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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 55 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 CHDN CHURCHILL DOWNS INC Consumer Cyclical 3,839.0 $344K 0.00% +967.0 +33.7% $89.64 +4.5%
1082 DNTH DIANTHUS THERAPEUTICS INC Healthcare 3,510.0 $342K 0.00% NEW $97.48 +14.0%
1083 ROAD CONSTRUCTION PARTNERS INC Industrials 2,870.0 $341K 0.00% -539.0 -15.8% $118.77 -5.6%
1084 AMLP ALPS ETF TR 6,573.0 $341K 0.00% -275.0 -4.0% $51.85 +5.6%
1085 ENR ENERGIZER HLDGS INC Industrials 15,867.0 $340K 0.00% NEW $21.44 +0.1%
1086 FERROVIAL NV 4,958.0 $340K 0.00% +2K +59.6% $68.61
1087 NJR NEW JERSEY RES CORP Utilities 6,032.0 $338K 0.00% +160.0 +2.7% $56.04 -4.5%
1088 EGP EASTGROUP PPTYS INC Real Estate 1,668.0 $338K 0.00% -257.0 -13.3% $202.53 -0.8%
1089 NATL NCR ATLEOS CORPORATION Technology 7,718.0 $335K 0.00% -4K -33.9% $43.41 +6.9%
1090 FUL FULLER H B CO Basic Materials 5,743.0 $335K 0.00% -2K -22.7% $58.29 +0.7%
1091 CGUS CAPITAL GROUP CORE EQUITY ET 7,520.0 $334K 0.00% NEW $44.48 +1.5%
1092 VTWO VANGUARD SCOTTSDALE FDS 2,731.0 $332K 0.00% +346.0 +14.5% $121.42 -0.1%
1093 FROG JFROG LTD Technology 3,648.0 $332K 0.00% -2K -31.1% $90.88 +1.4%
1094 JNK SPDR SERIES TRUST 3,430.0 $331K 0.00% -2K -36.2% $96.37 -0.5%
1095 LRN STRIDE INC Consumer Defensive 3,829.0 $330K 0.00% -133.0 -3.4% $86.24 -2.2%
1096 BHE BENCHMARK ELECTRS INC Technology 3,338.0 $329K 0.00% NEW $98.67 -26.4%
1097 BRZE BRAZE INC Technology 15,066.0 $327K 0.00% $21.69 +43.2%
1098 HII HUNTINGTON INGALLS INDS INC Industrials 1,166.0 $326K 0.00% $279.90 +6.5%
1099 TPG TPG INC Financial Services 8,037.0 $326K 0.00% +3K +57.1% $40.55 +29.2%
1100 GNRC GENERAC HLDGS INC Industrials 1,113.0 $326K 0.00% +36.0 +3.3% $292.81 -29.7%
Page 55 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%