Key Financial Inc

13F filer · CIK 0001801720

Reported Jul 24, 2026

Net seller this quarter

13F portfolio value$611MU.S. long equity reported on 13F

Positions90634 new · 62 closed

Net flow last quarter-$10.2MBuys minus sells

Top 10 positions weight15.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 24, 2026906 positions
AAPLApple Inc.	$29.7M	4.87%	0.00%	-0.7%	Q4 2019
MSFTMicrosoft Corp	$10.8M	1.77%	0.00%	+0.8%	Q4 2019
XOMExxonMobil Holdings Corp	$9.94M	1.63%	0.00%	+53.5%	Q4 2019
AVGOBroadcom Inc.	$7.34M	1.20%	0.00%	-5.1%	Q4 2019
NVDANvidia Corp	$6.59M	1.08%	0.00%	-2.2%	Q4 2020
JNJJohnson & Johnson	$6.37M	1.04%	0.00%	-3.0%	Q4 2019
AMZNAmazon Com Inc	$6.27M	1.03%	0.00%	-4.7%	Q4 2019
GOOGLAlphabet Inc.	$6.11M	1.00%	0.00%	-1.5%	Q4 2019
SPTSSports Media Inc	$6.04M	0.99%	Not reported	-0.2%	Q1 2023
JPMJPMorgan Chase & Co	$5.78M	0.95%	0.00%	-19.9%	Q4 2019
ABBVAbbVie Inc.	$4.14M	0.68%	0.00%	-0.7%	Q4 2019
MRKMerck & Co., Inc.	$2.91M	0.48%	0.00%	-10.1%	Q4 2019
GOOGAlphabet Inc.	$2.88M	0.47%	Not reported	+6.0%	Q4 2019
CICigna Group	$2.86M	0.47%	0.00%	Not reported	Q2 2025
BRK.BBerkshire Hathaway Inc	$2.56M	0.42%	Not reported	+0.8%	Q4 2019
STBAS&T Bancorp Inc	$2.37M	0.39%	0.14%	-3.8%	Q4 2019
MCDMcdonalds Corp	$2.17M	0.36%	0.00%	-0.9%	Q4 2019
PGPROCTER & GAMBLE Co	$2.1M	0.34%	0.00%	-12.0%	Q4 2019
ORCLOracle Corp	$2.08M	0.34%	0.00%	+0.1%	Q4 2019
PLTRPalantir Technologies Inc.	$2.08M	0.34%	0.00%	-9.8%	Q1 2021
SPMDSupermedia Inc.	$1.93M	0.32%	Not reported	-3.2%	Q1 2023
ADPAutomatic Data Processing Inc	$1.9M	0.31%	0.00%	-21.3%	Q1 2020
QQQInvesco QQQ Trust, Series 1	$1.87M	0.31%	Not reported	-0.9%	Q4 2019
