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| Happy Holidays!! thanks for using AUM13F!! |
| Keene & Associates Inc
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| CRD # | 107961 |
| SEC # | 801-47662 |
| CIK # | 0001907874 |
| AUM | $202.2 M (2025-03-17) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 817-336-4500 |
| Address | 1701 River Run Fort Worth, TX 76107 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Wal Mart Stores Inc | 5.0 | ||
| Kinder Morgan Inc | 4.7 | ||
| Cisco Systems Inc | 4.4 | ||
| Microsoft Corp | 4.3 | ||
| CORN Products International Inc | 4.2 | ||
| Fedex Corp | 4.1 | ||
| Oracle Corp | 4.1 | ||
| Corning Inc /NY | 4.0 | ||
| Evergy Inc | 4.0 | ||
| Duke Energy Corp | 3.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 120 | 40.0 |
| (b) Individuals (high net worth individuals) | 41 | 140.1 |
| (c) Banking or thrift institutions | 0 | 1.6 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 19.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 339 | 202.2 |
| By Discretionary | ||
| Discretionary | 339 | 202.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 339 | 202.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 202.2 | |
| Total | 339 | 202.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001907874] |
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|---|---|---|
|
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TN | 0.2 |
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Tribeca Financial LLC
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AZ | 0.2 |
|
Forthright Family Wealth Advisory LLC
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0.2 | |
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NC | 0.2 |
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|
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|
WI | 0.2 |
|
Kilter Group LLC
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|
0.2 | |
|
Albert D Mason Inc
✚
|
MA | 0.2 |
|
Values First Advisors Inc
✚
|
TN | 0.2 |