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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 32 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 FIRST TR EXCHANGE-TRADED FD 28.0 $2K 0.00% NEW $54.39
622 NGG NATIONAL GRID PLC Utilities 18.0 $1K 0.00% NEW $82.89 -4.5%
623 COIN COINBASE GLOBAL INC Financial Services 10.0 $1K 0.00% NEW $146.20 +28.7%
624 INVH INVITATION HOMES INC Real Estate 48.0 $1K 0.00% NEW $30.21 -3.5%
625 EVUS ISHARES TR 41.0 $1K 0.00% NEW $35.12 +5.9%
626 MET METLIFE INC Financial Services 17.0 $1K 0.00% NEW $84.59 +12.5%
627 LNG CHENIERE ENERGY INC Energy 6.0 $1K 0.00% NEW $239.00 +22.0%
628 IJK ISHARES TR 12.0 $1K 0.00% NEW $117.50 -3.7%
629 COF CAPITAL ONE FINL CORP Financial Services 7.0 $1K 0.00% NEW $200.57 +6.9%
630 VLUE ISHARES TR 7.0 $1K 0.00% NEW $199.86 +0.8%
631 IYZ ISHARES TR 33.0 $1K 0.00% NEW $42.30 +1.9%
632 JBBB JANUS DETROIT STR TR 29.0 $1K 0.00% NEW $47.34 +0.0%
633 MRSH MARSH & MCLENNAN COS INC Financial Services 8.0 $1K 0.00% NEW $166.62 +13.9%
634 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 14.0 $1K 0.00% NEW $92.07 -3.6%
635 DMXF ISHARES TR 15.0 $1K 0.00% NEW $84.60 +2.4%
636 CDW CDW CORP Technology 9.0 $1K 0.00% NEW $140.67 +7.8%
637 FFIV F5 INC Technology 3.0 $1K 0.00% NEW $416.00 -2.1%
638 FCEL FUELCELL ENERGY INC Industrials 35.0 $1K 0.00% NEW $35.57 -51.6%
639 DGRW WISDOMTREE TR 13.0 $1K 0.00% NEW $95.62 +3.5%
640 KBWD INVESCO EXCH TRADED FD TR II 100.0 $1K 0.00% NEW $12.42 +0.7%
Page 32 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%