Key Client Fiduciary Advisors, LLC

CIK

1912612

Location

Fairfield, NJ

Portfolio Value

Small $153,890,659

Diversification

Diversified

Filing Date

Global Rank

#4,773 / 8,603 ▲ 6 · as of Mar 2026

Top Industry

Capital Markets 13.1%

3Y Alpha vs SPY

-2.7%

Period ended 3 months ago

Filed Apr 9, 2026 · 3mo

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+65.2%

SPY

+76.5%

Annualised alpha

-2.6%

Max drawdown

−19.3%

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

115 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.8%

−1.3 pts

Top 5

33.5%

−1.2 pts

Top 10

49.4%

−2.2 pts

HHI

345

Diversified−36

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.8%	$42,713,824	25
Financial Services	19.2%	$29,501,568	15
Unclassified	12.1%	$18,563,799	8
Consumer Cyclical	10.6%	$16,384,044	8
Communication Services	6.1%	$9,384,609	7
Consumer Defensive	5.6%	$8,571,825	9
Industrials	4.9%	$7,548,680	14
Healthcare	4.6%	$7,149,649	12
Energy	3.2%	$4,976,303	9
Real Estate	2.9%	$4,459,494	2
Utilities	2.8%	$4,235,838	4
Basic Materials	0.3%	$401,026	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
STKE	SOL Strategies Inc.	+84,000	330,587	$325,628
USAS	Americas Gold & Silver Corp	+51,000	71,000	$370,620
VFF	Village Farms International, Inc.	+21,700	616,249	$1,750,147
AGNC	AGNC Investment Corp.	+17,276	35,710	$358,171
GLXY	Galaxy Digital Inc.	+12,436	900,879	$16,621,217
AMZN	Amazon Com Inc	+8,710	38,058	$7,926,339
CYPH	Cypherpunk Technologies Inc.	+6,837	91,424	$72,682
IBIT	iShares Bitcoin Trust ETF	+5,113	23,496	$902,716
ARCC	Ares Capital Corp	+3,906	65,364	$1,177,859
NLY	Annaly Capital Management Inc	+3,900	193,916	$4,101,323
NFLX	Netflix Inc	+3,814	8,270	$795,160
BTCO	Invesco Galaxy Bitcoin ETF	+3,642	25,061	$1,690,865
CRM	Salesforce, Inc.	+3,586	7,704	$1,438,105
SJT	San Juan Basin Royalty Trust	+2,915	32,575	$156,685
SLV	iShares Silver Trust	+2,396	8,952	$609,989
V	Visa Inc.	+1,855	3,009	$909,440
PDI	PIMCO Dynamic Income Fund	+1,082	40,657	$695,641
MSFT	Microsoft Corp	+1,023	17,280	$6,396,537
SGOL	abrdn Gold ETF Trust	+771	13,796	$615,577
GOOGL	Alphabet Inc.	+717	10,775	$3,098,459
COR	Cencora, Inc.	+652	2,740	$860,743
MSTR	Strategy Inc	+590	2,191	$273,436
PFE	Pfizer Inc	+576	28,769	$807,833
MRK	Merck & Co., Inc.	+530	7,403	$890,506
AMD	Advanced Micro Devices Inc	+502	8,303	$1,689,079
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
LB	LandBridge Co LLC	−26,334	27,260	$1,882,303
WMT	Walmart Inc.	−11,343	15,645	$1,944,360
QBTS	D-Wave Quantum Inc.	−10,915	24,385	$351,875
T	At&T Inc.	−3,633	49,364	$1,431,062
IEP	Icahn Enterprises L.P.	−2,300	18,537	$139,954
AGEN	Agenus Inc	−2,082	25,266	$84,388
GEVO	Gevo, Inc.	−1,600	11,138	$30,406
SOFI	SoFi Technologies, Inc.	−1,457	13,711	$217,730
VZ	Verizon Communications Inc	−1,206	28,163	$1,413,782
F	Ford Motor Co	−1,163	14,680	$169,407
TSLA	Tesla, Inc.	−922	14,966	$5,563,610
DIS	Walt Disney Co	−815	5,074	$489,032
ENB	Enbridge Inc	−797	15,754	$852,921
SPY	Spdr S&P 500 ETF Trust	−768	12,394	$8,060,313
KO	Coca Cola Co	−695	6,741	$512,653
PRU	Prudential Financial Inc	−601	17,425	$1,702,248
PLTR	Palantir Technologies Inc.	−550	9,108	$1,332,318
XYZ	Block, Inc.	−507	5,391	$324,430
NVDA	Nvidia Corp	−472	41,639	$7,261,841
SHEL	Shell plc	−392	4,020	$373,860
ABBV	AbbVie Inc.	−358	5,856	$1,273,621
HD	Home Depot, Inc.	−328	3,725	$1,225,115
MO	Altria Group, Inc.	−326	24,028	$1,585,607
UBER	Uber Technologies, Inc	−319	5,018	$360,944
IP	International Paper Co /New/	−299	7,298	$260,538
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
CIFR	Cipher Digital Inc.	20,770	$267,309
LHX	L3harris Technologies, Inc. /De/	642	$221,586
PURR	Hyperliquid Strategies Inc	10,030	$51,052
RR	Richtech Robotics Inc.	13,542	$28,302
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
VST	Vistra Corp.	1,456	$234,896
ABT	Abbott Laboratories	1,829	$229,155
CEF	Sprott Physical Gold & Silver Trust	5,000	$229,000
QCOM	Qualcomm Inc/De	1,282	$219,286
UNP	Union Pacific Corp	902	$208,650
CAG	Conagra Brands Inc.	11,152	$193,041
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

