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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 3 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VGLT VANGUARD SCOTTSDALE FDS 12,768.0 $705K 0.36% NEW $55.18 -4.0%
42 BAI BLACKROCK ETF TRUST 12,650.0 $667K 0.34% NEW $52.72 -16.4%
43 SPYV SPDR SERIES TRUST 9,854.0 $599K 0.31% NEW $60.79 +4.2%
44 WMT WALMART INC Consumer Defensive 5,011.0 $568K 0.29% NEW $113.27 -7.4%
45 AIM ETF PRODUCTS TRUST 20,393.0 $537K 0.28% NEW $26.32
46 SCHP SCHWAB STRATEGIC TR 19,121.0 $507K 0.26% NEW $26.50 -2.2%
47 BLCR BLACKROCK ETF TRUST 9,791.0 $493K 0.25% NEW $50.37 -2.4%
48 IUSB ISHARES TR 10,269.0 $474K 0.24% NEW $46.15 -1.5%
49 CSCO CISCO SYS INC Technology 4,012.0 $471K 0.24% NEW $117.46 -5.9%
50 IEFA ISHARES TR 4,799.0 $463K 0.24% NEW $96.58 +3.8%
51 MSFT MICROSOFT CORP Technology 1,222.0 $456K 0.23% NEW $372.87 +36.1%
52 MTUM ISHARES TR 1,289.0 $442K 0.23% NEW $342.75 -12.4%
53 THRO BLACKROCK ETF TRUST 10,166.0 $438K 0.23% NEW $43.11 +1.7%
54 BERKSHIRE HATHAWAY INC DEL 842.0 $421K 0.22% NEW $500.39
55 EDIV SPDR INDEX SHS FDS 10,092.0 $413K 0.21% NEW $40.96 +2.1%
56 BILZ PIMCO ETF TR 3,976.0 $401K 0.21% NEW $100.93 +0.0%
57 SHLD GLOBAL X FDS 6,633.0 $396K 0.20% NEW $59.71 +9.7%
58 VGSH VANGUARD SCOTTSDALE FDS 6,647.0 $387K 0.20% NEW $58.20 -0.2%
59 SPYG SPDR SERIES TRUST 3,230.0 $384K 0.20% NEW $118.99 +1.6%
60 ELEVATION SERIES TRUST 16,081.0 $383K 0.20% NEW $23.80
Page 3 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%