Key Financial Inc
Top Portfolio Positions
899 positions ·
$200,182,643 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
103,472 | $26,260,158 | 13.12% | |
| MSFT |
Microsoft Corp
Technology
|
28,671 | $10,613,144 | 5.30% | |
| XOM |
Exxon Mobil Corp
Energy
|
47,375 | $8,037,642 | 4.02% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
22,058 | $6,488,581 | 3.24% | |
| AVGO |
Broadcom Inc.
Technology
|
20,475 | $6,337,217 | 3.17% | |
| JNJ |
Johnson & Johnson
Healthcare
|
25,863 | $6,321,950 | 3.16% | |
| NVDA |
Nvidia Corp
Technology
|
33,674 | $5,872,745 | 2.93% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
27,620 | $5,752,417 | 2.87% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
17,366 | $4,993,766 | 2.49% | |
| ABBV |
AbbVie Inc.
Healthcare
|
16,553 | $3,600,111 | 1.80% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SUN
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $66,399 | 1,022 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $52,776 | 1,007 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $49,509 | 990 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $52,143 | 973 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $55,563 | 957 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $48,507 | 943 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $49,761 | 927 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $51,564 | 912 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $54,080 | 897 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $53,038 | 885 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $43,173 | 882 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $37,722 | 866 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $37,306 | 850 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $474 | 11 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $428 | 11 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $409 | 11 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $449 | 11 | Shares | Sole | 2022-04-27 | |
| No 13F history on record for this holder in this stock. | ||||||