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KEYNOTE FINANCIAL SERVICES LLC
KEYNOTE FINANCIAL SERVICES LLC
Latest filing: 2026-06-30
KEYNOTE FINANCIAL SERVICES LLC runs KEYNOTE FINANCIAL SERVICES LLC and currently holds 185 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $213.59M. Their top holdings are AAPL, ABBV, VUSB, INTC, BRK-B. The top five represent 20.8% of reported portfolio weight. KEYNOTE FINANCIAL SERVICES LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, KEYNOTE FINANCIAL SERVICES LLC initiated 2 new positions. They added to 37 existing positions. They trimmed 50 positions. Their current best-performing preview position is MU with returns of +241.67%.
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185 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AAPL APPLE INC | 5.02% | $170.03 | $309.35 | +81.94% | Trimmed -1.26% |
 ABBV ABBVIE INC | 4.51% | $180.69 | $265.01 | +46.67% | Trimmed -2.56% |
 VUSB VANGUARD BD INDEX FNDS | 4.39% | $49.88 | $49.75 | -0.26% | Added +6.05% |
 INTC INTEL CORP | 4.17% | $37.24 | $90.07 | +141.86% | Trimmed -19.18% |
 BRK-B BERKSHIRE HATHAWAY INC. | 2.73% | $453.30 | $495.77 | +9.37% | Added +3.92% |
 GOOGL ALPHABET INC. | 2.65% | $163.65 | $344.82 | +110.71% | Trimmed -1.09% |
 MU MICRON TECHNOLOGY | 2.41% | $120.21 | $966.78 | +704.24% | Trimmed -18.66% |
 RTX RTX CORP | 2.41% | $97.76 | $209.91 | +114.72% | Trimmed -1.74% |
 LITE LUMENTUM HOLDINGS INC | 2.11% | $49.25 | $866.71 | +1,659.82% | Trimmed -7.59% |
 MSFT MICROSOFT CORP | 1.99% | $419.08 | $483.24 | +15.31% | Added +8.38% |
Showing 1-10 of 185