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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 7 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 WPC WP CAREY INC Real Estate 1,125.0 $80K 0.04% NEW $71.50 -2.2%
122 IWO ISHARES TR 198.0 $78K 0.04% NEW $393.96 -4.3%
123 LUMN LUMEN TECHNOLOGIES INC Communication Services 10,000.0 $77K 0.04% NEW $7.68 -18.6%
124 XLK SELECT SECTOR SPDR TR 400.0 $76K 0.04% NEW $190.52 -2.1%
125 SCHD SCHWAB STRATEGIC TR 2,397.0 $76K 0.04% NEW $31.71 +10.0%
126 XLI SELECT SECTOR SPDR TR 410.0 $76K 0.04% NEW $185.23 -5.5%
127 FXED TIDAL TRUST I 4,314.0 $76K 0.04% NEW $17.53 -1.9%
128 BINC BLACKROCK ETF TRUST II 1,433.0 $75K 0.04% NEW $52.35 -0.8%
129 VNLA JANUS DETROIT STR TR 1,502.0 $73K 0.04% NEW $48.86 -0.2%
130 EMHY ISHARES INC 1,794.0 $73K 0.04% NEW $40.66 -1.1%
131 Q QNITY ELECTRONICS INC Technology 446.0 $73K 0.04% NEW $163.31 -26.9%
132 AVGO BROADCOM INC Technology 190.0 $72K 0.04% NEW $377.75 -2.0%
133 FNDA SCHWAB STRATEGIC TR 1,880.0 $72K 0.04% NEW $38.06 -2.6%
134 ABBV ABBVIE INC Healthcare 283.0 $71K 0.04% NEW $251.64 +1.9%
135 CTVA CORTEVA INC Basic Materials 838.0 $71K 0.04% NEW $84.69 -0.1%
136 FBCG FIDELITY COVINGTON TRUST 1,138.0 $71K 0.04% NEW $62.11 -0.8%
137 HTGC HERCULES CAPITAL INC Financial Services 4,465.0 $70K 0.04% NEW $15.77 +11.9%
138 MAYT AIM ETF PRODUCTS TRUST 1,791.0 $70K 0.04% NEW $39.00 -5.6%
139 VB VANGUARD INDEX FDS 229.0 $69K 0.04% NEW $303.12 -1.3%
140 PAYM ELEVATION SERIES TRUST 2,730.0 $69K 0.04% NEW $25.12 +1.7%
Page 7 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%