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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 12 of 68  ·  1,356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 LRCX LAM RESEARCH CORP Technology 860.0 $373K 0.06% NEW $433.33 -28.8%
222 KLAC KLA CORP Technology 1,220.0 $368K 0.06% NEW $301.71 -38.0%
223 VCR VANGUARD WORLD FD 913.0 $362K 0.06% NEW $396.61 -0.9%
224 TMO THERMO FISHER SCIENTIFIC INC Healthcare 715.0 $358K 0.06% NEW $501.36 +25.5%
225 EXC EXELON CORP Utilities 7,655.0 $357K 0.06% NEW $46.62 -2.5%
226 LMT LOCKHEED MARTIN CORP Industrials 693.0 $353K 0.06% NEW $509.46 +12.5%
227 TRV TRAVELERS COMPANIES INC Financial Services 1,065.0 $352K 0.06% NEW $330.12 +10.7%
228 SCHF SCHWAB STRATEGIC TR 12,682.0 $351K 0.06% NEW $27.70 +1.9%
229 TDIV FIRST TR EXCHANGE TRADED FD 3,051.0 $350K 0.06% NEW $114.88 -0.7%
230 CVS CVS HEALTH CORP Healthcare 3,332.0 $345K 0.06% NEW $103.45 -9.1%
231 VNQ VANGUARD INDEX FDS 3,492.0 $337K 0.06% NEW $96.43 +2.5%
232 LOW LOWES COS INC Consumer Cyclical 1,527.0 $337K 0.06% NEW $220.49 -1.1%
233 LH LABCORP HOLDINGS INC Healthcare 1,184.0 $332K 0.05% NEW $280.00 +20.4%
234 MGK VANGUARD WORLD FD 3,765.0 $331K 0.05% NEW $87.91 +1.1%
235 IXN ISHARES TR 2,272.0 $328K 0.05% NEW $144.48 -3.7%
236 ONEQ FIDELITY COMWLTH TR 3,143.0 $324K 0.05% NEW $103.22 -0.3%
237 PNC PNC FINL SVCS GROUP INC Financial Services 1,314.0 $324K 0.05% NEW $246.22 -0.3%
238 CENCORA INC 1,135.0 $321K 0.05% NEW $282.98
239 SPHY SPDR SERIES TRUST 13,568.0 $318K 0.05% NEW $23.44 -0.7%
240 NFLX NETFLIX INC. Communication Services 4,410.0 $315K 0.05% NEW $71.40 +12.5%
Page 12 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%