Keeler Thomas Management LLC Diversified Active

Location: Orem, UT

CIK: 0001730660 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 12, 2026

Total Value: $236M (100.0% shares, 0.0% debt)

Holdings (118)

USHY ISHARES TR 9.3%
Value $21.98M Shares 596,575 Est. Cost $37.06 Unrealized
FDL FIRST TR EXCHANGE-TRADED FD 5.1%
Value $11.98M Shares 235,888 Est. Cost $50.80 Unrealized
DIV GLOBAL X FDS 4.8%
Value $11.43M Shares 604,687 Est. Cost $18.90 Unrealized
SPHY SPDR SERIES TRUST 3.8%
Value $9.005M Shares 386,142 Est. Cost $23.32 Unrealized
NVDA NVIDIA CORPORATION 2.9%
Value $6.746M Shares 38,681 Est. Cost $115.94 Unrealized +61.0%
MSFT MICROSOFT CORP 2.5%
Value $5.831M Shares 15,752 Est. Cost $447.92 Unrealized -3.0%
VOO VANGUARD INDEX FDS 2.2%
Value $5.249M Shares 8,785 Est. Cost $597.53 Unrealized
JBBB JANUS DETROIT STR TR 2.0%
Value $4.755M Shares 102,021 Est. Cost $48.20 Unrealized
CTRA COTERRA ENERGY INC 1.8%
Value $4.207M Shares 119,718 Est. Cost $28.33 Unrealized 0.0%
NFLX NETFLIX INC. 1.7%
Value $3.907M Shares 40,630 Est. Cost $91.46 Unrealized -8.3%
GNRC GENERAC HLDGS INC 1.6%
Value $3.894M Shares 19,938 Est. Cost $136.35 Unrealized +34.3%
CF CF INDUSTRIES HOLD 1.6%
Value $3.864M Shares 29,761 Est. Cost $90.08 Unrealized 0.0%
PFE PFIZER INC 1.6%
Value $3.767M Shares 134,168 Est. Cost $23.17 Unrealized +13.0%
ET ENERGY TRANSFER L P 1.5%
Value $3.651M Shares 189,192 Est. Cost $19.30 Unrealized
PYPL PAYPAL HLDGS INC 1.4%
Value $3.248M Shares 71,821 Est. Cost $50.08 Unrealized 0.0%
IBHF ISHARES TR 1.3%
Value $3.017M Shares 131,464 Est. Cost $23.22 Unrealized
IBHG ISHARES TR 1.3%
Value $2.958M Shares 133,662 Est. Cost $22.36 Unrealized
IBHH ISHARES TR 1.2%
Value $2.952M Shares 125,767 Est. Cost $23.42 Unrealized
EME EMCOR GROUP INC 1.2%
Value $2.852M Shares 3,862 Est. Cost $726.67 Unrealized 0.0%
GOOGL ALPHABET INC 1.2%
Value $2.793M Shares 9,713 Est. Cost $116.53 Unrealized +177.4%
IBHI ISHARES TR 1.2%
Value $2.753M Shares 118,244 Est. Cost $23.27 Unrealized
IBDR ISHARES TR 1.1%
Value $2.692M Shares 111,058 Est. Cost $23.68 Unrealized
PTC PTC INC 1.1%
Value $2.615M Shares 18,351 Est. Cost $160.93 Unrealized 0.0%
EIX EDISON INTL 1.1%
Value $2.589M Shares 35,374 Est. Cost $64.64 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC 1.1%
Value $2.559M Shares 35,581 Est. Cost $78.72 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L 1.1%
Value $2.554M Shares 67,490 Est. Cost $37.84 Unrealized
IBDV ISHARES TR 1.1%
Value $2.486M Shares 113,563 Est. Cost $21.33 Unrealized
IBDU ISHARES TR 1.1%
Value $2.485M Shares 106,833 Est. Cost $22.68 Unrealized
