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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 20 of 23  ·  445 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 DFAI DIMENSIONAL ETF TRUST 9,138.0 $377K 0.00% -61.0 -0.7% $41.25 +5.1%
382 MSTR STRATEGY INC Technology 4,315.0 $375K 0.00% -492.0 -10.2% $86.93 +37.2%
383 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 1,246.0 $375K 0.00% -2K -61.5% $301.03 -21.5%
384 DVA DAVITA INC Healthcare 1,671.0 $372K 0.00% -25.0 -1.5% $222.48 -21.9%
385 SF STIFEL FINL CORP Financial Services 5,328.0 $372K 0.00% -650.0 -10.9% $69.77 +16.0%
386 WDAY WORKDAY INC Technology 2,963.0 $363K 0.00% -707.0 -19.3% $122.42 +63.4%
387 ALG ALAMO GROUP INC Industrials 2,196.0 $361K 0.00% -147.0 -6.3% $164.49 -0.1%
388 PCOR PROCORE TECHNOLOGIES INC Technology 8,875.0 $361K 0.00% -485.0 -5.2% $40.62 +56.3%
389 TSEM TOWER SEMICONDUCTOR LTD Technology 1,370.0 $357K 0.00% -4K -75.5% $260.64 -14.6%
390 LADR LADDER CAP CORP Real Estate 35,763.0 $356K 0.00% -7K -16.3% $9.95 -0.3%
391 VST VISTRA CORP Utilities 2,204.0 $350K 0.00% -1K -36.4% $158.63 -14.1%
392 UMH UMH PPTYS INC Real Estate 23,004.0 $348K 0.00% -13K -35.4% $15.14 +9.0%
393 BKMI BNY MELLON ETF TRUST II 13,163.0 $348K 0.00% -24K -64.9% $26.44 -1.7%
394 CPRT COPART INC Industrials 12,323.0 $347K 0.00% -16K -57.1% $28.19 +19.9%
395 BLUE OWL CAPITAL CORPORATION 31,867.0 $346K 0.00% -5K -13.2% $10.87
396 GXO GXO LOGISTICS INCORPORATED Industrials 6,803.0 $345K 0.00% -790.0 -10.4% $50.70 -9.8%
397 ROAD CONSTRUCTION PARTNERS INC Industrials 2,870.0 $341K 0.00% -539.0 -15.8% $118.77 -5.6%
398 AMLP ALPS ETF TR 6,573.0 $341K 0.00% -275.0 -4.0% $51.85 +5.6%
399 EGP EASTGROUP PPTYS INC Real Estate 1,668.0 $338K 0.00% -257.0 -13.3% $202.53 -0.8%
400 NATL NCR ATLEOS CORPORATION Technology 7,718.0 $335K 0.00% -4K -33.9% $43.41 +6.9%
Page 20 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%