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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 34 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 SEANERGY MARITIME HLDGS CORP 69.0 $927.0 NEW $13.43
662 FXR FIRST TR EXCHANGE-TRADED FD 10.0 $911.0 NEW $91.10 -4.8%
663 FEMB FIRST TR EXCH TRADED FD III 31.0 $906.0 NEW $29.23 +0.8%
664 WBD WARNER BROS DISCOVERY INC Communication Services 34.0 $906.0 NEW $26.65 +7.1%
665 IHI ISHARES TR 18.0 $889.0 NEW $49.39 +11.3%
666 DBC INVESCO DB COMMDY INDX TRCK Financial Services 33.0 $880.0 NEW $26.67 +17.4%
667 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 14.0 $865.0 NEW $61.79 -7.1%
668 NVO NOVO-NORDISK A S Healthcare 18.0 $863.0 NEW $47.94 -5.5%
669 HBM HUDBAY MINERALS INC Basic Materials 36.0 $857.0 NEW $23.81 +20.4%
670 NI NISOURCE INC Utilities 18.0 $856.0 NEW $47.56 -14.0%
671 FTSL FIRST TR EXCHANGE-TRADED FD 19.0 $850.0 NEW $44.74 +0.4%
672 WRB BERKLEY W R CORP Financial Services 12.0 $846.0 NEW $70.50 -4.2%
673 ASAN ASANA INC Technology 119.0 $833.0 NEW $7.00 +46.6%
674 EGP EASTGROUP PPTYS INC Real Estate 4.0 $810.0 NEW $202.50 -1.5%
675 WAB WABTEC Industrials 3.0 $809.0 NEW $269.67 +6.0%
676 BCAT BLACKROCK CAP ALLOCATION TER Financial Services 50.0 $797.0 NEW $15.94 +0.3%
677 DON WISDOMTREE TR 14.0 $791.0 NEW $56.50 +1.6%
678 ADSK AUTODESK INC Technology 4.0 $778.0 NEW $194.50 +32.9%
679 SE SEA LTD Consumer Cyclical 8.0 $767.0 NEW $95.88 +18.4%
680 XRX XEROX HOLDINGS CORP Technology 239.0 $748.0 NEW $3.13 +3.2%
Page 34 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%