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Portfolio (Quarterly) Guide ↗

Key Financial Inc

· CIK 0001801720
13F Portfolio $611M AUM 1,400 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1356 New
Page 15 of 68  ·  1,356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 EMR EMERSON ELEC CO Industrials 1,605.0 $230K 0.04% NEW $143.15 +9.3%
282 ECL ECOLAB INC Basic Materials 793.0 $221K 0.04% NEW $278.61 +0.6%
283 PHM PULTE GROUP INC Consumer Cyclical 1,604.0 $220K 0.04% NEW $137.21 -5.9%
284 THOMSON REUTERS CORP 2,695.0 $220K 0.04% NEW $81.66
285 NEE NEXTERA ENERGY INC Utilities 2,502.0 $220K 0.04% NEW $87.77 -4.3%
286 LQD ISHARES TR 2,000.0 $218K 0.04% NEW $109.07 -2.9%
287 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 562.0 $217K 0.04% NEW $386.73 +4.0%
288 FMHI FIRST TR EXCH TRADED FD III 4,375.0 $212K 0.04% NEW $48.49 -2.3%
289 FEGE RBB FUND TRUST 4,330.0 $212K 0.04% NEW $48.92 +8.8%
290 BSJU INVESCO EXCH TRD SLF IDX FD 8,205.0 $212K 0.04% NEW $25.81 -0.0%
291 PWV INVESCO EXCHANGE TRADED FD T 2,785.0 $211K 0.04% NEW $75.77 +8.5%
292 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 296.0 $208K 0.03% NEW $703.34 -0.5%
293 MCK MCKESSON CORP Healthcare 273.0 $206K 0.03% NEW $755.60 +14.2%
294 AGG ISHARES TR 2,069.0 $205K 0.03% NEW $99.00 -1.7%
295 XLC SELECT SECTOR SPDR TR 1,909.0 $205K 0.03% NEW $107.13 +4.1%
296 SCHM SCHWAB STRATEGIC TR 5,531.0 $204K 0.03% NEW $36.87 -2.0%
297 XLU SELECT SECTOR SPDR TR 4,474.0 $203K 0.03% NEW $45.34 -5.1%
298 FELV FIDELITY COVINGTON TRUST 5,057.0 $203K 0.03% NEW $40.09 +6.6%
299 ALL ALLSTATE CORP Financial Services 851.0 $202K 0.03% NEW $237.94 +7.6%
300 DELL DELL TECHNOLOGIES INC Technology 462.0 $199K 0.03% NEW $431.46 +1.7%
Page 15 of 68  ·  1,356 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
Technology 35.9%
Financial Services 14.1%
Healthcare 13.7%
Consumer Cyclical 8.4%
Industrials 7.1%
Energy 7.1%
Communication Services 4.8%
Consumer Defensive 4.7%
Utilities 3.0%
Basic Materials 0.7%