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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 18 of 68  ·  1,356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 ODFL OLD DOMINION FREIGHT LINE IN Industrials 728.0 $158K 0.03% NEW $216.60 -4.7%
342 EPD ENTERPRISE PRODS PARTNERS L 4,288.0 $158K 0.03% NEW $36.76
343 CTVA CORTEVA INC Basic Materials 1,857.0 $157K 0.03% NEW $84.69 -3.4%
344 JCPB J P MORGAN EXCHANGE TRADED F 3,300.0 $155K 0.03% NEW $46.94 -1.7%
345 MRVL MARVELL TECHNOLOGY INC Technology 519.0 $155K 0.03% NEW $297.89 -20.4%
346 XLY SELECT SECTOR SPDR TR 1,316.0 $154K 0.03% NEW $117.28 +0.6%
347 BR BROADRIDGE FINL SOLUTIONS IN Technology 1,117.0 $153K 0.03% NEW $136.95 +33.0%
348 TROW PRICE T ROWE GROUP INC Financial Services 1,345.0 $153K 0.03% NEW $113.69 -1.9%
349 DE DEERE & CO Industrials 240.0 $152K 0.03% NEW $634.33 +2.1%
350 BKEM BNY MELLON ETF TRUST 1,580.0 $151K 0.03% NEW $31.77 -3.5%
351 SYK STRYKER CORPORATION Healthcare 478.0 $150K 0.03% NEW $314.84 +4.6%
352 BKR BAKER HUGHES COMPANY Energy 2,676.0 $149K 0.02% NEW $55.50 +12.3%
353 XYL XYLEM INC Industrials 1,256.0 $148K 0.02% NEW $118.21 -4.1%
354 GD GENERAL DYNAMICS CORP Industrials 418.0 $148K 0.02% NEW $354.24 +8.5%
355 SCHB SCHWAB STRATEGIC TR 5,087.0 $147K 0.02% NEW $28.96 +2.2%
356 IWX ISHARES TR 1,395.0 $147K 0.02% NEW $105.16 +6.8%
357 USPX FRANKLIN TEMPLETON ETF TR 2,232.0 $146K 0.02% NEW $65.30 +2.5%
358 AJG GALLAGHER ARTHUR J & CO Financial Services 631.0 $145K 0.02% NEW $229.57 +14.9%
359 OC OWENS CORNING NEW Industrials 908.0 $144K 0.02% NEW $158.96 -6.9%
360 VRTX VERTEX PHARMACEUTICALS INC Healthcare 290.0 $144K 0.02% NEW $496.73 +10.3%
Page 18 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%