| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 2 | Q2 2024 | 7.9% |
| ABBVIE INC | 2 | Q2 2024 | 6.2% |
| MICROSOFT CORP | 2 | Q2 2024 | 4.0% |
| RTX CORP | 2 | Q2 2024 | 2.6% |
| ABBOTT LABORATORIES | 2 | Q2 2024 | 2.6% |
| ALPHABET INC. | 2 | Q2 2024 | 2.2% |
| PROCTER & GAMBLE | 2 | Q2 2024 | 1.9% |
| INTEL CORP | 2 | Q2 2024 | 2.2% |
| OCCIDENTAL PETROL CO | 2 | Q2 2024 | 1.8% |
| A T & T INC | 2 | Q2 2024 | 1.8% |
View KEYNOTE FINANCIAL SERVICES LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-26 |
| 13F-HR | 2024-07-24 |
| 13F-HR | 2024-06-13 |
View KEYNOTE FINANCIAL SERVICES LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.