ABTAbbott Laboratories	$1.69M	0.28%	0.00%	-1.4%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$1.65M	0.27%	Not reported	+0.1%	Q1 2020
GEGeneral Electric Co	$1.63M	0.27%	0.00%	+9.0%	Q2 2025
TSLATesla, Inc.	$1.62M	0.27%	0.00%	-3.8%	Q1 2020
BRK.ABerkshire Hathaway Inc	$1.5M	0.25%	Not reported	Not reported	Q4 2019
CVXChevron Corp	$1.46M	0.24%	0.00%	-10.2%	Q4 2019
CSCOCisco Systems, Inc.	$1.44M	0.24%	0.00%	-35.4%	Q4 2019
GLWCorning Inc	$1.44M	0.24%	0.00%	Not reported	Q4 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.38M	0.23%	Not reported	Not reported	Q4 2019
MPCMarathon Petroleum Corp	$1.37M	0.23%	0.00%	Not reported	Q1 2020
KOCoca Cola Co	$1.37M	0.22%	0.00%	-22.6%	Q4 2019
AMDAdvanced Micro Devices Inc	$1.37M	0.22%	0.00%	-3.9%	Q4 2021
PEPPepsico Inc	$1.34M	0.22%	0.00%	-0.4%	Q4 2019
GEVGE Vernova Inc.	$1.26M	0.21%	0.00%	+9.7%	Q2 2024
PFEPfizer Inc	$1.26M	0.21%	0.00%	-13.2%	Q4 2019
TJXTJX Companies Inc	$1.23M	0.20%	0.00%	+0.3%	Q4 2019
UNHUnitedhealth Group Inc	$1.22M	0.20%	0.00%	-0.9%	Q4 2019
MRBKMeridian Corp	$1.19M	0.19%	0.50%	Not reported	Q3 2025
HDHome Depot, Inc.	$1.17M	0.19%	0.00%	-2.0%	Q4 2019
MCOMoodys Corp	$1.16M	0.19%	0.00%	Not reported	Q1 2020
NSCNorfolk Southern Corp	$1.13M	0.18%	0.00%	Not reported	Q1 2020
BXBlackstone Inc.	$1.12M	0.18%	0.00%	-4.8%	Q2 2025
FULTFulton Financial Corp	$1.08M	0.18%	0.02%	Not reported	Q1 2020
RTXRTX Corp	$1.04M	0.17%	0.00%	-3.5%	Q4 2020
VZVerizon Communications Inc	$1.03M	0.17%	0.00%	-22.0%	Q4 2019
LLYELI LILLY & Co	$988K	0.16%	0.00%	+1.2%	Q1 2020
VVisa Inc.	$984K	0.16%	0.00%	-1.3%	Q4 2019

