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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 57 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 MTZ MASTEC INC Industrials 743.0 $309K 0.00% +47.0 +6.8% $416.06 -36.0%
1122 LUV SOUTHWEST AIRLS CO Industrials 6,005.0 $309K 0.00% -2K -26.6% $51.42 -21.5%
1123 VLYPN VALLEY NATL BANCORP 21,063.0 $309K 0.00% +4K +22.4% $14.65
1124 RL RALPH LAUREN CORP Consumer Cyclical 768.0 $308K 0.00% NEW $401.41 -7.2%
1125 BEONE MEDICINES LTD 1,080.0 $308K 0.00% NEW $284.97
1126 AM ANTERO MIDSTREAM CORP Energy 13,487.0 $307K 0.00% +2K +21.7% $22.75 -2.7%
1127 APA APA CORPORATION Energy 9,401.0 $306K 0.00% +844.0 +9.9% $32.57 +33.2%
1128 DINO HF SINCLAIR CORP Energy 4,391.0 $306K 0.00% +1K +31.9% $69.65 +39.7%
1129 MAREX GROUP PLC 5,015.0 $306K 0.00% -4K -43.4% $60.95
1130 ANNALY CAPITAL MANAGEMENT IN 13,640.0 $305K 0.00% -2K -13.3% $22.36
1131 FLR FLUOR CORP Industrials 5,810.0 $304K 0.00% NEW $52.39 +0.1%
1132 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 5,777.0 $304K 0.00% -83.0 -1.4% $52.65 +28.3%
1133 SMCI SUPER MICRO COMPUTER INC Technology 10,347.0 $303K 0.00% NEW $29.33 +27.0%
1134 COIN COINBASE GLOBAL INC Financial Services 2,071.0 $303K 0.00% -1K -35.6% $146.19 +27.6%
1135 OCFC OCEANFIRST FINL CORP Financial Services 15,501.0 $303K 0.00% NEW $19.53 -2.4%
1136 SHAK SHAKE SHACK INC Consumer Cyclical 5,402.0 $303K 0.00% $56.02 +35.3%
1137 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 1,748.0 $303K 0.00% NEW $173.12 -7.6%
1138 PSO PEARSON PLC Communication Services 19,015.0 $302K 0.00% +8K +70.1% $15.89 +2.5%
1139 BANR BANNER CORP Financial Services 4,536.0 $301K 0.00% -148.0 -3.2% $66.44 +7.1%
1140 RKT ROCKET COS INC Financial Services 19,035.0 $300K 0.00% -908.0 -4.5% $15.75 -11.6%
Page 57 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%