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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 16 of 23  ·  445 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 CLS CELESTICA INC Technology 2,006.0 $732K 0.00% -442.0 -18.1% $364.80 -18.7%
302 DTE DTE ENERGY CO Utilities 4,701.0 $716K 0.00% -724.0 -13.3% $152.37 -11.3%
303 VGIT VANGUARD SCOTTSDALE FDS 12,113.0 $714K 0.00% -501.0 -4.0% $58.98 -1.1%
304 APG API GROUP CORP Industrials 16,661.0 $706K 0.00% -200.0 -1.2% $42.35 -2.8%
305 CWST CASELLA WASTE SYS INC Industrials 7,271.0 $705K 0.00% -1K -13.7% $96.97 -5.1%
306 PHM PULTE GROUP INC Consumer Cyclical 5,137.0 $705K 0.00% -359.0 -6.5% $137.21 -6.0%
307 EPP ISHARES INC 13,233.0 $705K 0.00% -1K -8.5% $53.26 +9.0%
308 CSL CARLISLE COS INC Industrials 1,923.0 $698K 0.00% -519.0 -21.2% $362.75 +1.4%
309 STAG STAG INDUSTRIAL INC Real Estate 18,231.0 $694K 0.00% -325.0 -1.8% $38.06 -3.7%
310 MAA MID-AMER APT CMNTYS INC Real Estate 4,882.0 $678K 0.00% -93.0 -1.9% $138.94 -5.5%
311 TWST TWIST BIOSCIENCE CORP Healthcare 6,523.0 $671K 0.00% -2K -21.8% $102.88 +41.5%
312 STLD STEEL DYNAMICS INC Basic Materials 2,900.0 $665K 0.00% -49.0 -1.7% $229.46 -0.3%
313 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 8,092.0 $657K 0.00% -2K -19.7% $81.16 -10.5%
314 VIAV VIAVI SOLUTIONS INC Technology 13,751.0 $657K 0.00% -7K -33.0% $47.75 -18.5%
315 EXP EAGLE MATLS INC Basic Materials 2,839.0 $639K 0.00% -45.0 -1.6% $225.00 -8.0%
316 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 22,575.0 $638K 0.00% -2K -7.7% $28.24 -5.5%
317 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 6,285.0 $629K 0.00% -132.0 -2.1% $100.07 +7.9%
318 EGO ELDORADO GOLD CORP NEW Basic Materials 20,077.0 $624K 0.00% -11K -36.4% $31.09 +47.1%
319 ENTG ENTEGRIS INC Technology 3,469.0 $624K 0.00% -2K -32.0% $179.86 -20.1%
320 HBNC HORIZON BANCORP IND Financial Services 30,928.0 $618K 0.00% -7K -18.1% $19.98 -2.2%
Page 16 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%