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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 5 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MTZ MASTEC INC Industrials 696.0 $224K 0.00% NEW $321.74 +18.0%
82 CGON CG ONCOLOGY INC Healthcare 3,301.0 $223K 0.00% NEW $67.68 -9.8%
83 VSH VISHAY INTERTECHNOLOGY INC Technology 12,311.0 $222K 0.00% NEW $18.00 +235.2%
84 SMURFIT WESTROCK PLC 5,547.0 $221K 0.00% NEW $39.85
85 UMC UNITED MICROELECTRONICS CORP Technology 24,524.0 $220K 0.00% NEW $8.98 +168.2%
86 IMO IMPERIAL OIL LTD Energy 1,674.0 $219K 0.00% NEW $130.82 -14.0%
87 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 11,647.0 $218K 0.00% NEW $18.70 +9.3%
88 CHT CHUNGHWA TELECOM CO LTD Communication Services 5,154.0 $218K 0.00% NEW $42.24 +7.3%
89 AMCOR PLC 5,465.0 $217K 0.00% NEW $39.75
90 MAIN MAIN STR CAP CORP Financial Services 4,100.0 $217K 0.00% NEW $52.96 -3.8%
91 PTMC PACER FDS TR 5,929.0 $217K 0.00% NEW $36.57 +12.6%
92 VSNT VERSANT MEDIA GROUP INC Industrials 5,811.0 $215K 0.00% NEW $37.02 +3.0%
93 PHG KONINKLIJKE PHILIPS N V Healthcare 7,784.0 $213K 0.00% NEW $27.40 -2.3%
94 TECH BIO-TECHNE CORP Healthcare 4,056.0 $212K 0.00% NEW $52.26 +10.9%
95 VLYPN VALLEY NATL BANCORP Financial Services 17,202.0 $211K 0.00% NEW $12.28 +109.9%
96 GNRC GENERAC HLDGS INC Industrials 1,077.0 $210K 0.00% NEW $195.33 +42.9%
97 DINO HF SINCLAIR CORP Energy 3,329.0 $208K 0.00% NEW $62.39 +3.4%
98 TPG TPG INC Financial Services 5,116.0 $207K 0.00% NEW $40.51 +3.8%
99 IBDS ISHARES TR 8,500.0 $206K 0.00% NEW $24.24 -0.3%
100 INFY INFOSYS LTD Technology 15,175.0 $205K 0.00% NEW $13.51 -21.8%
Page 5 of 7  ·  123 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%