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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 28 of 68  ·  1,356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 EQIX EQUINIX INC Real Estate 46.0 $48K 0.01% NEW $1042.39 +2.2%
542 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 191.0 $48K 0.01% NEW $249.98 -4.1%
543 FORM FORMFACTOR INC Technology 298.0 $48K 0.01% NEW $159.93 -28.6%
544 GWW WW GRAINGER INC Industrials 35.0 $48K 0.01% NEW $1360.40 -3.5%
545 NFRA FLEXSHARES TR 741.0 $48K 0.01% NEW $64.12 +3.1%
546 NRG NRG ENERGY INC Utilities 325.0 $47K 0.01% NEW $146.06 -22.6%
547 HIG HARTFORD INSURANCE GROUP INC Financial Services 357.0 $47K 0.01% NEW $132.52 +2.7%
548 NUE NUCOR CORP Basic Materials 212.0 $47K 0.01% NEW $222.75 +9.4%
549 KEYS KEYSIGHT TECHNOLOGIES INC Technology 134.0 $47K 0.01% NEW $350.07 -9.7%
550 EVR EVERCORE INC Financial Services 137.0 $47K 0.01% NEW $341.44 -14.5%
551 IBB ISHARES TR 244.0 $46K 0.01% NEW $190.19 +12.3%
552 ARKQ ARK ETF TR 350.0 $46K 0.01% NEW $132.22 -5.0%
553 MET METLIFE INC Financial Services 541.0 $46K 0.01% NEW $84.61 +11.5%
554 FICO FAIR ISAAC CORP Technology 38.0 $45K 0.01% NEW $1194.79 -1.9%
555 CTAS CINTAS CORP Industrials 266.0 $45K 0.01% NEW $170.08 +19.8%
556 DFAX DIMENSIONAL ETF TRUST 1,225.0 $45K 0.01% NEW $36.84 +3.6%
557 XITK SPDR SERIES TRUST 230.0 $45K 0.01% NEW $195.85 +3.0%
558 MGV VANGUARD WORLD FD 275.0 $45K 0.01% NEW $163.45 +2.9%
559 VAW VANGUARD WORLD FD 196.0 $45K 0.01% NEW $228.79 +4.7%
560 FIS FIDELITY NATL INFORMATION SV Technology 1,150.0 $45K 0.01% NEW $38.88 +6.3%
Page 28 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%