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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 41 of 68  ·  1,356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 SPHD INVESCO EXCH TRADED FD TR II 268.0 $14K 0.00% NEW $50.84 +4.7%
802 ALB ALBEMARLE CORP Basic Materials 100.0 $14K 0.00% NEW $135.03 +6.1%
803 ANNALY CAPITAL MANAGEMENT IN 601.0 $13K 0.00% NEW $22.36
804 RPV INVESCO EXCHANGE TRADED FD T 118.0 $13K 0.00% NEW $113.82 +7.6%
805 FTCS FIRST TR EXCHANGE-TRADED FD 141.0 $13K 0.00% NEW $93.92 +8.1%
806 SNOW SNOWFLAKE INC Technology 52.0 $13K 0.00% NEW $254.50 +30.8%
807 IEX IDEX CORP Industrials 58.0 $13K 0.00% NEW $226.95 +3.3%
808 BLD TOPBUILD COR Industrials 37.0 $13K 0.00% NEW $354.54 -0.0%
809 KBWB INVESCO EXCH TRADED FD TR II 141.0 $13K 0.00% NEW $92.98 +2.8%
810 HRL HORMEL FOODS CORP Consumer Defensive 524.0 $13K 0.00% NEW $24.82 -3.7%
811 EOG EOG RES INC Energy 100.0 $13K 0.00% NEW $129.73 +18.0%
812 IBDU ISHARES TR 557.0 $13K 0.00% NEW $23.16 -0.5%
813 IBDV ISHARES TR 590.0 $13K 0.00% NEW $21.80 -0.9%
814 CNK CINEMARK HLDGS INC Communication Services 405.0 $13K 0.00% NEW $31.73 +15.3%
815 MTD METTLER TOLEDO INTERNATIONAL Healthcare 10.0 $13K 0.00% NEW $1277.50 +9.2%
816 ATO ATMOS ENERGY CORP Utilities 74.0 $13K 0.00% NEW $172.27 -3.1%
817 GTLS CHART INDS INC Industrials 61.0 $13K 0.00% NEW $208.93 +0.5%
818 HAL HALLIBURTON CO Energy 374.0 $13K 0.00% NEW $33.95 +4.1%
819 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 107.0 $13K 0.00% NEW $118.53 -25.1%
820 HEDJ WISDOMTREE TR 218.0 $12K 0.00% NEW $57.00 +0.5%
Page 41 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%