Key Capital Management, INC

CIK 2107249 · View on SEC EDGAR ↗

Portfolio value
$194.2M
#6,552 of 9,443 by 13F value · top 69.4%
Positions
726
As of
June 30, 2026

Portfolio value QoQ: +28.3% 13F does not disclose cash

Top 10 holdings weight
57.17%
Top 25 holdings weight
77.80%
Positions above 1%
18
Effective number of positions
17.7

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 5.3% Est. buys $43,030,314 · sells $9,154,411

New positions
150
Increased
204
Decreased
179
Closed
111
On this page

Sector breakdown

Technology
1.6%
Retail
0.8%
Financials
0.5%
Healthcare
0.4%
Communication Services
0.3%
Industrials
0.3%
Financial Services
0.3%
Communications
0.2%
Energy
0.2%
Real Estate
0.2%
Consumer Discretionary
0.1%
Telecommunication
0.1%
Materials
0.1%
Utilities
0.1%
Consumer Staples
0.1%
Consumer products
0.0%
Logistics & Transportation
0.0%
Packaging
0.0%
Other/Unmapped
94.5%

Full portfolio 726 positions

Type Streak 8Q trend
SCEC $32,970,046 16.98% 1,316,958 $6,655,427 Up ×2
IWY $20,671,219 10.64% 71,128 $7,193,547 Up ×2
IWX $13,541,348 6.97% 128,769 $4,992,633 Up ×2
SCEP $7,448,025 3.83% 297,921 $1,107,311 Up ×1
EFV $6,599,605 3.40% 86,213 $1,802,692 Up ×2
IWS $6,387,468 3.29% 38,806 $1,830,032 Up ×2
SCMC $6,260,965 3.22% 249,149 $1,411,015 Up ×1
EFG $5,948,645 3.06% 47,811 $1,713,244 Up ×2
BUCK $5,697,032 2.93% 243,255 $366,542 Up ×2
IEMG $5,499,748 2.83% 66,390 $1,885,582 Up ×2
CTA $5,072,749 2.61% 195,557 $-437,173 Up ×2
FOXY $4,388,514 2.26% 147,315 $427,868 Up ×2
SBAR $4,331,930 2.23% 169,216 $506,046 Up ×2
AGGH $4,129,323 2.13% 204,726 $336,571 Up ×2
VTWO Vanguard Russell 2000 ETF $3,595,853 1.85% 29,615 $1,258,687 Up ×2
SVOL $2,982,317 1.54% 185,930 $366,847 Up ×2
SPYM $2,946,025 1.52% 33,523 $2,302,040 Up ×2
IWP $2,293,366 1.18% 15,664 $918,638 Up ×2
VTI $1,597,631 0.82% 4,317 $83,033 Down ×1
DYNF $1,584,633 0.82% 23,300 $722,522 Up ×2
VGIT Vanguard Intermediate-Term Treasury ETF $1,547,281 0.80% 26,234 $159,111 Up ×1
CORO iShares International Country Rotation Active ETF $1,537,749 0.79% 42,015 $684,666 Up ×1
GAEM $1,456,500 0.75% 54,117 $164,019 Up ×2
ZJUN $1,320,658 0.68% 48,208 Up ×1
IVW $1,292,920 0.67% 9,401 $513,253 Up ×2
SPY SPY $1,292,822 0.67% 1,731 $132,192 Down ×1
IVV $1,270,117 0.65% 1,696 $196,893 Up ×2
SCNM $1,214,504 0.63% 48,281 $148,064 Up ×1
QQQ Invesco QQQ Trust, Series 1 $1,190,434 0.61% 1,617 $271,813 Up ×1
WDIV $1,074,603 0.55% 13,448 $145,922 Up ×1
IVE $1,051,061 0.54% 4,629 $203,927 Up ×2
FGD $1,047,736 0.54% 32,752 $112,155 Up ×1
VXUS Vanguard Total International Stock ETF $1,034,429 0.53% 12,100 $74,795 Down ×1
MGK $985,423 0.51% 11,209 $147,043 Up ×1
ZMAY $971,084 0.50% 37,397 Up ×1
NVDA NVIDIA Corporation - Common Stock $920,365 0.47% 4,600 $140,841 Up ×2
AMZN Amazon.com, Inc. - Common Stock $867,081 0.45% 3,638 $161,254 Up ×2
AAPL Apple Inc. - Common Stock $795,391 0.41% 2,749 $-1,254,304 Down ×1
JUNW $765,934 0.39% 22,272 Up ×1
ILCV $726,771 0.37% 7,179 $59,782 Up ×2
VGLT Vanguard Long-Term Treasury ETF $704,538 0.36% 12,768 $61,422 Up ×2
