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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 29 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 SMTC SEMTECH CORP Technology 8,328.0 $1.3M 0.00% -450.0 -5.1% $161.85 -25.3%
562 PCG PG&E CORP Utilities 79,917.0 $1.3M 0.00% -6K -6.5% $16.82 +7.7%
563 SNY SANOFI SA Healthcare 31,247.0 $1.3M 0.00% +3K +12.4% $42.66 +7.1%
564 RPM RPM INTL INC Basic Materials 11,988.0 $1.3M 0.00% +85.0 +0.7% $111.15 -4.3%
565 REGN REGENERON PHARMACEUTICALS Healthcare 2,132.0 $1.3M 0.00% +69.0 +3.3% $623.55 +32.9%
566 MSCI MSCI INC Financial Services 2,362.0 $1.3M 0.00% +214.0 +10.0% $560.03 +2.0%
567 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 36,243.0 $1.3M 0.00% +271.0 +0.8% $36.49 +5.7%
568 NXPI NXP SEMICONDUCTORS N V Technology 4,678.0 $1.3M 0.00% +1K +47.0% $281.03 -20.8%
569 LYG LLOYDS BANKING GROUP PLC Financial Services 225,147.0 $1.3M 0.00% +41K +22.3% $5.83 +3.6%
570 WSM WILLIAMS SONOMA INC Consumer Cyclical 5,611.0 $1.3M 0.00% +1K +32.3% $233.10 +2.0%
571 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 4,780.0 $1.3M 0.00% -861.0 -15.3% $271.95 -18.1%
572 OBT ORANGE CNTY BANCORP INC Financial Services 35,000.0 $1.3M 0.00% $36.78 +4.0%
573 RBRK RUBRIK INC. Technology 16,002.0 $1.3M 0.00% -561.0 -3.4% $80.28 +22.1%
574 DEO DIAGEO PLC Consumer Defensive 15,965.0 $1.3M 0.00% +7K +83.0% $80.38 +19.5%
575 SPYM SPDR SERIES TRUST 14,398.0 $1.3M 0.00% +6K +79.1% $87.88 +2.3%
576 KR KROGER CO Consumer Defensive 22,756.0 $1.3M 0.00% +2K +10.6% $55.53 +6.4%
577 HEI HEICO CORP NEW Industrials 3,532.0 $1.3M 0.00% +2K +88.6% $356.19 -1.0%
578 NVT NVENT ELEC PLC Industrials 7,388.0 $1.3M 0.00% -930.0 -11.2% $169.61 -9.6%
579 CIEN CIENA CORP Technology 2,537.0 $1.2M 0.00% +627.0 +32.8% $490.56 -24.2%
580 EFG ISHARES TR 9,981.0 $1.2M 0.00% +941.0 +10.4% $124.42 +0.5%
Page 29 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%