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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 44 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 LULU LULULEMON ATHLETICA INC Consumer Cyclical 5,090.0 $581K 0.00% -2K -30.5% $114.18 +7.1%
862 BUI BLACKROCK UTILS INFRASTRUCTU Financial Services 19,998.0 $580K 0.00% +409.0 +2.1% $29.01 -7.4%
863 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 14,759.0 $575K 0.00% -4K -21.8% $38.96 +10.3%
864 VHT VANGUARD WORLD FD 1,920.0 $574K 0.00% -683.0 -26.2% $299.01 +9.3%
865 SRRK SCHOLAR ROCK HLDG CORP Healthcare 10,415.0 $573K 0.00% $55.00 +6.4%
866 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 51,335.0 $572K 0.00% +17K +48.9% $11.15 -8.7%
867 AXON AXON ENTERPRISE INC Industrials 1,019.0 $571K 0.00% +12.0 +1.2% $560.60 +7.3%
868 METALLUS INC 30,258.0 $566K 0.00% -10K -24.8% $18.69
869 TEX TEREX CORP NEW Industrials 7,792.0 $564K 0.00% +4K +127.8% $72.39 -9.7%
870 DXCM DEXCOM INC Healthcare 8,363.0 $563K 0.00% -379.0 -4.3% $67.35 +36.0%
871 SCHM SCHWAB STRATEGIC TR 15,265.0 $563K 0.00% +8K +105.7% $36.87 -2.8%
872 SLF SUN LIFE FINANCIAL INC. Financial Services 7,174.0 $563K 0.00% +2K +50.6% $78.42 +0.8%
873 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 13,672.0 $558K 0.00% $40.84 +12.4%
874 GL GLOBE LIFE INC Financial Services 3,113.0 $556K 0.00% +21.0 +0.7% $178.68 -2.8%
875 CTRI CENTURI HOLDINGS INC Utilities 18,368.0 $555K 0.00% +11K +146.5% $30.24 -31.3%
876 KIM KIMCO REALTY CORP Real Estate 21,901.0 $555K 0.00% +11K +100.8% $25.35 -4.7%
877 PPL PPL CORP Utilities 15,244.0 $554K 0.00% +4K +37.2% $36.35 -3.6%
878 INGRAM MICRO HLDG CORP 20,150.0 $553K 0.00% -3K -12.0% $27.43
879 SFBS SERVISFIRST BANCSHARES INC Financial Services 6,350.0 $551K 0.00% +587.0 +10.2% $86.75 -49.3%
880 IRT INDEPENDENCE RLTY TR INC Real Estate 32,879.0 $549K 0.00% +13K +67.5% $16.69 +0.9%
Page 44 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%