BAI $666,899 0.34% 12,650 $322,506 Up ×2
SPYV $599,046 0.31% 9,854 $89,713 Up ×2
WMT Walmart Inc. - Common Stock $567,602 0.29% 5,011 $247,954 Up ×1
AIOO $536,738 0.28% 20,393 $48,574 Up ×2
SCHP $506,707 0.26% 19,121 $-331,215 Down ×1
BLCR iShares Large Cap Core Active ETF $493,173 0.25% 9,791 $226,529 Up ×1
IUSB iShares Core Universal USD Bond ETF $473,914 0.24% 10,269 $245,181 Up ×2
CSCO Cisco Systems, Inc. - Common Stock $471,250 0.24% 4,012 $172,528 Up ×2
IEFA $463,487 0.24% 4,799 $450,994 Up ×1
MSFT Microsoft Corporation - Common Stock $455,646 0.23% 1,222 $57,526 Up ×2
MTUM $441,804 0.23% 1,289 $137,017 Up ×2
THRO $438,264 0.23% 10,166 $118,550 Up ×2
BRKB $421,328 0.22% 842 $32,218 Up ×2
EDIV $413,344 0.21% 10,092 $54,826 Up ×1
BILZ $401,298 0.21% 3,976 $87,786 Up ×1
SHLD $396,056 0.20% 6,633 $166,534 Up ×2
VGSH Vanguard Short-Term Treasury ETF $386,855 0.20% 6,647 $36,025 Up ×1
SPYG $384,338 0.20% 3,230 $82,677 Up ×2
QBER $382,728 0.20% 16,081 $204,746 Up ×1
IALT iShares Systematic Alternatives Active ETF $376,403 0.19% 13,419 Up ×1
AVXC Avantis Emerging Markets ex-China Equity ETF $371,285 0.19% 4,335
AMGN Amgen Inc. - Common Stock $330,616 0.17% 913 $10,081 Up ×2
VOO $323,552 0.17% 471 $143,385 Up ×1
IWF $321,849 0.17% 2,592 $45,542 Up ×2
C Citigroup, Inc. Common Stock $304,553 0.16% 2,176 $30,441 Down ×1
GOOGL Alphabet Inc. - Class A Common Stock $289,209 0.15% 809 $72,598 Up ×2
GGOV $266,286 0.14% 5,295 Up ×1
GOVT $264,567 0.14% 11,614 $126,740 Up ×2
MUB $248,602 0.13% 2,310 $96,064 Up ×1
PZA $233,648 0.12% 9,934 $133,455 Up ×2
GOOG Alphabet Inc. - Class C Capital Stock $224,365 0.12% 635 $41,061 Down ×1
MBB iShares MBS ETF $222,027 0.11% 2,349 $119,766 Up ×2
VUG $212,938 0.11% 2,472 $35,164 Up ×2
JPM JP Morgan Chase & Co. Common Stock $207,527 0.11% 634 $108,395 Up ×2
SPTL $203,440 0.10% 7,756 $-190,061 Down ×1
GD General Dynamics Corporation Common Stock $194,832 0.10% 550 $-45,422 Down ×1
AMD Advanced Micro Devices, Inc. - Common Stock $188,796 0.10% 325 $140,583 Up ×2
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF $187,703 0.10% 2,344 $13,890
QUAL $185,650 0.10% 846 $-389,588 Down ×1
SCHF $183,873 0.09% 6,638 $-48,059 Down ×1
PRF $177,720 0.09% 3,289 $21,381
ENB Enbridge Inc Common Stock $175,549 0.09% 3,238 $-25,419 Down ×1
VIG $166,168 0.09% 702 $104,188 Up ×1
IBM International Business Machines Corporation Common Stock $164,761 0.08% 586 $12,577 Down ×1
XLB XLB $164,689 0.08% 3,240 $2,786
SPDW $155,957 0.08% 3,095 $37,769 Up ×2
IHDG $152,478 0.08% 2,911
ONEZ $151,911 0.08% 5,506 $92,449 Up ×2
MU Micron Technology, Inc. - Common Stock $145,441 0.07% 126 $140,036 Up ×2
CFG Citizens Financial Group, Inc. Common Stock $144,484 0.07% 2,062 $-7,540 Down ×1
GLD $143,300 0.07% 389 $29,273 Up ×1
FDN $140,037 0.07% 529 $137,931 Up ×1
IWB $131,859 0.07% 322 $17,047
GEFB $126,279 0.07% 1,350 $-20,788 Down ×1
SMH SMH $121,996 0.06% 186 $50,684
IWD $116,124 0.06% 479 $13,776
SOXX SOXX $115,337 0.06% 180 Up ×1
CNAV $113,740 0.06% 2,375 $39,831 Down ×1
XLSR $113,246 0.06% 1,746 $28,022 Up ×2

