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 401–450 of 1,440
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BE | BLOOM ENERGY CORP | 1K | $50K–$100K | SH |
| LIT | GLOBAL X FDS | 1K | $50K–$100K | SH |
| VRSK | VERISK ANALYTICS INC | 378 | $50K–$100K | SH |
| WM | WASTE MGMT INC DEL | 380 | $50K–$100K | SH |
| MBND | SSGA ACTIVE TR | 3K | $50K–$100K | SH |
| AXSM | AXSOME THERAPEUTICS INC | 450 | $50K–$100K | SH |
| BBIN | J P MORGAN EXCHANGE TRADED F | 1K | $50K–$100K | SH |
| XLB | SELECT SECTOR SPDR TR | 2K | $50K–$100K | SH |
| DTCR | GLOBAL X FDS | 4K | $50K–$100K | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 2K | $50K–$100K | SH |
| SHW | SHERWIN WILLIAMS CO | 249 | $50K–$100K | SH |
| LNG | CHENIERE ENERGY INC | 415 | $50K–$100K | SH |
| EMF | TEMPLETON EMERGING MKTS FD | 5K | $50K–$100K | SH |
| HYXF | ISHARES TR | 2K | $50K–$100K | SH |
| TBLU | TORTOISE CAPITAL SERIES TRUS | 2K | $50K–$100K | SH |
| PAYC | PAYCOM SOFTWARE INC | 500 | $50K–$100K | SH |
| ENB | ENBRIDGE INC | 2K | $50K–$100K | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 640 | $50K–$100K | SH |
| VVV | VALVOLINE INC | 3K | $50K–$100K | SH |
| HPQ | HP INC | 3K | $50K–$100K | SH |
| ITA | ISHARES TR | 360 | $50K–$100K | SH |
| TMUS | T-MOBILE US INC | 378 | $50K–$100K | SH |
| FIS | FIDELITY NATL INFORMATION SV | 1K | $50K–$100K | SH |
| SKYY | FIRST TR EXCHANGE TRADED FD | 581 | $50K–$100K | SH |
| MRVL | MARVELL TECHNOLOGY INC | 888 | $50K–$100K | SH |
| FYC | FIRST TR EXCHANGE-TRADED ALP | 785 | $50K–$100K | SH |
| KGC | KINROSS GOLD CORP | 3K | $50K–$100K | SH |
| VAW | VANGUARD WORLD FD | 361 | $50K–$100K | SH |
| BAM | BROOKFIELD ASSET MANAGMT LTD | 1K | $50K–$100K | SH |
| VOYA | VOYA FINANCIAL INC | 999 | $50K–$100K | SH |
| PSKY | PARAMOUNT SKYDANCE CORP | 6K | $50K–$100K | SH |
| EXPD | EXPEDITORS INTL WASH INC | 493 | $50K–$100K | SH |
| CHRW | C H ROBINSON WORLDWIDE INC | 454 | $50K–$100K | SH |
| VOX | VANGUARD WORLD FD | 376 | $50K–$100K | SH |
| ADI | ANALOG DEVICES INC | 266 | $50K–$100K | SH |
| BIIB | BIOGEN INC | 406 | $50K–$100K | SH |
| VTRS | VIATRIS INC | 6K | $50K–$100K | SH |
| UBSI | UNITED BANKSHARES INC WEST V | 2K | $50K–$100K | SH |
| XYL | XYLEM INC | 515 | $50K–$100K | SH |
| DELL | DELL TECHNOLOGIES INC | 557 | $50K–$100K | SH |
| HDV | ISHARES TR | 573 | $50K–$100K | SH |
| SCHP | SCHWAB STRATEGIC TR | 3K | $50K–$100K | SH |
| LEN | LENNAR CORP | 658 | $50K–$100K | SH |
| IWY | ISHARES TR | 244 | $50K–$100K | SH |
| OMF | ONEMAIN HLDGS INC | 1K | $50K–$100K | SH |
| PBF | PBF ENERGY INC | 2K | $50K–$100K | SH |
| PSX | PHILLIPS 66 | 517 | $50K–$100K | SH |
| SDOG | ALPS ETF TR | 1K | $50K–$100K | SH |
| PCAR | PACCAR INC | 606 | $50K–$100K | SH |
| ARES | ARES MANAGEMENT CORPORATION | 407 | $50K–$100K | SH |