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.
Keystone Financial Planning, Inc. (CIK 1596906) reported $387.9M across 39 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SCHD ($198.2M, 51.09%), USB ($13.7M, 3.52%), CVX ($13.6M, 3.50%), BNS ($11.9M, 3.06%), GSK ($10.3M, 2.64%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | $198.2M | 51.09% | 6.3M | Trimmed |
| 2 | USB | US BANCORP | $13.7M | 3.52% | 226,360 | Added |
| 3 | CVX | CHEVRON CORPORATION | $13.6M | 3.50% | 81,844 | Added |
| 4 | BNS | BANK NOVA SCOTIA B C | $11.9M | 3.06% | 136,488 | Trimmed |
| 5 | GSK | GSK PLC | $10.3M | 2.64% | 195,590 | Added |
| 6 | BTI | BRITISH AMERN TOB PLC | $10.2M | 2.63% | 165,273 | Trimmed |
| 7 | MSFT | MICROSOFT CORP | $10.0M | 2.58% | 26,868 | Hold |
| 8 | VZ | VERIZON COMMUNICATIONS INC | $9.9M | 2.56% | 234,873 | Trimmed |
| 9 | MDT | MEDTRONIC PLC | $9.9M | 2.55% | 126,411 | New |
| 10 | UL | UNILEVER PLC | $9.7M | 2.49% | 160,522 | Added |
| 11 | CME | CME GROUP INC | $9.6M | 2.46% | 43,265 | Added |
| 12 | SPYD | SPDR SERIES TRUST | $9.4M | 2.43% | 197,430 | Added |
| 13 | BMY | BRISTOL-MYERS SQUIBB CO | $9.0M | 2.33% | 156,768 | Trimmed |
| 14 | TROW | PRICE T ROWE GROUP INC | $7.6M | 1.97% | 67,277 | Trimmed |
| 15 | MO | ALTRIA GROUP INC | $7.6M | 1.96% | 105,487 | Trimmed |
| 16 | XOM | EXXON MOBIL CORP | $6.6M | 1.69% | 47,994 | New |
| 17 | PFE | PFIZER INC | $5.8M | 1.50% | 242,093 | Trimmed |
| 18 | UPS | UNITED PARCEL SVCS INC | $4.8M | 1.25% | 44,932 | Trimmed |
| 19 | PM | PHILIP MORRIS INTL INC | $4.6M | 1.18% | 25,244 | Trimmed |
| 20 | BEN | FRANKLIN RESOURCES INC | $3.5M | 0.91% | 105,770 | Trimmed |
| 21 | KO | COCA COLA CO | $2.9M | 0.75% | 35,690 | Trimmed |
| 22 | HDV | ISHARES TR | $2.6M | 0.67% | 94,568 | Added |
| 23 | GPC | GENUINE PARTS CO | $2.4M | 0.63% | 20,764 | Hold |
| 24 | IBM | INTERNATIONAL BUSINESS MACHS | $2.4M | 0.62% | 8,519 | Hold |
| 25 | MCD | MCDONALDS CORP | $1.6M | 0.42% | 6,046 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30