HESM HESS MIDSTREAM LP 1.0%
Value $2.469M Shares 63,525 Est. Cost $35.18 Unrealized 0.0%
QCOM QUALCOMM INC 1.0%
Value $2.448M Shares 19,011 Est. Cost $145.72 Unrealized +5.6%
CTVA CORTEVA INC 1.0%
Value $2.436M Shares 29,100 Est. Cost $72.77 Unrealized 0.0%
IBDS ISHARES TR 1.0%
Value $2.433M Shares 100,369 Est. Cost $23.72 Unrealized
IGIB ISHARES TR 1.0%
Value $2.31M Shares 43,402 Est. Cost $53.22 Unrealized
IBDT ISHARES TR 1.0%
Value $2.31M Shares 91,180 Est. Cost $24.75 Unrealized
INTU INTUIT 1.0%
Value $2.308M Shares 5,339 Est. Cost $497.56 Unrealized 0.0%
MPLX MPLX LP 1.0%
Value $2.304M Shares 40,364 Est. Cost $57.07 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.0%
Value $2.299M Shares 4,797 Est. Cost $196.34 Unrealized +151.3%
VTI VANGUARD INDEX FDS 1.0%
Value $2.278M Shares 7,101 Est. Cost $323.71 Unrealized
RMD RESMED INC 1.0%
Value $2.263M Shares 10,081 Est. Cost $246.26 Unrealized +3.9%
KMI KINDER MORGAN INC DEL 1.0%
Value $2.249M Shares 67,076 Est. Cost $26.78 Unrealized +11.1%
GAP GAP INC 0.9%
Value $2.188M Shares 90,431 Est. Cost $21.85 Unrealized +25.6%
WES WESTERN MIDSTREAM PARTNERS L 0.9%
Value $2.159M Shares 52,453 Est. Cost $41.17 Unrealized
DUK DUKE ENERGY CORP NEW 0.9%
Value $2.133M Shares 16,291 Est. Cost $115.72 Unrealized +4.5%
AAPL APPLE INC 0.8%
Value $1.913M Shares 7,539 Est. Cost $112.12 Unrealized +134.4%
GPN GLOBAL PMTS INC 0.7%
Value $1.752M Shares 26,028 Est. Cost $74.91 Unrealized 0.0%
TT TRANE TECHNOLOGIES PLC 0.7%
Value $1.637M Shares 3,928 Est. Cost $422.16 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.7%
Value $1.634M Shares 8,041 Est. Cost $240.81 Unrealized 0.0%
MRK MERCK & CO INC 0.6%
Value $1.445M Shares 12,011 Est. Cost $77.47 Unrealized +47.5%
CRM SALESFORCE INC 0.6%
Value $1.441M Shares 7,721 Est. Cost $215.77 Unrealized 0.0%
NYT NEW YORK TIMES CO MTN BE 0.6%
Value $1.378M Shares 16,461 Est. Cost $52.60 Unrealized +37.4%
XYZ BLOCK INC 0.6%
Value $1.371M Shares 22,789 Est. Cost $60.32 Unrealized 0.0%
TEL TE CONNECTIVITY PLC 0.6%
Value $1.342M Shares 6,420 Est. Cost $229.83 Unrealized 0.0%
UHS UNIVERSAL HLTH SVCS INC 0.6%
Value $1.339M Shares 7,480 Est. Cost $214.34 Unrealized 0.0%
WAB WABTEC 0.6%
Value $1.334M Shares 5,340 Est. Cost $191.75 Unrealized +24.6%
ANF ABERCROMBIE & FITCH CO 0.6%
Value $1.316M Shares 14,407 Est. Cost $75.86 Unrealized +34.9%
DVN DEVON ENERGY CORP NEW 0.6%
Value $1.31M Shares 26,036 Est. Cost $31.37 Unrealized +28.3%
ABT ABBOTT LABORATORIES 0.5%
Value $1.282M Shares 12,482 Est. Cost $115.41 Unrealized 0.0%
BLBD BLUE BIRD CORP 0.5%
