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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 51 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 VICI VICI PPTYS INC Real Estate 15,841.0 $421K 0.00% +5K +42.5% $26.55 -0.2%
1002 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 16,002.0 $420K 0.00% -7K -30.3% $26.22 -4.3%
1003 E ENI SPA Energy 8,948.0 $419K 0.00% +1K +15.5% $46.86 +20.5%
1004 CHRD CHORD ENERGY CORPORATION Energy 3,664.0 $419K 0.00% +833.0 +29.4% $114.30 +29.4%
1005 MANE VERADERMICS INC Healthcare 3,387.0 $416K 0.00% NEW $122.94 -16.4%
1006 BROOKFIELD ASSET MANAGMT LTD 9,272.0 $416K 0.00% +1K +13.7% $44.85
1007 KRG KITE REALTY GROUP TRUST Real Estate 14,571.0 $414K 0.00% +168.0 +1.2% $28.38 -7.9%
1008 TARS TARSUS PHARMACEUTICALS INC Healthcare 6,528.0 $411K 0.00% -2K -26.1% $62.94 +15.5%
1009 IUSG ISHARES TR 2,178.0 $410K 0.00% +163.0 +8.1% $188.09 +0.9%
1010 MOOG INC 954.0 $408K 0.00% NEW $427.16
1011 IOSP INNOSPEC INC Basic Materials 5,006.0 $407K 0.00% -577.0 -10.3% $81.39 +15.0%
1012 EFX EQUIFAX INC Industrials 2,560.0 $406K 0.00% -1K -32.5% $158.72 +21.4%
1013 FEDERATED HERMES INC 7,349.0 $406K 0.00% +339.0 +4.8% $55.22
1014 JKHY HENRY JACK & ASSOC INC Technology 2,929.0 $403K 0.00% -194.0 -6.2% $137.74 +20.7%
1015 J P MORGAN EXCHANGE TRADED F 7,909.0 $400K 0.00% +3K +51.8% $50.57
1016 GEN GEN DIGITAL INC Technology 16,000.0 $398K 0.00% +6K +53.2% $24.89 +16.2%
1017 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 2,221.0 $397K 0.00% -352.0 -13.7% $178.95 +21.2%
1018 ACWX ISHARES TR 5,210.0 $397K 0.00% -160.0 -3.0% $76.11 +2.4%
1019 NWBI NORTHWEST BANCSHARES INC Financial Services 26,108.0 $396K 0.00% +4K +18.9% $15.16 +1.7%
1020 BNDX VANGUARD CHARLOTTE FDS 8,171.0 $396K 0.00% +2K +28.7% $48.43 -1.6%
Page 51 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%