Fund Universe

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☆Keystone Global Partners, LLC

CIK 0001764057 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.508
AUM ($M)
265
Positions
57
Turnover
0.10
Top-10 wt
62%
Herfindahl
0.049
History (qtrs)
6
Excess Return
—

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Quarter
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Security type

Holdings · 60 positions · portfolio value $265M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆XLK funds › Technology Select Sector SPDR ETF ADD — 10.5% +3.1% 27.8 146,103 +19,501 5 —
☆XLF funds › Select STR Financial Select SPDR ETF ADD — 7.8% -0.1% 20.7 386,366 +24,791 5 —
☆BDYN funds › BlackRock iShares Dynamic Equity Active TRIM — 7.2% -0.5% 19.1 686,808 -26,790 4 —
☆SCHG funds › Schwab US Large Cap Growth ETF ADD — 7.2% +0.6% 19.0 560,288 +50,518 5 —
☆VEA funds › Vanguard FTSE Developed Markets ETF ADD — 7.1% -0.0% 18.7 261,939 +13,317 5 —
☆URTH funds › iShares MSCI World ETF ADD — 5.4% +1.4% 14.3 70,495 +20,073 5 —
☆VGK funds › Vanguard FTSE Europe ETF ADD — 4.6% -0.4% 12.3 138,932 +1,673 5 —
☆XLV funds › Health Care Select SPDR ADD — 4.5% +0.3% 12.0 75,564 +9,841 5 —
☆XLI funds › INDUSTRIAL SELECT SECTOR SPDR FUND ADD — 4.2% +0.5% 11.1 59,995 +8,578 5 —
☆IVV funds › iShares Core S&P 500 ETF TRIM — 3.4% -0.2% 9.0 11,987 -252 5 —
☆XLC funds › Communicat SVS SLCT Sec SPDR ETF IV ADD — 2.9% -0.3% 7.7 72,244 +6,487 5 —
☆EWJ funds › iShares Inc MSCI Japan ETF ADD — 2.7% +0.1% 7.1 76,558 +8,528 3 —
☆FDIS funds › Fidelity MSCI Cons Discr Indx ETF ADD — 2.6% +0.1% 6.8 66,566 +7,472 5 —
☆SCHR funds › Schwab Intermediate Term US TRS ETF TRIM — 2.2% -1.2% 5.8 236,424 -72,444 5 —
☆SMH funds › Vaneck Semiconductor ETF ADD — 2.1% +1.4% 5.7 8,667 +4,035 3 —
☆LQD funds › iShares iBoxx Invt Grade Bond ETF TRIM — 2.1% -0.6% 5.6 51,374 -5,710 5 —
☆VLUE funds › iShares MSCI USA Value Factor ETF ADD — 1.8% +0.6% 4.7 23,420 +4,261 2 —
☆VTEB funds › Vanguard Muni BND Tax Exempt ETF TRIM — 1.7% -2.4% 4.6 91,386 -96,477 5 —
☆IGM funds › iShares Expanded Tech Sector ETF HOLD — 1.7% +0.3% 4.6 28,003 +0 5 —
☆XLE funds › Energy Select Sector SPDR ETF ADD — 1.4% -0.4% 3.7 69,655 +1,789 5 —
☆VOO funds › Vanguard S&P 500 ETF TRIM — 1.4% -0.0% 3.7 5,328 -39 5 —
☆RSP funds › Invesco S&P 500 Equal Weight ETF TRIM — 1.3% -0.2% 3.5 16,632 -1,416 5 —
☆RING funds › iShares MSCI Glo Gold Miners ETF TRIM — 1.3% -0.6% 3.3 51,225 -207 5 —
☆XAR funds › SPDR S&P Aerospace & Defense ETF ADD — 1.2% +0.1% 3.2 11,330 +1,075 5 —
☆IEFA funds › iShares Core MSCI EAFE ETF TRIM — 1.0% -0.1% 2.7 27,590 -555 5 —
☆NVDA funds › Nvidia Corp HOLD — 1.0% -0.0% 2.6 12,797 +0 5 —
☆VMBS funds › Vanguard Mortgage Backed Sec ETF TRIM — 0.9% -0.8% 2.5 52,490 -30,907 5 —
☆QQQ funds › Invsc QQQ Trust SRS 1 ETF HOLD — 0.8% +0.1% 2.2 3,027 +0 5 —
