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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 59 of 68  ·  1,356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 EZU ISHARES INC 26.0 $2K NEW $68.77 +3.5%
1162 GSIE GOLDMAN SACHS ETF TR 39.0 $2K NEW $45.69 +5.0%
1163 CGMM CAPITAL GROUP EQUITY ETF TR 54.0 $2K NEW $32.96 +0.5%
1164 CVLT COMMVAULT SYS INC Technology 13.0 $2K NEW $136.31 +0.7%
1165 POST POST HLDGS INC Consumer Defensive 20.0 $2K NEW $88.25 -10.7%
1166 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 17.0 $2K NEW $103.35 +12.2%
1167 DLO DLOCAL LTD Technology 134.0 $2K NEW $12.99 +10.1%
1168 OGE OGE ENERGY CORP Utilities 34.0 $2K NEW $48.65 -3.5%
1169 SIRI SIRIUSXM HOLDINGS INC Communication Services 56.0 $2K NEW $29.54 -2.9%
1170 CCJ CAMECO CORP Energy 16.0 $2K NEW $101.88 -3.8%
1171 IYG ISHARES TR 18.0 $2K NEW $90.44 +7.0%
1172 MJ AMPLIFY ETF TR 63.0 $2K NEW $25.75 +0.3%
1173 CGGR CAPITAL GROUP GROWTH ETF 34.0 $2K NEW $47.21 -0.6%
1174 EQT EQT CORP Energy 30.0 $2K NEW $53.17 +0.9%
1175 FXU FIRST TR EXCHANGE-TRADED FD 32.0 $2K NEW $49.34 -1.4%
1176 RELX RELX PLC Communication Services 49.0 $2K NEW $31.67 +10.8%
1177 DFIS DIMENSIONAL ETF TRUST 44.0 $2K NEW $35.02 +6.6%
1178 IGF ISHARES TR 23.0 $2K NEW $66.61 -0.9%
1179 IP INTERNATIONAL PAPER CO Consumer Cyclical 40.0 $2K NEW $38.10 +7.8%
1180 TRP TC ENERGY CORP Energy 23.0 $2K NEW $66.22 -5.8%
Page 59 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 35.4%
Financial Services 14.0%
Healthcare 13.5%
Consumer Cyclical 8.2%
Energy 7.1%
Industrials 7.0%
Communication Services 6.1%
Consumer Defensive 4.6%
Utilities 2.9%
Basic Materials 0.7%