Arkolith/Funds/Keeler Thomas Management LLC

Keeler Thomas Management LLC

CIK 1730660
Holdings as of Jun 30, 2026·disclosed Jul 30, 2026·~30-day 13F lag·13F-HR
Active Filer

Keeler Thomas Management LLC holds a diversified book of 135 reported positions worth $282.1M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened Schwab US DVD Equity ETF and trimmed Vanguard S&P 500 ETF. Their largest long position is Ishares Broad Usd High Yield at 8% of the reported non-option book. Cloning the disclosed picks since 2024 would be +10% (+5.0%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+9.8%
+5.0%/yr · since Oct '24
Their reported book
+9.1%
held from quarter-end
S&P 500
+33.6%
same window
$9K$10K$11K$12K$14KOct '24Mar '25Jul '25Dec '25Apr '26Sep '26
Keeler Thomas Management LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Keeler Thomas Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~30 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
23%
Top 10 holdings
35%
Top 20 holdings
49%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

50% mapped to company sectors

ETFs / funds
50%
Information Technology
17%
Industrials
7%
Health Care
6%
Financials
5%
Materials
4%
Consumer Discretionary
4%
Communication Services
3%

+4 sectors below the cut, 4% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Keeler Thomas Management LLC

Manager / fundShared namesTheir $ in those
Uhlmann Price Securities, LLC24 / 80$2.4B
Kearns & Associates LLC11 / 80$165.1M
Hoey Investments, Inc33 / 80$582.8M
Ketron Financial13 / 80$241.3M
Yarbrough Capital, LLC14 / 80$2.1B
JBF Capital, Inc.9 / 80$543.6M
Integrated Financial Solutions, Inc.11 / 80$131.4M
Unconventional Investor, LLC10 / 80$170.9M

Ranked by the share of each fund's own book sitting in the names it shares with Keeler Thomas Management LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

