Keeler Thomas Management LLC Diversified Active

Location: Orem, UT

CIK: 0001730660 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 12, 2026

Total Value: $210M (100.0% shares, 0.0% debt)

Holdings (98)

IBHH ISHARES TR 4.7%
Value $9.819M Shares 414,741 Est. Cost $23.42 Unrealized
IBHF ISHARES TR 4.7%
Value $9.802M Shares 424,704 Est. Cost $23.22 Unrealized
IBHG ISHARES TR 4.7%
Value $9.796M Shares 438,880 Est. Cost $22.36 Unrealized
IBHI ISHARES TR 4.5%
Value $9.44M Shares 399,476 Est. Cost $23.27 Unrealized
IBDR ISHARES TR 4.3%
Value $9.088M Shares 375,082 Est. Cost $23.68 Unrealized
USHY ISHARES TR 3.5%
Value $7.38M Shares 197,359 Est. Cost $37.50 Unrealized
NVDA NVIDIA CORPORATION 3.4%
Value $7.225M Shares 38,738 Est. Cost $115.94 Unrealized +60.5%
MSFT MICROSOFT CORP 3.4%
Value $7.133M Shares 14,749 Est. Cost $448.82 Unrealized +11.5%
JBBB JANUS DETROIT STR TR 2.7%
Value $5.721M Shares 119,944 Est. Cost $48.20 Unrealized
IBDS ISHARES TR 2.6%
Value $5.377M Shares 221,477 Est. Cost $23.72 Unrealized
IBDW ISHARES TR 2.3%
Value $4.754M Shares 224,777 Est. Cost $20.56 Unrealized
IBDV ISHARES TR 2.1%
Value $4.432M Shares 200,827 Est. Cost $21.33 Unrealized
IBDU ISHARES TR 2.1%
Value $4.328M Shares 184,912 Est. Cost $22.68 Unrealized
IBDT ISHARES TR 2.0%
Value $4.241M Shares 166,595 Est. Cost $24.75 Unrealized
GOOGL ALPHABET INC 1.9%
Value $3.969M Shares 12,681 Est. Cost $116.53 Unrealized +145.1%
QCOM QUALCOMM INC 1.6%
Value $3.426M Shares 20,030 Est. Cost $145.72 Unrealized +17.2%
PFE PFIZER INC 1.4%
Value $2.914M Shares 117,034 Est. Cost $22.73 Unrealized +10.1%
ROST ROSS STORES INC 1.3%
Value $2.711M Shares 15,047 Est. Cost $138.05 Unrealized +20.7%
IBTJ ISHARES TR 1.3%
Value $2.655M Shares 120,981 Est. Cost $21.81 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.2%
Value $2.536M Shares 5,045 Est. Cost $196.34 Unrealized +153.4%
IBHK ISHARES TR 1.2%
Value $2.519M Shares 97,455 Est. Cost $25.51 Unrealized
AAPL APPLE INC 1.2%
Value $2.517M Shares 9,257 Est. Cost $112.12 Unrealized +139.3%
IBHJ ISHARES TR 1.2%
Value $2.516M Shares 94,537 Est. Cost $26.20 Unrealized
FDX FEDEX CORP 1.1%
Value $2.397M Shares 8,297 Est. Cost $215.92 Unrealized +21.1%
GAP GAP INC 1.1%
Value $2.381M Shares 93,016 Est. Cost $21.85 Unrealized +10.1%
RHP RYMAN HOSPITALITY PPTYS INC 1.1%
Value $2.204M Shares 23,289 Est. Cost $94.00 Unrealized
GNRC GENERAC HLDGS INC 1.0%
Value $2.135M Shares 15,657 Est. Cost $123.56 Unrealized +30.6%
RL RALPH LAUREN CORP 1.0%
Value $2.039M Shares 5,767 Est. Cost $245.36 Unrealized +38.6%
DUK DUKE ENERGY CORP NEW 1.0%
Value $1.998M Shares 17,046 Est. Cost $115.72 Unrealized +5.1%
ANF ABERCROMBIE & FITCH CO 1.0%
Value $1.997M Shares 15,867 Est. Cost $75.86 Unrealized +15.3%
TNL TRAVEL PLUS LEISURE CO 0.9%
Value $1.979M Shares 28,054 Est. Cost $46.02 Unrealized +41.5%
KMI KINDER MORGAN INC DEL 0.9%
