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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 36 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 DFGR DIMENSIONAL ETF TRUST 14.0 $406.0 NEW $29.00 -0.2%
702 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 6.0 $384.0 NEW $64.00 +11.3%
703 UBER UBER TECHNOLOGIES INC Technology 4.0 $289.0 NEW $72.25 +4.7%
704 ATLANTA BRAVES HLDGS INC 5.0 $282.0 NEW $56.40
705 CRSP CRISPR THERAPEUTICS AG Healthcare 5.0 $273.0 NEW $54.60 +4.4%
706 SRLN SSGA ACTIVE ETF TR 6.0 $242.0 NEW $40.33 +1.2%
707 EMHC SPDR SERIES TRUST 9.0 $229.0 NEW $25.44 -2.1%
708 SYM SYMBOTIC INC Industrials 5.0 $225.0 NEW $45.00 -11.8%
709 SPLB SPDR SERIES TRUST 10.0 $224.0 NEW $22.40 -4.1%
710 DPG DUFF & PHELPS UTLITY AND INF Financial Services 15.0 $223.0 NEW $14.87 -3.0%
711 COKE COCA COLA CONS INC Consumer Defensive 1.0 $215.0 NEW $215.00 -9.0%
712 FGDL FRANKLIN TEMPLETON HOLDINGS Financial Services 4.0 $213.0 NEW $53.25 +11.2%
713 SBUX STARBUCKS CORP Consumer Cyclical 2.0 $204.0 NEW $102.00 +4.2%
714 VYMI VANGUARD WHITEHALL FDS 2.0 $202.0 NEW $101.00 +4.1%
715 PPA INVESCO EXCHANGE TRADED FD T 1.0 $177.0 NEW $177.00 -5.4%
716 KD KYNDRYL HLDGS INC Technology 12.0 $136.0 NEW $11.33 +18.7%
717 EMLC VANECK ETF TRUST 5.0 $128.0 NEW $25.60 +0.0%
718 VSNT VERSANT MEDIA GROUP INC Industrials 3.0 $108.0 NEW $36.00 +14.2%
719 FISV FISERV INC Technology 2.0 $98.0 NEW $49.00 +8.8%
720 VIXY PROSHARES TR II Financial Services 3.0 $64.0 NEW $21.33 -19.0%
Page 36 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%