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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 29 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 13.0 $2K 0.00% NEW $173.15 -7.6%
562 ORKA ORUKA THERAPEUTICS INC Healthcare 24.0 $2K 0.00% NEW $93.67 -1.1%
563 PNW PINNACLE WEST CAP CORP Utilities 21.0 $2K 0.00% NEW $107.00 -8.7%
564 OGE OGE ENERGY CORP Utilities 45.0 $2K 0.00% NEW $48.67 -6.2%
565 CLOI VANECK ETF TRUST 41.0 $2K 0.00% NEW $52.95 +0.0%
566 ACM AECOM Industrials 31.0 $2K 0.00% NEW $69.81 -3.4%
567 CBRE CBRE GROUP INC Real Estate 16.0 $2K 0.00% NEW $134.69 +8.3%
568 JSI JANUS DETROIT STR TR 42.0 $2K 0.00% NEW $51.21 -0.8%
569 DTE DTE ENERGY CO Utilities 14.0 $2K 0.00% NEW $152.36 -11.0%
570 BBY BEST BUY INC Consumer Cyclical 28.0 $2K 0.00% NEW $75.89 +5.6%
571 FNF FIDELITY NATL FINL INC Financial Services 45.0 $2K 0.00% NEW $47.16 -1.5%
572 APH AMPHENOL CORP Technology 12.0 $2K 0.00% NEW $176.33 -10.1%
573 SWKS SKYWORKS SOLUTIONS INC Technology 31.0 $2K 0.00% NEW $67.81 -1.2%
574 SNOY TIDAL TRUST II 200.0 $2K 0.00% NEW $10.44 +9.6%
575 MSI MOTOROLA SOLUTIONS INC Technology 5.0 $2K 0.00% NEW $415.20 +16.9%
576 FEP FIRST TR EXCH TRD ALPHDX FD 36.0 $2K 0.00% NEW $57.06 +5.6%
577 ADP AUTOMATIC DATA PROCESSING IN Industrials 9.0 $2K 0.00% NEW $224.00 +27.8%
578 EXC EXELON CORP Utilities 43.0 $2K 0.00% NEW $46.63 -6.2%
579 ASML ASML HLDG NV Technology 1.0 $2K 0.00% NEW $1989.00 -14.7%
580 ISRG INTUITIVE SURGICAL INC Healthcare 5.0 $2K 0.00% NEW $397.60 -5.2%
Page 29 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%