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Portfolio (Quarterly) Guide ↗

Key Financial Inc

· CIK 0001801720
13F Portfolio $611M AUM 1,400 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1356 New
Page 11 of 68  ·  1,356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 VIS VANGUARD WORLD FD 1,228.0 $443K 0.07% NEW $360.38 -3.1%
202 AXP AMERICAN EXPRESS CO Financial Services 1,306.0 $442K 0.07% NEW $338.25 +0.5%
203 FELG FIDELITY COVINGTON TRUST 10,082.0 $441K 0.07% NEW $43.75 +0.5%
204 BA BOEING CO Industrials 2,036.0 $441K 0.07% NEW $216.47 +2.6%
205 FISV FISERV INC Technology 8,759.0 $430K 0.07% NEW $49.05 +6.2%
206 T AT&T INC Communication Services 20,718.0 $429K 0.07% NEW $20.70 +21.4%
207 ROK ROCKWELL AUTOMATION INC Industrials 866.0 $429K 0.07% NEW $495.08 -12.5%
208 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 5,263.0 $427K 0.07% NEW $81.16 -7.2%
209 MU MICRON TECHNOLOGY INC Technology 356.0 $411K 0.07% NEW $1154.29 -18.8%
210 SPGM SPDR INDEX SHS FDS 4,784.0 $410K 0.07% NEW $85.67 +2.3%
211 NVS NOVARTIS AG Healthcare 2,592.0 $406K 0.07% NEW $156.72 +2.3%
212 CANADIAN PACIFIC KANSAS CITY 4,679.0 $406K 0.07% NEW $86.68
213 WTAI WISDOMTREE TR 8,479.0 $402K 0.07% NEW $47.47 -13.8%
214 CWI SPDR INDEX SHS FDS 9,815.0 $399K 0.07% NEW $40.67 +1.3%
215 SBUX STARBUCKS CORP Consumer Cyclical 3,880.0 $396K 0.07% NEW $102.19 +2.7%
216 XLV SELECT SECTOR SPDR TR 2,470.0 $392K 0.06% NEW $158.68 +10.7%
217 EFAX SPDR INDEX SHS FDS 7,214.0 $390K 0.06% NEW $54.12 +2.9%
218 STT STATE STR CORP Financial Services 2,269.0 $385K 0.06% NEW $169.60 +9.6%
219 DON WISDOMTREE TR 6,789.0 $384K 0.06% NEW $56.52 +3.3%
220 VCSH VANGUARD SCOTTSDALE FDS 4,805.0 $380K 0.06% NEW $79.03 -0.4%
Page 11 of 68  ·  1,356 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 35.4%
Financial Services 14.0%
Healthcare 13.5%
Consumer Cyclical 8.2%
Energy 7.1%
Industrials 7.0%
Communication Services 6.1%
Consumer Defensive 4.6%
Utilities 2.9%
Basic Materials 0.7%