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
ZJUN $1,320,658 48,208 0.68%
ZMAY $971,084 37,397 0.50%
JUNW $765,934 22,272 0.39%
IALT $376,403 13,419 0.19%
AVXC $371,285 4,335 0.19%
GGOV $266,286 5,295 0.14%
IHDG $152,478 2,911 0.08%
SOXX $115,337 180 0.06%
MAYW $95,548 2,748 0.05%
SIXD $93,615 3,036 0.05%
WPC $80,438 1,125 0.04%
MAYT $69,845 1,791 0.04%
SOR $60,129 1,308 0.03%
GMAY $55,651 1,293 0.03%
FEBW $55,265 1,555 0.03%

Top movers (QoQ)

Security Action Shares Δ Value Δ
IWY Bought more +17K +$7.2M
SCEC Bought more +268K +$6.7M
IWX Bought more +37K +$5.0M
SPYM Bought more +25K +$2.3M
IEMG Bought more +15K +$1.9M
IWS Bought more +8K +$1.8M
EFV Bought more +22K +$1.8M
EFG Bought more +10K +$1.7M
SCMC Bought more +55K +$1.4M
VTWO Bought more +6K +$1.3M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
ZNOV June 30, 2026 15,157 $402,418 No longer tracked
FLJJ June 30, 2026 10,200 $320,119 No longer tracked
OCTW June 30, 2026 7,310 $281,216 No longer tracked
OEF March 31, 2026 746 $255,856 No longer tracked
TJUL June 30, 2026 8,205 $240,912 No longer tracked
ZAUG June 30, 2026 4,467 $118,942 No longer tracked
KR March 31, 2026 1,867 $116,656 -22.9%
JULU June 30, 2026 4,078 $116,427 No longer tracked
LOW March 31, 2026 425 $102,493 -7.4%
DECU June 30, 2026 3,592 $95,475 No longer tracked
SIXO June 30, 2026 1,818 $61,412 No longer tracked
GSEP June 30, 2026 1,598 $60,900 No longer tracked
ABFL March 31, 2026 722 $51,529 No longer tracked
W June 30, 2026 664 $49,939 16.2%
FBND March 31, 2026 1,062 $48,894 No longer tracked
PAUG March 31, 2026 1,076 $46,537 No longer tracked
PSEP March 31, 2026 1,062 $46,429 No longer tracked
POCT March 31, 2026 1,054 $46,292 No longer tracked
PDEC March 31, 2026 1,065 $46,200 No longer tracked
PNOV March 31, 2026 1,105 $46,167 No longer tracked
XOM June 30, 2026 254 $43,094 22.5%
DD June 30, 2026 894 $40,945 3.0%
EMB March 31, 2026 420 $40,438
HON June 30, 2026 170 $38,425 -1.2%
SEPW June 30, 2026 1,192 $37,654 No longer tracked
SEPT June 30, 2026 1,031 $35,416 No longer tracked
PWRD March 31, 2026 317 $30,481
LQIG June 30, 2026 314 $29,750 No longer tracked
IEI March 31, 2026 237 $28,286
JAVA March 31, 2026 292 $20,942 No longer tracked
HIMU March 31, 2026 334 $16,259 No longer tracked
JMBS March 31, 2026 354 $16,174 No longer tracked
FTEC June 30, 2026 77 $16,020 No longer tracked
PFF March 31, 2026 506 $15,666
BIV June 30, 2026 194 $14,973 No longer tracked
MFUL June 30, 2026 615 $13,299 No longer tracked
IYW March 31, 2026 66 $13,179 No longer tracked
SPIB March 31, 2026 389 $13,152 No longer tracked
JANZ June 30, 2026 355 $13,050 No longer tracked
IAGG June 30, 2026 260 $13,010 No longer tracked
SIXZ June 30, 2026 446 $12,935 No longer tracked
OCTZ June 30, 2026 313 $12,865 No longer tracked
FTCB June 30, 2026 603 $12,639 No longer tracked
NOBL June 30, 2026 116 $12,297 No longer tracked
