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Portfolio (Quarterly) Guide ↗

Key Capital Management, INC

· CIK 0002107249
13F Portfolio $194M AUM 726 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 726 New
Page 16 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 KO COCA COLA CO Consumer Defensive 171.0 $14K 0.01% NEW $81.27 +8.3%
302 ROST ROSS STORES INC Consumer Cyclical 64.0 $14K 0.01% NEW $212.84 +7.0%
303 EVRG EVERGY INC Utilities 156.0 $13K 0.01% NEW $86.43 -6.1%
304 IXN ISHARES TR 93.0 $13K 0.01% NEW $144.48 -3.2%
305 AMT AMERICAN TOWER CORP Real Estate 82.0 $13K 0.01% NEW $163.57 +7.3%
306 OMC OMNICOM GROUP INC Communication Services 182.0 $13K 0.01% NEW $72.83 +18.3%
307 PGHY INVESCO EXCH TRADED FD TR II 647.0 $13K 0.01% NEW $19.70 -0.8%
308 CRM SALESFORCE INC Technology 81.0 $13K 0.01% NEW $156.65 +63.6%
309 DVN DEVON ENERGY CORP NEW Energy 304.0 $13K 0.01% NEW $41.28 +18.2%
310 COP CONOCOPHILLIPS Energy 119.0 $12K 0.01% NEW $103.96 +29.8%
311 DIS DISNEY WALT CO Communication Services 128.0 $12K 0.01% NEW $96.25 +11.1%
312 BEN FRANKLIN RESOURCES INC Financial Services 369.0 $12K 0.01% NEW $33.27 -0.0%
313 DGRO ISHARES TR 160.0 $12K 0.01% NEW $75.79 +3.9%
314 PTY PIMCO CORPORATE & INCOME OPP Financial Services 1,008.0 $12K 0.01% NEW $12.03 -2.0%
315 ARDC ARES DYNAMIC CR ALLOCATION F Financial Services 960.0 $12K 0.01% NEW $12.63 -2.1%
316 IXUS ISHARES TR 127.0 $12K 0.01% NEW $95.44 +1.6%
317 AVIG AMERICAN CENTY ETF TR 291.0 $12K 0.01% NEW $41.41 -2.0%
318 ETN EATON CORP PLC Industrials 28.0 $12K 0.01% NEW $426.11 -8.7%
319 MCD MCDONALDS CORP Consumer Cyclical 44.0 $12K 0.01% NEW $270.32 -3.4%
320 QDPL PACER FDS TR 262.0 $12K 0.01% NEW $45.07 +1.9%
Page 16 of 37  ·  726 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
Financial Services 34.1%
Technology 28.1%
Consumer Cyclical 9.1%
Healthcare 5.8%
Consumer Defensive 5.7%
Communication Services 4.8%
Industrials 3.8%
Real Estate 3.5%
Energy 2.8%
Utilities 1.1%