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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 43 of 68  ·  1,356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 FNV FRANCO NEV CORP Basic Materials 54.0 $11K 0.00% NEW $208.44 +27.5%
842 EFAV ISHARES TR 128.0 $11K 0.00% NEW $87.71 +7.9%
843 RPG INVESCO EXCHANGE TRADED FD T 175.0 $11K 0.00% NEW $63.85 -8.8%
844 REZI RESIDEO TECHNOLOGIES INC Industrials 358.0 $11K 0.00% NEW $31.10 -34.8%
845 ITEQ AMPLIFY ETF TR 167.0 $11K 0.00% NEW $66.38 -5.1%
846 BSCW INVESCO EXCH TRD SLF IDX FD 540.0 $11K 0.00% NEW $20.51 -1.1%
847 NATWEST GROUP PLC 628.0 $11K 0.00% NEW $17.63
848 ATKR ATKORE INC Industrials 145.0 $11K 0.00% NEW $76.04 +23.1%
849 AVLV AMERICAN CENTY ETF TR 120.0 $11K 0.00% NEW $91.21 +3.8%
850 NXST NEXSTAR MEDIA GROUP INC Communication Services 61.0 $11K 0.00% NEW $178.59 +4.2%
851 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 1,125.0 $11K 0.00% NEW $9.68 -6.7%
852 GPC GENUINE PARTS CO Consumer Cyclical 92.0 $11K 0.00% NEW $117.98 +13.5%
853 LUV SOUTHWEST AIRLS CO Industrials 211.0 $11K 0.00% NEW $51.42 -21.5%
854 RMD RESMED INC Healthcare 55.0 $11K 0.00% NEW $194.87 +18.8%
855 AXIA ENERGIA SA 1,010.0 $11K 0.00% NEW $10.56
856 TDG TRANSDIGM GROUP INC Industrials 8.0 $11K 0.00% NEW $1332.00 -9.9%
857 SOMNIGROUP INTERNATIONAL INC 135.0 $11K 0.00% NEW $78.40
858 TCOM TRIP COM GROUP LTD Consumer Cyclical 265.0 $11K 0.00% NEW $39.84 +15.7%
859 ALC ALCON AG Healthcare 156.0 $10K 0.00% NEW $67.10 +9.7%
860 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 5.0 $10K 0.00% NEW $2080.80 +4.9%
Page 43 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%