IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Keel Point, LLC

Q4 2018 Holdings

Filed 2019-02-08 | 210 holdings | $3.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Illinois Tool Works Inc(ITW)COM452308109$5964,7030.0%
The Coca-Cola Company(KO)COM191216100$59612,5800.0%
Eli Lilly & Company(LLY)COM532457108$6015,1900.0%
Citigroup Inc(C)COM172967424$60311,5860.0%
Inspire Small Cap Impact E(ISMD)COM66538H641$60526,4720.0%
Alphabet Inc Cl A(GOOGL)COM02079K305$6055790.0%
Walgreens Boots Alliance Inc(WBA)COM931427108$6088,9020.0%
Target Corporation(TGT)COM87612E106$6149,2970.0%
The Sherwin-Williams Company(SHW)COM824348106$6391,6230.0%
NextEra Energy, Inc.(NEE)COM65339F101$6463,7150.0%
Abbott Laboratories(ABT)COM002824100$6539,0240.0%
Vanguard Intmdt-Term Trs ETF(VGIT)COM92206C706$66210,4270.0%
Invesco S&P 500 Equal Weight(RSP)COM46137V357$6717,3470.0%
Southside Bancshares Inc.(SBSI)COM84470P109$67721,3330.0%
American Fin Tr Inc Class ACOM02607T109$69051,8340.0%
Medtronic PLC(MDT)COMG5960L103$6967,6530.0%
Thermo Fisher Scientific Inc(TMO)COM883556102$6983,1190.0%
Aflac Inc(AFL)COM001055102$69915,3460.0%
UTG, Inc.COM293747341$70521,7390.0%
Sprott Physical Gold Trust Com(PHYS/U)COM85207H104$71369,1800.0%
CVS Caremark Corp(CVS)COM126650100$71610,9270.0%
Ecolab Incorporated(ECL)COM278865100$7204,8860.0%
Vanguard Small-Cap Value Viper(VBR)COM922908611$7246,3520.0%
Amgen Inc(AMGN)COM031162100$7313,7550.0%
Invesco BulletShrs 2019 Corp BCOM46138J304$73534,9190.0%
Cognizant Technology Solutions(CTSH)COM192446102$73811,6310.0%
Danaher Corporation(DHR)COM235851102$7537,2980.0%
iShares Russell 3000 Index Fun(IWV)COM464287689$7745,2680.0%
Berkshire Hathaway Inc CL B(BRK/B)COM084670702$7883,8570.0%
FT Unit 7624 Diversified EquitCOM30309X128$79591,6630.0%
Vanguard Small Cap Growth ETF(VBK)COM922908595$7955,2800.0%
American Tower REIT(AMT)COM03027X100$8015,0610.0%
Rollins Inc(ROL)COM775711104$80722,3590.0%
iShares S&P 500 Value Index(IVE)COM464287408$8138,0420.0%
Automatic Data Processing(ADP)COM053015103$8196,2450.0%
iShares Core Msci Eafe(IEFA)COM46432F842$82615,0130.0%
iShares S&P 500 Growth(IVW)COM464287309$8395,5670.0%
Vanguard Value ETF(VTV)COM922908744$8398,5610.0%
International Business Machine(IBM)COM459200101$8517,4860.0%
Church & Dwight Company, Inc.(CHD)COM171340102$86913,2210.0%
Vanguard Dividend Appreciation(VIG)COM921908844$8758,9380.0%
Magellan Midstream Partners LP(WEP)COM559080106$94916,6380.0%
iShares S&P MidCap 400 Index(IJH)COM464287507$9996,0140.0%
Johnson & Johnson Company(JNJ)COM478160104$1.0K7,8060.0%
Amazon.com, Inc(AMZN)COM023135106$1.0K6710.0%
Procter & Gamble Co(PG)COM742718109$1.1K11,4970.0%
Vanguard Wld Mega Cap 300(MGC)COM921910873$1.1K12,2990.0%
Allstate Corporation(ALL)COM020002101$1.1K13,4230.0%
Vail Resorts Inc(MTN)COM91879Q109$1.1K5,3250.0%
iShares Russell 2000 Index(IWM)COM464287655$1.2K8,7570.0%
PreviousPage 3 of 5Next