Key FInancial Inc
•CIK: 1801720•Filing: Q4 2025
**Key FInancial Inc.** manages $548M across a diversified portfolio of 1,440 positions. The fund exhibits concentrated exposure to technology and industrials, highlighted by significant allocations to AAPL ($26.4M) and MSFT ($13.4M). Notable holdings also include DOL ($21.1M), DNL ($18.6M), and SLYV ($16.5M), suggesting a tactical approach across growth and cyclical sectors. This structure indicates active management targeting specific market segments within its current mandate.
Total AUM
$547.9M
QoQ Performance
+1.2%
Positions
1,020
Top 10 Concentration
33.1%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL4.8%
DOL3.8%
DNL3.4%
SLYV3.0%
GOVT3.0%
EES3.0%
BUFR2.6%
MSFT2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other70.2%
Technology14.3%
Healthcare4.3%
Financial3.0%
Consumer2.7%
Energy1.7%
ETF1.2%
Industrial1.1%
🚪 Exited Positionssold since Q3 2025
—
INVESCO EXCH TRD SLF IDX FD
SOLD
$3.4M
+1255 more exited positions
Changes from Q3 2025
NEW1 new position
↑92 increased
↓62 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022