115 positions · $153,890,659 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 115 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GLXY	Galaxy Digital Inc. Financial Services	Added	900,879	+12,436	$16,621,217	−16.3%	10.80%
AAPL	Apple Inc. Technology	Added	46,024	+464	$11,680,430	−5.7%	7.59%
SPY	Spdr S&P 500 ETF Trust	Reduced	12,394	-768	$8,060,313	−10.2%	5.24%
AMZN	Amazon Com Inc Consumer Cyclical	Added	38,058	+8,710	$7,926,339	+17.0%	5.15%
NVDA	Nvidia Corp Technology	Reduced	41,639	-472	$7,261,841	−7.5%	4.72%
MSFT	Microsoft Corp Technology	Added	17,280	+1,023	$6,396,537	−18.6%	4.16%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	14,966	-922	$5,563,610	−22.1%	3.62%
QQQ	Invesco Qqq Trust, Series 1	Added	9,147	+334	$5,279,465	−2.5%	3.43%
NLY	Annaly Capital Management Inc Real Estate	Added	193,916	+3,900	$4,101,323	−3.5%	2.67%
GOOGL	Alphabet Inc. Communication Services	Added	10,775	+717	$3,098,459	−1.6%	2.01%
ORCL	Oracle Corp Technology	Reduced	20,856	-71	$3,068,126	−24.8%	1.99%
JPM	Jpmorgan Chase & Co Financial Services	Added	8,259	+139	$2,429,467	−7.1%	1.58%
PEG	Public Service Enterprise Group Inc Utilities	Added	26,460	+13	$2,141,937	+0.9%	1.39%
IBM	International Business Machines Corp Technology	Added	8,568	+205	$2,076,797	−16.2%	1.35%
VRT	Vertiv Holdings Co Industrials	Added	8,105	+285	$2,030,950	+60.3%	1.32%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	4,089	-52	$1,959,448	−5.9%	1.27%
WMT	Walmart Inc. Consumer Defensive	Reduced	15,645	-11,343	$1,944,360	−35.3%	1.26%
META	Meta Platforms, Inc. Communication Services	Added	3,362	+171	$1,923,501	−8.7%	1.25%
LB	LandBridge Co LLC Energy	Reduced	27,260	-26,334	$1,882,303	−28.3%	1.22%
BAC	Bank Of America Corp /De/ Financial Services	Added	36,324	+75	$1,770,795	−11.2%	1.15%
VFF	Village Farms International, Inc. Consumer Defensive	Added	616,249	+21,700	$1,750,147	−19.4%	1.14%
PRU	Prudential Financial Inc Financial Services	Reduced	17,425	-601	$1,702,248	−16.3%	1.11%
BTCO	Invesco Galaxy Bitcoin ETF	Added	25,061	+3,642	$1,690,865	−9.4%	1.10%