Q1 2026Reported Apr 24, 2026932 positions
AAPLApple Inc.	$26.3M	4.67%	0.00%	+6.5%	Q4 2019
MSFTMicrosoft Corp	$10.6M	1.89%	0.00%	+3.5%	Q4 2019
XOMExxonMobil Holdings Corp	$8.04M	1.43%	0.00%	-1.1%	Q4 2019
JPMJPMorgan Chase & Co	$6.49M	1.15%	0.00%	+2.1%	Q4 2019
AVGOBroadcom Inc.	$6.34M	1.13%	0.00%	+1.2%	Q4 2019
JNJJohnson & Johnson	$6.32M	1.13%	0.00%	+8.7%	Q4 2019
SPTSSports Media Inc	$6.08M	1.08%	Not reported	-1.0%	Q1 2023
NVDANvidia Corp	$5.87M	1.05%	0.00%	-3.3%	Q4 2020
AMZNAmazon Com Inc	$5.75M	1.02%	0.00%	+9.5%	Q4 2019
GOOGLAlphabet Inc.	$4.99M	0.89%	0.00%	+2.7%	Q4 2019
ABBVAbbVie Inc.	$3.6M	0.64%	0.00%	+3.3%	Q4 2019
MRKMerck & Co., Inc.	$3.03M	0.54%	0.00%	+0.2%	Q4 2019
PLTRPalantir Technologies Inc.	$2.89M	0.52%	0.00%	+0.4%	Q1 2021
CICigna Group	$2.76M	0.49%	0.00%	-0.1%	Q2 2025
MCDMcdonalds Corp	$2.52M	0.45%	0.00%	+1.1%	Q4 2019
BRK.BBerkshire Hathaway Inc	$2.44M	0.43%	Not reported	+7.1%	Q4 2019
PGPROCTER & GAMBLE Co	$2.35M	0.42%	0.00%	-6.2%	Q4 2019
GOOGAlphabet Inc.	$2.2M	0.39%	Not reported	+2.6%	Q4 2019
ADPAutomatic Data Processing Inc	$2.19M	0.39%	0.00%	+2.5%	Q1 2020
STBAS&T Bancorp Inc	$2.09M	0.37%	0.14%	-13.1%	Q4 2019
ORCLOracle Corp	$2.09M	0.37%	0.00%	+0.4%	Q4 2019
CVXChevron Corp	$2.03M	0.36%	0.00%	+3.9%	Q4 2019
ABTAbbott Laboratories	$1.94M	0.35%	0.00%	+0.5%	Q4 2019
CATCaterpillar Inc	$1.91M	0.34%	0.00%	+2.7%	Q1 2020
SPMDSupermedia Inc.	$1.75M	0.31%	Not reported	-4.7%	Q1 2023
PFEPfizer Inc	$1.69M	0.30%	0.00%	-1.1%	Q4 2019
KOCoca Cola Co	$1.66M	0.30%	0.00%	-3.1%	Q4 2019
VZVerizon Communications Inc	$1.57M	0.28%	0.00%	-0.4%	Q4 2019
PEPPepsico Inc	$1.54M	0.27%	0.00%	+3.0%	Q4 2019
TSLATesla, Inc.	$1.49M	0.26%	0.00%	+9.3%	Q1 2020
QQQInvesco QQQ Trust, Series 1	$1.48M	0.26%	Not reported	+10.2%	Q4 2019
CSCOCisco Systems, Inc.	$1.48M	0.26%	0.00%	+2.6%	Q4 2019
BRK.ABerkshire Hathaway Inc	$1.44M	0.26%	Not reported	Not reported	Q4 2019
SPYSPDR S&P 500 ETF Trust	$1.43M	0.26%	Not reported	+5.8%	Q1 2020
IDCCInterDigital, Inc.	$1.36M	0.24%	0.02%	Not reported	Q1 2020
MPCMarathon Petroleum Corp	$1.31M	0.23%	0.00%	Not reported	Q1 2020
TJXTJX Companies Inc	$1.29M	0.23%	0.00%	+0.3%	Q4 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.29M	0.23%	Not reported	Not reported	Q4 2019
BXBlackstone Inc.	$1.15M	0.21%	0.00%	+0.3%	Q2 2025
GEGeneral Electric Co	$1.13M	0.20%	0.00%	+0.2%	Q2 2025
MRBKMeridian Corp	$1.13M	0.20%	0.50%	Not reported	Q3 2025
MCOMoodys Corp	$1.12M	0.20%	0.00%	-0.1%	Q1 2020
HDHome Depot, Inc.	$1.11M	0.20%	0.00%	+15.1%	Q4 2019
RTXRTX Corp	$1.09M	0.19%	0.00%	+1.5%	Q4 2020
NSCNorfolk Southern Corp	$1.03M	0.18%	0.00%	-0.1%	Q1 2020
WTRGEssential Utilities, Inc.	$1.02M	0.18%	0.01%	+5.9%	Q1 2020
SBSCompanhia de Saneamento Basico Do Estado de Sao Paulo-Sabesp	$1M	0.18%	0.00%	+0.2%	Q2 2023
CEGConstellation Energy Corp	$928K	0.17%	0.00%	-16.6%	Q1 2022
TAt&T Inc.	$925K	0.16%	0.00%	+0.9%	Q4 2019
BACBank of America Corp	$920K	0.16%	0.00%	+0.1%	Q4 2019