☆IEMG funds › iShares Core MSCI Emerging ETF ADD — 0.8% +0.2% 2.2 26,032 +5,319 2 —
☆CUSIP:92206C623 funds › Vanguard Russell 2000 Growth ETF TRIM — 0.7% -0.1% 1.9 6,543 -1,367 5 —
☆AAPL funds › Apple Inc HOLD — 0.5% -0.0% 1.3 4,600 +0 5 —
☆CMF funds › iShares California Muni Bond ETF TRIM — 0.5% -0.1% 1.3 22,532 -571 5 —
☆GOOG funds › Alphabet Inc Class C HOLD — 0.5% +0.0% 1.3 3,640 +0 5 —
☆VIG funds › Vanguard Dividend Appreciation ETF TRIM — 0.5% -0.1% 1.3 5,400 -208 5 —
☆HIMU funds › iShares High Yield Muni Active ETF NEW — 0.4% +0.4% 1.1 21,143 +21,143 1 —
☆TSLA funds › Tesla Inc HOLD — 0.4% -0.0% 1.0 2,292 +0 5 —
☆SPY funds › SPDR S&P 500 ETF HOLD — 0.4% -0.0% 1.0 1,284 +0 5 —
☆LEMB funds › ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF TRIM — 0.3% -0.1% 0.8 19,287 -4,163 2 —
☆SCHQ funds › Schwab Long Term US Treasury ETF ADD — 0.3% +0.2% 0.8 26,006 +14,900 5 —
☆MSFT funds › Microsoft Corp HOLD — 0.3% -0.0% 0.7 1,995 +0 5 —
☆VYM funds › Vanguard High Dividend Yield ETF HOLD — 0.2% -0.0% 0.6 3,813 +0 5 —
☆TMDX funds › Transmedics Group Inc NEW — 0.2% +0.2% 0.5 7,200 +7,200 1 —
☆GBTC funds › Grayscale Bitcoin TR BTC HOLD — 0.2% -0.1% 0.5 10,147 +0 5 —
☆BND funds › Vanguard Total Bond Market ETF TRIM — 0.2% -0.0% 0.4 5,907 -420 5 —
☆SCHO funds › SCHWAB SHORT-TERM US TREASURY ETF ADD — 0.2% -0.0% 0.4 17,813 +491 2 —
☆SHOP funds › Shopify Inc F Class A HOLD — 0.2% -0.0% 0.4 3,540 +0 5 —
☆SCHH funds › Charles Schwab US REIT ETF HOLD — 0.1% -0.0% 0.4 16,285 +0 5 —
☆GLD funds › SPDR Gold Shares ETF HOLD — 0.1% -0.1% 0.4 998 +0 5 —
☆NYF funds › iShares New York Muni Bond ETF TRIM — 0.1% -0.0% 0.4 6,621 -1,217 5 —
☆AMZN funds › Amazon.Com Inc HOLD — 0.1% -0.0% 0.3 1,424 +0 5 —
☆AVGO funds › Broadcom Inc HOLD — 0.1% +0.0% 0.3 831 +0 5 —
☆SPCX funds › Space Ex Tech Spacex Class A NEW — 0.1% +0.1% 0.3 1,809 +1,809 1 —
☆AMD funds › Advanced Micro Devic NEW — 0.1% +0.1% 0.3 454 +454 1 —
☆IEF funds › ISHARES 7-10 YEAR TREASURY BOND ETF HOLD — 0.1% -0.0% 0.3 2,752 +0 2 —
☆META funds › Meta Platforms Inc HOLD — 0.1% -0.0% 0.2 394 +0 5 —
☆XMTR funds › Xometry Inc Class A NEW — 0.1% +0.1% 0.2 2,269 +2,269 1 —
☆ETHA funds › iShares Ethereum Trust ETF NEW — 0.1% +0.1% 0.2 13,950 +13,950 1 —
☆EMB funds › iShares JPMorgan Usd MTS Bond ETF EXIT — 0.0% -0.4% 0.0 0 -10,306 0 —
☆JQUA funds › JPMorgan U.S. Quality Factor ETF EXIT — 0.0% -0.4% 0.0 0 -16,438 0 —
☆EFA funds › iShares MSCI EAFE ETF EXIT — 0.0% -0.1% 0.0 0 -2,421 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 265 57 0.10 62% 0.049 0.508 — in
2026Q1 225 54 0.14 58% 0.044 0.361 — in
2025Q4 227 54 0.11 59% 0.047 0.390 — in
2025Q3 196 51 0.21 60% 0.048 0.212 — in
2025Q2 184 155 0.11 58% 0.045 0.387 — entered
2025Q1 143 200 0.00 56% 0.043 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status