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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 11 of 23  ·  445 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 YUM YUM BRANDS INC Consumer Cyclical 15,818.0 $2.5M 0.01% -702.0 -4.2% $159.86 -4.3%
202 HBAN HUNTINGTON BANCSHARES INC Financial Services 141,708.0 $2.5M 0.01% -10K -6.5% $17.73 -3.9%
203 OKTA OKTA INC Technology 18,073.0 $2.5M 0.01% -988.0 -5.2% $136.45 -1.0%
204 GPC GENUINE PARTS CO Consumer Cyclical 20,662.0 $2.4M 0.01% -3K -13.3% $117.98 +13.5%
205 SCHX SCHWAB STRATEGIC TR 82,018.0 $2.4M 0.01% -4K -4.4% $29.43 +2.7%
206 VXUS VANGUARD STAR FDS 28,219.0 $2.4M 0.01% -5K -14.8% $85.49 +2.6%
207 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 18,677.0 $2.4M 0.01% -96.0 -0.5% $127.90 -5.6%
208 F FORD MTR CO Consumer Cyclical 171,078.0 $2.4M 0.01% -28K -14.2% $13.90 +3.7%
209 STE STERIS PLC Healthcare 11,150.0 $2.3M 0.01% -3K -23.6% $210.57 +13.0%
210 FTV FORTIVE CORP Technology 37,805.0 $2.3M 0.01% -1K -2.9% $61.09 -1.7%
211 MPLX MPLX LP Energy 40,970.0 $2.3M 0.01% -2K -4.7% $56.33 +3.7%
212 XLP SELECT SECTOR SPDR TR 27,452.0 $2.3M 0.01% -274.0 -1.0% $83.07 +3.5%
213 TER TERADYNE INC Technology 4,703.0 $2.3M 0.01% -288.0 -5.8% $483.84 -22.3%
214 PYPL PAYPAL HLDGS INC Financial Services 52,534.0 $2.3M 0.01% -67K -55.9% $43.18 +42.5%
215 O REALTY INCOME CORP Real Estate 36,544.0 $2.3M 0.01% -6K -13.9% $61.96 +1.0%
216 MELI MERCADOLIBRE INC Consumer Cyclical 1,307.0 $2.2M 0.01% -102.0 -7.2% $1697.39 +13.3%
217 HPQ HP INC Technology 99,428.0 $2.2M 0.01% -16K -13.7% $21.94 +35.4%
218 DIA STATE STR SPDR DOW JONES IND Financial Services 4,122.0 $2.2M 0.01% -707.0 -14.6% $522.39 +1.9%
219 VT VANGUARD INTL EQUITY INDEX F 13,072.0 $2.1M 0.01% -3K -20.3% $156.95 +2.4%
220 EBAY EBAY INC. Consumer Cyclical 18,280.0 $2.0M 0.01% -56K -75.2% $111.75 -6.8%
Page 11 of 23  ·  445 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%