Key F Inancial Inc Portfolio Holdings

Key F Inancial Inc

  • $488 Million
  • Q2 2025

Key F Inancial Inc has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $488 Million distributed in 1457 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $20.3M, Wisdomtree Tr Intl Largecap Di with a value of $19.1M, Wiswisdomtree Tr with a value of $17.4M, Spdr S&P 600 Small Cap Value E with a value of $15M, and Microsoft Corp with a value of $14.2M.

Examining the 13F form we can see an increase of $34.4M in the current position value, from $453M to 488M.

Below you can find more details about Key F Inancial Inc portfolio as well as his latest detailed transactions.

Portfolio value $488 Million
ETFs: $309 Million
Technology: $60.4 Million
Financial Services: $25.8 Million
Healthcare: $23.7 Million
Consumer Cyclical: $15.2 Million
Industrials: $14.3 Million
Consumer Defensive: $10.8 Million
Communication Services: $10.6 Million
Other: $17.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$20.3 Million 4.17% of portfolio
99,061
Q2 2025 Added 1.65%
$0
$19.1 Million 3.92% of portfolio
321,079
Q2 2025 Added 5.56%
$0
$17.4 Million 3.57% of portfolio
432,721
Q2 2025 Reduced 0.11%
$0
$15 Million 3.07% of portfolio
187,926
Q2 2025 Added 18.39%
$3.95T
$14.2 Million 2.9% of portfolio
28,453
Q2 2025 Reduced 0.12%
$0
$14 Million 2.87% of portfolio
608,341
Q2 2025 Added 0.97%
$0
$13.1 Million 2.69% of portfolio
412,741
Q2 2025 Reduced 0.37%
$0
$13 Million 2.67% of portfolio
255,510
Q2 2025 Reduced 19.37%
$0
$9.15 Million 1.88% of portfolio
81,672
Q2 2025 Reduced 2.04%
$0
$8.78 Million 1.8% of portfolio
223,002
Q2 2025 Added 16.02%
$0
$8.21 Million 1.68% of portfolio
99,949
Q2 2025 Added 3.19%
$0
$8.04 Million 1.65% of portfolio
153,644
Q2 2025 Added 8.1%
$0
$7.96 Million 1.63% of portfolio
83,466
Q2 2025 Added 1.04%
$0
$7.67 Million 1.57% of portfolio
403,869
Q2 2025 Reduced 4.85%
$0
$7.03 Million 1.44% of portfolio
98,344
Q2 2025 Added 0.03%
$0
$7.03 Million 1.44% of portfolio
79,176
Q2 2025 Reduced 6.81%
$0
$6.66 Million 1.37% of portfolio
283,788
Q1 2025 Added 3.7%
$0
$6.69 Million 1.37% of portfolio
232,670
Q2 2025 Reduced 2.89%
$0
$6.48 Million 1.33% of portfolio
221,237
Q2 2025 Reduced 4.06%
$2.26T
$5.68 Million 1.17% of portfolio
25,906
Q2 2025 Reduced 0.22%
$127B
$5.51 Million 1.13% of portfolio
19,988
Q2 2025 Added 0.37%
$442B
$5.29 Million 1.09% of portfolio
49,110
Q2 2025 Reduced 0.29%
$0
$5.32 Million 1.09% of portfolio
167,354
Q2 2025 Reduced 5.86%
$456B
$5.17 Million 1.06% of portfolio
32,734
Q2 2025 Reduced 0.09%
$0
$4.5 Million 0.92% of portfolio
10,606
Q2 2025 Added 0.36%
$0
$4.09 Million 0.84% of portfolio
176,214
Q1 2025 Added 9.28%
$0
$3.94 Million 0.81% of portfolio
92,229
Q2 2025 Reduced 9.27%
$452B
$3.75 Million 0.77% of portfolio
24,527
Q2 2025 Reduced 9.59%
$85.6B
$3.55 Million 0.73% of portfolio
10,748
Q2 2025 New
$0
$3.45 Million 0.71% of portfolio
140,705
Q2 2025 Added 7.65%
$0
$3.41 Million 0.7% of portfolio
53,606
Q2 2025 Reduced 1.28%
$124B
$3.25 Million 0.67% of portfolio
10,528
Q1 2025 Added 0.03%
$0
$3.18 Million 0.65% of portfolio
50,066
Q2 2025 Added 0.73%
$351B
$2.97 Million 0.61% of portfolio
16,000
Q2 2025 Reduced 0.17%
$367B
$2.96 Million 0.61% of portfolio
21,683
Q2 2025 Added 0.45%
$1.21T
$2.95 Million 0.6% of portfolio
16,724
Q2 2025 Reduced 0.59%
$0
$2.87 Million 0.59% of portfolio
26,097
Q1 2025 Added 0.3%
$368B
$2.76 Million 0.57% of portfolio
17,352
Q2 2025 Reduced 2.05%
$0
$2.65 Million 0.54% of portfolio
116,532
Q4 2024 Added 9.23%
$229B
$2.56 Million 0.52% of portfolio
18,794
Q2 2025 Added 0.02%
$0
$2.55 Million 0.52% of portfolio
118,800
Q1 2025 Added 1.78%
$0
$2.5 Million 0.51% of portfolio
121,289
Q2 2025 Added 0.83%
$0
$2.46 Million 0.5% of portfolio
104,371
Q2 2025 Added 6.28%
$0
$2.41 Million 0.49% of portfolio
3,885
Q1 2025 Reduced 1.55%
$222B
$2.34 Million 0.48% of portfolio
8,017
Q2 2025 Reduced 0.15%
$621B
$2.2 Million 0.45% of portfolio
4,524
Q2 2025 Added 2.56%
$1.48B
$2.2 Million 0.45% of portfolio
58,142
Q2 2025 Reduced 4.42%
$0
$2.04 Million 0.42% of portfolio
47,552
Q2 2025 Added 67.82%
$0
$1.99 Million 0.41% of portfolio
4,542
Q2 2025 Reduced 0.85%

Summary

  • Portfolio
  • No. of Stocks 1,457
  • Current Value $488 Million
  • Prior Value $453 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 104 stocks
  • Additional Purchases 168 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 155 stocks
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