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Portfolio (Quarterly) Guide ↗

KEYBANK NATIONAL ASSOCIATION/OH

· CIK 0001089877
13F Portfolio $27.4B AUM 1,889 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 123 New 461 Added 502 Reduced 79 Exited
Page 19 of 24  ·  461 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 JKHY HENRY JACK & ASSOC INC Technology 3,123.0 $494K 0.00% +530.0 +20.4% $158.04 -20.1%
362 TOST TOAST INC Technology 18,612.0 $493K 0.00% +6K +44.4% $26.51 -7.0%
363 UE URBAN EDGE PPTYS Real Estate 24,629.0 $492K 0.00% +3K +15.1% $19.98 +11.5%
364 MD PEDIATRIX MEDICAL GROUP INC Healthcare 22,941.0 $491K 0.00% +458.0 +2.0% $21.39 +10.4%
365 CRH PLC 4,596.0 $483K 0.00% +1K +28.1% $105.12
366 HURN HURON CONSULTING GROUP INC Industrials 3,789.0 $483K 0.00% +200.0 +5.6% $127.49 -29.0%
367 ENPH ENPHASE ENERGY INC Energy 12,733.0 $481K 0.00% +481.0 +3.9% $37.81 +38.3%
368 SE SEA LTD Consumer Cyclical 5,800.0 $480K 0.00% +1K +21.3% $82.81 +10.2%
369 ODFL OLD DOMINION FREIGHT LINE IN Industrials 2,450.0 $479K 0.00% +56.0 +2.3% $195.40 +13.1%
370 WDAY WORKDAY INC Technology 3,670.0 $477K 0.00% +2K +137.8% $129.92 -10.0%
371 AKAM AKAMAI TECHNOLOGIES INC Technology 4,117.0 $473K 0.00% +716.0 +21.1% $114.85 +8.8%
372 DTM DT MIDSTREAM INC Energy 3,494.0 $471K 0.00% +925.0 +36.0% $134.67 +6.4%
373 EIX EDISON INTL Utilities 6,326.0 $463K 0.00% +2K +50.5% $73.18 -1.8%
374 XPRO EXPRO GROUP HOLDINGS NV Energy 26,105.0 $454K 0.00% +3K +11.0% $17.41 -20.6%
375 SPIP SPDR SERIES TRUST 17,393.0 $452K 0.00% +662.0 +4.0% $26.01 -1.3%
376 DOLE DOLE PLC Consumer Defensive 31,607.0 $452K 0.00% +1K +4.3% $14.29 -2.0%
377 LIBERTY MEDIA CORP DEL 5,303.0 $451K 0.00% +859.0 +19.3% $85.02
378 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 4,857.0 $448K 0.00% +283.0 +6.2% $92.27 +35.6%
379 HII HUNTINGTON INGALLS INDS INC Industrials 1,171.0 $445K 0.00% +327.0 +38.7% $379.91 -24.9%
380 SF STIFEL FINL CORP Financial Services 5,978.0 $442K 0.00% +2K +48.0% $73.92 -0.5%
Page 19 of 24  ·  461 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.4%
Financial Services 14.5%
Industrials 11.9%
Healthcare 10.3%
Communication Services 8.0%
Energy 7.6%
Consumer Cyclical 7.5%
Consumer Defensive 6.4%
Basic Materials 2.8%
Utilities 2.1%