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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 4 of 23  ·  445 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 QDF FLEXSHARES TR 539,792.0 $48.5M 0.16% -8K -1.4% $89.92 +2.6%
62 ULTA ULTA BEAUTY INC Consumer Cyclical 104,341.0 $47.1M 0.15% -4K -3.6% $450.98 +15.6%
63 GLD SPDR GOLD TR Financial Services 115,485.0 $42.5M 0.14% -4K -3.4% $368.38 +14.9%
64 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 44,012.0 $42.5M 0.14% -1K -2.9% $965.00 -11.9%
65 IVE ISHARES TR 185,455.0 $42.1M 0.14% -8K -4.1% $227.06 +4.5%
66 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 339,822.0 $41.8M 0.14% -12K -3.5% $123.11 +31.0%
67 ADP AUTOMATIC DATA PROCESSING IN Industrials 176,523.0 $39.5M 0.13% -7K -3.6% $223.95 +25.4%
68 GEV GE VERNOVA INC Utilities 32,082.0 $37.7M 0.12% -314.0 -1.0% $1174.86 -18.6%
69 NSC NORFOLK SOUTHN CORP Industrials 119,812.0 $37.7M 0.12% -9K -7.0% $314.59 +11.5%
70 MDT MEDTRONIC PLC Healthcare 472,645.0 $37.0M 0.12% -11K -2.4% $78.23 +19.3%
71 COF CAPITAL ONE FINL CORP Financial Services 181,970.0 $36.5M 0.12% -2K -0.8% $200.62 +8.6%
72 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 122,873.0 $36.0M 0.12% -2K -1.7% $293.18 +4.1%
73 CL COLGATE PALMOLIVE CO Consumer Defensive 391,534.0 $35.9M 0.12% -3K -0.8% $91.68 -0.7%
74 CINF CINCINNATI FINL CORP Financial Services 189,357.0 $35.1M 0.12% -7K -3.5% $185.14 -9.1%
75 BLK BLACKROCK INC Financial Services 36,321.0 $34.9M 0.12% -581.0 -1.6% $961.56 +20.3%
76 IWD ISHARES TR 139,126.0 $33.7M 0.11% -4K -2.8% $242.43 +6.1%
77 IWS ISHARES TR 196,189.0 $32.3M 0.11% -2K -1.2% $164.60 +4.5%
78 ISRG INTUITIVE SURGICAL INC Healthcare 78,654.0 $31.3M 0.10% -6K -7.2% $397.68 -4.7%
79 CME CME GROUP INC Financial Services 141,328.0 $31.2M 0.10% -8K -5.4% $220.83 +24.5%
80 COP CONOCOPHILLIPS Energy 297,875.0 $31.0M 0.10% -11K -3.7% $103.96 +29.7%
Page 4 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%