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Portfolio (Quarterly) Guide ↗

KEYBANK NATIONAL ASSOCIATION/OH

· CIK 0001089877
13F Portfolio $27.4B AUM 1,889 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 123 New 461 Added 502 Reduced 79 Exited
Page 36 of 62  ·  1,235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 FCFS FIRSTCASH HOLDINGS INC Financial Services 3,593.0 $675K 0.00% -82.0 -2.2% $188.00 +20.8%
702 SMTC SEMTECH CORP Technology 8,778.0 $675K 0.00% +1K +14.1% $76.89 +105.8%
703 DG DOLLAR GEN CORP Consumer Defensive 5,668.0 $673K 0.00% -471.0 -7.7% $118.73 -4.4%
704 PAA PLAINS ALL AMERN PIPELINE L Energy 30,001.0 $670K 0.00% -529.0 -1.7% $22.33 -4.4%
705 NI NISOURCE INC Utilities 14,349.0 $670K 0.00% -141.0 -1.0% $46.66 +1.3%
706 STAG STAG INDUSTRIAL INC Real Estate 18,556.0 $669K 0.00% -2K -8.0% $36.06 +4.8%
707 FULT FULTON FINL CORP PA Financial Services 32,887.0 $669K 0.00% +485.0 +1.5% $20.34 +12.6%
708 RACE FERRARI N V Consumer Cyclical 1,976.0 $669K 0.00% +501.0 +34.0% $338.45 +7.0%
709 CWST CASELLA WASTE SYS INC Industrials 8,426.0 $669K 0.00% -700.0 -7.7% $79.34 +9.6%
710 SPXC SPX TECHNOLOGIES INC Industrials 3,332.0 $666K 0.00% -239.0 -6.7% $199.94 +21.5%
711 OXY OCCIDENTAL PETE CORP Energy 10,151.0 $660K 0.00% -327.0 -3.1% $65.00 -20.3%
712 HXL HEXCEL CORP NEW Industrials 8,127.0 $658K 0.00% -225.0 -2.7% $80.93 +20.6%
713 METALLUS INC 40,218.0 $657K 0.00% $16.34
714 ONTO ONTO INNOVATION INC Technology 3,204.0 $657K 0.00% -766.0 -19.3% $205.07 +62.8%
715 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 5,214.0 $654K 0.00% +2K +83.6% $125.46 -14.6%
716 CURB CURBLINE PPTYS CORP Real Estate 25,217.0 $650K 0.00% NEW $25.79 +15.8%
717 DEO DIAGEO PLC Consumer Defensive 8,726.0 $650K 0.00% -704.0 -7.5% $74.45 +8.1%
718 WTFC WINTRUST FINL CORP Financial Services 4,675.0 $650K 0.00% -2K -31.3% $138.94 +10.9%
719 TLH ISHARES TR 6,447.0 $649K 0.00% -169.0 -2.5% $100.72 -0.2%
720 CR CRANE COMPANY Industrials 3,795.0 $649K 0.00% -118.0 -3.0% $171.00 +25.7%
Page 36 of 62  ·  1,235 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 28.4%
Financial Services 14.5%
Industrials 11.9%
Healthcare 10.3%
Communication Services 8.0%
Energy 7.6%
Consumer Cyclical 7.5%
Consumer Defensive 6.4%
Basic Materials 2.8%
Utilities 2.1%