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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 50 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 H HYATT HOTELS CORP Consumer Cyclical 2,287.0 $443K 0.00% -168.0 -6.8% $193.84 -7.1%
982 WSC WILLSCOT HLDGS CORP Industrials 15,318.0 $442K 0.00% +1K +7.8% $28.86 -23.0%
983 NTNX NUTANIX INC Technology 8,661.0 $441K 0.00% NEW $50.96 +32.0%
984 LEN LENNAR CORP Consumer Cyclical 4,853.0 $439K 0.00% +1K +33.5% $90.49 -2.6%
985 MSGE SPHERE ENTERTAINMENT CO Communication Services 2,537.0 $439K 0.00% NEW $173.03 -53.0%
986 IPAR INTERPARFUMS INC Consumer Defensive 3,922.0 $439K 0.00% +1K +51.1% $111.86 +3.4%
987 TYL TYLER TECHNOLOGIES INC Technology 1,494.0 $437K 0.00% -269.0 -15.3% $292.46 +22.1%
988 NVR NVR INC Consumer Cyclical 64.0 $436K 0.00% -2.0 -3.0% $6813.34 -6.3%
989 FNY FIRST TR EXCHANGE-TRADED ALP 3,926.0 $435K 0.00% $110.85 -6.1%
990 DOLE DOLE PLC Consumer Defensive 31,562.0 $433K 0.00% $13.72 -1.4%
991 NEAR ISHARES U S ETF TR 8,535.0 $432K 0.00% +1K +18.4% $50.66 -0.2%
992 IONQ IONQ INC Technology 8,104.0 $432K 0.00% NEW $53.26 -20.4%
993 PLAB PHOTRONICS INC Technology 13,176.0 $429K 0.00% -817.0 -5.8% $32.53 -8.2%
994 XPO XPO INC Industrials 2,064.0 $424K 0.00% +35.0 +1.7% $205.29 -6.7%
995 ALAB ASTERA LABS INC Technology 877.0 $424K 0.00% NEW $483.02 -42.4%
996 NEWAMSTERDAM PHARMA COMPANY 12,480.0 $423K 0.00% $33.89
997 RITM RITHM CAPITAL CORP Real Estate 44,999.0 $423K 0.00% +1K +2.6% $9.39 +9.0%
998 MC MOELIS & CO Financial Services 6,450.0 $422K 0.00% +924.0 +16.7% $65.42 +5.0%
999 PBR PETROLEO BRASILEIRO S A Energy 26,048.0 $421K 0.00% +10K +60.6% $16.16 +15.3%
1000 WTTR SELECT WATER SOLUTIONS INC Utilities 21,051.0 $421K 0.00% -150.0 -0.7% $19.98 -3.8%
Page 50 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%