Keudell Portfolio Holdings

Keudell

  • $422 Million
  • Q2 2025

Keudell has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $422 Million distributed in 228 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vaneck ETF Tr Investment Grade with a value of $41.1M, Franklin Templeton ETF Tr Libe with a value of $37.3M, Schwab Strategic Tr Us Dividen with a value of $31.1M, Schwab Fundamental Intl Large with a value of $25.3M, and Vanguard Whitehall Fds (Vangua with a value of $20M.

Examining the 13F form we can see an increase of $6.76M in the current position value, from $415M to 422M.

Below you can find more details about Keudell portfolio as well as his latest detailed transactions.

Portfolio value $422 Million
ETFs: $235 Million
Technology: $47.8 Million
Healthcare: $24.3 Million
Financial Services: $21 Million
Consumer Cyclical: $16.9 Million
Communication Services: $16.8 Million
Energy: $12.2 Million
Consumer Defensive: $12 Million
Other: $20.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.55B
$334,000 0.08% of portfolio
7,660
Q2 2025 New
$283B
$342,000 0.08% of portfolio
2,828
Q1 2025 Added 3.82%
$277B
$324,000 0.08% of portfolio
4,637
Q2 2025 Reduced 1.09%
$10.3B
$320,000 0.08% of portfolio
8,750
Q2 2025 Reduced 6.91%
$30.3B
$318,000 0.08% of portfolio
5,561
Q2 2025 Reduced 4.71%
$0
$348,000 0.08% of portfolio
5,015
Q2 2025 New
$150B
$275,000 0.07% of portfolio
4,499
Q2 2025 Added 6.64%
$0
$285,000 0.07% of portfolio
8,850
Q2 2025 Reduced 14.16%
$50.2B
$294,000 0.07% of portfolio
534
Q2 2025 Added 5.53%
$10.7B
$298,000 0.07% of portfolio
3,999
Q1 2025 Reduced 15.11%
$0
$278,000 0.07% of portfolio
3,132
Q2 2025 Added 12.14%
$191B
$289,000 0.07% of portfolio
50
Q1 2025 Reduced 19.35%
$71.6B
$289,000 0.07% of portfolio
3,891
Q2 2025 Reduced 0.18%
$26.3B
$280,000 0.07% of portfolio
6,965
Q2 2025 New
$81.8B
$284,000 0.07% of portfolio
2,697
Q2 2025 Added 4.13%
$22.7B
$295,000 0.07% of portfolio
17,623
Q2 2025 Added 0.65%
$14.8B
$288,000 0.07% of portfolio
4,984
Q2 2025 Reduced 13.05%
$265B
$290,000 0.07% of portfolio
411
Q1 2025 Reduced 34.13%
$35.1B
$310,000 0.07% of portfolio
2,405
Q2 2025 Added 46.47%
$15.6B
$301,000 0.07% of portfolio
2,196
Q2 2025 Reduced 2.18%
$16.7B
$296,000 0.07% of portfolio
518
Q4 2023 New
$0
$257,000 0.06% of portfolio
2,767
Q2 2023 New
$222B
$261,000 0.06% of portfolio
646
Q2 2025 Reduced 32.21%
$53.8B
$271,000 0.06% of portfolio
2,018
Q2 2025 New
$0
$272,000 0.06% of portfolio
8,893
Q1 2025 Reduced 8.72%
$0
$256,000 0.06% of portfolio
3,470
Q2 2025 Reduced 10.68%
$91.4B
$238,000 0.06% of portfolio
1,567
Q2 2025 Reduced 12.36%
$47.8B
$274,000 0.06% of portfolio
3,829
Q2 2025 Added 0.37%
$111B
$265,000 0.06% of portfolio
597
Q2 2025 Reduced 7.01%
$74.3B
$256,000 0.06% of portfolio
4,076
Q2 2025 Reduced 5.54%
$270B
$252,000 0.06% of portfolio
3,584
Q1 2025 Reduced 0.31%
$14B
$257,000 0.06% of portfolio
4,128
Q2 2025 Reduced 7.44%
$19B
$241,000 0.06% of portfolio
1,085
Q2 2025 Reduced 0.64%
$0
$246,000 0.06% of portfolio
2,841
Q2 2025 Reduced 19.04%
$46.4B
$261,000 0.06% of portfolio
1,088
Q2 2025 Reduced 6.29%
$182B
$244,000 0.06% of portfolio
310
Q2 2025 New
$0
$255,000 0.06% of portfolio
6,002
Q2 2025 Reduced 15.37%
$46.8B
$268,000 0.06% of portfolio
258
Q2 2025 Reduced 2.64%
$25.7B
$242,000 0.06% of portfolio
1,874
Q2 2025 Added 1.57%
$0
$254,000 0.06% of portfolio
44,250
Q2 2025 New
$22B
$201,000 0.05% of portfolio
3,457
Q2 2025 Reduced 8.23%
$140B
$223,000 0.05% of portfolio
627
Q2 2025 New
$0
$205,000 0.05% of portfolio
2,358
Q2 2025 Reduced 46.93%
$0
$215,000 0.05% of portfolio
999
Q2 2025 New
$74.9B
$200,000 0.05% of portfolio
810
Q3 2024 Reduced 28.19%
$12.6B
$224,000 0.05% of portfolio
24,445
Q2 2025 Added 10.72%
$57.4B
$208,000 0.05% of portfolio
388
Q2 2025 New
$0
$230,000 0.05% of portfolio
2,100
Q2 2025 Added 0.67%
$8.78B
$227,000 0.05% of portfolio
4,338
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 228
  • Current Value $422 Million
  • Prior Value $415 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 28 stocks
  • Additional Purchases 84 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 93 stocks
Track This Portfolio

Track Keudell Portfolio

Follow Keudell and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Keudell, based on Form 13F filings with the SEC.

News

Stay updated on Keudell with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email