Managed by Keystone Financial Planning, Inc. • Latest filing Q2 2026
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| — |
| 5 | S | $165.6M | 6.04M | 0.00% | — |
| 6 | S | $157.1M | 1.86M | 0.00% | — |
| 7 | S | $153.5M | 5.49M | 0.00% | — |
| 8 | S | $146.6M | 5.37M | 0.00% | — |
| 9 | S | $137.2M | 1.76M | 0.00% | — |
| 10 | S | $125.8M | 1.65M | 0.00% | — |
| 11 | S | $123M | 1.53M | 0.00% | — |
| 12 | S | $121.8M | 1.68M | 0.00% | — |
| 13 | S | $118.9M | 1.68M | 0.00% | — |
| 14 | M MSFT — | $13.9M | 26.9K | 0.00% | — |
| 15 | U | $13.7M | 226.4K | 0.00% | — |
| 16 | C CVX — | $13.6M | 81.8K | 0.00% | — |
| 17 | M MSFT — | $13.4M | 26.9K | 0.00% | — |
| 18 | M MSFT — | $13M | 26.9K | 0.00% | — |
| 19 | P PM — | $12.5M | 77.9K | 0.00% | — |
| 20 | M MSFT — | $12.4M | 27.7K | 0.00% | — |