5 | AGG | ISHARES TR | $49.2M | 2.96% | 492,711 | Added |
| 6 | IWB | ISHARES TR | $46.2M | 2.79% | 123,791 | Trimmed |
| 7 | AAPL | APPLE INC | $38.7M | 2.33% | 142,218 | Added |
| 8 | EFA | ISHARES TR | $37.2M | 2.24% | 387,824 | Trimmed |
| 9 | GLD | SPDR GOLD TR | $36.8M | 2.22% | 92,925 | Added |
| 10 | NVDA | NVIDIA CORPORATION | $34.9M | 2.10% | 187,112 | Added |
| 11 | MSFT | MICROSOFT CORP | $27.8M | 1.67% | 57,400 | Trimmed |
| 12 | AMZN | AMAZON COM INC | $26.2M | 1.58% | 113,675 | Trimmed |
| 13 | TSLA | TESLA INC | $25.0M | 1.51% | 55,683 | Added |
| 14 | SPLG | SPDR SERIES TRUST | $24.7M | 1.49% | 308,292 | Added |
| 15 | IEF | ISHARES TR | $24.7M | 1.49% | 257,369 | Added |
| 16 | GOOGL | ALPHABET INC | $20.7M | 1.25% | 66,155 | Trimmed |
| 17 | IWF | ISHARES TR | $19.9M | 1.20% | 42,064 | Added |
| 18 | IWD | ISHARES TR | $19.1M | 1.15% | 90,660 | Added |
| 19 | BKNG | BOOKING HOLDINGS INC | $17.3M | 1.04% | 3,223 | Trimmed |
| 20 | VXF | VANGUARD INDEX FDS | $16.6M | 1.00% | 79,547 | Added |
| 21 | ISRG | INTUITIVE SURGICAL INC | $16.6M | 1.00% | 29,366 | Added |
| 22 | TLH | ISHARES TR | $14.5M | 0.87% | 142,377 | Added |
| 23 | MGC | VANGUARD WORLD FD | $12.5M | 0.75% | 49,829 | Added |
| 24 | EEM | ISHARES TR | $11.1M | 0.67% | 202,152 | Added |
| 25 | XLK | SELECT SECTOR SPDR TR | $10.8M | 0.65% | 74,925 | Added |
Source: SEC Form 13F filings · as of 2025-12-31