Key F Inancial Inc Portfolio Holdings

Key F Inancial Inc

  • $529 Million
  • Q3 2025

Key F Inancial Inc has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $529 Million distributed in 1503 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $24.9M, Wisdomtree Tr Intl Largecap Di with a value of $20M, Wiswisdomtree Tr with a value of $18.3M, Spdr S&P 600 Small Cap Value E with a value of $16.7M, and Ishares U.S. Treasury Bond ETF with a value of $15.6M.

Examining the 13F form we can see an increase of $41M in the current position value, from $488M to 529M.

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

Portfolio value $529 Million
ETFs: $334 Million
Technology: $71 Million
Financial Services: $26.5 Million
Healthcare: $24.5 Million
Consumer Cyclical: $16.1 Million
Industrials: $15.2 Million
Communication Services: $12.8 Million
Consumer Defensive: $10 Million
Other: $18.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.23 Million 0.42% of portfolio
52,820
Q3 2025 Added 11.08%
$1.5B
$2.19 Million 0.41% of portfolio
58,142
Q2 2025 Reduced 4.42%
$235B
$2.12 Million 0.4% of portfolio
25,227
Q3 2025 Added 3.24%
$98.1B
$2.07 Million 0.39% of portfolio
12,135
Q3 2025 Added 0.21%
$0
$1.97 Million 0.37% of portfolio
95,078
Q3 2025 Added 5.35%
$0
$1.95 Million 0.37% of portfolio
99,533
Q3 2025 Added 5.42%
$1.74T
$1.78 Million 0.34% of portfolio
7,329
Q3 2025 Added 1.51%
$0
$1.77 Million 0.34% of portfolio
2,894
Q3 2025 Added 82.59%
$10.1B
$1.75 Million 0.33% of portfolio
5,074
Q4 2024 Reduced 20.72%
$0
$1.73 Million 0.33% of portfolio
30,199
Q3 2025 Added 6.22%
$0
$1.75 Million 0.33% of portfolio
9,366
Q3 2025 Reduced 1.17%
$0
$1.68 Million 0.32% of portfolio
18,402
Q3 2025 Reduced 0.3%
$141B
$1.62 Million 0.31% of portfolio
63,480
Q3 2025 Reduced 1.46%
$1.29T
$1.66 Million 0.31% of portfolio
3,722
Q3 2025 Added 1.09%
$0
$1.6 Million 0.3% of portfolio
29,410
Q3 2025 Added 21.51%
$0
$1.57 Million 0.3% of portfolio
7,714
Q3 2025 Added 0.3%
$0
$1.52 Million 0.29% of portfolio
2,030
Q3 2025 Added 6.45%
$303B
$1.46 Million 0.28% of portfolio
9,404
Q3 2025 Added 17.82%
$306B
$1.49 Million 0.28% of portfolio
22,503
Q3 2025 Reduced 2.21%
$0
$1.47 Million 0.28% of portfolio
63,691
Q3 2025 Added 7.29%
$0
$1.47 Million 0.28% of portfolio
4,763
Q2 2025 Reduced 14.38%
$0
$1.43 Million 0.27% of portfolio
3,922
Q3 2025 Added 4.34%
$0
$1.42 Million 0.27% of portfolio
4,320
Q3 2025 Added 10.68%
$0
$1.4 Million 0.26% of portfolio
70,991
Q3 2025 Added 5.67%
$204B
$1.35 Million 0.26% of portfolio
9,614
Q3 2025 Reduced 0.45%
$0
$1.39 Million 0.26% of portfolio
2,083
Q3 2025 Added 6.66%
$172B
$1.39 Million 0.26% of portfolio
31,663
Q3 2025 Added 5.4%
$0
$1.34 Million 0.25% of portfolio
2,224
Q3 2025 Added 9.94%
$291B
$1.27 Million 0.24% of portfolio
2,668
Q3 2025 Reduced 3.61%
$319B
$1.27 Million 0.24% of portfolio
18,627
Q3 2025 Reduced 1.31%
$0
$1.29 Million 0.24% of portfolio
21,542
Q3 2025 Added 13.12%
$328B
$1.21 Million 0.23% of portfolio
4,008
Q3 2025 Added 0.38%
$87.8B
$1.22 Million 0.23% of portfolio
2,570
Q4 2024 Added 0.16%
$0
$1.21 Million 0.23% of portfolio
8,614
Q3 2025 Reduced 0.29%
$0
$1.21 Million 0.23% of portfolio
14,443
Q3 2025 Added 81.83%
$367B
$1.17 Million 0.22% of portfolio
2,878
Q3 2025 Added 2.79%
$0
$1.18 Million 0.22% of portfolio
50,448
Q3 2025 Added 9.27%
$0
$1.17 Million 0.22% of portfolio
11,674
Q2 2025 Added 0.3%
$0
$1.16 Million 0.22% of portfolio
25,007
Q3 2025 Added 1.7%
$170B
$1.17 Million 0.22% of portfolio
8,061
Q1 2025 Added 0.64%
$79.5B
$1.11 Million 0.21% of portfolio
8,834
Q3 2024 Added 0.25%
$0
$1.11 Million 0.21% of portfolio
54,115
Q3 2025 Added 4.7%
$99.7B
$1.11 Million 0.21% of portfolio
5,738
Q3 2024 Reduced 0.35%
$0
$1.05 Million 0.2% of portfolio
56,073
Q3 2025 Added 9.92%
$0
$1.04 Million 0.2% of portfolio
14,245
Q3 2025 Added 7.9%
$0
$1.04 Million 0.2% of portfolio
4,278
Q3 2025 Reduced 14.71%
$0
$1.07 Million 0.2% of portfolio
7,505
Q3 2025 Reduced 24.84%
$65.7B
$1.08 Million 0.2% of portfolio
3,583
Q3 2025 Reduced 0.53%
$237B
$1.08 Million 0.2% of portfolio
4,556
Q3 2025 Reduced 0.78%

Summary

  • Portfolio
  • No. of Stocks 1,503
  • Current Value $529 Million
  • Prior Value $488 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 67 stocks
  • Additional Purchases 277 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 186 stocks
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