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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 46 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 SYBT STOCK YDS BANCORP INC Financial Services 6,885.0 $526K 0.00% +703.0 +11.4% $76.47 +7.4%
902 CUZ COUSINS PPTYS INC Real Estate 17,559.0 $526K 0.00% +2K +12.3% $29.98 -0.3%
903 BIV VANGUARD BD INDEX FDS 6,847.0 $525K 0.00% +4K +110.0% $76.70 -1.5%
904 LFUS LITTELFUSE INC Technology 1,151.0 $524K 0.00% -337.0 -22.6% $455.33 -11.6%
905 BSCQ INVESCO EXCH TRD SLF IDX FD 26,766.0 $523K 0.00% -54K -66.7% $19.52 -0.1%
906 COOPER COS INC 7,242.0 $519K 0.00% +126.0 +1.8% $71.71
907 BYD BOYD GAMING CORP Consumer Cyclical 5,866.0 $518K 0.00% -1K -19.9% $88.33 -8.0%
908 UTG REAVES UTIL INCOME FD Financial Services 12,700.0 $517K 0.00% $40.72 -6.6%
909 KEX KIRBY CORP Industrials 3,791.0 $515K 0.00% +202.0 +5.6% $135.97 +1.6%
910 GAP GAP INC Consumer Cyclical 27,535.0 $514K 0.00% +4K +17.9% $18.68 +8.1%
911 CPK CHESAPEAKE UTILS CORP Utilities 4,195.0 $514K 0.00% $122.48 +10.8%
912 CVCO CAVCO INDS INC DEL Consumer Cyclical 835.0 $513K 0.00% +272.0 +48.3% $614.37 -5.1%
913 LH LABCORP HOLDINGS INC Healthcare 1,830.0 $512K 0.00% +196.0 +12.0% $280.00 +20.2%
914 HUBG HUB GROUP INC Industrials 11,640.0 $510K 0.00% -2K -16.9% $43.79 -9.7%
915 CMC COMMERCIAL METALS CO Basic Materials 8,115.0 $509K 0.00% +135.0 +1.7% $62.75 +3.5%
916 PLXS PLEXUS CORP Technology 1,690.0 $508K 0.00% $300.67 -21.1%
917 MRCY MERCURY SYS INC Industrials 4,151.0 $508K 0.00% -1K -20.4% $122.33 -26.1%
918 LIBERTY MEDIA CORP DEL 5,326.0 $507K 0.00% $95.14
919 VGSH VANGUARD SCOTTSDALE FDS 8,702.0 $506K 0.00% +2K +35.4% $58.20 -0.1%
920 VSEC VSE CORP Industrials 2,209.0 $505K 0.00% -913.0 -29.2% $228.50 -6.8%
Page 46 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%