Value $1.943M Shares 70,668 Est. Cost $26.78 Unrealized +0.5%
IDXX IDEXX LABS INC 0.9%
Value $1.941M Shares 2,869 Est. Cost $478.19 Unrealized +42.4%
IBTL ISHARES TR 0.9%
Value $1.879M Shares 91,530 Est. Cost $20.37 Unrealized
IBTG ISHARES TR 0.8%
Value $1.778M Shares 77,708 Est. Cost $22.75 Unrealized
NYT NEW YORK TIMES CO 0.8%
Value $1.707M Shares 24,586 Est. Cost $52.60 Unrealized +17.5%
IBTK ISHARES TR 0.8%
Value $1.649M Shares 83,106 Est. Cost $19.71 Unrealized
IBTP ISHARES TR 0.8%
Value $1.647M Shares 63,816 Est. Cost $25.68 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.8%
Value $1.629M Shares 5,550 Est. Cost $227.70 Unrealized +26.7%
META META PLATFORMS INC 0.8%
Value $1.591M Shares 2,411 Est. Cost $239.20 Unrealized +179.0%
VICI VICI PPTYS INC 0.7%
Value $1.567M Shares 55,743 Est. Cost $30.60 Unrealized -4.3%
MRK MERCK & CO INC 0.7%
Value $1.552M Shares 14,749 Est. Cost $77.47 Unrealized +20.3%
LDOS LEIDOS HOLDINGS INC 0.7%
Value $1.529M Shares 8,476 Est. Cost $147.25 Unrealized +28.4%
HEI HEICO CORP NEW 0.7%
Value $1.507M Shares 4,657 Est. Cost $277.31 Unrealized +14.0%
AME AMETEK INC 0.7%
Value $1.5M Shares 7,304 Est. Cost $171.42 Unrealized +13.4%
MMS MAXIMUS INC 0.7%
Value $1.479M Shares 17,133 Est. Cost $70.43 Unrealized +21.4%
WAB WABTEC 0.7%
Value $1.471M Shares 6,890 Est. Cost $191.75 Unrealized +7.1%
HURN HURON CONSULTING GROUP INC 0.7%
Value $1.425M Shares 8,242 Est. Cost $142.00 Unrealized +15.3%
IBDZ ISHARES TR 0.7%
Value $1.396M Shares 52,946 Est. Cost $25.92 Unrealized
IBTO ISHARES TR 0.7%
Value $1.366M Shares 55,645 Est. Cost $24.43 Unrealized
TGNA TEGNA INC 0.7%
Value $1.365M Shares 70,326 Est. Cost $16.67 Unrealized +18.5%
IBTI ISHARES TR 0.7%
Value $1.365M Shares 61,025 Est. Cost $22.29 Unrealized
HALO HALOZYME THERAPEUTICS INC 0.6%
Value $1.291M Shares 19,179 Est. Cost $57.05 Unrealized +17.9%
RMD RESMED INC 0.6%
Value $1.29M Shares 5,356 Est. Cost $237.74 Unrealized +7.4%
SNPS SYNOPSYS INC 0.6%
Value $1.288M Shares 2,743 Est. Cost $492.88 Unrealized -9.9%
ALSN ALLISON TRANSMISSION HLDGS I 0.6%
Value $1.276M Shares 13,033 Est. Cost $95.77 Unrealized -8.6%
AVY AVERY DENNISON CORP 0.6%
Value $1.272M Shares 6,996 Est. Cost $172.68 Unrealized -0.2%
ACM AECOM 0.6%
Value $1.2M Shares 12,583 Est. Cost $103.26 Unrealized +13.5%
ICFI ICF INTL INC 0.6%
Value $1.192M Shares 13,979 Est. Cost $84.83 Unrealized +0.1%
NFLX NETFLIX INC 0.6%
Value $1.185M Shares 12,643 Est. Cost $108.35 Unrealized -0.5%
NOW SERVICENOW INC 0.6%
Value $1.175M Shares 7,673 Est. Cost $175.94 Unrealized -2.5%
TMO THERMO FISHER SCIENTIFIC INC 0.6%
Value $1.174M Shares 2,026 Est. Cost $419.34 Unrealized +34.8%
IBTM ISHARES TR 0.6%
Value $1.173M Shares 50,844 Est. Cost $22.93 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.5%
Value $1.144M Shares 5,125 Est. Cost $235.25 Unrealized -3.4%
TMUS T-MOBILE US INC 0.5%
