Key Client Fiduciary Advisors, LLC

CIK

1912612

Location

Fairfield, NJ

Portfolio Value

Micro $4,235,838

Diversification

Diversified

Filing Date

Global Rank

#4,409 / 8,232 ▲ 118

Top Industry

Capital Markets 12.9%

3Y Alpha vs SPY

-1.9%

Period ended 2 months ago

Filed Apr 9, 2026 · 2mo

18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+68.9%

SPY

+76.5%

Annualised alpha

-1.8%

Max drawdown

−19.2%

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

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

Top Position

10.6%

−1.3 pts

Top 5

32.9%

−1.4 pts

Top 10

48.6%

−2.4 pts

HHI

336

Diversified−37

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.6%	$43,146,593	25
Financial Services	18.9%	$29,501,568	15
Unclassified	11.9%	$18,563,799	8
Consumer Cyclical	10.5%	$16,384,044	8
Communication Services	6.0%	$9,384,609	7
Consumer Defensive	5.5%	$8,571,825	9
Industrials	4.8%	$7,548,680	14
Healthcare	4.6%	$7,149,649	12
Energy	4.6%	$7,127,422	10
Real Estate	2.8%	$4,459,494	2
Utilities	2.7%	$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

4 positions · $4,235,838 total · Utilities only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
PEG	Public Service Enterprise Group Inc Utilities	Added	26,460	+13	$2,141,937	+0.9%	50.57%
NEE	Nextera Energy Inc Utilities	Added	11,596	+209	$1,077,036	+17.8%	25.43%
ED	Consolidated Edison Inc Utilities	Added	5,378	+22	$608,682	+14.4%	14.37%
SO	Southern Co Utilities	Reduced	4,229	-139	$408,183	+7.2%	9.64%