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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 33 of 68  ·  1,356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 SITM SITIME CORP Technology 41.0 $31K 0.01% NEW $745.56 -17.5%
642 JNK SPDR SERIES TRUST 317.0 $31K 0.01% NEW $96.37 -0.5%
643 CMC COMMERCIAL METALS CO Basic Materials 484.0 $30K 0.01% NEW $62.75 +5.7%
644 EMB ISHARES TR 314.0 $30K 0.01% NEW $96.56 -1.9%
645 NMZ NUVEEN MUN HIGH INCOME OPPOR Financial Services 2,868.0 $30K 0.01% NEW $10.57 -4.9%
646 DTE DTE ENERGY CO Utilities 197.0 $30K 0.01% NEW $152.37 -11.3%
647 VPU VANGUARD WORLD FD 152.0 $30K 0.01% NEW $195.73 -5.5%
648 XT ISHARES TR 360.0 $30K 0.01% NEW $82.63 +0.3%
649 SOFI SOFI TECHNOLOGIES INC Financial Services 1,650.0 $30K 0.01% NEW $17.93 +5.5%
650 STLD STEEL DYNAMICS INC Basic Materials 128.0 $29K 0.01% NEW $229.46 -0.3%
651 GSK GSK PLC Healthcare 560.0 $29K 0.01% NEW $52.42 -0.0%
652 ILCB ISHARES TR 282.0 $29K 0.01% NEW $103.65 +2.4%
653 AVEM AMERICAN CENTY ETF TR 302.0 $29K 0.01% NEW $96.49 -2.3%
654 CEF SPROTT ASSET MANAGEMENT LP Financial Services 710.0 $29K 0.01% NEW $40.23 +17.5%
655 PGEN PRECIGEN INC Healthcare 5,000.0 $28K 0.01% NEW $5.70 +26.3%
656 DOW DOW HLDGS INC Basic Materials 1,031.0 $28K 0.01% NEW $27.36 +18.2%
657 HQH ABRDN HEALTHCARE INVESTORS Financial Services 1,280.0 $28K 0.01% NEW $21.98 +11.0%
658 ADBE ADOBE INC Technology 137.0 $28K 0.01% NEW $205.02 +34.3%
659 AMP AMERIPRISE FINL INC Financial Services 61.0 $28K 0.01% NEW $458.75 +21.1%
660 TGT TARGET CORP Consumer Defensive 213.0 $28K 0.01% NEW $130.61 +26.7%
Page 33 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 35.9%
Financial Services 14.1%
Healthcare 13.7%
Consumer Cyclical 8.4%
Industrials 7.1%
Energy 7.1%
Communication Services 4.8%
Consumer Defensive 4.7%
Utilities 3.0%
Basic Materials 0.7%