— Know what they know.
Not Investment Advice
Bank ← All Institutions

KEYBANK NATIONAL ASSOCIATION/OH

KEY TOWER 127 PUBLIC SQUARE, CLEVELAND, OH 44114 • 2168135888

Q3 2025 · Filed 2025-11-04
Market Value
$28.4B
+5.9%
Holdings
1,210
+16
New Purchases
70
Added To
409
Closed
61
Reduced
565
Top 10 Concentration
37.9%
Turnover
10.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 4.35% 3.76% +0.58% $1.2B
GOOGL 2.61% 2.05% +0.56% $744M
IVV 7.33% 6.90% +0.43% $2.1B
CVX 0.77% 0.35% +0.42% $218M
NVDA 3.56% 3.31% +0.25% $1.0B
ORCL 1.26% 1.06% +0.20% $359M
GOOG 0.68% 0.50% +0.18% $194M
AVGO 2.03% 1.86% +0.18% $579M
JNJ 0.76% 0.63% +0.13% $217M
ABBV 0.85% 0.73% +0.12% $242M
IEFA 2.66% 2.56% +0.10% $757M
TKR 0.19% 0.09% +0.10% $55M
IAU 0.94% 0.84% +0.10% $266M
CAT 0.37% 0.28% +0.09% $105M
NEM 0.29% 0.21% +0.08% $82M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
HES 0.00% 0.40% -0.40% $0
KLG 0.00% 0.29% -0.29% $0
QUAL 1.96% 2.16% -0.20% $558M
RSP 2.41% 2.60% -0.19% $686M
AMZN 2.39% 2.55% -0.17% $679M
K 5.68% 5.83% -0.15% $1.6B
MSFT 4.78% 4.92% -0.14% $1.4B
COST 1.09% 1.22% -0.13% $310M
LNTH 0.03% 0.16% -0.12% $10M
KVUE 0.26% 0.38% -0.12% $75M
FI 0.18% 0.29% -0.11% $52M
ALGN 0.12% 0.23% -0.10% $35M
PG 0.65% 0.74% -0.09% $186M
ACN 0.24% 0.32% -0.08% $69M
HON 0.39% 0.46% -0.07% $111M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 45.8%
Technology 18.0%
Industrials 7.5%
Healthcare 6.5%
Communication Services 5.1%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 79 $13.8B 48.5%
Large Cap 707 $13.6B 47.7%
Mid Cap 314 $804M 2.8%
Small Cap 105 $295M 1.0%
Micro Cap 5 $4M 0.0%

Portfolio Analytics

Avg Market Cap
$82.1B
Median Market Cap
$19.8B
Avg P/E
33.9
Median P/E
22.7
Avg Dividend Yield
0.02%
Avg Beta
0.98
# Stocks
944
# ETFs / Funds
266

