CIK 1801720
Key FInancial Inc
Institutional 13F holdings & portfolio
Holdings
1,440
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 451–500 of 1,440
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SOXX | ISHARES TR | 217 | $50K–$100K | SH |
| ADBE | ADOBE INC | 185 | $50K–$100K | SH |
| HOLX | HOLOGIC INC | 864 | $50K–$100K | SH |
| FICO | FAIR ISAAC CORP | 38 | $50K–$100K | SH |
| WPC | WP CAREY INC | 984 | $50K–$100K | SH |
| VTWO | VANGUARD SCOTTSDALE FDS | 634 | $50K–$100K | SH |
| CF | CF INDS HLDGS INC | 805 | $50K–$100K | SH |
| PFE | PFIZER INC | 2K | $50K–$100K | SH |
| BKIE | BNY MELLON ETF TRUST | 657 | $50K–$100K | SH |
| LRGF | ISHARES TR | 860 | $50K–$100K | SH |
| TGTX | TG THERAPEUTICS INC | 2K | $50K–$100K | SH |
| STZ | CONSTELLATION BRANDS INC | 432 | $50K–$100K | SH |
| ITW | ILLINOIS TOOL WKS INC | 241 | $50K–$100K | SH |
| MDT | MEDTRONIC PLC | 617 | $50K–$100K | SH |
| AEM | AGNICO EAGLE MINES LTD | 348 | $50K–$100K | SH |
| INDA | ISHARES TR | 1K | $50K–$100K | SH |
| ADM | ARCHER DANIELS MIDLAND CO | 1K | $50K–$100K | SH |
| VDE | VANGUARD WORLD FD | 457 | $50K–$100K | SH |
| XMMO | INVESCO EXCHANGE TRADED FD T | 410 | $50K–$100K | SH |
| NOBL | PROSHARES TR | 539 | $50K–$100K | SH |
| RCL | ROYAL CARIBBEAN GROUP | 200 | $50K–$100K | SH |
| SAP | SAP SE | 229 | $50K–$100K | SH |
| VXF | VANGUARD INDEX FDS | 265 | $50K–$100K | SH |
| AAPL | APPLE INC | 200 | $50K–$100K | SH |
| INTU | INTUIT | 82 | $50K–$100K | SH |
| VLO | VALERO ENERGY CORP | 333 | $50K–$100K | SH |
| EG | EVEREST GROUP LTD | 159 | $50K–$100K | SH |
| DHR | DANAHER CORPORATION | 235 | $50K–$100K | SH |
| FLGV | FRANKLIN TEMPLETON ETF TR | 3K | $50K–$100K | SH |
| BKAG | BNY MELLON ETF TRUST | 1K | $50K–$100K | SH |
| SUN | SUNOCO LP/SUNOCO FIN CORP | 1K | $50K–$100K | SH |
| BSV | VANGUARD BD INDEX FDS | 660 | $50K–$100K | SH |
| LRN | STRIDE INC | 800 | $50K–$100K | SH |
| SHOP | SHOPIFY INC | 322 | $50K–$100K | SH |
| IGSB | ISHARES TR | 979 | $50K–$100K | SH |
| EVRG | EVERGY INC | 714 | $50K–$100K | SH |
| NRG | NRG ENERGY INC | 325 | $50K–$100K | SH |
| WOR | WORTHINGTON ENTERPRISES INC | 1K | $50K–$100K | SH |
| PLD | PROLOGIS INC. | 404 | $50K–$100K | SH |
| BBSC | J P MORGAN EXCHANGE TRADED F | 692 | $50K–$100K | SH |
| DBEF | DBX ETF TR | 1K | $50K–$100K | SH |
| VRP | INVESCO EXCH TRADED FD TR II | 2K | $50K–$100K | SH |
| GCOW | PACER FDS TR | 1K | $50K–$100K | SH |
| MCHP | MICROCHIP TECHNOLOGY INC. | 800 | $50K–$100K | SH |
| CHD | CHURCH & DWIGHT CO INC | 606 | $50K–$100K | SH |
| CTAS | CINTAS CORP | 270 | $50K–$100K | SH |
| OTIS | OTIS WORLDWIDE CORP | 578 | $50K–$100K | SH |
| FNDF | SCHWAB STRATEGIC TR | 1K | $50K–$100K | SH |
| HIG | HARTFORD INSURANCE GROUP INC | 362 | $15K–$50K | SH |
| SMMU | PIMCO ETF TR | 989 | $15K–$50K | SH |