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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 13 of 23  ·  445 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 TM TOYOTA MOTOR CORP Consumer Cyclical 8,235.0 $1.4M 0.01% -3K -27.3% $168.42 +17.2%
242 CW CURTISS WRIGHT CORP Industrials 1,805.0 $1.4M 0.00% -321.0 -15.1% $757.76 -16.2%
243 SMTC SEMTECH CORP Technology 8,328.0 $1.3M 0.00% -450.0 -5.1% $161.85 -23.3%
244 PCG PG&E CORP Utilities 79,917.0 $1.3M 0.00% -6K -6.5% $16.82 +4.6%
245 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 4,780.0 $1.3M 0.00% -861.0 -15.3% $271.95 -15.2%
246 RBRK RUBRIK INC. Technology 16,002.0 $1.3M 0.00% -561.0 -3.4% $80.28 +24.7%
247 NVT NVENT ELEC PLC Industrials 7,388.0 $1.3M 0.00% -930.0 -11.2% $169.61 -10.4%
248 HDB HDFC BANK LTD Financial Services 47,223.0 $1.2M 0.00% -25K -34.4% $25.83 -8.6%
249 ZION ZIONS BANCORPORATION NATL AS Financial Services 17,456.0 $1.2M 0.00% -359.0 -2.0% $69.19 -1.5%
250 ONTO ONTO INNOVATION INC Technology 3,156.0 $1.2M 0.00% -48.0 -1.5% $378.45 -22.5%
251 DOC HEALTHPEAK PROPERTIES INC Real Estate 54,578.0 $1.2M 0.00% -19K -25.5% $21.40 +0.0%
252 IVOV VANGUARD ADMIRAL FDS INC 10,187.0 $1.2M 0.00% -193.0 -1.9% $114.07 +0.9%
253 ATI ATI INC Industrials 5,773.0 $1.1M 0.00% -52.0 -0.9% $197.10 +5.0%
254 CNP CENTERPOINT ENERGY INC Utilities 25,587.0 $1.1M 0.00% -149.0 -0.6% $44.04 -12.0%
255 BN BROOKFIELD CORP Financial Services 26,447.0 $1.1M 0.00% -1K -4.9% $42.59 -2.1%
256 MKL MARKEL GROUP INC Financial Services 570.0 $1.1M 0.00% -48.0 -7.8% $1953.01 -8.1%
257 EXR EXTRA SPACE STORAGE INC Real Estate 7,649.0 $1.1M 0.00% -505.0 -6.2% $145.30 +1.0%
258 RDDT REDDIT INC Communication Services 6,367.0 $1.1M 0.00% -2K -25.7% $173.58 -11.7%
259 HY HYSTER-YALE INC Industrials 31,466.0 $1.1M 0.00% -3K -9.5% $35.06 -1.0%
260 HEICO CORP NEW 4,232.0 $1.1M 0.00% -586.0 -12.2% $257.91
Page 13 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%