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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 14 of 23  ·  445 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ADSK AUTODESK INC Technology 5,547.0 $1.1M 0.00% -852.0 -13.3% $194.42 +30.6%
262 CUBE CUBESMART Real Estate 27,071.0 $1.1M 0.00% -6K -19.1% $39.77 +2.8%
263 SIX FLAGS ENTERTAINMENT CORP 50,371.0 $1.1M 0.00% -2K -3.6% $21.30
264 BSCT INVESCO EXCH TRD SLF IDX FD 57,364.0 $1.1M 0.00% -84K -59.5% $18.57 -0.1%
265 KHC KRAFT HEINZ CO Consumer Defensive 44,588.0 $1.1M 0.00% -13K -23.0% $23.62 +8.3%
266 OMC OMNICOM GROUP INC Communication Services 14,278.0 $1.0M 0.00% -1K -8.3% $72.83 +20.2%
267 SWK STANLEY BLACK & DECKER INC Industrials 10,961.0 $1.0M 0.00% -2K -16.0% $94.12 +6.3%
268 SPDW SPDR INDEX SHS FDS 20,086.0 $1.0M 0.00% -805.0 -3.9% $50.39 +3.2%
269 INVH INVITATION HOMES INC Real Estate 33,341.0 $1.0M 0.00% -6K -16.2% $30.21 -0.3%
270 HCA HCA HEALTHCARE INC Healthcare 2,559.0 $998K 0.00% -770.0 -23.1% $389.90 +10.1%
271 CGDV CAPITAL GROUP DIVIDEND VALUE 19,970.0 $984K 0.00% -253.0 -1.2% $49.28 +1.9%
272 AXS AXIS CAP HLDGS LTD Financial Services 9,071.0 $975K 0.00% -2K -18.2% $107.44 -8.1%
273 PKG PACKAGING CORP AMER Consumer Cyclical 4,081.0 $972K 0.00% -653.0 -13.8% $238.28 +6.1%
274 RALLIANT CORP 13,180.0 $970K 0.00% -2K -14.6% $73.63
275 FTAI AVIATION LTD 3,579.0 $968K 0.00% -56.0 -1.5% $270.53
276 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 11,238.0 $967K 0.00% -3K -20.3% $86.09 +17.3%
277 VONV VANGUARD SCOTTSDALE FDS 9,004.0 $957K 0.00% -1K -11.3% $106.31 +6.1%
278 RDNT RADNET INC Healthcare 15,209.0 $938K 0.00% -639.0 -4.0% $61.67 +24.6%
279 NTES NETEASE COM INC Technology 7,277.0 $932K 0.00% -288.0 -3.8% $128.14 +0.0%
280 EHC ENCOMPASS HEALTH CORP Healthcare 9,187.0 $929K 0.00% -159.0 -1.7% $101.08 +19.0%
Page 14 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%