Key Financial Inc

Key Financial Inc reported 1,400 holdings worth US$611M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 24, 2026

Key Financial Inc reported 1,400 holdings worth US$611M as of Jun 30, 2026. Largest: Apple Inc, Microsoft Corp. and Exxon Mobil Corporation. Filed Jul 24, 2026 (Form 13F).

Holdings
1,400
Value as reported
US$611M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc103KUS$29.7M4.9%
Microsoft Corp.28,910US$10.8M1.8%
Exxon Mobil Corporation72,706US$9.94M1.6%
Alphabet Inc (google) Class C25,160US$8.99M1.5%
Broadcom Inc.19,437US$7.34M1.2%
Nvidia Corporation32,934US$6.59M1.1%
Johnson & Johnson25,096US$6.37M1.0%
Amazon.com, Inc.26,321US$6.27M1.0%
Jp Morgan Chase & Co.17,667US$5.78M0.95%
Abbvie Inc.16,434US$4.14M0.68%
Berkshire Hathaway Inc.8,114US$4.06M0.66%
Merck & Company, Inc.22,676US$2.91M0.48%
The Cigna Group10,359US$2.86M0.47%
S&t Bancorp, Inc.48,205US$2.37M0.39%
Mcdonald's Corporation8,026US$2.17M0.36%
Procter & Gamble Company (the)14,324US$2.1M0.34%
Oracle Corporation14,220US$2.08M0.34%
Palantir Technologies Inc.17,849US$2.08M0.34%
Automatic Data Processing, Inc.8,481US$1.9M0.31%
Abbott Laboratories18,615US$1.69M0.28%
Ge Aerospace4,353US$1.63M0.27%
Tesla, Inc.3,849US$1.62M0.27%
Chevron Corporation8,792US$1.46M0.24%
Cisco Systems, Inc.12,299US$1.44M0.24%
Corning Incorporated5,653US$1.44M0.24%
Marathon Petroleum Corporation5,378US$1.37M0.23%
Coca-cola Company (the)16,899US$1.37M0.22%
Advanced Micro Devices Inc2,358US$1.37M0.22%
Pepsico, Inc.9,888US$1.34M0.22%
Ge Vernova Inc.1,075US$1.26M0.21%
Pfizer, Inc.52,416US$1.26M0.21%
Tjx Companies, Inc. (the)8,106US$1.23M0.20%
Unitedhealth Group Incorporated2,946US$1.22M0.20%
Meridian Corporation59,366US$1.19M0.19%
Home Depot, Inc. (the)3,317US$1.17M0.19%
Moody's Corporation2,564US$1.16M0.19%
Norfolk Southern Corporation3,581US$1.13M0.18%
Blackstone Inc.9,559US$1.12M0.18%
Fulton Financial Corporation44,833US$1.08M0.18%
Rtx Corporation5,475US$1.04M0.17%
Verizon Communications Inc.24,394US$1.03M0.17%
Eli Lilly And Company824US$988K0.16%
Visa Inc.2,867US$984K0.16%
Costco Wholesale Corporation969US$906K0.15%
International Business Machines Corporation3,084US$867K0.14%
Essential Utilities, Inc.21,643US$829K0.14%
Constellation Energy Corporation3,317US$824K0.13%
Toll Brothers, Inc.4,927US$812K0.13%
Mastercard Incorporated1,574US$808K0.13%
The Hershey Company4,362US$765K0.13%
Mondelez International, Inc.13,143US$760K0.12%
Intel Corporation5,366US$749K0.12%
Meta Platforms, Inc.1,303US$734K0.12%
Caterpillar, Inc.688US$733K0.12%
Salesforce, Inc.4,504US$706K0.12%
Bank Of America Corporation12,264US$699K0.11%
Qualcomm Incorporated3,496US$646K0.11%
Morgan Stanley3,044US$636K0.10%
Goldman Sachs Group, Inc. (the)626US$633K0.10%
United Rentals, Inc.553US$626K0.10%
Citigroup, Inc.4,436US$621K0.10%
Walmart Inc.5,365US$608K0.10%
Walt Disney Company (the)6,261US$603K0.10%
Marriott International1,586US$588K0.10%
Crowdstrike Holdings, Inc.762US$582K0.10%
Yum! Brands, Inc.3,607US$577K0.09%
Dominion Energy, Inc.8,221US$561K0.09%
Amgen Inc.1,527US$553K0.09%
Gilead Sciences, Inc.4,257US$538K0.09%
Consolidated Edison, Inc.4,658US$515K0.08%
Sony Group Corporation24,265US$487K0.08%
3m Company3,003US$486K0.08%
Union Pacific Corporation1,783US$485K0.08%
Taiwan Semiconductor Manufacturing Co., Ltd.960US$458K0.08%
Bristol-myers Squibb Company7,939US$457K0.07%
Aflac Incorporated3,865US$453K0.07%
American Express Company1,306US$442K0.07%
Boeing Company (the)2,036US$441K0.07%
Fiserv, Inc.8,759US$430K0.07%
At&t Inc.20,718US$429K0.07%
Rockwell Automation, Inc.866US$429K0.07%
Public Service Enterprise Group Incorporated5,263US$427K0.07%
Micron Technology, Inc.356US$411K0.07%
Novartis Ag2,592US$406K0.07%
Canadian Pacific Kansas City Limited4,679US$406K0.07%
Starbucks Corporation3,880US$396K0.06%
State Street Corporation2,269US$385K0.06%
Lam Research Corporation860US$373K0.06%
Kla Corporation1,220US$368K0.06%
Thermo Fisher Scientific Inc715US$358K0.06%
Exelon Corporation7,655US$357K0.06%
Lockheed Martin Corporation693US$353K0.06%
The Travelers Companies, Inc.1,065US$352K0.06%
Cvs Health Corporation3,332US$345K0.06%
Lowe's Companies, Inc.1,527US$337K0.06%
Labcorp Holdings Inc.1,184US$332K0.05%
Pnc Financial Services Group, Inc. (the)1,314US$324K0.05%
Cencora, Inc.1,135US$321K0.05%
Netflix, Inc.4,410US$315K0.05%
Applied Materials, Inc.434US$314K0.05%

Every holding of Key Financial Inc

Source

View original at SEC

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