Key Financial Inc
CIK
1801720
Location
WEST CHESTER, PA
Portfolio Value
Small
$200,182,643
Diversification
Diversified
Filing Date
Global Rank
#3,854
/ 8,232
▲ 236
Top Industry
Consumer Electronics
13.7%
3Y Alpha vs SPY
-5.5%
Period ended 2 months ago
Filed Apr 24, 2026 · 50d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+53.6%
SPY
+76.5%
Annualised alpha
-5.5%
Max drawdown
−17.1%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
899 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
13.1%
−0.1 pts
Top 5
28.8%
−1.3 pts
Top 10
42.1%
−0.7 pts
HHI
305
Diversified−15
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 34.1% | $68,237,740 |
| Healthcare | 13.9% | $27,802,869 |
| Financial Services | 12.9% | $25,896,501 |
| Consumer Cyclical | 8.3% | $16,541,712 |
| Industrials | 7.0% | $14,070,008 |
| Energy | 6.5% | $13,104,533 |
| Consumer Defensive | 5.2% | $10,364,478 |
| Communication Services | 4.9% | $9,825,997 |
| Utilities | 3.3% | $6,652,680 |
| Unclassified | 2.5% | $5,048,355 |
| Basic Materials | 0.8% | $1,613,969 |
| Real Estate | 0.5% | $1,023,801 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | +6,327 | 103,472 | $26,260,158 | |
| AMZN | Amazon Com Inc | +2,384 | 27,620 | $5,752,417 | |
| CSX | Csx Corp | +2,107 | 5,085 | $208,739 | |
| EPD | Enterprise Products Partners L.P. | +2,104 | 4,288 | $162,257 | |
| JNJ | Johnson & Johnson | +2,058 | 25,863 | $6,321,950 | |
| SLV | iShares Silver Trust | +1,710 | 1,779 | $121,221 | |
| WTRG | Essential Utilities, Inc. | +1,407 | 25,209 | $1,015,166 | |
| F | Ford Motor Co | +1,000 | 8,475 | $97,801 | |
| MSFT | Microsoft Corp | +960 | 28,671 | $10,613,144 | |
| NEM | NEWMONT Corp /DE/ | +621 | 682 | $73,826 | |
| SONY | Sony Group Corp | +602 | 24,867 | $514,746 | |
| ABBV | AbbVie Inc. | +533 | 16,553 | $3,600,111 | |
| IAU | Ishares Gold Trust | +515 | 966 | $85,162 | |
| CSCO | Cisco Systems, Inc. | +481 | 19,049 | $1,478,011 | |
| WMT | Walmart Inc. | +476 | 5,473 | $680,184 | |
| SNEX | StoneX Group Inc. | +467 | 1,402 | $113,071 | |
| JPM | Jpmorgan Chase & Co | +463 | 22,058 | $6,488,581 | |
| GOOGL | Alphabet Inc. | +459 | 17,366 | $4,993,766 | |
| HD | Home Depot, Inc. | +443 | 3,383 | $1,112,634 | |
| B | Barrick Mining Corp | +436 | 753 | $30,714 | |
| AMD | Advanced Micro Devices Inc | +400 | 2,453 | $499,013 | |
| MRSH | Marsh & Mclennan Companies, Inc. | +382 | 493 | $85,510 | |
| NWG | NatWest Group plc | +380 | 1,008 | $15,019 | |
| AMGN | Amgen Inc | +378 | 1,545 | $543,608 | |
| CVX | Chevron Corp | +363 | 9,793 | $2,026,171 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| STBA | S&T Bancorp Inc | −7,568 | 50,082 | $2,094,930 | |
| OPK | Opko Health, Inc. | −2,000 | 13,250 | $15,105 | |
| PBF | PBF Energy Inc. | −1,999 | 472 | $22,476 | |
| GSBD | Goldman Sachs BDC, Inc. | −1,614 | 2,469 | $21,924 | |
| NVDA | Nvidia Corp | −1,134 | 33,674 | $5,872,745 | |
| PG | PROCTER & GAMBLE Co | −1,066 | 16,279 | $2,351,338 | |
| DBC | Invesco DB Commodity Index Tracking Fund | −1,048 | 94 | $2,721 | |
| UPS | United Parcel Service Inc | −1,011 | 814 | $80,081 | |
| KO | Coca Cola Co | −691 | 21,819 | $1,659,334 | |
| PFE | Pfizer Inc | −670 | 60,358 | $1,694,852 | |
| CEG | Constellation Energy Corp | −661 | 3,324 | $928,227 | |
| XOM | Exxon Mobil Corp | −502 | 47,375 | $8,037,642 | |
| GLW | Corning Inc /Ny | −500 | 5,653 | $768,638 | |
| MRVL | Marvell Technology, Inc. | −379 | 509 | $50,416 | |
| GLPI | Gaming & Leisure Properties, Inc. | −354 | 23 | $1,020 | |
| APD | Air Products & Chemicals, Inc. | −310 | 214 | $62,164 | |
| MDLZ | Mondelez International, Inc. | −306 | 13,139 | $757,331 | |
