Keystone Global Partners, LLC
Long book
$223.7M
Q1 2026
Positions
51
Top-10 weight
58%
concentration
Last quarter
+12.7%
SPY +14.8%
Turnover
11%
of book per quarter
Strategy in plain words
auto-generated from filingsKeystone Global Partners, LLC is a wealth-management firm allocating client money, specialised in technology (74% of the long book), running a $223.7M US long book across 51 positions.
The portfolio is concentrated: the top 10 names carry 58% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: SS FINANCIAL SELECT SECTOR, ISHARES DYN ACT ETF, SS TECHNOLOGY SELECT SECTOR, VANGUARD FTSE DEVELOPED ETF, SCHWAB US LARGE-CAP GROWTH.
Over the last 5 quarters its long book ran on average 0.9pp per quarter behind the S&P 500, beating the index in 2 of 5 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2025
+8.9%
Q2 2025
+6.7%
Q3 2025
+2.9%
Q4 2025
-3.4%
Q1 2026
+12.7%
Sector allocation
Technology 84%
Industrials 12%
Consumer discretionary 4%
Long book by quarter
What does Keystone Global own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 12.8K | $2.2M | 1.0% | Held |
| AAPL APPLE INC | Technology | 4.6K | $1.2M | 0.5% | Held |
| GOOG ALPHABET INC-CL C | Technology | 3.6K | $1.0M | 0.5% | Held |
| TSLA TESLA INC | Industrials | 2.3K | $852K | 0.4% | Held |
| MSFT MICROSOFT CORP | Technology | 2.0K | $738K | 0.3% | Held |
| SHOP SHOPIFY INC - CLASS A | Technology | 3.5K | $420K | 0.2% | Held |
| AMZN AMAZON.COM INC | Consumer discretionary | 1.4K | $297K | 0.1% | Held |
| AVGO BROADCOM INC | Technology | 831 | $257K | 0.1% | Held |
| META META PLATFORMS INC-CLASS A | Technology | 394 | $225K | 0.1% | Held |