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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 9 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CVX CHEVRON CORPORATION Energy 324.0 $54K 0.03% NEW $165.79 +24.3%
162 IJH ISHARES TR 689.0 $53K 0.03% NEW $77.11 -2.3%
163 MRVL MARVELL TECHNOLOGY INC Technology 177.0 $53K 0.03% NEW $297.89 -28.9%
164 VEA VANGUARD TAX-MANAGED FDS 740.0 $53K 0.03% NEW $71.25 +2.3%
165 JAAA JANUS DETROIT STR TR 1,021.0 $52K 0.03% NEW $50.49 +0.0%
166 SCHA SCHWAB STRATEGIC TR 1,414.0 $51K 0.03% NEW $36.13 -5.5%
167 DECW AIM ETF PRODUCTS TRUST 1,421.0 $51K 0.03% NEW $35.65 +1.9%
168 DUK DUKE ENERGY CORP NEW Utilities 393.0 $50K 0.03% NEW $126.58 -5.3%
169 MTB M & T BK CORP Financial Services 203.0 $48K 0.03% NEW $238.01 -1.7%
170 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 50.0 $47K 0.02% NEW $935.48 +0.9%
171 LFUS LITTELFUSE INC Technology 100.0 $46K 0.02% NEW $455.33 -9.5%
172 SPG SIMON PPTY GROUP INC NEW Real Estate 202.0 $45K 0.02% NEW $223.65 -5.1%
173 JUNT AIM ETF PRODUCTS TRUST 1,195.0 $45K 0.02% NEW $37.79 +2.1%
174 VBR VANGUARD INDEX FDS 183.0 $44K 0.02% NEW $242.99 +0.9%
175 IHAK ISHARES TR 732.0 $44K 0.02% NEW $60.71 +9.1%
176 IJR ISHARES TR 298.0 $44K 0.02% NEW $148.31 -2.6%
177 GDX VANECK ETF TRUST 580.0 $44K 0.02% NEW $75.45 +30.6%
178 TSLA TESLA INC Consumer Cyclical 104.0 $44K 0.02% NEW $420.60 -12.5%
179 FV FIRST TR EXCHANGE TRADED FD 576.0 $44K 0.02% NEW $75.88 -3.2%
180 ITA ISHARES TR 180.0 $44K 0.02% NEW $242.42 -5.8%
Page 9 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%