Value $1.127M Shares 5,552 Est. Cost $241.40 Unrealized -12.5%
TXT TEXTRON INC 0.5%
Value $1.085M Shares 12,445 Est. Cost $72.89 Unrealized +14.8%
IBTH ISHARES TR 0.5%
Value $1.079M Shares 48,005 Est. Cost $22.44 Unrealized
IBDY ISHARES TR 0.5%
Value $1.076M Shares 41,164 Est. Cost $25.71 Unrealized
FICO FAIR ISAAC CORP 0.5%
Value $1.064M Shares 629 Est. Cost $1877.74 Unrealized -8.3%
DVN DEVON ENERGY CORP NEW 0.5%
Value $1.029M Shares 28,083 Est. Cost $31.37 Unrealized +10.7%
IBDX ISHARES TR 0.5%
Value $970K Shares 37,994 Est. Cost $25.11 Unrealized
FBIN FORTUNE BRANDS INNOVATIONS I 0.5%
Value $950K Shares 18,991 Est. Cost $51.65 Unrealized -3.6%
VTI VANGUARD INDEX FDS 0.4%
Value $938K Shares 2,797 Est. Cost $328.19 Unrealized
AMZN AMAZON COM INC 0.4%
Value $877K Shares 3,800 Est. Cost $148.15 Unrealized +54.4%
CVSA ADTALEM GLOBAL ED INC 0.4%
Value $810K Shares 7,827 Est. Cost $118.34 Unrealized -3.2%
CTAS CINTAS CORP 0.4%
Value $789K Shares 4,196 Est. Cost $214.09 Unrealized -12.1%
FTNT FORTINET INC 0.3%
Value $689K Shares 8,674 Est. Cost $100.89 Unrealized -17.8%
STZ CONSTELLATION BRANDS INC 0.3%
Value $688K Shares 4,984 Est. Cost $175.27 Unrealized -21.9%
MORN MORNINGSTAR INC 0.3%
Value $639K Shares 2,942 Est. Cost $295.50 Unrealized -26.7%
SPY SPDR S&P 500 ETF TR 0.3%
Value $612K Shares 897 Est. Cost $668.17 Unrealized
MGV VANGUARD WORLD FD 0.3%
Value $581K Shares 4,114 Est. Cost $134.21 Unrealized
DE DEERE & CO 0.2%
Value $463K Shares 994 Est. Cost $382.87 Unrealized +22.2%
ADBE ADOBE INC 0.2%
Value $434K Shares 1,240 Est. Cost $481.28 Unrealized -29.3%
XOM EXXON MOBIL CORP 0.2%
Value $410K Shares 3,409 Est. Cost $99.63 Unrealized +15.9%
TM TOYOTA MOTOR CORP 0.2%
Value $401K Shares 1,874 Est. Cost $154.22 Unrealized
CAT CATERPILLAR INC 0.2%
Value $366K Shares 639 Est. Cost $214.44 Unrealized +159.0%
DLR DIGITAL RLTY TR INC 0.2%
Value $341K Shares 2,205 Est. Cost $96.91 Unrealized +68.3%
ZTS ZOETIS INC 0.2%
Value $328K Shares 2,604 Est. Cost $157.24 Unrealized -17.2%
BLK BLACKROCK INC 0.1%
Value $311K Shares 291 Est. Cost $991.05 Unrealized +9.9%
UNP UNION PAC CORP 0.1%
Value $306K Shares 1,323 Est. Cost $189.36 Unrealized +20.0%
COST COSTCO WHSL CORP NEW 0.1%
Value $297K Shares 344 Est. Cost $311.98 Unrealized +190.3%
FISV FISERV INC 0.1%
Value $281K Shares 4,181 Est. Cost $115.72 Unrealized -27.5%
CNMD CONMED CORP 0.1%
Value $265K Shares 6,533 Est. Cost $54.46 Unrealized -20.1%
WMT WALMART INC 0.1%
Value $256K Shares 2,298 Est. Cost $51.86 Unrealized +106.7%
PBH PRESTIGE CONSMR HEALTHCARE I 0.1%
Value $251K Shares 4,076 Est. Cost $83.64 Unrealized -26.8%
FDS FACTSET RESH SYS INC 0.1%
Value $250K Shares 862 Est. Cost $433.32 Unrealized -35.4%
GSHD GOOSEHEAD INS INC 0.1%
Value $249K Shares 3,379 Est. Cost $105.69 Unrealized -32.6%
PAYX PAYCHEX INC 0.1%
Value $242K Shares 2,160 Est. Cost $147.42 Unrealized -20.9%