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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 6 of 23  ·  445 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AMP AMERIPRISE FINL INC Financial Services 43,604.0 $20.0M 0.07% -3K -5.6% $458.76 +21.1%
102 LQD ISHARES TR 176,378.0 $19.2M 0.06% -9K -5.1% $109.07 -2.9%
103 IJS ISHARES TR 139,128.0 $19.0M 0.06% -741.0 -0.5% $136.68 +1.3%
104 LRCX LAM RESEARCH CORP Technology 43,521.0 $18.9M 0.06% -2K -5.4% $433.33 -27.5%
105 PFF ISHARES TR 585,208.0 $17.8M 0.06% -28K -4.6% $30.49 -0.1%
106 NOC NORTHROP GRUMMAN CORP Industrials 34,166.0 $17.4M 0.06% -1K -3.4% $509.31 +8.2%
107 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 263,019.0 $16.8M 0.06% -427K -61.9% $64.01 +16.9%
108 INTU INTUIT Technology 64,313.0 $16.8M 0.06% -9K -11.7% $261.00 +40.6%
109 KVUE KENVUE INC Consumer Defensive 850,556.0 $16.3M 0.05% -205K -19.4% $19.11 -0.3%
110 UPS UNITED PARCEL SVCS INC Industrials 139,274.0 $15.0M 0.05% -3K -2.3% $107.50 -5.1%
111 VV VANGUARD INDEX FDS 43,096.0 $14.8M 0.05% -1K -3.2% $343.91 +2.5%
112 CMS CMS ENERGY CORP Utilities 188,456.0 $14.4M 0.05% -4K -1.9% $76.50 -10.8%
113 GTLS CHART INDS INC Industrials 66,503.0 $13.9M 0.05% -51K -43.3% $208.94 +0.5%
114 Q QNITY ELECTRONICS INC Technology 80,566.0 $13.2M 0.04% -1K -1.5% $163.31 -21.1%
115 GRC GORMAN RUPP CO Industrials 142,340.0 $13.1M 0.04% -1K -0.8% $91.74 -14.9%
116 TROW PRICE T ROWE GROUP INC Financial Services 113,405.0 $12.9M 0.04% -5K -4.2% $113.69 -1.9%
117 ITW ILLINOIS TOOL WKS INC Industrials 47,589.0 $12.9M 0.04% -784.0 -1.6% $270.47 +4.4%
118 AEE AMEREN CORP Utilities 107,685.0 $12.2M 0.04% -3K -2.4% $113.04 -6.1%
119 KMI KINDER MORGAN INC DEL Energy 377,896.0 $12.1M 0.04% -23K -5.8% $31.97 -3.1%
120 GWW WW GRAINGER INC Industrials 8,743.0 $11.9M 0.04% -161.0 -1.8% $1360.40 -3.5%
Page 6 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%