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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 4 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IALT BLACKROCK ETF TRUST 13,419.0 $376K 0.19% NEW $28.05 +3.4%
62 AVXC AMERICAN CENTY ETF TR 4,335.0 $371K 0.19% NEW $85.65 -4.0%
63 AMGN AMGEN INC Healthcare 913.0 $331K 0.17% NEW $362.12 +18.7%
64 VOO VANGUARD INDEX FDS 471.0 $324K 0.17% NEW $686.95 +2.6%
65 IWF ISHARES TR 2,592.0 $322K 0.17% NEW $124.17 -1.2%
66 C CITIGROUP INC Financial Services 2,176.0 $305K 0.16% NEW $139.96 -6.0%
67 GOOGL ALPHABET INC Communication Services 809.0 $289K 0.15% NEW $357.49 -5.1%
68 GGOV BLACKROCK ETF TRUST II 5,295.0 $266K 0.14% NEW $50.29 -0.2%
69 GOVT ISHARES TR 11,614.0 $265K 0.14% NEW $22.78 -1.5%
70 MUB ISHARES TR 2,310.0 $249K 0.13% NEW $107.62 -2.3%
71 PZA INVESCO EXCH TRADED FD TR II 9,934.0 $234K 0.12% NEW $23.52 -3.9%
72 GOOG ALPHABET INC 635.0 $224K 0.12% NEW $353.33
73 MBB ISHARES TR 2,349.0 $222K 0.11% NEW $94.52 -1.5%
74 VUG VANGUARD INDEX FDS 2,472.0 $213K 0.11% NEW $86.14 +2.4%
75 JPM JPMORGAN CHASE & CO Financial Services 634.0 $208K 0.11% NEW $327.33 +8.8%
76 SPTL SPDR SERIES TRUST 7,756.0 $203K 0.10% NEW $26.23 -3.9%
77 GD GENERAL DYNAMICS CORP Industrials 550.0 $195K 0.10% NEW $354.24 +4.8%
78 AMD ADVANCED MICRO DEVICES INC Technology 325.0 $189K 0.10% NEW $580.91 -19.0%
79 CFO VICTORY PORTFOLIOS II 2,344.0 $188K 0.10% NEW $80.08 +2.0%
80 QUAL ISHARES TR 846.0 $186K 0.10% NEW $219.44 +1.4%
Page 4 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%