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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 1 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 HONEYWELL INTL INC 258,749.0 $57.9M 0.19% NEW $223.90
2 HONEYWELL AEROSPACE INC 257,021.0 $56.8M 0.19% NEW $221.08
3 AVUV AMERICAN CENTY ETF TR 47,481.0 $5.9M 0.02% NEW $124.76 +1.4%
4 AVDV AMERICAN CENTY ETF TR 50,509.0 $5.2M 0.02% NEW $103.05 +8.6%
5 PAHC PHIBRO ANIMAL HEALTH CORP Healthcare 162,737.0 $5.1M 0.02% NEW $31.40 +15.7%
6 DUPONT DE NEMOURS INC 25,463.0 $3.5M 0.01% NEW $135.64
7 FEDEX FGHT HLDG CO INC 15,467.0 $2.3M 0.01% NEW $151.00
8 SPACE EXPLORATION TECHN CORP 13,218.0 $2.3M 0.01% NEW $170.86
9 IAGG ISHARES TR 43,643.0 $2.2M 0.01% NEW $50.60 -1.6%
10 ICVT ISHARES TR 9,396.0 $1.1M 0.00% NEW $121.74 -4.8%
11 AVUS AMERICAN CENTY ETF TR 8,279.0 $1.1M 0.00% NEW $128.08 +2.0%
12 LITE LUMENTUM HLDGS INC Technology 1,059.0 $909K 0.00% NEW $858.05 +1.0%
13 COHR COHERENT CORP Technology 2,219.0 $875K 0.00% NEW $394.47 -26.6%
14 AVDE AMERICAN CENTY ETF TR 8,887.0 $793K 0.00% NEW $89.20 +5.7%
15 IVOO VANGUARD ADMIRAL FDS INC 5,781.0 $754K 0.00% NEW $130.40 -0.4%
16 RRX REGAL REXNORD CORPORATION Industrials 2,952.0 $703K 0.00% NEW $238.19 -30.2%
17 MOOG INC 1,556.0 $659K 0.00% NEW $423.84
18 BAND BANDWIDTH INC Technology 10,372.0 $657K 0.00% NEW $63.30 -24.9%
19 AAON AAON INC Industrials 5,109.0 $648K 0.00% NEW $126.86 -37.4%
20 FLEX FLEX LTD Technology 3,979.0 $645K 0.00% NEW $162.07 -31.9%
Page 1 of 7  ·  140 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%