PSKY June 30, 2026 1,360 $12,267 6.9%
FDVV March 31, 2026 210 $11,905 No longer tracked
ARLP March 31, 2026 500 $11,615 -4.7%
FLRG March 31, 2026 270 $10,247 No longer tracked
SETM June 30, 2026 300 $9,924
JPST March 31, 2026 193 $9,764 No longer tracked
AUGZ June 30, 2026 235 $9,551 No longer tracked
SCHB March 31, 2026 339 $8,892 No longer tracked
ITA March 31, 2026 40 $8,588 No longer tracked
IEF June 30, 2026 83 $7,922
IGSB March 31, 2026 131 $6,927
BAMB March 31, 2026 261 $6,883 No longer tracked
VWO March 31, 2026 127 $6,828 No longer tracked
BAMU March 31, 2026 266 $6,687 No longer tracked
ABLD March 31, 2026 223 $6,487 No longer tracked
SEPU June 30, 2026 230 $6,440 No longer tracked
DECZ June 30, 2026 163 $6,329 No longer tracked
SCHI June 30, 2026 249 $5,647 No longer tracked
TSCO March 31, 2026 110 $5,501 -22.9%
FNDE June 30, 2026 141 $5,395 No longer tracked
VTV June 30, 2026 27 $5,297 No longer tracked
MUFG June 30, 2026 302 $5,125 8.6%
SMBS June 30, 2026 195 $4,982 No longer tracked
BRTR March 31, 2026 96 $4,874
IWR March 31, 2026 50 $4,814 No longer tracked
APLE March 31, 2026 400 $4,740 41.3%
AVSC March 31, 2026 80 $4,699 No longer tracked
VTRS June 30, 2026 345 $4,661 1.9%
AVXC March 31, 2026 73 $4,655
VCIT June 30, 2026 56 $4,634
BK June 30, 2026 39 $4,627 No longer tracked
CGGR June 30, 2026 113 $4,541 No longer tracked
XRAY June 30, 2026 376 $4,362 3.1%
MCK June 30, 2026 5 $4,327 12.5%
SPHY March 31, 2026 181 $4,284 No longer tracked
TFLO March 31, 2026 84 $4,239 No longer tracked
BTI June 30, 2026 72 $4,210 -8.7%
AOM June 30, 2026 85 $4,026 No longer tracked
UBS June 30, 2026 103 $4,024 7.7%
AOR June 30, 2026 62 $3,990 No longer tracked
SNY June 30, 2026 82 $3,951 6.5%
WHF March 31, 2026 555 $3,857 -1.9%
PPC June 30, 2026 98 $3,700 12.1%
UTHR June 30, 2026 6 $3,558 -3.2%
NOMD June 30, 2026 345 $3,315 8.4%
ICE June 30, 2026 21 $3,303 28.0%
E June 30, 2026 58 $3,283 22.4%
HRB June 30, 2026 102 $3,237 39.4%
PULS March 31, 2026 65 $3,223 No longer tracked
BCO June 30, 2026 31 $3,213 18.4%
NVBU June 30, 2026 114 $3,210 No longer tracked
OCTU June 30, 2026 116 $3,202 No longer tracked
JXN March 31, 2026 30 $3,200 22.8%
JPEM June 30, 2026 51 $3,168 No longer tracked
ADT June 30, 2026 482 $3,167 13.5%
BKR June 30, 2026 49 $2,991 17.0%
NUSC March 31, 2026 66 $2,947 No longer tracked
ESML March 31, 2026 64 $2,943 No longer tracked
SA June 30, 2026 100 $2,834 30.1%
CG June 30, 2026 58 $2,807 15.9%
REGL June 30, 2026 32 $2,765 No longer tracked
QQQM March 31, 2026 10 $2,529
ARWR June 30, 2026 40 $2,508 7.1%
NWG June 30, 2026 168 $2,503 4.7%
TAP June 30, 2026 58 $2,497 8.4%
IBTH March 31, 2026 104 $2,337
IBTI March 31, 2026 104 $2,326
IBTJ March 31, 2026 106 $2,326
FIS March 31, 2026 34 $2,260 -13.3%
GPN June 30, 2026 33 $2,221 27.5%
IHDG March 31, 2026 45 $2,190 No longer tracked
PLD June 30, 2026 16 $2,115 4.5%
