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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 8 of 23  ·  445 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MCO MOODYS CORP Financial Services 14,476.0 $6.6M 0.02% -1K -7.0% $452.92 +11.1%
142 DOV DOVER CORP Industrials 29,137.0 $6.5M 0.02% -622.0 -2.1% $224.28 -10.0%
143 NKE NIKE INC Consumer Cyclical 149,055.0 $6.1M 0.02% -22K -13.1% $41.05 -0.7%
144 PRU PRUDENTIAL FINL INC Financial Services 54,810.0 $5.9M 0.02% -2K -3.8% $107.93 +12.2%
145 ZS ZSCALER INC Technology 39,386.0 $5.6M 0.02% -40K -50.5% $141.15 +28.8%
146 CTVA CORTEVA INC Basic Materials 63,861.0 $5.4M 0.02% -3K -4.0% $84.69 -3.4%
147 CENCORA INC 17,576.0 $5.0M 0.02% -126.0 -0.7% $282.98
148 ZTS ZOETIS INC Healthcare 68,691.0 $4.9M 0.02% -38K -35.4% $71.86 +8.2%
149 VRTX VERTEX PHARMACEUTICALS INC Healthcare 9,934.0 $4.9M 0.02% -468.0 -4.5% $496.73 +10.3%
150 NFLX NETFLIX INC. Communication Services 68,859.0 $4.9M 0.02% -11K -13.3% $71.40 +11.5%
151 MKC MCCORMICK & CO INC Consumer Defensive 96,972.0 $4.9M 0.02% -15K -13.3% $50.42 +9.9%
152 NOW SERVICENOW INC Technology 48,828.0 $4.8M 0.02% -3K -6.3% $99.28 +29.4%
153 TFC TRUIST FINL CORP Financial Services 95,678.0 $4.8M 0.02% -6K -5.5% $49.82 +1.2%
154 FITB FIFTH THIRD BANCORP Financial Services 84,313.0 $4.8M 0.02% -1K -1.7% $56.37 -2.7%
155 BAB INVESCO EXCH TRADED FD TR II 176,679.0 $4.7M 0.02% -18K -9.1% $26.84 -1.8%
156 SCHW SCHWAB CHARLES CORP Financial Services 50,459.0 $4.7M 0.01% -3K -4.9% $92.27 +21.7%
157 TSCO TRACTOR SUPPLY CO Consumer Cyclical 147,195.0 $4.7M 0.01% -113K -43.4% $31.61 +10.7%
158 CAH CARDINAL HEALTH INC Healthcare 19,356.0 $4.6M 0.01% -2K -7.2% $237.56 -3.4%
159 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 6,347.0 $4.5M 0.01% -660.0 -9.4% $703.34 -0.5%
160 GIS GENERAL MILLS INC Consumer Defensive 126,077.0 $4.4M 0.01% -5K -4.1% $34.80 +14.9%
Page 8 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%