135 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
BROAD USD HIGH
$22.5M608.6K
8.0%
+2.0%
Added · +12K sh
2Global X FDS
GLOBX SUPDV US
$12.0M627.9K
4.2%
+3.8%
Added · +23K sh
3First TR Exchange-Traded FD
SHS
$11.9M244.6K
4.2%
+3.7%
Added · +9K sh
4SPDR Series Trust
ST PORT HIGH ETF
$9.3M398.5K
3.3%
+3.2%
Added · +12K sh
5Nvidia Corporation
COM
$8.5M42.6K
3.0%
+10%
Added · +4K sh
6Schwab Strategic TR
US DIVIDEND EQ
$8.5M268.6K
3.0%
New
New position
7Ishares TR
CORE DIV GRWTH
$8.3M110.2K
3.0%
New
New position
8Microsoft Corp
COM
$6.3M16.8K
2.2%
+6.6%
Added · +1K sh
9Generac Hldgs Inc
COM
$6.1M20.7K
2.1%
+3.8%
Added · +762 sh
10Vanguard Index FDS
S&P 500 ETF SHS
$5.8M8.5K
2.1%
−3.6%
Reduced · −319 sh
11Devon Energy Corp New
COM
$5.0M121.1K
1.8%
+365%
Added · +95K sh
12Janus Detroit STR TR
B-BBB CLO ETF
$4.3M90.2K
1.5%
−12%
Reduced · −12K sh
13BlackRock ETF Trust
ISHARES US LARG
$4.1M122.1K
1.5%
New
New position
14Amazon Com Inc
COM
$4.1M17.3K
1.5%
+479%
Added · +14K sh
15JPMorgan Chase & Co
COM
$3.8M11.7K
1.4%
New
New position
16Encompass Health Corp
COM
$3.7M36.7K
1.3%
New
New position
17Pfizer Inc
COM
$3.5M145.1K
1.2%
+8.2%
Added · +11K sh
18Schwab Strategic TR
INTL EQTY ETF
$3.5M124.7K
1.2%
New
New position
19Emcor Group Inc
COM
$3.4M4.1K
1.2%
+6.9%
Added · +265 sh
20Alphabet Inc
CAP STK CL A
$3.4M9.5K
1.2%
−1.8%
Reduced · −176 sh
21CF Industries Hold
COM
$3.4M31.0K
1.2%
+4.1%
Added · +1K sh
22PayPal Hldgs Inc
COM
$3.3M77.1K
1.2%
+7.3%
Added · +5K sh
23Netflix Inc.
COM
$3.2M44.9K
1.1%
+11%
Added · +4K sh
24J P Morgan Exchange Traded F
EQUITY PREMIUM
$2.9M51.0K
1.0%
New
New position
25Vanguard Index FDS
TOTAL STK MKT
$2.8M7.5K
1.0%
+6.1%
Added · +433 sh
26Uber Technologies Inc
COM
$2.6M36.5K
0.9%
+2.4%
Added · +871 sh
27Qualcomm Inc
COM
$2.6M13.9K
0.9%
−27%
Reduced · −5K sh
28Ishares TR
IBONDS DEC2026
$2.5M103.9K
0.9%
−6.4%
Reduced · −7K sh
29PTC Inc
COM
$2.5M21.9K
0.9%
+20%
Added · +4K sh
30Corteva Inc
COM
$2.5M29.1K
0.9%
−0.1%
Reduced · −24 sh
31Lam Research Corp
COM NEW
$2.4M5.6K
0.9%
+11%
Added · +565 sh
32Kla Corp
COM NEW
$2.4M8.0K
0.9%
11×
Added · +7K sh
33Ishares TR
ISHS 5-10YR INVT
$2.4M44.6K
0.8%
+2.7%
Added · +1K sh
34Berkshire Hathaway Inc Del
CL B NEW
$2.4M4.7K
0.8%
−1.5%
Reduced · −73 sh
35Resmed Inc
COM
$2.3M12.0K
0.8%
+19%
Added · +2K sh
36Ishares TR
IBONDS DEC 29
$2.3M100.0K
0.8%
−6.4%
Reduced · −7K sh
37Ishares TR
IBONDS DEC 2030
$2.3M105.9K
0.8%
−6.8%
Reduced · −8K sh
38Ishares TR
CORE US AGGBD ET
$2.3M23.0K
0.8%
+681%
Added · +20K sh
39Janus Detroit STR TR
HENDRSON AAA CL
$2.2M44.5K
0.8%
New
New position
40Apple Inc
COM
$2.2M7.7K
0.8%
+2.7%
Added · +205 sh
41Ishares TR
IBDS DEC28 ETF
$2.2M86.6K
0.8%
−5.0%
Reduced · −5K sh
42Ishares TR
IBONDS 27 ETF
$2.2M89.4K
0.8%
−11%
Reduced · −11K sh
43Automatic Data Processing In
COM
$2.2M9.7K
0.8%
+20%
Added · +2K sh
44Kinder Morgan Inc Del
COM
$2.1M65.9K
0.7%
−1.8%
Reduced · −1K sh
45Global PMTS Inc
COM
$2.1M28.6K
0.7%
+10.0%
Added · +3K sh
46Vanguard Scottsdale FDS
SHRT TRM CORP BD
$2.1M26.1K
0.7%
New
New position
47Trane Technologies PLC
SHS
$2.1M4.2K
0.7%
+6.5%
Added · +257 sh
48Duke Energy Corp New
COM NEW
$2.0M16.0K
0.7%
−1.9%
Reduced · −319 sh
49Block Inc
CL A
$1.9M24.4K
0.7%
+7.0%
Added · +2K sh
50Blue Bird Corp
COM
$1.8M22.9K
0.6%
+5.5%
Added · +1K sh
Showing 50 of 135 positions
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Filing history

As-of date vs the date the SEC received each filing

$316.2M · Q3 2024Q3 2024 · $316.2MQ2 2026 · $282.1M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 30, 202630d135$282.1M13F-HR
Q1 2026Mar 31, 2026May 12, 202642d118$236.3M13F-HR
Q4 2025Dec 31, 2025Feb 12, 202643d98$209.8M13F-HR
Q3 2025Sep 30, 2025Nov 4, 202535d105$245.1M13F-HR
Q2 2025Jun 30, 2025Jul 31, 202531d108$232.4M13F-HR
Q1 2025Mar 31, 2025May 9, 202539d76$204.1M13F-HR
Q4 2024Dec 31, 2024Feb 4, 202535d67$280.6M13F-HR
Q3 2024Sep 30, 2024Oct 17, 202417d68$316.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.