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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 18 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 TPR TAPESTRY INC Consumer Cyclical 29,445.0 $4.3M 0.01% -3K -9.4% $146.38 -11.1%
342 XLI SELECT SECTOR SPDR TR 22,947.0 $4.3M 0.01% +944.0 +4.3% $185.23 -2.7%
343 CATH GLOBAL X FDS 47,980.0 $4.2M 0.01% +2K +3.9% $88.50 +2.9%
344 CRM SALESFORCE INC Technology 27,014.0 $4.2M 0.01% -3K -9.8% $156.66 +33.5%
345 SNDK SANDISK CORP Technology 1,829.0 $4.2M 0.01% +724.0 +65.5% $2273.73 -29.8%
346 DHI D R HORTON INC Consumer Cyclical 25,333.0 $4.1M 0.01% +1K +6.0% $162.88 -8.9%
347 HYG ISHARES TR 51,216.0 $4.1M 0.01% -5K -8.6% $79.97 -0.5%
348 DDOG DATADOG INC Technology 15,430.0 $4.0M 0.01% +1K +9.2% $260.36 -9.5%
349 UNILEVER PLC 66,691.0 $4.0M 0.01% -5K -6.7% $60.12
350 INSTALLED BLDG PRODS INC 17,399.0 $4.0M 0.01% $229.84
351 VOOV VANGUARD ADMIRAL FDS INC 18,090.0 $4.0M 0.01% -245.0 -1.3% $219.21 +4.5%
352 CANADIAN PACIFIC KANSAS CITY 44,925.0 $3.9M 0.01% +2K +4.1% $86.65
353 WDC WESTERN DIGITAL CORP Technology 6,091.0 $3.9M 0.01% +2K +38.4% $638.72 -28.1%
354 USIG ISHARES TR 75,270.0 $3.9M 0.01% -6K -6.9% $51.29 -2.1%
355 PATH UIPATH INC Technology 351,082.0 $3.8M 0.01% $10.87 +50.8%
356 PLTR PALANTIR TECHNOLOGIES INC Technology 32,669.0 $3.8M 0.01% +4K +15.2% $116.67 +54.2%
357 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 111,826.0 $3.8M 0.01% -12K -9.9% $34.00 +8.5%
358 DLR DIGITAL RLTY TR INC Real Estate 20,677.0 $3.7M 0.01% $179.58 +6.1%
359 LHX L3HARRIS TECHNOLOGIES INC Industrials 12,745.0 $3.7M 0.01% -289.0 -2.2% $290.59 -8.2%
360 CNI CANADIAN NATL RY CO Industrials 30,982.0 $3.7M 0.01% +7K +28.2% $119.24 +8.9%
Page 18 of 66  ·  1,310 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%