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 $374.4M across 40 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHD ($207.5M, 55.43%), VZ ($12.0M, 3.20%), USB ($11.7M, 3.12%), MSFT ($9.9M, 2.66%), BTI ($9.8M, 2.61%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | $207.5M | 55.43% | 6.8M | Added |
| 2 | VZ | VERIZON COMMUNICATIONS INC | $12.0M | 3.20% | 238,997 | Added |
| 3 | USB | US BANCORP | $11.7M | 3.12% | 224,348 | Added |
| 4 | MSFT | MICROSOFT CORP | $9.9M | 2.66% | 26,868 | Hold |
| 5 | BTI | BRITISH AMERN TOB PLC | $9.8M | 2.61% | 167,249 | Hold |
| 6 | BNS | BANK NOVA SCOTIA B C | $9.6M | 2.58% | 139,101 | Hold |
| 7 | BMY | BRISTOL-MYERS SQUIBB CO | $9.7M | 2.58% | 159,523 | Hold |
| 8 | CME | CME GROUP INC | $9.5M | 2.53% | 32,037 | Trimmed |
| 9 | SPYD | SPDR SERIES TRUST | $8.9M | 2.39% | 196,319 | Added |
| 10 | UL | UNILEVER PLC | $8.7M | 2.33% | 152,882 | New |
| 11 | XOM | EXXON MOBIL CORP | $8.3M | 2.21% | 48,696 | Added |
| 12 | MO | ALTRIA GROUP INC | $7.1M | 1.89% | 107,203 | Hold |
| 13 | PFE | PFIZER INC | $6.9M | 1.85% | 246,382 | Hold |
| 14 | TROW | PRICE T ROWE GROUP INC | $6.2M | 1.65% | 68,518 | Hold |
| 15 | PM | PHILIP MORRIS INTL INC | $5.8M | 1.56% | 35,358 | Trimmed |
| 16 | CVX | CHEVRON CORPORATION | $5.1M | 1.38% | 24,890 | Trimmed |
| 17 | UPS | UNITED PARCEL SVCS INC | $4.5M | 1.20% | 45,768 | Hold |
| 18 | CSCO | CISCO SYS INC | $3.8M | 1.02% | 48,976 | Trimmed |
| 19 | QCOM | QUALCOMM INC | $3.4M | 0.90% | 26,197 | Hold |
| 20 | HDV | ISHARES TR | $2.8M | 0.74% | 20,530 | Trimmed |
| 21 | KO | COCA COLA CO | $2.7M | 0.73% | 35,697 | Hold |
| 22 | MCD | MCDONALDS CORP | $2.6M | 0.70% | 8,468 | Hold |
| 23 | BEN | FRANKLIN RESOURCES INC | $2.5M | 0.67% | 105,886 | Added |
| 24 | GPC | GENUINE PARTS CO | $2.2M | 0.59% | 20,764 | Hold |
| 25 | IBM | INTERNATIONAL BUSINESS MACHS | $2.1M | 0.55% | 8,519 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31