| DXC | DXC Technology Co | −300 | 359 | $4,512 | |
| CTVA | Corteva, Inc. | −249 | 1,878 | $157,207 | |
| GEHC | GE HealthCare Technologies Inc. | −221 | 1,026 | $73,030 | |
| LMT | Lockheed Martin Corp | −181 | 1,493 | $902,354 | |
| NFLX | Netflix Inc | −160 | 4,220 | $405,753 | |
| EG | Everest Group, Ltd. | −157 | 2 | $653 | |
| PANW | Palo Alto Networks Inc | −142 | 36 | $5,771 | |
| VZ | Verizon Communications Inc | −139 | 31,260 | $1,569,252 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AZN | Astrazeneca PLC | 4,224 | $833,057 | |
| NAD | Nuveen Quality Municipal Income Fund | 12,536 | $144,164 | |
| PNFP | Pinnacle Financial Partners, Inc. | 1,040 | $89,585 | |
| BTT | BlackRock Municipal 2030 Target Term Trust | 3,878 | $88,030 | |
| MQY | Blackrock Muniyield Quality Fund, Inc. | 7,132 | $78,309 | |
| DTE | Dte Energy Co | 197 | $28,805 | |
| ARM | Arm Holdings PLC /Uk | 100 | $15,128 | |
| DTM | DT Midstream, Inc. | 98 | $13,197 | |
| HUBS | Hubspot Inc | 50 | $12,205 | |
| COIN | Coinbase Global, Inc. | 67 | $11,698 | |
| HEI | Heico Corp | 40 | $10,968 | |
| HYMC | Hycroft Mining Holding Corp | 241 | $8,483 | |
| VSNT | Versant Media Group, Inc. | 209 | $7,737 | |
| SPXX | Nuveen S&P 500 Dynamic Overwrite Fund | 468 | $7,520 | |
| BCS | Barclays PLC | 311 | $6,580 | |
| AMCR | Amcor plc | 133 | $5,286 | |
| ING | Ing Groep NV | 198 | $5,157 | |
| GPCR | Structure Therapeutics Inc. | 100 | $4,820 | |
| SNDA | Sonida Senior Living, Inc. | 121 | $3,902 | |
| WAT | Waters Corp /De/ | 10 | $2,978 | |
| LXEO | Lexeo Therapeutics, Inc. | 200 | $1,148 | |
| ICLR | Icon PLC | 10 | $1,106 | |
| BCRX | Biocryst Pharmaceuticals Inc | 38 | $361 | |
| MLCI | Mount Logan Capital Inc. | 9 | $32 | |
| ZSTK | ZeroStack Corp. | 1 | $6 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| GFL | GFL Environmental Inc. | 3,043 | $130,696 | |
| LAND | GLADSTONE LAND Corp | 1,690 | $15,463 | |
| FOUR | Shift4 Payments, Inc. | 200 | $12,594 | |
| WPM | Wheaton Precious Metals Corp. | 96 | $11,281 | |
| HIX | Western Asset High Income Fund II Inc. | 2,254 | $9,376 | |
| FDS | Factset Research Systems Inc | 30 | $8,705 | |
| NOVT | Novanta Inc | 63 | $7,496 | |
| XLO | Xilio Therapeutics, Inc. | 830 | $7,436 | |
| OPLN | OPENLANE, Inc. | 200 | $5,956 | |
| PBR | Petrobras - Petroleo Brasileiro SA | 453 | $5,368 | |
| WDC | Western Digital Corp | 27 | $4,651 | |
| BPRE | Bluerock Private Real Estate Fund | 294 | $4,410 | |
| JOBY | Joby Aviation, Inc. | 200 | $2,640 | |
| OCUL | Ocular Therapeutix, Inc | 200 | $2,428 | |
| SPRY | ARS Pharmaceuticals, Inc. | 200 | $2,330 | |
| COHU | Cohu Inc | 100 | $2,327 | |
| EXAS | EXACT SCIENCES CORP | 22 | $2,234 | |
| KKR | KKR & Co. Inc. | 13 | $1,657 | |
| LWLG | Lightwave Logic, Inc. | 500 | $1,620 | |
| OI | O-I Glass, Inc. /DE/ | 100 | $1,476 | |
| IMO | Imperial Oil Ltd | 15 | $1,294 | |
| KDP | Keurig Dr Pepper Inc. | 44 | $1,232 | |
| KVUE | Kenvue Inc. | 68 | $1,173 | |
| NTRS | Northern Trust Corp | 8 | $1,092 | |
| WTW | Willis Towers Watson PLC | 3 | $985 | |
| No positions match the current search. | ||||
899 positions ·
$200,182,643 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 899 positions by value
· page 1 of 18
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 103,472 | $26,260,158 | 13.12% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 28,671 | $10,613,144 | 5.30% | |
