Keene & Associates, Inc. — 13F holdings

Keene & Associates, Inc. reported 76 holdings worth $125M in its 13F filing for Q4 2024, filed February 3, 2025.

Largest positions

1. WMT WALMART INC — $4.95M (4.0%)
2. KMI KINDER MORGAN INC DEL — $4.73M (3.8%)
3. CSCO CISCO SYS INC — $4.41M (3.5%)
4. MSFT MICROSOFT CORP — $4.28M (3.4%)
5. INGR INGREDION INC — $4.21M (3.4%)
6. FDX FEDEX CORP — $4.13M (3.3%)
7. ORCL ORACLE CORP — $4.13M (3.3%)
8. GLW CORNING INC — $4.05M (3.3%)
9. EVRG EVERGY INC — $3.95M (3.2%)
10. DUK DUKE ENERGY CORP NEW — $3.58M (2.9%)