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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 28 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 LITE LUMENTUM HLDGS INC Technology 3.0 $3K 0.00% NEW $858.00 +6.6%
542 SEABRIDGE GOLD INC 100.0 $3K 0.00% NEW $25.74
543 CDX SIMPLIFY EXCHANGE TRADED FUN 121.0 $3K 0.00% NEW $21.12 -2.6%
544 NXPI NXP SEMICONDUCTORS N V Technology 9.0 $3K 0.00% NEW $281.00 -20.1%
545 AIM ETF PRODUCTS TRUST 85.0 $3K 0.00% NEW $29.69
546 AI C3 AI INC Technology 275.0 $2K 0.00% NEW $9.09 +19.0%
547 HIYY TIDAL TRUST II 150.0 $2K 0.00% NEW $16.65 -26.4%
548 RWR SPDR SERIES TRUST 22.0 $2K 0.00% NEW $112.95 -0.8%
549 FVD FIRST TR EXCHANGE-TRADED FD 51.0 $2K 0.00% NEW $48.18 +4.2%
550 YUMC YUM CHINA HLDGS INC Consumer Cyclical 60.0 $2K 0.00% NEW $40.87 +9.2%
551 GJAN FIRST TR EXCHNG TRADED FD VI 54.0 $2K 0.00% NEW $45.02 +2.0%
552 XEL XCEL ENERGY INC Utilities 30.0 $2K 0.00% NEW $80.30 -5.7%
553 LAZ LAZARD INC Financial Services 57.0 $2K 0.00% NEW $41.95 +3.1%
554 CMS CMS ENERGY CORP Utilities 31.0 $2K 0.00% NEW $76.52 -11.1%
555 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 6.0 $2K 0.00% NEW $386.67 +1.5%
556 AJG GALLAGHER ARTHUR J & CO Financial Services 10.0 $2K 0.00% NEW $229.60 +14.2%
557 USXF ISHARES TR 33.0 $2K 0.00% NEW $69.45 -2.0%
558 SUSB ISHARES TR 91.0 $2K 0.00% NEW $24.99 -0.7%
559 XSVN BONDBLOXX ETF TRUST 48.0 $2K 0.00% NEW $47.27 -1.9%
560 AMCOR PLC 52.0 $2K 0.00% NEW $43.35
Page 28 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%