AMD	Advanced Micro Devices Inc Technology	Added	8,303	+502	$1,689,079	+1.1%	1.10%
MO	Altria Group, Inc. Consumer Defensive	Reduced	24,028	-326	$1,585,607	+12.9%	1.03%
CRM	Salesforce, Inc. Technology	Added	7,704	+3,586	$1,438,105	+31.8%	0.93%
T	At&T Inc. Communication Services	Reduced	49,364	-3,633	$1,431,062	+8.7%	0.93%
VZ	Verizon Communications Inc Communication Services	Reduced	28,163	-1,206	$1,413,782	+18.2%	0.92%
AVGO	Broadcom Inc. Technology	Added	4,340	+24	$1,343,273	−10.1%	0.87%
PLTR	Palantir Technologies Inc. Technology	Reduced	9,108	-550	$1,332,318	−22.4%	0.87%
ABBV	AbbVie Inc. Healthcare	Reduced	5,856	-358	$1,273,621	−10.3%	0.83%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	3,725	-328	$1,225,115	−12.2%	0.80%
ARCC	Ares Capital Corp Financial Services	Added	65,364	+3,906	$1,177,859	−5.3%	0.77%
LLY	ELI LILLY & Co Healthcare	Added	1,181	+24	$1,086,248	−12.6%	0.71%
NEE	Nextera Energy Inc Utilities	Added	11,596	+209	$1,077,036	+17.8%	0.70%
AMAT	Applied Materials Inc /De Technology	Reduced	3,058	-78	$1,045,193	+29.7%	0.68%
HWM	Howmet Aerospace Inc. Industrials	Added	4,465	+16	$1,029,003	+12.8%	0.67%
BTI	British American Tobacco p.l.c. Consumer Defensive	Added	16,010	+268	$936,104	+5.0%	0.61%
V	Visa Inc. Financial Services	Added	3,009	+1,855	$909,440	+124.7%	0.59%
IBIT	iShares Bitcoin Trust ETF	Added	23,496	+5,113	$902,716	−1.1%	0.59%
MRK	Merck & Co., Inc. Healthcare	Added	7,403	+530	$890,506	+23.1%	0.58%
COR	Cencora, Inc. Healthcare	Added	2,740	+652	$860,743	+22.1%	0.56%
ENB	Enbridge Inc Energy	Reduced	15,754	-797	$852,921	+7.7%	0.55%
PFE	Pfizer Inc Healthcare	Added	28,769	+576	$807,833	+15.1%	0.52%
NFLX	Netflix Inc Communication Services	Added	8,270	+3,814	$795,160	+90.3%	0.52%
GS	Goldman Sachs Group Inc Financial Services	Added	939	+156	$794,384	+15.4%	0.52%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	786	+14	$783,193	+17.6%	0.51%
GLD	Spdr Gold Trust	Reduced	1,717	-125	$738,807	+1.2%	0.48%
MMM	3M Co Industrials	Reduced	4,837	-16	$702,477	−9.6%	0.46%
PDI	PIMCO Dynamic Income Fund Financial Services	Added	40,657	+1,082	$695,641	−0.7%	0.45%