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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 9 of 68  ·  1,356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 URI UNITED RENTALS INC Industrials 553.0 $626K 0.10% NEW $1132.89 -1.4%
162 JEPI J P MORGAN EXCHANGE TRADED F 11,046.0 $624K 0.10% NEW $56.48 +2.6%
163 C CITIGROUP INC Financial Services 4,436.0 $621K 0.10% NEW $139.96 -5.1%
164 IJK ISHARES TR 5,257.0 $618K 0.10% NEW $117.50 -1.1%
165 SDY SPDR SERIES TRUST 4,029.0 $613K 0.10% NEW $152.18 +4.5%
166 WMT WALMART INC Consumer Defensive 5,365.0 $608K 0.10% NEW $113.26 +0.9%
167 IJS ISHARES TR 4,430.0 $605K 0.10% NEW $136.68 +1.5%
168 DIS DISNEY WALT CO Communication Services 6,261.0 $603K 0.10% NEW $96.26 +11.1%
169 VB VANGUARD INDEX FDS 1,972.0 $598K 0.10% NEW $303.11 +0.9%
170 EFA ISHARES TR 5,748.0 $597K 0.10% NEW $103.88 +3.6%
171 IWO ISHARES TR 1,506.0 $593K 0.10% NEW $393.96 -0.9%
172 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,586.0 $588K 0.10% NEW $370.59 -2.9%
173 CRWD CROWDSTRIKE HLDGS INC Technology 762.0 $582K 0.10% NEW $190.79 +5.7%
174 YUM YUM BRANDS INC Consumer Cyclical 3,607.0 $577K 0.09% NEW $159.86 -8.7%
175 EEM ISHARES TR 8,325.0 $570K 0.09% NEW $68.41 -3.4%
176 QQQE DIREXION SHARES ETF TRUST 4,649.0 $567K 0.09% NEW $122.01 +0.8%
177 D DOMINION ENERGY INC Utilities 8,221.0 $561K 0.09% NEW $68.29 +0.0%
178 AMGN AMGEN INC Healthcare 1,527.0 $553K 0.09% NEW $362.12 +22.2%
179 GILD GILEAD SCIENCES INC Healthcare 4,257.0 $538K 0.09% NEW $126.34 +16.8%
180 BSJT INVESCO EXCH TRD SLF IDX FD 25,392.0 $537K 0.09% NEW $21.13 +0.4%
Page 9 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%