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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 39 of 68  ·  1,356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 SCHE SCHWAB STRATEGIC TR 452.0 $16K 0.00% NEW $36.26 +2.0%
762 HCA HCA HEALTHCARE INC Healthcare 42.0 $16K 0.00% NEW $389.88 +10.1%
763 OGN ORGANON & CO Healthcare 1,208.0 $16K 0.00% NEW $13.54 +1.6%
764 KAI KADANT INC Industrials 52.0 $16K 0.00% NEW $314.23 -0.3%
765 CCD CALAMOS DYNAMIC CONV & INCOM Financial Services 625.0 $16K 0.00% NEW $25.77 -1.7%
766 UEC URANIUM ENERGY CORP Energy 1,500.0 $16K 0.00% NEW $10.66 +19.7%
767 DOV DOVER CORP Industrials 71.0 $16K 0.00% NEW $224.28 -10.0%
768 EA ELECTRONIC ARTS INC Communication Services 77.0 $16K 0.00% NEW $205.04 +2.3%
769 FNDE SCHWAB STRATEGIC TR 397.0 $16K 0.00% NEW $39.68 +5.5%
770 AAL AMERICAN AIRLINES GROUP INC Industrials 869.0 $16K 0.00% NEW $18.07 -23.5%
771 INTU INTUIT Technology 59.0 $15K 0.00% NEW $261.00 +40.6%
772 QQQJ INVESCO EXCH TRADED FD TR II 335.0 $15K 0.00% NEW $45.44 +1.2%
773 EBAY EBAY INC. Consumer Cyclical 136.0 $15K 0.00% NEW $111.75 -6.8%
774 MKC MCCORMICK & CO INC Consumer Defensive 300.0 $15K 0.00% NEW $50.42 +9.9%
775 NYT NEW YORK TIMES CO MTN BE Communication Services 216.0 $15K 0.00% NEW $69.98 -6.1%
776 PJT PJT PARTNERS INC Financial Services 100.0 $15K 0.00% NEW $150.94 +15.9%
777 BSV VANGUARD BD INDEX FDS 193.0 $15K 0.00% NEW $77.90 -0.4%
778 CDNS CADENCE DESIGN SYSTEM INC Technology 40.0 $15K 0.00% NEW $375.32 -15.0%
779 AVUV AMERICAN CENTY ETF TR 119.0 $15K 0.00% NEW $124.76 +1.4%
780 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 700.0 $15K 0.00% NEW $21.11 -18.3%
Page 39 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%