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 47,375 | $8,037,642 | 4.02% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 22,058 | $6,488,581 | 3.24% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 20,475 | $6,337,217 | 3.17% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 25,863 | $6,321,950 | 3.16% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 33,674 | $5,872,745 | 2.93% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 27,620 | $5,752,417 | 2.87% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 17,366 | $4,993,766 | 2.49% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 16,553 | $3,600,111 | 1.80% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 25,212 | $3,032,751 | 1.51% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 19,782 | $2,893,710 | 1.45% | |
| CI |
Cigna Group
Healthcare
|
Reduced | 10,359 | $2,763,263 | 1.38% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 8,101 | $2,517,709 | 1.26% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 5,083 | $2,435,773 | 1.22% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 16,279 | $2,351,338 | 1.17% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Added | 10,781 | $2,190,483 | 1.09% | |
| STBA |
S&T Bancorp Inc
Financial Services
|
Reduced | 50,082 | $2,094,930 | 1.05% | |
| ORCL |
Oracle Corp
Technology
|
Added | 14,203 | $2,089,403 | 1.04% | |
| CVX |
Chevron Corp
Energy
|
Added | 9,793 | $2,026,171 | 1.01% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 18,887 | $1,939,128 | 0.97% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 2,689 | $1,905,048 | 0.95% | |
| PFE |
Pfizer Inc
Healthcare
|
Reduced | 60,358 | $1,694,852 | 0.85% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 21,819 | $1,659,334 | 0.83% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 31,260 | $1,569,252 | 0.78% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 9,925 | $1,541,253 | 0.77% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 3,999 | $1,486,628 | 0.74% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 2,567 | $1,481,621 | 0.74% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 19,049 | $1,478,011 | 0.74% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 2,204 | $1,433,349 | 0.72% | |
| IDCC |
InterDigital, Inc.
Technology
|
Held | 4,507 | $1,361,114 | 0.68% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Held | 5,378 | $1,313,200 | 0.66% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Added | 8,086 | $1,291,334 | 0.65% | |
| BX |
Blackstone Inc.
Financial Services
|
Added | 10,038 | $1,154,269 | 0.58% | |
| GE |
General Electric Co
Industrials
|
Added | 3,995 | $1,133,661 | 0.57% | |
| MRBK |
Meridian Corp
Financial Services
|
Held | 59,366 | $1,125,579 | 0.56% | |
| MCO |
Moodys Corp /De/
Financial Services
|
Reduced | 2,564 | $1,118,545 | 0.56% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 3,383 | $1,112,634 | 0.56% | |
| RTX |
RTX Corp
Industrials
|
Added | 5,674 | $1,094,514 | 0.55% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Reduced | 3,581 | $1,027,747 | 0.51% | |
| WTRG |
Essential Utilities, Inc.
Utilities
|
Added | 25,209 | $1,015,166 | 0.51% | |
| SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
Utilities
|
Added | 32,825 | $1,001,490 | 0.50% | |
| CEG |
Constellation Energy Corp
Utilities
|
Reduced | 3,324 | $928,227 | 0.46% | |
| T |
At&T Inc.
Communication Services
|
Added | 31,915 | $925,215 | 0.46% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 18,870 | $919,912 | 0.46% | |
| FULT |
Fulton Financial Corp
Financial Services
|
Held | 44,833 | $911,903 | 0.46% | |
| HSY |
Hershey Co
Consumer Defensive
|
Held | 4,362 | $906,816 | 0.45% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Reduced | 1,493 | $902,354 | 0.45% | |
| V |
Visa Inc.
Financial Services
|
Added | 2,906 | $878,309 | 0.44% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 980 | $855,442 | 0.43% |