Value $1.236M Shares 21,760 Est. Cost $53.19 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC 0.5%
Value $1.222M Shares 3,541 Est. Cost $227.70 Unrealized +50.7%
AME AMETEK INC 0.5%
Value $1.201M Shares 5,602 Est. Cost $171.42 Unrealized +30.2%
META META PLATFORMS INC 0.5%
Value $1.161M Shares 2,030 Est. Cost $239.20 Unrealized +174.1%
WWD WOODWARD INC 0.5%
Value $1.154M Shares 3,223 Est. Cost $353.24 Unrealized 0.0%
ADI ANALOG DEVICES INC 0.5%
Value $1.138M Shares 3,577 Est. Cost $316.17 Unrealized 0.0%
HWM HOWMET AEROSPACE INC 0.5%
Value $1.124M Shares 4,877 Est. Cost $226.53 Unrealized 0.0%
IPAR INTERPARFUMS INC 0.5%
Value $1.106M Shares 12,171 Est. Cost $96.16 Unrealized 0.0%
AVY AVERY DENNISON CORP 0.5%
Value $1.089M Shares 6,308 Est. Cost $172.68 Unrealized +9.5%
HALO HALOZYME THERAPEUTICS INC 0.5%
Value $1.076M Shares 16,655 Est. Cost $57.05 Unrealized +29.0%
LRCX LAM RESEARCH CORP 0.5%
Value $1.075M Shares 5,032 Est. Cost $225.94 Unrealized 0.0%
KLAC KLA CORP 0.5%
Value $1.075M Shares 730 Est. Cost $1462.03 Unrealized 0.0%
DECK DECKERS OUTDOOR CORP 0.4%
Value $1.047M Shares 10,462 Est. Cost $109.55 Unrealized 0.0%
TNL TRAVEL PLUS LEISURE CO 0.4%
Value $1.042M Shares 15,067 Est. Cost $46.02 Unrealized +58.2%
IBHK ISHARES TR 0.4%
Value $975K Shares 38,303 Est. Cost $25.51 Unrealized
EEFT EURONET WORLDWIDE INC 0.4%
Value $960K Shares 14,468 Est. Cost $72.55 Unrealized 0.0%
AVGO BROADCOM INC 0.4%
Value $948K Shares 3,063 Est. Cost $334.17 Unrealized 0.0%
LDOS LEIDOS HOLDINGS INC 0.4%
Value $947K Shares 6,088 Est. Cost $147.25 Unrealized +26.4%
IDXX IDEXX LABS INC 0.4%
Value $942K Shares 1,676 Est. Cost $478.19 Unrealized +40.2%
DPZ DOMINOS PIZZA INC 0.4%
Value $931K Shares 2,595 Est. Cost $400.81 Unrealized 0.0%
VRSK VERISK ANALYTICS INC 0.4%
Value $903K Shares 4,760 Est. Cost $203.75 Unrealized 0.0%
VICI VICI PPTYS INC 0.4%
Value $899K Shares 32,909 Est. Cost $30.60 Unrealized -8.0%
AWI ARMSTRONG WORLD INDS INC NEW 0.4%
Value $893K Shares 5,421 Est. Cost $192.76 Unrealized 0.0%
JKHY HENRY JACK & ASSOC INC 0.4%
Value $885K Shares 5,598 Est. Cost $175.40 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value $876K Shares 1,782 Est. Cost $419.34 Unrealized +37.0%
IBTJ ISHARES TR 0.4%
Value $856K Shares 39,180 Est. Cost $21.81 Unrealized
FOXA FOX CORP 0.4%
Value $850K Shares 14,554 Est. Cost $67.20 Unrealized 0.0%
HURN HURON CONSULTING GROUP INC 0.4%
Value $842K Shares 6,604 Est. Cost $142.00 Unrealized +13.3%
IBTK ISHARES TR 0.3%
Value $819K Shares 41,514 Est. Cost $19.71 Unrealized
PCTY PAYLOCITY HLDG CORP 0.3%
Value $794K Shares 7,352 Est. Cost $129.35 Unrealized 0.0%
