Key Client Fiduciary Advisors, LLC

CIK

1912612

Location

Fairfield, NJ

Portfolio Value

Small $181,093,739

Diversification

Diversified

Filing Date

Global Rank

#1,253 / 2,968 ▲ 3502

Top Industry

Capital Markets 16.3%

3Y Alpha vs SPY

-2.7%

Period ended 29 days ago

Filed Jul 9, 2026 · 20d

19 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+57.3%

SPY

+67.9%

Annualised alpha

-2.5%

Max drawdown

−19.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 98% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

118 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

13.6%

+3.0 pts

Top 5

35.7%

+2.8 pts

Top 10

51.5%

+2.9 pts

HHI

402

Diversified+66

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	29.4%	$53,281,651	30
Financial Services	21.5%	$38,919,351	15
Unclassified	11.6%	$20,993,068	8
Consumer Cyclical	10.0%	$18,084,632	8
Consumer Defensive	5.5%	$9,974,330	9
Industrials	5.1%	$9,156,159	14
Communication Services	4.9%	$8,876,230	6
Healthcare	4.4%	$7,882,852	12
Real Estate	2.7%	$4,853,112	2
Energy	2.5%	$4,453,105	9
Utilities	2.4%	$4,286,489	4
Basic Materials	0.2%	$332,760	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VFF	Village Farms International, Inc.	+718,382	1,334,631	$2,669,262
STKE	SOL Strategies Inc.	+25,800	356,387	$416,972
IBIT	iShares Bitcoin Trust ETF	+23,136	46,632	$1,552,379
AGNC	AGNC Investment Corp.	+6,143	41,853	$456,197
NLY	Annaly Capital Management Inc	+2,726	196,642	$4,396,915
ARCC	Ares Capital Corp	+2,388	67,752	$1,255,444
PFE	Pfizer Inc	+2,261	31,030	$747,202
PM	Philip Morris International Inc.	+2,006	3,286	$594,470
WFC	Wells Fargo & Company/Mn	+1,910	8,255	$682,193
MO	Altria Group, Inc.	+1,729	25,757	$1,853,216
JMIA	Jumia Technologies AG	+1,648	19,164	$135,106
RR	Richtech Robotics Inc.	+1,648	15,190	$32,050
SGOL	abrdn Gold ETF Trust	+1,602	15,398	$588,665
MSTR	Strategy Inc	+1,431	3,622	$314,860
IEP	Icahn Enterprises L.P.	+1,172	19,709	$142,101
ED	Consolidated Edison Inc	+940	6,318	$698,960
KO	Coca Cola Co	+935	7,676	$623,828
GLXY	Galaxy Digital Inc.	+713	901,592	$24,649,525
QBTS	D-Wave Quantum Inc.	+700	25,085	$601,789
SPY	Spdr S&P 500 ETF Trust	+581	12,975	$9,689,340
SOFI	SoFi Technologies, Inc.	+513	14,224	$255,036
