Keeler Thomas Management LLC: 13F holdings
CIK 17306602026Q2
| Positions | 135 |
|---|
| Reported value | $282.1m |
|---|
| Filed | 2026-07-30 |
|---|
Change since last quarter
| Positions | 135 (+17 vs prior quarter) |
|---|
| Reported value | $282.1m (+19.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| USHY ISHARES TR | 608,569 | $22.5m | 8.0% |
| DIV GLOBAL X FDS | 627,865 | $12.0m | 4.2% |
| FE FIRST TR EXCHANGE-TRADED FD | 244,574 | $11.9m | 4.2% |
| SPHY SPDR SERIES TRUST | 398,471 | $9.3m | 3.3% |
| NVDA NVIDIA CORPORATION | 42,638 | $8.5m | 3.0% |
| SCHD SCHWAB STRATEGIC TR | 268,611 | $8.5m | 3.0% |
| DGRO ISHARES TR | 110,156 | $8.3m | 3.0% |
| MSFT MICROSOFT CORP | 16,794 | $6.3m | 2.2% |
| GNRC GENERAC HLDGS INC | 20,700 | $6.1m | 2.1% |
| VOO VANGUARD INDEX FDS | 8,466 | $5.8m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1730660")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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