Keene & Associates Inc

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Assets, Funds, Holdings

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Keene & Associates Inc
CRD #107961
SEC #801-47662
CIK #0001907874
AUM
Employees 4 (100% Investors, 0% Brokers)
Phone817-336-4500
Address1701 River Run
Fort Worth, TX 76107
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
4003202401608002000200820172026
Sector Form 13F Holdings Value ($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 ($M)
14011284562802021202220242026
AUM Breakdown Accounts AUM ($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 - 2026
13F-HR [0001907874]
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