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 301–350 of 1,440
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AJG | GALLAGHER ARTHUR J & CO | 635 | $100K–$500K | SH |
| EW | EDWARDS LIFESCIENCES CORP | 2K | $100K–$500K | SH |
| KLAC | KLA CORP | 134 | $100K–$500K | SH |
| REGN | REGENERON PHARMACEUTICALS | 210 | $100K–$500K | SH |
| CMCSA | COMCAST CORP NEW | 5K | $100K–$500K | SH |
| FDLO | FIDELITY COVINGTON TRUST | 2K | $100K–$500K | SH |
| XLY | SELECT SECTOR SPDR TR | 1K | $100K–$500K | SH |
| DEW | WISDOMTREE TR | 3K | $100K–$500K | SH |
| AGO | ASSURED GUARANTY LTD | 2K | $100K–$500K | SH |
| QDF | FLEXSHARES TR | 2K | $100K–$500K | SH |
| SCHM | SCHWAB STRATEGIC TR | 5K | $100K–$500K | SH |
| DGRW | WISDOMTREE TR | 2K | $100K–$500K | SH |
| RSPN | INVESCO EXCHANGE TRADED FD T | 3K | $100K–$500K | SH |
| ANET | ARISTA NETWORKS INC | 1K | $100K–$500K | SH |
| SCHA | SCHWAB STRATEGIC TR | 5K | $100K–$500K | SH |
| LRCX | LAM RESEARCH CORP | 860 | $100K–$500K | SH |
| XBI | SPDR SERIES TRUST | 1K | $100K–$500K | SH |
| TROW | PRICE T ROWE GROUP INC | 1K | $100K–$500K | SH |
| APO | APOLLO GLOBAL MGMT INC | 961 | $100K–$500K | SH |
| HYS | PIMCO ETF TR | 1K | $100K–$500K | SH |
| GD | GENERAL DYNAMICS CORP | 410 | $100K–$500K | SH |
| LIN | LINDE PLC | 323 | $100K–$500K | SH |
| CARR | CARRIER GLOBAL CORPORATION | 3K | $100K–$500K | SH |
| FXF | INVESCO CURRENCYSHARES SWISS | 1K | $100K–$500K | SH |
| SCHB | SCHWAB STRATEGIC TR | 5K | $100K–$500K | SH |
| USPX | FRANKLIN TEMPLETON ETF TR | 2K | $100K–$500K | SH |
| BWFG | BANKWELL FINL GROUP INC | 3K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 151 | $100K–$500K | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 290 | $100K–$500K | SH |
| GFL | GFL ENVIRONMENTAL INC | 3K | $100K–$500K | SH |
| APD | AIR PRODS & CHEMS INC | 524 | $100K–$500K | SH |
| SPIB | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| IWX | ISHARES TR | 1K | $100K–$500K | SH |
| PPL | PPL CORP | 4K | $100K–$500K | SH |
| VHT | VANGUARD WORLD FD | 431 | $100K–$500K | SH |
| LVHI | LEGG MASON ETF INVT | 3K | $100K–$500K | SH |
| STE | STERIS PLC | 485 | $100K–$500K | SH |
| BKR | BAKER HUGHES COMPANY | 3K | $100K–$500K | SH |
| ZTS | ZOETIS INC | 961 | $100K–$500K | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 478 | $100K–$500K | SH |
| IYH | ISHARES TR | 2K | $100K–$500K | SH |
| DFNL | DAVIS FUNDAMENTAL ETF TR | 2K | $100K–$500K | SH |
| TMFG | RBB FD INC | 4K | $100K–$500K | SH |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 4K | $100K–$500K | SH |
| BKEM | BNY MELLON ETF TRUST | 2K | $100K–$500K | SH |
| KRE | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| TIP | ISHARES TR | 1K | $100K–$500K | SH |
| EUSB | ISHARES TR | 3K | $100K–$500K | SH |
| FXE | INVESCO CURRENCYSHARES EURO | 1K | $100K–$500K | SH |
| ODFL | OLD DOMINION FREIGHT LINE IN | 728 | $100K–$500K | SH |