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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 20 of 68  ·  1,356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 FAST FASTENAL CO Industrials 2,606.0 $125K 0.02% NEW $48.03 +6.7%
382 IYH ISHARES TR 1,865.0 $125K 0.02% NEW $67.01 +10.3%
383 ROST ROSS STORES INC Consumer Cyclical 585.0 $125K 0.02% NEW $212.85 +12.3%
384 IUSB ISHARES TR 2,679.0 $124K 0.02% NEW $46.15 -1.6%
385 DFNL DAVIS FUNDAMENTAL ETF TR 2,497.0 $123K 0.02% NEW $49.36 +4.4%
386 TMFG RBB FD INC 3,975.0 $122K 0.02% NEW $30.75 +3.3%
387 AKAM AKAMAI TECHNOLOGIES INC Technology 1,003.0 $119K 0.02% NEW $118.21 -6.6%
388 FNDF SCHWAB STRATEGIC TR 2,238.0 $118K 0.02% NEW $52.76 +5.8%
389 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 1,226.0 $118K 0.02% NEW $96.12 -50.3%
390 F FORD MTR CO Consumer Cyclical 8,475.0 $118K 0.02% NEW $13.90 +3.7%
391 DTCR GLOBAL X FDS 3,854.0 $117K 0.02% NEW $30.37 -6.8%
392 RSPM INVESCO EXCHANGE TRADED FD T 3,010.0 $116K 0.02% NEW $38.64 +7.0%
393 TIP ISHARES TR 1,059.0 $116K 0.02% NEW $109.43 -2.1%
394 XLG INVESCO EXCHANGE TRADED FD T 1,892.0 $116K 0.02% NEW $61.23 +1.4%
395 APOS APOLLO GLOBAL MGMT INC 967.0 $114K 0.02% NEW $118.34
396 WM WASTE MGMT INC DEL Industrials 513.0 $114K 0.02% NEW $222.88 +0.5%
397 BP BP PLC Energy 3,079.0 $114K 0.02% NEW $36.95 +21.1%
398 LNG CHENIERE ENERGY INC Energy 469.0 $112K 0.02% NEW $239.01 +16.1%
399 FXE INVESCO CURRENCYSHARES EURO Financial Services 1,060.0 $112K 0.02% NEW $105.44 +2.2%
400 CIBR FIRST TR EXCHANGE-TRADED FD 1,239.0 $111K 0.02% NEW $89.85 +5.6%
Page 20 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%