JNJ	Johnson & Johnson	+501	2,907	$738,290
DVN	Devon Energy Corp/De	+408	8,442	$348,823
NEE	Nextera Energy Inc	+293	11,889	$1,043,497
CVS	CVS HEALTH Corp	+287	8,454	$874,566
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BTCO	Invesco Galaxy Bitcoin ETF	−15,104	9,957	$581,488
CIFR	Cipher Digital Inc.	−9,946	10,824	$265,188
CYPH	Cypherpunk Technologies Inc.	−5,322	86,102	$52,694
SLV	iShares Silver Trust	−2,513	6,439	$344,293
PDI	PIMCO Dynamic Income Fund	−1,721	38,936	$650,231
PRU	Prudential Financial Inc	−1,255	16,170	$1,745,228
XYZ	Block, Inc.	−1,207	4,184	$317,984
AGEN	Agenus Inc	−1,141	24,125	$73,822
F	Ford Motor Co	−839	13,841	$192,389
VRT	Vertiv Holdings Co	−814	7,291	$2,441,172
SJT	San Juan Basin Royalty Trust	−725	31,850	$102,238
PLTR	Palantir Technologies Inc.	−722	8,386	$978,394
NVDA	Nvidia Corp	−655	40,984	$8,200,488
AAPL	Apple Inc.	−580	45,444	$13,149,675
USAS	Americas Gold & Silver Corp	−500	70,500	$332,760
AMZN	Amazon Com Inc	−420	37,638	$8,970,640
DIS	Walt Disney Co	−418	4,656	$448,140
AMD	Advanced Micro Devices Inc	−413	7,890	$4,583,379
NFLX	Netflix Inc	−330	7,940	$566,916
BA	Boeing Co	−274	1,044	$225,994
XOM	ExxonMobil Holdings Corp	−256	12,423	$1,698,472
BAC	Bank Of America Corp /De/	−228	36,096	$2,056,750
META	Meta Platforms, Inc.	−219	3,143	$1,770,420
MCD	Mcdonalds Corp	−206	1,346	$363,837
GRMN	Garmin Ltd	−200	1,280	$304,051
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
INTC	Intel Corp	4,481	$625,682
AXON	Axon Enterprise, Inc.	932	$522,488
QCOM	Qualcomm Inc/De	1,798	$332,252
ACMR	ACM Research, Inc.	1,985	$251,876
SBUX	Starbucks Corp	2,191	$223,898
PANW	Palo Alto Networks Inc	593	$202,224
NMZ	Nuveen Municipal High Income Opportunity Fund	11,050	$116,798
KEEL	Keel Infrastructure Corp.	14,000	$80,360
PDYN	Palladyne AI Corp.	10,458	$63,584
HUMA	Humacyte, Inc.	11,720	$9,141
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
LB	LandBridge Co LLC	27,260	$1,882,303
IP	International Paper Co /New/	7,298	$260,538
CMCSA	Comcast Corp	8,137	$233,613
LHX	L3harris Technologies, Inc. /De/	642	$221,586
BDX	Becton Dickinson & Co	1,355	$213,046
ADBE	Adobe Inc.	831	$201,999
PURR	Hyperliquid Strategies Inc	10,030	$51,052
GEVO	Gevo, Inc.	11,138	$30,406
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

