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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 3 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NEE NEXTERA ENERGY INC Utilities 1,665,220.0 $146.2M 0.48% -111K -6.3% $87.77 -4.7%
42 ASML ASML HLDG NV Technology 73,293.0 $145.8M 0.48% +3K +4.1% $1989.44 -11.3%
43 FCX FREEPORT MCMORAN INC Basic Materials 2,306,796.0 $145.1M 0.48% $62.89 +21.9%
44 HD HOME DEPOT INC Consumer Cyclical 410,404.0 $144.7M 0.48% -13K -3.1% $352.68 -4.8%
45 APH AMPHENOL CORP Technology 818,276.0 $144.3M 0.47% -23K -2.8% $176.32 -11.0%
46 EMR EMERSON ELEC CO Industrials 995,422.0 $142.5M 0.47% +7K +0.7% $143.15 +9.8%
47 SCHD SCHWAB STRATEGIC TR 4,471,583.0 $141.8M 0.47% +635K +16.5% $31.71 +10.7%
48 LECO LINCOLN ELEC HLDGS INC Industrials 532,008.0 $141.3M 0.47% -5K -0.9% $265.51 +6.1%
49 PEP PEPSICO INC Consumer Defensive 1,025,539.0 $138.9M 0.46% -28K -2.6% $135.40 +6.0%
50 TMO THERMO FISHER SCIENTIFIC INC Healthcare 269,331.0 $135.0M 0.44% -10K -3.7% $501.36 +25.5%
51 LLY ELI LILLY & CO Healthcare 109,086.0 $130.8M 0.43% +628.0 +0.6% $1199.43 +4.6%
52 BERKSHIRE HATHAWAY INC DEL 254,355.0 $127.3M 0.42% -3K -1.2% $500.39
53 GLW CORNING INC Technology 485,398.0 $124.0M 0.41% -218K -31.0% $255.43 -41.4%
54 TKR TIMKEN CO Industrials 828,340.0 $120.4M 0.40% $145.32 -13.9%
55 RTX RTX CORPORATION Industrials 603,483.0 $114.5M 0.38% -22K -3.5% $189.73 +10.6%
56 ABT ABBOTT LABORATORIES Healthcare 1,252,995.0 $113.7M 0.37% -37K -2.8% $90.74 +28.5%
57 IGSB ISHARES TR 2,167,426.0 $113.6M 0.37% +213K +10.9% $52.41 -0.6%
58 VMBS VANGUARD SCOTTSDALE FDS 2,362,938.0 $110.6M 0.36% +42K +1.8% $46.81 -1.4%
59 AGG ISHARES TR 1,106,481.0 $109.5M 0.36% +21K +1.9% $98.98 -1.6%
60 IQDF FLEXSHARES TR 3,163,900.0 $109.3M 0.36% +71K +2.3% $34.56 +4.1%
Page 3 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%