Keenan, LLC

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
40
Quarter
2025 Q4
Top Holding
IVV (13.2%)
Top 10 Concentration
75.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 40
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
IVV
ISHARES TR
ETF 13.25% #1
Prev: #—
7.3 38 no change
NEW
38 $14,444,734 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FBCG
FIDELITY COVING...
Warrant 10.21% #2
Prev: #—
6.1 30 no change
NEW
30 $11,132,526 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IUSV
ISHARES TR
ETF 9.87% #3
Prev: #—
5.9 16 no change
NEW
16 $10,762,268 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CGDV
CAPITAL GROUP D...
Unknown 7.74% #4
Prev: #—
5.1 32 no change
NEW
32 $8,441,464 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FFSM
FIDELITY COVING...
Bond/Debt 7.47% #5
Prev: #—
5.0 169 no change
NEW
169 $8,142,937 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IJH
ISHARES TR
ETF 6.86% #6
Prev: #—
4.7 33 no change
NEW
33 $7,480,194 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DGRO
ISHARES TR
Warrant 6.13% #7
Prev: #—
4.5 505 no change
NEW
505 $6,688,547 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ONEQ
FIDELITY COMWLT...
ETF 5.58% #8
Prev: #—
4.2 51 no change
NEW
51 $6,081,818 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IVW
ISHARES TR
Warrant 4.86% #9
Prev: #—
3.9 12 no change
NEW
12 $5,297,416 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IUSG
ISHARES TR
Warrant 3.09% #10
Prev: #—
3.2 13 no change
NEW
13 $3,372,998 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IJR
ISHARES TR
ETF 2.43% #11
Prev: #—
3.0 2 no change
NEW
2 $2,648,502 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IJK
ISHARES TR
ETF 2.22% #12
Prev: #—
2.9 382 no change
NEW
382 $2,423,694 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IJJ
ISHARES TR
ETF 2.22% #13
Prev: #—
2.9 9 no change
NEW
9 $2,416,640 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AGG
ISHARES TR
ETF 2.19% #14
Prev: #—
2.9 21 no change
NEW
21 $2,385,134 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PHYL
PGIM ETF TR
ETF 1.94% #15
Prev: #—
2.8 35 no change
NEW
35 $2,114,426 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IJS
ISHARES TR
ETF 1.70% #16
Prev: #—
2.7 1 no change
NEW
1 $1,854,534 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IJT
ISHARES TR
Warrant 1.26% #17
Prev: #—
2.5 3 no change
NEW
3 $1,373,861 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IUSB
ISHARES TR
ETF 1.11% #18
Prev: #—
2.4 16 no change
NEW
16 $1,208,546 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IEFA
ISHARES TR
ETF 0.98% #19
Prev: #—
2.4 37 no change
NEW
37 $1,065,466 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IEMG
ISHARES INC
ETF 0.96% #20
Prev: #—
2.4 3 no change
NEW
3 $1,041,985 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EFAV
ISHARES TR
ETF 0.82% #21
Prev: #—
2.3 753 no change
NEW
753 $898,425 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 0.79% #22
Prev: #—
2.3 10 no change
NEW
10 $860,712 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 0.73% #23
Prev: #—
2.3 4 no change
NEW
4 $792,256 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 0.65% #24
Prev: #—
2.3 374 no change
NEW
374 $708,617 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MUB
ISHARES TR
ETF 0.64% #25
Prev: #—
2.3 200 no change
NEW
200 $702,582 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 40 holdings

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