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Keenan, LLC

SEC Form 13F institutional filer · CIK 0002111703

13F-HR · 14 reported holdings · 2026-03-31

Reported long-US-equity value

$0.07B

Top-10 concentration

98.7%

Keenan, LLC — $69.8M AUM allocation strategy

Keenan, LLC files SEC Form 13F and reports $69.8M of long US equity value across 14 reported holdings for 2026-03-31.

Its largest sector bet is Financials 14.5%, followed by Information Technology 4.1% and Consumer Discretionary 0.9%.

The top 10 holdings account for 99% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.

Keenan, LLC — latest SEC 13F insights

Reported long-US-equity value (13F AUM)

$69.8M

total across 14 reported holdings · 2026-03-31 · excludes shorts, cash, non-US

Top-10 concentration

99% of value

higher = narrower conviction; lower = spread / hedging

Biggest adds (shares)

$AAPL$JNJ$NVDA

+$AAPL +2.75K sh · −$148K+$JNJ +730 sh · −$54.3K+$NVDA +364 sh · −$853K

Biggest trims (shares)

$IVV$SPGI$ONEQ

−$IVV −34.5K sh · −$51.7M−$SPGI −22.5K sh · −$8.77M−$ONEQ −12.6K sh · −$7.63M

Added from nil (new positions)

$GOOG

1 fresh holding — new conviction

Exited to nil (held last quarter, gone now)

None this quarter

Sector allocation (share of reported value)

ETFs 79%Financials 14%Information Technology 4%Consumer Discretionary 1%Health Care 1%Communication Services 1%SECTORS
  • ETFs79.1%
  • $XLFFinancials14.5%
  • $XLKInformation Technology4.1%
  • $XLYConsumer Discretionary0.9%
  • $XLVHealth Care0.7%
  • $XLCCommunication Services0.6%

each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Industry allocation (share of reported value)

Asset Management & Custody Banks 8%Financial Exchanges & Data 5%Technology Hardware, Storage & Peripherals 2%Semiconductors 2%Investment Banking & Brokerage 2%Broadline Retail 1%Pharmaceuticals 1%Interactive Media & Services 1%Other holdings 80%INDUSTRIES
  • Asset Management & Custody Banks7.7%
  • Financial Exchanges & Data5.2%
  • Technology Hardware, Storage & Peripherals2.1%
  • Semiconductors1.6%
  • Investment Banking & Brokerage1.6%
  • Broadline Retail0.9%
  • Pharmaceuticals0.7%
  • Interactive Media & Services0.6%
  • Other holdings79.6%

the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Top S&P 500 holdings

8 of 8 rows · sorted by Value ↓

TickerHoldingSharesValueΔ QoQWeight
$BLKBlackRock Inc47.4K$5.38M-11.9K7.7%
$SPGIS&P Global Inc30.6K$3.66M-22.5K5.2%
$AAPLApple Inc5.66K$1.44M+2.75K2.1%
$SCHWCharles Schwab Corporation40.7K$1.12M-9671.6%
$NVDANVIDIA Corporation4.98K$868K+3641.2%
$AMZNAmazon.com Inc3.17K$661K+1020.9%
$JNJJohnson & Johnson2.1K$514K+7300.7%
$AMDAdvanced Micro Devices Inc1.39K$283K-1910.4%

…and 6 more holdings in the full 13F filing (top positions only shown).

SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported

← All 13F filers·← QuantOrb.pro

How to read Δ QoQ — the five insight categories, and the caveats

The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.

Conviction & concentration shifts

New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.

Sector & macro allocation rotations

Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.

Crowding & smart-money consensus

When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.

Derivative & option overlays

Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.

Who reads this

Retail "cloners"High-conviction ideas to replicate ~45 days after quarter-end.
Corporate IRWhich funds bought or dumped the stock, before the next call.
Quant / algo tradersCross-sectional factor inputs: flow, momentum, ownership.

Four caveats before you trade on it

  • 45-day lag — holdings are quarter-end; positions may already be closed.
  • Long-only — 13Fs miss shorts, pair trades and cash.
  • No non-US / fixed income — the picture is US equities plus options.
  • Corporate actions — splits and spinoffs distort raw share deltas.

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