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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 26 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 ONEH ELEVATION SERIES TRUST 132.0 $3K 0.00% NEW $24.68 +2.9%
502 ICVT ISHARES TR 27.0 $3K 0.00% NEW $120.63 -6.8%
503 RFIX SIMPLIFY EXCHANGE TRADED FUN 83.0 $3K 0.00% NEW $39.11 -11.2%
504 BROS DUTCH BROS INC Consumer Cyclical 44.0 $3K 0.00% NEW $71.82 -34.7%
505 SELECT SECTOR SPDR TR 125.0 $3K 0.00% NEW $25.23
506 ECAT BLACKROCK ESG CAP ALLC TERM Financial Services 200.0 $3K 0.00% NEW $15.72 -3.1%
507 SPFF GLOBAL X FDS 334.0 $3K 0.00% NEW $9.38 -1.2%
508 XAR SPDR SERIES TRUST 11.0 $3K 0.00% NEW $283.82 -11.1%
509 IIPR INNOVATIVE INDL PPTYS INC Real Estate 50.0 $3K 0.00% NEW $61.98 -8.9%
510 IP INTERNATIONAL PAPER CO Consumer Cyclical 81.0 $3K 0.00% NEW $38.10 -2.7%
511 RF REGIONS FINANCIAL CORP NEW Financial Services 101.0 $3K 0.00% NEW $30.20 -3.1%
512 PFIX SIMPLIFY EXCHANGE TRADED FUN 70.0 $3K 0.00% NEW $43.36 +16.7%
513 PFXF VANECK ETF TRUST 170.0 $3K 0.00% NEW $17.84 -1.0%
514 CCI CROWN CASTLE INC Real Estate 40.0 $3K 0.00% NEW $75.72 -0.2%
515 ATR APTARGROUP INC Healthcare 24.0 $3K 0.00% NEW $125.21 +4.9%
516 VHT VANGUARD WORLD FD 10.0 $3K 0.00% NEW $299.00 +7.3%
517 CEG CONSTELLATION ENERGY CORP Utilities 12.0 $3K 0.00% NEW $248.33 +11.8%
518 VRTX VERTEX PHARMACEUTICALS INC Healthcare 6.0 $3K 0.00% NEW $496.67 +10.3%
519 RPRX ROYALTY PHARMA PLC Healthcare 53.0 $3K 0.00% NEW $56.08 +10.3%
520 GGG GRACO INC Industrials 39.0 $3K 0.00% NEW $75.62 +1.6%
Page 26 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%