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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 59 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 4,707.0 $283K 0.00% NEW $60.22 +19.9%
1162 NGVT INGEVITY CORP Basic Materials 3,786.0 $283K 0.00% $74.67 -5.9%
1163 QTWO Q2 HLDGS INC Technology 5,870.0 $282K 0.00% -1K -16.5% $48.10 +32.9%
1164 AVAV AEROVIRONMENT INC Industrials 1,709.0 $282K 0.00% -96.0 -5.3% $165.07 -2.9%
1165 XPRO EXPRO GROUP HOLDINGS NV Energy 19,055.0 $281K 0.00% -7K -27.0% $14.77 +23.4%
1166 RGA REINSURANCE GROUP AMER INC Financial Services 1,323.0 $281K 0.00% +40.0 +3.1% $212.65 +14.3%
1167 BIDU BAIDU INC Communication Services 2,461.0 $281K 0.00% NEW $114.29 -18.4%
1168 SIVR ABRDN SILVER ETF TRUST Financial Services 4,991.0 $281K 0.00% $56.22 +17.2%
1169 HMN HORACE MANN EDUCATORS CORP N Financial Services 5,402.0 $279K 0.00% NEW $51.65 -2.0%
1170 L LOEWS CORP Financial Services 2,461.0 $279K 0.00% +539.0 +28.0% $113.21 -3.0%
1171 INCY INCYTE CORP Healthcare 2,457.0 $279K 0.00% NEW $113.36 +12.7%
1172 J JACOBS SOLUTIONS INC Industrials 2,199.0 $277K 0.00% -1K -32.4% $126.00 +19.1%
1173 PKX POSCO HOLDINGS INC Basic Materials 5,392.0 $277K 0.00% +2K +57.3% $51.38 +11.6%
1174 ASB ASSOCIATED BANC-CORP Financial Services 9,003.0 $277K 0.00% NEW $30.77 +0.2%
1175 QBTS D-WAVE QUANTUM INC Technology 11,530.0 $277K 0.00% NEW $23.99 -15.0%
1176 ISHG ISHARES TR 3,724.0 $276K 0.00% +344.0 +10.2% $74.25 +2.6%
1177 VFMO VANGUARD WELLINGTON FD 1,100.0 $274K 0.00% $249.51 -6.8%
1178 FIGS FIGS INC Consumer Cyclical 26,749.0 $274K 0.00% +2K +8.1% $10.23 +43.5%
1179 PERIMETER SOLUTIONS INC 7,666.0 $273K 0.00% NEW $35.65
1180 MUSA MURPHY USA INC Consumer Cyclical 507.0 $273K 0.00% -935.0 -64.8% $538.88 +5.7%
Page 59 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%