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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 55 of 68  ·  1,356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 NANC TIDAL TRUST I 68.0 $3K 0.00% NEW $50.60 +1.4%
1082 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 349.0 $3K 0.00% NEW $9.81 +1.0%
1083 WIT WIPRO LTD Technology 1,516.0 $3K 0.00% NEW $2.25 -16.0%
1084 CHDN CHURCHILL DOWNS INC Consumer Cyclical 38.0 $3K 0.00% NEW $89.63 +4.6%
1085 FTXO FIRST TR EXCHANGE TRADED FD 82.0 $3K 0.00% NEW $41.33 +1.1%
1086 FTV FORTIVE CORP Technology 55.0 $3K 0.00% NEW $61.09 -1.7%
1087 MTH MERITAGE HOMES CORP Consumer Cyclical 40.0 $3K 0.00% NEW $83.85 -14.5%
1088 CLX CLOROX CO DEL Consumer Defensive 35.0 $3K 0.00% NEW $95.43 +11.8%
1089 AVUS AMERICAN CENTY ETF TR 26.0 $3K 0.00% NEW $128.08 +2.0%
1090 BWA BORGWARNER INC Consumer Cyclical 50.0 $3K 0.00% NEW $66.40 +2.1%
1091 FXO FIRST TR EXCHANGE-TRADED FD 53.0 $3K 0.00% NEW $62.45 +5.3%
1092 APA APA CORPORATION Energy 100.0 $3K 0.00% NEW $32.57 +33.2%
1093 VMBS VANGUARD SCOTTSDALE FDS 68.0 $3K 0.00% NEW $46.81 -1.4%
1094 DXC DXC TECHNOLOGY CO Technology 359.0 $3K 0.00% NEW $8.85 +22.0%
1095 VRRM VERRA MOBILITY CORP Technology 726.0 $3K 0.00% NEW $4.25 +7.3%
1096 TPR TAPESTRY INC Consumer Cyclical 21.0 $3K 0.00% NEW $146.38 -11.1%
1097 JEPQ J P MORGAN EXCHANGE TRADED F 50.0 $3K 0.00% NEW $61.46 -2.6%
1098 SYF SYNCHRONY FINANCIAL Financial Services 40.0 $3K NEW $76.05 +4.5%
1099 SPSC SPS COMM INC Technology 53.0 $3K NEW $57.17 +41.8%
1100 KD KYNDRYL HLDGS INC Technology 266.0 $3K NEW $11.31 +11.0%
Page 55 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%