IBHJ ISHARES TR 0.3%
Value $744K Shares 28,357 Est. Cost $26.20 Unrealized
FTNT FORTINET INC 0.3%
Value $699K Shares 8,553 Est. Cost $100.89 Unrealized -20.7%
IBTI ISHARES TR 0.3%
Value $638K Shares 28,654 Est. Cost $22.29 Unrealized
CTAS CINTAS CORP 0.3%
Value $635K Shares 3,755 Est. Cost $214.09 Unrealized -9.7%
AMZN AMAZON COM INC 0.3%
Value $623K Shares 2,989 Est. Cost $148.15 Unrealized +53.1%
SPY STATE STR SPDR S&P 500 ETF T 0.2%
Value $584K Shares 898 Est. Cost $668.17 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.2%
Value $564K Shares 9,479 Est. Cost $59.55 Unrealized
ZTS ZOETIS INC 0.2%
Value $553K Shares 4,676 Est. Cost $143.39 Unrealized -12.1%
MORN MORNINGSTAR INC 0.2%
Value $495K Shares 2,928 Est. Cost $295.50 Unrealized -35.6%
ROST ROSS STORES INC 0.2%
Value $482K Shares 2,224 Est. Cost $138.05 Unrealized +39.4%
IBTO ISHARES TR 0.2%
Value $454K Shares 18,609 Est. Cost $24.43 Unrealized
IBTH ISHARES TR 0.2%
Value $407K Shares 18,139 Est. Cost $22.44 Unrealized
IBTP ISHARES TR 0.2%
Value $397K Shares 15,478 Est. Cost $25.68 Unrealized
TM TOYOTA MOTOR CORP 0.2%
Value $386K Shares 1,874 Est. Cost $154.22 Unrealized
IBTG ISHARES TR 0.1%
Value $351K Shares 15,310 Est. Cost $22.75 Unrealized
IBDW ISHARES TR 0.1%
Value $328K Shares 15,650 Est. Cost $20.56 Unrealized
RL RALPH LAUREN CORP 0.1%
Value $312K Shares 906 Est. Cost $245.36 Unrealized +48.0%
FISV FISERV INC 0.1%
Value $295K Shares 5,285 Est. Cost $104.91 Unrealized -39.0%
IBTM ISHARES TR 0.1%
Value $292K Shares 12,755 Est. Cost $22.93 Unrealized
AGG ISHARES TR 0.1%
Value $292K Shares 2,946 Est. Cost $99.28 Unrealized
IBTL ISHARES TR 0.1%
Value $290K Shares 14,221 Est. Cost $20.37 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 0.1%
Value $290K Shares 6,808 Est. Cost $42.54 Unrealized
WMT WALMART INC 0.1%
Value $288K Shares 2,314 Est. Cost $51.86 Unrealized +135.3%
IBDZ ISHARES TR 0.1%
Value $267K Shares 10,257 Est. Cost $25.92 Unrealized
CVX CHEVRON CORPORATION 0.1%
Value $248K Shares 1,198 Est. Cost $171.87 Unrealized 0.0%
XDSQ INNOVATOR ETFS TRUST 0.1%
Value $245K Shares 6,197 Est. Cost $39.58 Unrealized
FDX FEDEX CORP 0.1%
Value $242K Shares 678 Est. Cost $215.92 Unrealized +57.0%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value $236K Shares 3,679 Est. Cost $64.08 Unrealized
UNP UNION PAC CORP 0.1%
Value $229K Shares 945 Est. Cost $189.36 Unrealized +28.5%
COST COSTCO WHOLESALE CORPORATION 0.1%
Value $221K Shares 222 Est. Cost $311.98 Unrealized +208.9%
XOM EXXON MOBIL CORP 0.1%
Value $215K Shares 1,270 Est. Cost $99.63 Unrealized +39.3%