SRE June 30, 2026 21 $2,041 -6.5%
LKQ June 30, 2026 68 $1,997 -2.8%
BAMA March 31, 2026 58 $1,967 No longer tracked
MTCH June 30, 2026 63 $1,935 4.3%
BAMO March 31, 2026 59 $1,922 No longer tracked
ST June 30, 2026 54 $1,902 -11.7%
GEN June 30, 2026 100 $1,883 9.8%
DON March 31, 2026 36 $1,858 No longer tracked
BAMY March 31, 2026 66 $1,835 No longer tracked
VOT June 30, 2026 7 $1,801 No longer tracked
PH March 31, 2026 2 $1,758 13.9%
STLA June 30, 2026 242 $1,716 -10.5%
PJT March 31, 2026 10 $1,672 23.6%
OTEX June 30, 2026 74 $1,646 9.8%
QGRW June 30, 2026 30 $1,603 No longer tracked
MMM June 30, 2026 11 $1,598 11.4%
TCHP June 30, 2026 35 $1,546 No longer tracked
FNDC June 30, 2026 32 $1,484 No longer tracked
AVB March 31, 2026 8 $1,450 No longer tracked
RJF June 30, 2026 10 $1,448 16.0%
BSX June 30, 2026 23 $1,443 20.6%
ACGL June 30, 2026 15 $1,440 1.6%
IGEB March 31, 2026 31 $1,415 No longer tracked
FAST March 31, 2026 35 $1,405 10.3%
HEI June 30, 2026 5 $1,371 1.4%
SCHH June 30, 2026 63 $1,354 No longer tracked
CB June 30, 2026 4 $1,304 0.4%
PSA March 31, 2026 5 $1,298 20.2%
BAMG March 31, 2026 32 $1,284 No longer tracked
TGT June 30, 2026 10 $1,212 22.7%
FBT June 30, 2026 6 $1,205 No longer tracked
PAG June 30, 2026 8 $1,196 21.5%
CWB June 30, 2026 13 $1,190 No longer tracked
ROK March 31, 2026 3 $1,167 21.1%
BDX March 31, 2026 6 $1,164 19.2%
XLE March 31, 2026 26 $1,162 No longer tracked
EOG June 30, 2026 8 $1,157 18.0%
SCHE June 30, 2026 35 $1,153 No longer tracked
BAMV March 31, 2026 34 $1,102 No longer tracked
HAUZ June 30, 2026 48 $1,085 No longer tracked
BAMD March 31, 2026 36 $1,081 No longer tracked
BLK March 31, 2026 1 $1,070 19.8%
RSG March 31, 2026 5 $1,060 0.9%
CINF June 30, 2026 6 $944 -9.4%
RYAAY June 30, 2026 16 $925 -16.0%
IYG March 31, 2026 10 $923 No longer tracked
AVY June 30, 2026 5 $863 11.7%
LYG June 30, 2026 159 $800 2.0%
MLI June 30, 2026 7 $776 1.8%
PPG March 31, 2026 7 $717 5.7%
AIZ June 30, 2026 3 $653 3.3%
DDLS March 31, 2026 15 $645 No longer tracked
HSCZ March 31, 2026 15 $584 No longer tracked
TPH June 30, 2026 12 $561 No longer tracked
STZ March 31, 2026 4 $552 -11.8%
LQD March 31, 2026 5 $551 No longer tracked
NMAX June 30, 2026 100 $522 35.0%
NKE March 31, 2026 8 $510 -23.2%
CWEN March 31, 2026 15 $499 -15.4%
CYBR March 31, 2026 1 $446 No longer tracked
BFB March 31, 2026 15 $391 No longer tracked
RC June 30, 2026 237 $384 0.6%
WSO March 31, 2026 1 $337 -13.7%
ACB June 30, 2026 100 $327 37.5%
BETZ March 31, 2026 15 $315 No longer tracked
FISR June 30, 2026 12 $309 No longer tracked
DJTWW June 30, 2026 60 $297 -25.5%
MIST June 30, 2026 212 $252 -18.3%
EBND June 30, 2026 12 $248 No longer tracked
VNQI June 30, 2026 5 $222
BPRE June 30, 2026 10 $174 -6.7%
EWX March 31, 2026 1 $66 No longer tracked
BMBL June 30, 2026 10 $33 -12.3%
FG June 30, 2026 1 $25 -15.1%
AMIX June 30, 2026 10 $4 -4.3%