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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 46 of 68  ·  1,356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 CSL CARLISLE COS INC Industrials 25.0 $9K 0.00% NEW $362.76 +1.4%
902 CTS CTS CORP Technology 139.0 $9K 0.00% NEW $65.19 -11.4%
903 UMBF UMB FINL CORP Financial Services 63.0 $9K 0.00% NEW $142.76 +1.7%
904 HLI HOULIHAN LOKEY INC Financial Services 67.0 $9K 0.00% NEW $134.13 -3.8%
905 AOS SMITH A O CORP Industrials 143.0 $9K 0.00% NEW $62.72 +0.6%
906 INSTALLED BLDG PRODS INC 39.0 $9K 0.00% NEW $229.85
907 PDM PIEDMONT REALTY TRUST INC Real Estate 972.0 $9K 0.00% NEW $9.15 +5.5%
908 FDL FIRST TR EXCHANGE-TRADED FD 179.0 $9K 0.00% NEW $48.66 +9.1%
909 PSCD INVESCO EXCH TRADED FD TR II 73.0 $9K 0.00% NEW $118.38 +1.2%
910 REET ISHARES TR 312.0 $9K 0.00% NEW $27.62 +1.5%
911 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 120.0 $9K 0.00% NEW $71.74 +1.0%
912 BNDX VANGUARD CHARLOTTE FDS 177.0 $9K 0.00% NEW $48.42 -1.6%
913 ULTA ULTA BEAUTY INC Consumer Cyclical 19.0 $9K 0.00% NEW $451.00 +15.6%
914 PYPL PAYPAL HLDGS INC Financial Services 194.0 $8K 0.00% NEW $43.18 +42.5%
915 PDI PIMCO DYNAMIC INCOME FD Financial Services 500.0 $8K 0.00% NEW $16.70 -9.5%
916 VDC VANGUARD WORLD FD 37.0 $8K 0.00% NEW $225.49 +2.8%
917 DECK DECKERS OUTDOOR CORP Consumer Cyclical 84.0 $8K 0.00% NEW $99.29 -7.7%
918 VGSH VANGUARD SCOTTSDALE FDS 143.0 $8K 0.00% NEW $58.11 +0.0%
919 UNILEVER PLC 137.0 $8K 0.00% NEW $60.12
920 TEX TEREX CORP NEW Industrials 113.0 $8K 0.00% NEW $72.39 -8.2%
Page 46 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%