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KEYNOTE FINANCIAL SERVICES LLC 13F portfolio summary

KEYNOTE FINANCIAL SERVICES LLC of KEYNOTE FINANCIAL SERVICES LLC has 158 current stock holdings with a reported portfolio value of $188.0M. The portfolio 1 year return is +20.84%. Top holdings include PFF (0.00%), WFC-PZ (0.00%), UPS (0.00%), AAPL (5.50%), VUSB (5.11%).

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KEYNOTE FINANCIAL SERVICES LLC

KEYNOTE FINANCIAL SERVICES LLC
Latest filing: 2026-03-31

KEYNOTE FINANCIAL SERVICES LLC runs KEYNOTE FINANCIAL SERVICES LLC and currently holds 158 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $188.04M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. KEYNOTE FINANCIAL SERVICES LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, KEYNOTE FINANCIAL SERVICES LLC's portfolio at KEYNOTE FINANCIAL SERVICES LLC has delivered returns of +20.84%. Their 3-year annualized return is +29.25%. Looking at the 5-year horizon, KEYNOTE FINANCIAL SERVICES LLC has achieved +29.25% annualized returns at KEYNOTE FINANCIAL SERVICES LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+20.84%
#0/1000
3 Year
+29.25%
#0/1000
5 Year
+29.25%
#0/1000

Portfolio Value

$188.04M

Alpha Score

24.9

#0 of 1000

Holdings

158

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change