Q4 2025Reported Feb 9, 2026979 positions
AAPLApple Inc.	$26.4M	4.82%	0.00%	-0.6%	Q4 2019
MSFTMicrosoft Corp	$13.4M	2.45%	0.00%	+0.6%	Q4 2019
AVGOBroadcom Inc.	$7M	1.28%	0.00%	+1.9%	Q4 2019
JPMJPMorgan Chase & Co	$6.96M	1.27%	0.00%	+2.3%	Q4 2019
NVDANvidia Corp	$6.49M	1.18%	0.00%	+1.9%	Q4 2020
SPTSSports Media Inc	$6.17M	1.13%	Not reported	-3.9%	Q1 2023
AMZNAmazon Com Inc	$5.82M	1.06%	0.00%	+2.8%	Q4 2019
XOMExxonMobil Holdings Corp	$5.76M	1.05%	0.00%	-2.1%	Q4 2019
GOOGLAlphabet Inc.	$5.29M	0.97%	0.00%	-0.2%	Q4 2019
JNJJohnson & Johnson	$4.93M	0.90%	0.00%	+0.7%	Q4 2019
ABBVAbbVie Inc.	$3.66M	0.67%	0.00%	+1.0%	Q4 2019
PLTRPalantir Technologies Inc.	$3.5M	0.64%	0.00%	-7.4%	Q1 2021
CICigna Group	$2.85M	0.52%	0.00%	-0.9%	Q2 2025
ORCLOracle Corp	$2.76M	0.50%	0.00%	Not reported	Q4 2019
ADPAutomatic Data Processing Inc	$2.71M	0.49%	0.00%	Not reported	Q1 2020
MRKMerck & Co., Inc.	$2.65M	0.48%	0.00%	-0.2%	Q4 2019
PGPROCTER & GAMBLE Co	$2.49M	0.45%	0.00%	-0.1%	Q4 2019
MCDMcdonalds Corp	$2.45M	0.45%	0.00%	-0.4%	Q4 2019
BRK.BBerkshire Hathaway Inc	$2.39M	0.44%	Not reported	0.0%	Q4 2019
ABTAbbott Laboratories	$2.36M	0.43%	0.00%	0.0%	Q4 2019
GOOGAlphabet Inc.	$2.35M	0.43%	Not reported	+2.2%	Q4 2019
STBAS&T Bancorp Inc	$2.27M	0.41%	0.15%	-0.9%	Q4 2019
SPMDSupermedia Inc.	$1.79M	0.33%	Not reported	+2.6%	Q1 2023
TSLATesla, Inc.	$1.65M	0.30%	0.00%	-1.7%	Q1 2020
KOCoca Cola Co	$1.57M	0.29%	0.00%	0.0%	Q4 2019
BXBlackstone Inc.	$1.54M	0.28%	0.00%	-17.5%	Q2 2025
PFEPfizer Inc	$1.52M	0.28%	0.00%	-3.9%	Q4 2019
BRK.ABerkshire Hathaway Inc	$1.51M	0.28%	Not reported	Not reported	Q4 2019
CATCaterpillar Inc	$1.5M	0.27%	0.00%	-1.9%	Q1 2020
CVXChevron Corp	$1.44M	0.26%	0.00%	+0.3%	Q4 2019
IDCCInterDigital, Inc.	$1.43M	0.26%	0.02%	-11.2%	Q1 2020
QQQInvesco QQQ Trust, Series 1	$1.43M	0.26%	Not reported	+4.8%	Q4 2019
CSCOCisco Systems, Inc.	$1.43M	0.26%	0.00%	-0.3%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$1.42M	0.26%	Not reported	Not reported	Q1 2020
CEGConstellation Energy Corp	$1.41M	0.26%	0.00%	+35.6%	Q1 2022
PEPPepsico Inc	$1.38M	0.25%	0.00%	+0.2%	Q4 2019
MCOMoodys Corp	$1.31M	0.24%	0.00%	-0.2%	Q1 2020
VZVerizon Communications Inc	$1.28M	0.23%	0.00%	-0.8%	Q4 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.25M	0.23%	Not reported	+1.1%	Q4 2019
TJXTJX Companies Inc	$1.24M	0.23%	0.00%	Not reported	Q4 2019
GEGeneral Electric Co	$1.23M	0.22%	0.00%	-0.5%	Q2 2025
CRMSalesforce, Inc.	$1.2M	0.22%	0.00%	-0.2%	Q4 2019
MRBKMeridian Corp	$1.04M	0.19%	0.50%	Not reported	Q3 2025
BACBank of America Corp	$1.04M	0.19%	0.00%	-0.5%	Q4 2019
NSCNorfolk Southern Corp	$1.03M	0.19%	0.00%	Not reported	Q1 2020
RTXRTX Corp	$1.03M	0.19%	0.00%	Not reported	Q4 2020
HDHome Depot, Inc.	$1.01M	0.18%	0.00%	+2.2%	Q4 2019
UNHUnitedhealth Group Inc	$1.01M	0.18%	0.00%	+3.4%	Q4 2019
VVisa Inc.	$974K	0.18%	0.00%	+44.1%	Q4 2019
IBMInternational Business Machines Corp	$915K	0.17%	0.00%	Not reported	Q4 2019

