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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 58 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 PUK PRUDENTIAL PLC Financial Services 11,103.0 $298K 0.00% +979.0 +9.7% $26.81 +5.0%
1142 CALY CALLAWAY GOLF CO Consumer Cyclical 15,837.0 $298K 0.00% NEW $18.79 -15.4%
1143 WTRG ESSENTIAL UTILS INC Utilities 7,767.0 $298K 0.00% -1K -15.2% $38.31 +4.9%
1144 ABEV AMBEV SA Consumer Defensive 94,630.0 $297K 0.00% +24K +33.5% $3.14 -8.3%
1145 MAS MASCO CORP Industrials 3,623.0 $295K 0.00% -1K -27.4% $81.37 -9.9%
1146 GDXJ VANECK ETF TRUST 3,000.0 $295K 0.00% $98.25 +35.0%
1147 SCHA SCHWAB STRATEGIC TR 8,152.0 $295K 0.00% $36.13 -3.6%
1148 CVNA CARVANA CO Consumer Cyclical 4,471.0 $294K 0.00% -1K -18.7% $65.82 +6.2%
1149 FIRST HAWAIIAN INC 10,043.0 $294K 0.00% NEW $29.30
1150 RBC RBC BEARINGS INC Industrials 456.0 $294K 0.00% -97.0 -17.5% $644.06 -21.5%
1151 TEM TEMPUS AI INC Healthcare 5,060.0 $293K 0.00% -120.0 -2.3% $57.93 +25.5%
1152 STZ CONSTELLATION BRANDS INC Consumer Defensive 2,102.0 $292K 0.00% -236.0 -10.1% $139.09 -2.5%
1153 INFY INFOSYS LTD Technology 27,725.0 $291K 0.00% +13K +82.7% $10.49 +13.8%
1154 STRL STERLING INFRASTRUCTURE INC Industrials 344.0 $289K 0.00% NEW $839.35 -38.4%
1155 SN SHARKNINJA INC Consumer Cyclical 1,896.0 $289K 0.00% -624.0 -24.8% $152.27 +18.7%
1156 AVEM AMERICAN CENTY ETF TR 2,974.0 $287K 0.00% NEW $96.49 -2.3%
1157 NJUL INNOVATOR ETFS TRUST 3,700.0 $286K 0.00% $77.43 -0.8%
1158 PPLT ABRDN PLATINUM ETF TRUST Financial Services 20,260.0 $286K 0.00% +18K +900.0% $14.13 +20.5%
1159 FFIV F5 INC Technology 687.0 $286K 0.00% NEW $415.97 -7.5%
1160 COWZ PACER FDS TR 4,583.0 $285K 0.00% +52.0 +1.1% $62.20 +15.8%
Page 58 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%