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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 17 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 EFA ISHARES TR 113.0 $12K 0.01% NEW $103.88 +2.7%
322 XONE BONDBLOXX ETF TRUST 235.0 $12K 0.01% NEW $49.37 -0.4%
323 AXP AMERICAN EXPRESS CO Financial Services 34.0 $12K 0.01% NEW $338.26 -4.1%
324 TEMA ETF TRUST 377.0 $11K 0.01% NEW $30.38
325 USFR WISDOMTREE TR 226.0 $11K 0.01% NEW $50.35 +0.0%
326 PG PROCTER & GAMBLE CO Consumer Defensive 76.0 $11K 0.01% NEW $146.64 -0.3%
327 WM WASTE MGMT INC DEL Industrials 50.0 $11K 0.01% NEW $222.88 -1.8%
328 SPBW AIM ETF PRODUCTS TRUST 386.0 $11K 0.01% NEW $28.70 +1.4%
329 HYGH ISHARES U S ETF TR 124.0 $11K 0.01% NEW $86.61 +0.4%
330 KIE SPDR SERIES TRUST 176.0 $11K 0.01% NEW $60.99 +3.3%
331 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 140.0 $11K 0.01% NEW $76.40 +9.1%
332 EWX SPDR INDEX SHS FDS 143.0 $11K 0.01% NEW $74.31 -1.0%
333 OXY OCCIDENTAL PETE CORP Energy 213.0 $10K 0.01% NEW $48.57 +25.1%
334 FTCS FIRST TR EXCHANGE-TRADED FD 110.0 $10K 0.01% NEW $93.92 +6.3%
335 NOW SERVICENOW INC Technology 104.0 $10K 0.01% NEW $99.28 +44.0%
336 F FORD MTR CO Consumer Cyclical 738.0 $10K 0.01% NEW $13.91 -1.0%
337 PDBC INVESCO ACTVELY MNGD ETC FD 645.0 $10K 0.01% NEW $15.88 +19.5%
338 CIBR FIRST TR EXCHANGE-TRADED FD 114.0 $10K 0.01% NEW $89.85 +7.1%
339 SCHC SCHWAB STRATEGIC TR 212.0 $10K 0.01% NEW $48.12 +5.4%
340 URI UNITED RENTALS INC Industrials 9.0 $10K 0.01% NEW $1132.89 -11.7%
Page 17 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%