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 Market Cap. of $50 Millions to $300 Millions
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