Q3 2025Reported Nov 5, 20251,000 positions
AAPLApple Inc.	$25M	4.61%	0.00%	-1.4%	Q4 2019
MSFTMicrosoft Corp	$14.3M	2.65%	0.00%	-3.2%	Q4 2019
AVGOBroadcom Inc.	$6.62M	1.22%	0.00%	-0.7%	Q4 2019
JPMJPMorgan Chase & Co	$6.56M	1.21%	0.00%	-9.2%	Q4 2019
SPTSSports Media Inc	$6.41M	1.18%	Not reported	-1.0%	Q1 2023
NVDANvidia Corp	$6.39M	1.18%	0.00%	+4.3%	Q4 2020
XOMExxonMobil Holdings Corp	$5.48M	1.01%	0.00%	-0.4%	Q4 2019
AMZNAmazon Com Inc	$5.42M	1.00%	0.00%	-5.3%	Q4 2019
JNJJohnson & Johnson	$4.4M	0.81%	0.00%	-3.6%	Q4 2019
GOOGLAlphabet Inc.	$4.15M	0.77%	0.00%	+1.3%	Q4 2019
ORCLOracle Corp	$4.09M	0.76%	0.00%	+80.9%	Q4 2019
PLTRPalantir Technologies Inc.	$3.94M	0.73%	0.00%	-1.8%	Q1 2021
ABBVAbbVie Inc.	$3.88M	0.72%	0.00%	-0.9%	Q4 2019
ADPAutomatic Data Processing Inc	$3.07M	0.57%	0.00%	-0.1%	Q1 2020
CICigna Group	$3.05M	0.56%	0.00%	-2.7%	Q2 2025
PGPROCTER & GAMBLE Co	$2.66M	0.49%	0.00%	+0.1%	Q4 2019
ABTAbbott Laboratories	$2.51M	0.46%	0.00%	0.0%	Q4 2019
MCDMcdonalds Corp	$2.42M	0.45%	0.00%	+0.4%	Q4 2019
BRK.BBerkshire Hathaway Inc	$2.36M	0.44%	Not reported	+4.9%	Q4 2019
MRKMerck & Co., Inc.	$2.27M	0.42%	0.00%	+3.2%	Q4 2019
STBAS&T Bancorp Inc	$2.17M	0.40%	0.15%	Not reported	Q4 2019
BXBlackstone Inc.	$2.04M	0.38%	0.00%	+0.2%	Q2 2025
GOOGAlphabet Inc.	$1.8M	0.33%	Not reported	+1.5%	Q4 2019
IDCCInterDigital, Inc.	$1.77M	0.33%	0.02%	Not reported	Q1 2020
SPMDSupermedia Inc.	$1.73M	0.32%	Not reported	+6.2%	Q1 2023
PFEPfizer Inc	$1.73M	0.32%	0.00%	-1.5%	Q4 2019
TSLATesla, Inc.	$1.71M	0.32%	0.00%	+1.1%	Q1 2020
KOCoca Cola Co	$1.5M	0.28%	0.00%	-2.2%	Q4 2019
BRK.ABerkshire Hathaway Inc	$1.49M	0.28%	Not reported	Not reported	Q4 2019
CVXChevron Corp	$1.45M	0.27%	0.00%	+17.8%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$1.39M	0.26%	Not reported	+6.7%	Q1 2020
VZVerizon Communications Inc	$1.39M	0.26%	0.00%	+5.4%	Q4 2019
PEPPepsico Inc	$1.38M	0.25%	0.00%	-0.5%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$1.34M	0.25%	Not reported	+9.9%	Q4 2019
CATCaterpillar Inc	$1.28M	0.24%	0.00%	-3.6%	Q1 2020
CSCOCisco Systems, Inc.	$1.28M	0.24%	0.00%	-1.3%	Q4 2019
MCOMoodys Corp	$1.23M	0.23%	0.00%	Not reported	Q1 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.22M	0.22%	Not reported	-0.3%	Q4 2019
GEGeneral Electric Co	$1.21M	0.22%	0.00%	+0.4%	Q2 2025
TJXTJX Companies Inc	$1.16M	0.21%	0.00%	Not reported	Q4 2019
HDHome Depot, Inc.	$1.14M	0.21%	0.00%	+2.8%	Q4 2019
FISVFiserv Inc	$1.11M	0.21%	0.00%	Not reported	Q4 2019
MPCMarathon Petroleum Corp	$1.1M	0.20%	0.00%	Not reported	Q1 2020
CRMSalesforce, Inc.	$1.07M	0.20%	0.00%	-0.8%	Q4 2019
NSCNorfolk Southern Corp	$1.07M	0.20%	0.00%	-0.5%	Q1 2020
CEGConstellation Energy Corp	$1.03M	0.19%	0.00%	Not reported	Q1 2022
UNHUnitedhealth Group Inc	$1.03M	0.19%	0.00%	-20.3%	Q4 2019
METAMeta Platforms, Inc.	$965K	0.18%	Not reported	+15.6%	Q1 2020
BACBank of America Corp	$960K	0.18%	0.00%	-10.6%	Q4 2019
RTXRTX Corp	$935K	0.17%	0.00%	Not reported	Q4 2020

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