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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 48 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 SPYV SPDR SERIES TRUST 7,764.0 $472K 0.00% +3K +77.0% $60.79 +4.6%
942 RVTY REVVITY INC Healthcare 4,240.0 $472K 0.00% NEW $111.26 +10.1%
943 FIX COMFORT SYS USA INC Industrials 238.0 $472K 0.00% +62.0 +35.2% $1981.96 -20.0%
944 HST HOST HOTELS & RESORTS INC Real Estate 19,890.0 $472K 0.00% -3K -11.3% $23.71 -2.6%
945 VSH VISHAY INTERTECHNOLOGY INC Technology 8,768.0 $472K 0.00% -4K -28.8% $53.78 -43.8%
946 PHIN PHINIA INC Consumer Cyclical 5,723.0 $471K 0.00% +491.0 +9.4% $82.37 -12.6%
947 GEF GREIF INC Consumer Cyclical 6,328.0 $471K 0.00% $74.49 +17.7%
948 J P MORGAN EXCHANGE TRADED F 6,510.0 $471K 0.00% NEW $72.28
949 WULF TERAWULF INC Financial Services 19,032.0 $470K 0.00% +168.0 +0.9% $24.70 -36.1%
950 WHD CACTUS INC Energy 9,159.0 $469K 0.00% +763.0 +9.1% $51.23 +32.9%
951 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 8,200.0 $469K 0.00% -2K -21.9% $57.22 +15.1%
952 NIC NICOLET BANKSHARES INC Financial Services 2,830.0 $468K 0.00% +496.0 +21.2% $165.39 +4.9%
953 EXPD EXPEDITORS INTL WASH INC Industrials 2,869.0 $468K 0.00% -242.0 -7.8% $162.98 +14.8%
954 QIAGEN NV 11,952.0 $467K 0.00% -1K -9.8% $39.10
955 JBT MAREL CORPORATION 3,218.0 $467K 0.00% +259.0 +8.8% $145.00
956 IDEV ISHARES TR 5,236.0 $466K 0.00% -558.0 -9.6% $89.01 +4.6%
957 POWL POWELL INDS INC Industrials 1,620.0 $464K 0.00% +945.0 +140.0% $286.36 -34.1%
958 GH GUARDANT HEALTH INC Healthcare 3,091.0 $464K 0.00% -60.0 -1.9% $150.03 +9.6%
959 TLK TELEKOMUNIKASI IND Communication Services 34,318.0 $461K 0.00% $13.43 +11.9%
960 WRB BERKLEY W R CORP Financial Services 6,524.0 $460K 0.00% +2K +58.8% $70.53 -1.0%
Page 48 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%