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Portfolio (Quarterly) Guide ↗

KEYBANK NATIONAL ASSOCIATION/OH

· CIK 0001089877
13F Portfolio $30.4B AUM 2,147 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 140 New 575 Added 445 Reduced 65 Exited
Page 2 of 29  ·  575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMAT APPLIED MATLS INC Technology 116,250.0 $84.0M 0.28% +3K +2.7% $723.00 -31.9%
22 MINT PIMCO ETF TR 800,438.0 $80.7M 0.27% +44K +5.8% $100.81 -0.1%
23 UNH UNITEDHEALTH GROUP INC Healthcare 184,245.0 $76.6M 0.25% +51K +37.8% $415.63 -6.1%
24 VCIT VANGUARD SCOTTSDALE FDS 877,347.0 $72.5M 0.24% +87K +11.0% $82.65 -1.9%
25 TIP ISHARES TR 623,697.0 $68.3M 0.22% +15K +2.4% $109.43 -2.1%
26 BA BOEING CO Industrials 308,298.0 $66.7M 0.22% +65K +26.5% $216.47 -1.0%
27 IBM INTERNATIONAL BUSINESS MACHS Technology 235,450.0 $66.2M 0.22% +8K +3.4% $281.21 -16.2%
28 IJK ISHARES TR 562,576.0 $66.1M 0.22% +4K +0.7% $117.50 -1.7%
29 SBUX STARBUCKS CORP Consumer Cyclical 643,754.0 $65.8M 0.22% +38K +6.2% $102.19 +4.8%
30 IGIB ISHARES TR 1,232,515.0 $65.5M 0.22% +29K +2.4% $53.17 -1.9%
31 RIG TRANSOCEAN LTD Energy 13,040,146.0 $63.8M 0.21% +383K +3.0% $4.89 +21.1%
32 PM PHILIP MORRIS INTL INC Consumer Defensive 347,253.0 $62.8M 0.21% +49K +16.4% $180.91 +4.0%
33 FIDELITY GREENWOOD STREET TR 1,899,530.0 $62.6M 0.21% +174K +10.1% $32.93
34 TDY TELEDYNE TECHNOLOGIES INC Technology 92,892.0 $61.9M 0.20% +5K +5.1% $666.90 -4.6%
35 ANET ARISTA NETWORKS INC Technology 349,872.0 $59.4M 0.20% +55K +18.5% $169.88 +11.0%
36 AMD ADVANCED MICRO DEVICES INC Technology 97,714.0 $56.8M 0.19% +9K +10.6% $580.91 -18.5%
37 DUK DUKE ENERGY CORP NEW Utilities 429,881.0 $54.4M 0.18% +24K +5.8% $126.58 -5.3%
38 VYM VANGUARD WHITEHALL FDS 343,741.0 $54.3M 0.18% +13K +4.0% $158.03 +4.4%
39 IEI ISHARES TR 411,681.0 $48.4M 0.16% +4K +1.1% $117.45 -0.9%
40 IUSB ISHARES TR 998,099.0 $46.1M 0.15% +25K +2.6% $46.15 -1.6%
Page 2 of 29  ·  575 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 32.0%
Financial Services 14.4%
Industrials 11.8%
Healthcare 10.1%
Consumer Cyclical 7.5%
Communication Services 7.4%
Energy 6.0%
Consumer Defensive 5.9%
Basic Materials 2.6%
Utilities 2.0%