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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 4 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BEONE MEDICINES LTD 1,080.0 $308K 0.00% NEW $284.97
62 FLR FLUOR CORP Industrials 5,810.0 $304K 0.00% NEW $52.39 +0.1%
63 SMCI SUPER MICRO COMPUTER INC Technology 10,347.0 $303K 0.00% NEW $29.33 +27.0%
64 OCFC OCEANFIRST FINL CORP Financial Services 15,501.0 $303K 0.00% NEW $19.53 -2.4%
65 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 1,748.0 $303K 0.00% NEW $173.12 -7.6%
66 CALY CALLAWAY GOLF CO Consumer Cyclical 15,837.0 $298K 0.00% NEW $18.79 -15.4%
67 FIRST HAWAIIAN INC 10,043.0 $294K 0.00% NEW $29.30
68 STRL STERLING INFRASTRUCTURE INC Industrials 344.0 $289K 0.00% NEW $839.35 -38.4%
69 AVEM AMERICAN CENTY ETF TR 2,974.0 $287K 0.00% NEW $96.49 -2.3%
70 FFIV F5 INC Technology 687.0 $286K 0.00% NEW $415.97 -7.5%
71 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 4,707.0 $283K 0.00% NEW $60.22 +19.9%
72 BIDU BAIDU INC Communication Services 2,461.0 $281K 0.00% NEW $114.29 -18.4%
73 HMN HORACE MANN EDUCATORS CORP N Financial Services 5,402.0 $279K 0.00% NEW $51.65 -2.0%
74 INCY INCYTE CORP Healthcare 2,457.0 $279K 0.00% NEW $113.36 +12.7%
75 ASB ASSOCIATED BANC-CORP Financial Services 9,003.0 $277K 0.00% NEW $30.77 +0.2%
76 QBTS D-WAVE QUANTUM INC Technology 11,530.0 $277K 0.00% NEW $23.99 -15.0%
77 PERIMETER SOLUTIONS INC 7,666.0 $273K 0.00% NEW $35.65
78 OZK BANK OZK LITTLE ROCK ARK Financial Services 5,098.0 $266K 0.00% NEW $52.09 -5.1%
79 AGYS AGILYSYS INC Technology 2,541.0 $266K 0.00% NEW $104.50 +8.9%
80 NEBIUS GROUP N.V. 961.0 $265K 0.00% NEW $276.17
Page 4 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%