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Nathaniel Evans

Keeler Thomas Management Llc

Assets Managed
$236.268M
Holdings
118
Last Quarter
2026 - Q1
Filed Date
1mo 12d ago
Growth Rate
12.61%(2Q avg: -0.88%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Keeler Thomas Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 118 positions.

Assets under management

The assets under management (AUM) of Keeler Thomas Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 236.268M in assets, with a quarterly growth rate of 12.61% and a 2-quarter average growth rate of -0.88%. The portfolio is managed by Nathaniel Evans, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
USHY
Ishares Broad Usd High Yield
Recent Activity
Increased 202.28%
9.31%
$21.978M
596,575 shares@ $36.85 avg price
FDL
First Trust Morn Dvd Lead In
Recent Activity
New Position
5.08%
$11.983M
235,888 shares@ $50.8 avg price
DIV
Global X Superdividend Use
Recent Activity
New Position
4.84%
$11.429M
604,687 shares@ $18.91 avg price
SPHY
Spdr Portfolio High Yield Bo
Recent Activity
New Position
3.82%
$9.005M
386,142 shares@ $23.32 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.14%
2.86%
$6.746M
38,681 shares@ $174.41 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 6.81%
2.47%
$5.831M
15,752 shares@ $370.18 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
New Position
2.23%
$5.249M
8,785 shares@ $597.54 avg price
JBBB
Janus Henderson B-bbb Clo Et
Recent Activity
Decreased -14.94%
2.02%
$4.755M
102,021 shares@ $46.61 avg price
CTRA
Coterra Energy Inc
Recent Activity
New Position
1.79%
$4.207M
119,718 shares@ $35.14 avg price
NFLX
Netflix Inc
Recent Activity
Increased 221.37%
1.66%
$3.907M
40,630 shares@ $96.15 avg price

1-10 of 118