Keeler Thomas Management LLC
Keeler Thomas Management LLC reported 135 positions worth $282.1M as of June 30, 2026 (13F filed July 30, 2026). Largest holding: USHY (8.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | USHY | SH | $22.5M | 7.99% | 608,569 | — | — | |
| ▸ 2 | DIV | SH | $12.0M | 4.24% | 627,865 | — | — | |
| ▸ 3 | FDL | SH | $11.9M | 4.22% | 244,574 | — | — | |
| ▸ 4 | SPHY | SH | $9.3M | 3.31% | 398,471 | — | — | |
| ▸ 5 | NVDA | SH | $8.5M | 3.02% | 42,638 | — | — | |
| ▸ 6 | SCHD | SH | $8.5M | 3.02% | 268,611 | — | — | |
| ▸ 7 | DGRO | SH | $8.3M | 2.96% | 110,156 | — | — | |
| ▸ 8 | MSFT | SH | $6.3M | 2.22% | 16,794 | — | — | |
| ▸ 9 | GNRC | SH | $6.1M | 2.15% | 20,700 | — | — | |
| ▸ 10 | VOO | SH | $5.8M | 2.06% | 8,466 | — | — |
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Frequently Asked Questions
What stocks does Keeler Thomas Management LLC hold as of Q2 2026?
Keeler Thomas Management LLC reported 135 positions worth $282.1M in its Q2 2026 13F filing. Largest positions: USHY (8.0%), DIV (4.2%), FDL (4.2%), SPHY (3.3%) and NVDA (3.0%).
What did Keeler Thomas Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Keeler Thomas Management LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.