Keel Point, LLC Sells in Q3 2025

Keel Point, LLC

  • $1.61 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-16.2K
- 14.98%
$617.65 - $666.84 $9.99M - $10.8M
91.7K $61.1M
FDX
Fedex Corp

Industrials
-15.4K
- 85.16%
$217.1 - $243.2 $3.35M - $3.76M
2.69K $634K
ISRG
Intuitive Surgical Inc

Healthcare
-313
- 1.06%
$433.66 - $544.47 $136K - $170K
29.1K $13M
INTU
Intuit Inc

Technology
-2.32K
- 46.08%
$646.03 - $807.39 $1.5M - $1.87M
2.72K $1.85M
XLF
Financial Sector Spdr

ETFs
-41.2K
- 20.37%
$51.37 - $54.25 $2.12M - $2.23M
161K $8.67M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-58.5K
- 57.37%
$32.53 - $35.69 $1.9M - $2.09M
43.4K $1.54M
XLV
Select Sector Spdr Fund Health

ETFs
-8.18K
- 62.67%
$129.01 - $139.72 $1.05M - $1.14M
4.87K $677K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-47.1K
- 20.15%
$22.64 - $23.22 $1.07M - $1.09M
187K $4.31M
XLC
Select Sector Spdr Tr Communic

ETFs
-10.6K
- 47.02%
$105.99 - $119.41 $1.12M - $1.27M
12K $1.41M
PEP
Pepsico Inc

Consumer Defensive
-5.93K
- 54.04%
$133.81 - $152.16 $793K - $902K
5.04K $708K
MELI
Mercadolibre Inc

Consumer Cyclical
-4
- 0.21%
$2292.04 - $2514.05 $9.17K - $10.1K
1.91K $4.45M
XLE
Energy Sector Spdr

ETFs
-6.97K
- 32.06%
$84.25 - $91.99 $587K - $641K
14.8K $1.32M
FTNT
Fortinet, Inc.

Technology
-4.26K
- 61.35%
$74.39 - $107.65 $317K - $458K
2.68K $225K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-10.4K
- 19.32%
$62.09 - $66.51 $646K - $692K
43.4K $2.83M
SYK
Stryker Corp

Healthcare
-113
- 0.69%
$368.57 - $403.53 $41.6K - $45.6K
16.2K $5.98M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
-10.6K
- 14.27%
$80.0 - $88.06 $846K - $932K
63.6K $5.54M
ICE
Intercontinental Exchange, Inc.

Financial Services
-92
- 0.33%
$167.28 - $188.45 $15.4K - $17.3K
27.4K $4.62M
ZTS
Zoetis Inc.

Healthcare
-2.07K
- 37.76%
$141.13 - $159.19 $293K - $330K
3.42K $499K
KO
Coca Cola CO

Consumer Defensive
-1.86K
- 3.59%
$65.67 - $71.67 $122K - $133K
49.9K $3.31M
ADP
Automatic Data Processing Inc

Industrials
-337
- 2.02%
$288.69 - $310.94 $97.3K - $105K
16.3K $4.79M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.01K
- 5.57%
$38.58 - $58.24 $38.8K - $58.5K
17K $667K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-9.16K
- 11.72%
$108.46 - $120.63 $994K - $1.11M
69K $8.2M
GBDC
Golub Capital Bdc, Inc.

Financial Services
-21.6K
- 54.16%
$13.69 - $15.48 $295K - $334K
18.3K $250K
CRM
Salesforce, Inc.

Technology
-367
- 5.46%
$231.66 - $273.65 $85K - $100K
6.35K $1.51M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-3.98K
- 9.42%
$82.38 - $83.0 $328K - $330K
38.3K $3.17M
URI
United Rentals, Inc.

Industrials
-926
- 32.78%
$774.14 - $975.23 $717K - $903K
1.9K $1.81M
ELV
Elevance Health, Inc.

Healthcare
-605
- 40.63%
$274.66 - $395.76 $166K - $239K
884 $285K
NVO
Novo Nordisk A S

Healthcare
-2.71K
- 25.4%
$45.38 - $71.7 $123K - $194K
7.97K $442K
ADBE
Adobe Inc.

Technology
-454
- 14.09%
$333.65 - $392.1 $151K - $178K
2.77K $976K
IBM
International Business Machines Corp

Technology
-235
- 1.48%
$234.77 - $292.47 $55.2K - $68.7K
15.6K $4.4M
CARR
Carrier Global Corp

Industrials
-2.51K
- 29.59%
$58.75 - $80.73 $147K - $202K
5.96K $355K
META
Meta Platforms, Inc.

Communication Services
-274
- 1.78%
$695.21 - $791.73 $190K - $217K
15.2K $11.1M
DIS
Walt Disney CO

Communication Services
-71
- 0.28%
$112.25 - $124.0 $7.97K - $8.8K
25.6K $2.94M
COST
Costco Wholesale Corp

Consumer Defensive
-38
- 1.38%
$915.95 - $994.57 $34.8K - $37.8K
2.73K $2.52M
UNM
Unum Group

Financial Services
-2.17K
- 16.14%
$68.55 - $82.12 $148K - $178K
11.3K $875K
SBUX
Starbucks Corp

Consumer Cyclical
-534
- 2.92%
$81.9 - $96.86 $43.7K - $51.7K
17.8K $1.5M
PM
Philip Morris International Inc.

Consumer Defensive
-153
- 2.17%
$157.77 - $183.27 $24.1K - $28K
6.89K $1.12M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-639
- 21.32%
$138.59 - $171.12 $88.6K - $109K
2.36K $331K
HTRB
Hartford Fds Total Return Bd E

ETFs
-4.73K
- 29.45%
$33.47 - $34.58 $158K - $163K
11.3K $388K
PGR
Progressive Corp

Financial Services
-327
- 9.09%
$238.61 - $264.3 $78K - $86.4K
3.27K $807K
KKR
Kkr & Co. Inc.

Financial Services
-1.01K
- 16.3%
$129.95 - $152.16 $131K - $154K
5.19K $673K
SAP
Sap Se

Technology
-106
- 3.36%
$252.42 - $311.93 $26.8K - $33.1K
3.05K $813K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-479
- 19.62%
$196.15 - $217.83 $94K - $104K
1.96K $395K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.13K
- 8.79%
$60.9 - $70.75 $68.5K - $79.6K
11.7K $729K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-157
- 12.19%
$366.54 - $479.53 $57.5K - $75.3K
1.13K $442K
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
-4.49K
- 11.54%
$40.43 - $42.78 $181K - $192K
34.4K $1.46M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.19K
- 3.47%
$72.57 - $74.72 $159K - $164K
61.1K $4.54M
HLN
Haleon PLC

Healthcare
-9.32K
- 40.09%
$8.72 - $10.35 $81.3K - $96.5K
13.9K $124K
DE
Deere & CO

Industrials
-113
- 9.09%
$457.26 - $524.37 $51.7K - $59.3K
1.13K $516K
Activity Summary
Buys All Purchases 263 New Holdings 45 Increased Positions 218 Sells All Sells 226 Reductions 226 Sold out 0 Options Calls 1 Puts 1
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