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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 63 of 68  ·  1,356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 CGNG CAPITAL GROUP NEW GEOGRAPHY 18.0 $674.0 NEW $37.44 -2.8%
1242 LEA LEAR CORP Consumer Cyclical 5.0 $670.0 NEW $134.00 -7.4%
1243 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 60.0 $669.0 NEW $11.15 -9.0%
1244 LBRDK LIBERTY BROADBAND CORP Communication Services 20.0 $665.0 NEW $33.25 +8.3%
1245 UAA UNDER ARMOUR INC Consumer Cyclical 100.0 $639.0 NEW $6.39 -17.8%
1246 KHC KRAFT HEINZ CO Consumer Defensive 27.0 $638.0 NEW $23.63 +8.7%
1247 DLB DOLBY LABORATORIES INC Technology 12.0 $631.0 NEW $52.58 +19.2%
1248 EMQQ EXCHANGE TRADED CONCEPTS TRU 20.0 $624.0 NEW $31.20 +10.2%
1249 APTIV PLC 10.0 $614.0 NEW $61.40
1250 SNN SMITH & NEPHEW PLC Healthcare 21.0 $605.0 NEW $28.81 +1.7%
1251 RVT ROYCE SMALL CAP TRUST INC Financial Services 32.0 $591.0 NEW $18.47 +1.9%
1252 CWEN CLEARWAY ENERGY INC Utilities 17.0 $581.0 NEW $34.18 -1.5%
1253 XTN SPDR SERIES TRUST 5.0 $578.0 NEW $115.60 -6.8%
1254 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 7.0 $577.0 NEW $82.43 -5.2%
1255 BIDU BAIDU INC Communication Services 5.0 $571.0 NEW $114.20 -18.7%
1256 GAB GABELLI EQUITY TR INC Financial Services 100.0 $566.0 NEW $5.66 +1.1%
1257 XLO XILIO THERAPEUTICS INC Healthcare 59.0 $565.0 NEW $9.58 -1.7%
1258 LOGI LOGITECH INTL S A Technology 6.0 $564.0 NEW $94.00 +6.9%
1259 MAA MID-AMER APT CMNTYS INC Real Estate 4.0 $556.0 NEW $139.00 -5.4%
1260 GLOBUS MED INC 7.0 $553.0 NEW $79.00
Page 63 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%