118 tracked positions · $181,093,739 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 118 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GLXY	Galaxy Digital Inc. PUT CALL + SHARES Financial Services	Added	901,592	+713	$24,649,525	+48.3%	13.61%
AAPL	Apple Inc. Technology	Reduced	45,444	-580	$13,149,675	+12.6%	7.26%
SPY	Spdr S&P 500 ETF Trust	Added	12,975	+581	$9,689,340	+20.2%	5.35%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	37,638	-420	$8,970,640	+13.2%	4.95%
NVDA	Nvidia Corp CALL + SHARES Technology	Reduced	40,984	-655	$8,200,488	+12.9%	4.53%
QQQ	Invesco Qqq Trust, Series 1	Added	9,211	+64	$6,782,980	+28.5%	3.75%
MSFT	Microsoft Corp Technology	Reduced	17,201	-79	$6,416,317	+0.3%	3.54%
TSLA	Tesla, Inc. CALL + SHARES Consumer Cyclical	Added	15,121	+155	$6,359,892	+14.3%	3.51%
AMD	Advanced Micro Devices Inc Technology	Reduced	7,890	-413	$4,583,379	+171.4%	2.53%
NLY	Annaly Capital Management Inc Real Estate	Added	196,642	+2,726	$4,396,915	+7.2%	2.43%
GOOGL	Alphabet Inc. Communication Services	Added	10,824	+49	$3,868,172	+24.8%	2.14%
ORCL	Oracle Corp PUT + SHARES Technology	Added	20,897	+41	$3,062,455	−0.2%	1.69%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	8,229	-30	$2,693,598	+10.9%	1.49%
VFF	Village Farms International, Inc. Consumer Defensive	Added	1,334,631	+718,382	$2,669,262	+52.5%	1.47%
IBM	International Business Machines Corp Technology	Added	8,707	+139	$2,448,495	+17.9%	1.35%
VRT	Vertiv Holdings Co PUT + SHARES Industrials	Reduced	7,291	-814	$2,441,172	+20.2%	1.35%
PEG	Public Service Enterprise Group Inc Utilities	Reduced	26,446	-14	$2,146,357	+0.2%	1.19%
AMAT	Applied Materials Inc /De Technology	Reduced	2,930	-128	$2,118,390	+102.7%	1.17%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	4,139	+50	$2,071,114	+5.7%	1.14%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	36,096	-228	$2,056,750	+16.1%	1.14%
MO	Altria Group, Inc. Consumer Defensive	Added	25,757	+1,729	$1,853,216	+16.9%	1.02%
META	Meta Platforms, Inc. Communication Services	Reduced	3,143	-219	$1,770,420	−8.0%	0.98%
WMT	Walmart Inc. Consumer Defensive	Reduced	15,544	-101	$1,760,513	−9.5%	0.97%
PRU	Prudential Financial Inc Financial Services	Reduced	16,170	-1,255	$1,745,228	+2.5%	0.96%
XOM	ExxonMobil Holdings Corp Energy	Reduced	12,423	-256	$1,698,472	−21.0%	0.94%
AVGO	Broadcom Inc. Technology	Added	4,344	+4	$1,640,946	+22.2%	0.91%
IBIT	iShares Bitcoin Trust ETF	Added	46,632	+23,136	$1,552,379	+72.0%	0.86%
ABBV	AbbVie Inc. Healthcare	Added	5,928	+72	$1,491,721	+17.1%	0.82%
LLY	ELI LILLY & Co Healthcare	Added	1,195	+14	$1,433,318	+32.0%	0.79%
ARCC	Ares Capital Corp Financial Services	Added	67,752	+2,388	$1,255,444	+6.6%	0.69%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	3,541	-184	$1,248,839	+1.9%	0.69%
CRM	Salesforce, Inc. PUT + SHARES Technology	Reduced	7,662	-42	$1,200,328	−16.5%	0.66%
VZ	Verizon Communications Inc Communication Services	Added	28,257	+94	$1,196,401	−15.4%	0.66%
GLW	Corning Inc /Ny Technology	Added	4,672	+32	$1,193,368	+89.2%	0.66%
HWM	Howmet Aerospace Inc. Industrials	Reduced	4,391	-74	$1,180,564	+14.7%	0.65%
MU	Micron Technology Inc Technology	Added	986	+31	$1,138,129	+252.8%	0.63%
NEE	Nextera Energy Inc Utilities	Added	11,889	+293	$1,043,497	−3.1%	0.58%
T	At&T Inc. Communication Services	Added	49,574	+210	$1,026,181	−28.3%	0.57%
V	Visa Inc. Financial Services	Reduced	2,942	-67	$1,009,370	+11.0%	0.56%
LRCX	Lam Research Corp Technology	Reduced	2,322	-38	$1,006,192	+99.5%	0.56%
CAT	Caterpillar Inc Industrials	Added	928	+1	$988,227	+50.5%	0.55%
PLTR	Palantir Technologies Inc. Technology	Reduced	8,386	-722	$978,394	−26.6%	0.54%
BTI	British American Tobacco p.l.c. Consumer Defensive	Reduced	15,819	-191	$976,981	+4.4%	0.54%
MRK	Merck & Co., Inc. Healthcare	Added	7,589	+186	$975,186	+9.5%	0.54%
GS	Goldman Sachs Group Inc Financial Services	Added	941	+2	$951,699	+19.8%	0.53%
CVS	CVS HEALTH Corp Healthcare	Added	8,454	+287	$874,566	+49.1%	0.48%
DIA	Spdr Dow Jones Industrial Average ETF Trust CALL + SHARES	Added	1,638	+200	$855,674	+28.5%	0.47%
ENB	Enbridge Inc Energy	Reduced	15,724	-30	$852,398	−0.1%	0.47%
GE	General Electric Co Industrials	Reduced	2,196	-72	$820,711	+27.5%	0.45%
CSCO	Cisco Systems, Inc. Technology	Reduced	6,699	-71	$786,864	+49.8%	0.43%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.