Top Holdings (1,210 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVV 7.33% 3,116,790 $2.1B $669.30 $232M +129,902 +4.3%
2 K 5.68% 19,706,054 $1.6B $82.02 $49M +540
3 MSFT 4.78% 2,624,499 $1.4B $517.95 $39M -29,837 -1.1%
4 AAPL 4.35% 4,854,658 $1.2B $254.63 $225M -74,069 -1.5%
5 NVDA 3.56% 5,423,460 $1.0B $186.58 $123M -200,271 -3.6%
6 IEFA 2.66% 8,668,135 $757M $87.31 $69M +428,674 +5.2%
7 GOOGL 2.61% 3,060,171 $744M $243.10 $193M -67,817 -2.2%
8 RSP 2.41% 3,616,565 $686M $189.70 -$12M -227,127 -5.9%
9 AMZN 2.39% 3,090,559 $679M $219.57 -$8M -37,446 -1.2%
10 IJH 2.13% 9,302,044 $607M $65.26 $46M +260,923 +2.9%
11 AVGO 2.03% 1,754,298 $579M $329.91 $79M -57,583 -3.2%
12 QUAL 1.96% 2,868,882 $558M $194.50 -$22M -306,101 -9.6%
13 JPM 1.85% 1,670,744 $527M $315.43 $35M -25,217 -1.5%
14 IJR 1.58% 3,777,756 $449M $118.83 $30M -56,552 -1.5%
15 CCJ 1.49% 5,057,039 $424M $83.86 $13M -474,879 -8.6%
16 VEA 1.39% 6,582,903 $394M $59.92 $15M -64,382 -1.0%
17 ORCL 1.26% 1,275,965 $359M $281.24 $73M -29,585 -2.3%
18 VOO 1.20% 558,188 $342M $612.38 $22M -4,469 -0.8%
19 PH 1.11% 416,978 $316M $758.15 $7M -25,607 -5.8%
20 COST 1.09% 334,610 $310M $925.63 -$17M +4,699 +1.4%
21 IAU 0.94% 3,660,199 $266M $72.77 $40M +37,119 +1.0%
22 ABBV 0.85% 1,044,828 $242M $231.54 $47M -6,943 -0.7%
23 MA 0.84% 419,477 $239M $568.81 -$2M -8,209 -1.9%
24 JAAA 0.82% 4,608,768 $234M $50.78 $13M +261,013 +6.0%
25 CVX 0.77% 1,402,565 $218M $155.29 $124M +748,708 +114.5%
26 JNJ 0.76% 1,171,414 $217M $185.42 $47M +60,294 +5.4%
27 IEMG 0.73% 3,147,806 $208M $65.92 $28M +150,834 +5.0%
28 BAC 0.70% 3,846,802 $198M $51.59 $18M +38,175 +1.0%
29 SPY 0.69% 296,446 $197M $666.18 $9M -7,961 -2.6%
30 GOOG 0.68% 796,341 $194M $243.55 $58M +32,120 +4.2%
31 IWM 0.68% 799,292 $193M $241.96 $18M -14,432 -1.8%
32 PG 0.65% 1,212,535 $186M $153.65 -$13M -37,023 -3.0%
33 ABT 0.62% 1,309,672 $175M $133.94 -$4M -8,683 -0.7%
34 HD 0.58% 406,113 $165M $405.19 $16M +1,483 +0.4%
35 WFC 0.55% 1,878,949 $157M $83.82 $4M -36,620 -1.9%
36 IWR 0.54% 1,578,799 $152M $96.55 $1M -64,255 -3.9%
37 EFA 0.52% 1,593,260 $149M $93.37 $3M -33,059 -2.0%
38 LECO 0.50% 602,296 $142M $235.83 $5M -57,795 -8.8%
39 XOM 0.50% 1,256,268 $142M $112.75 $4M -21,286 -1.7%
40 TMO 0.50% 290,694 $141M $485.02 $19M -10,710 -3.5%
41 VWO 0.49% 2,559,355 $139M $54.18 $10M -32,188 -1.2%
42 PEP 0.46% 929,139 $130M $140.44 $7M -5,277 -0.6%
43 BRK-B 0.42% 237,501 $119M $502.74 $4M +660 +0.3%
44 CSCO 0.41% 1,706,483 $117M $68.42 -$4M -37,181 -2.1%
45 AXP 0.41% 348,766 $116M $332.16 $4M -1,122 -0.3%
46 MCD 0.40% 376,395 $114M $303.89 $844K -12,211 -3.1%
47 APH 0.39% 905,577 $112M $123.75 $15M -79,174 -8.0%
48 HON 0.39% 526,136 $111M $210.50 -$13M -6,955 -1.3%
49 NEE 0.38% 1,424,130 $108M $75.49 $6M -40,231 -2.8%
50 GVI 0.38% 995,472 $107M $107.44 $4M +34,861 +3.6%
51 SHW 0.38% 308,502 $107M $346.26 -$953K -5,382 -1.7%
52 RTX 0.37% 636,761 $107M $167.33 $10M -21,762 -3.3%
53 VMBS 0.37% 2,246,461 $105M $46.96 $5M +68,956 +3.2%
54 CAT 0.37% 220,875 $105M $477.15 $31M +29,636 +15.5%
55 AGG 0.36% 1,017,268 $102M $100.25 $4M +28,480 +2.9%
56 TMUS 0.36% 423,046 $101M $239.38 -$2M -10,442 -2.4%
57 RSG 0.36% 440,453 $101M $229.48 -$10M -10,314 -2.3%
58 SCHD 0.35% 3,668,759 $100M $27.30 -$763K -139,540 -3.7%
59 IWF 0.35% 212,723 $100M $468.41 $7M -4,775 -2.2%
60 EMR 0.34% 729,641 $96M $131.18 $8M +69,867 +10.6%
61 WMT 0.33% 903,861 $93M $103.06 $4M -6,763 -0.7%
62 IGSB 0.32% 1,735,682 $92M $53.03 $5M +88,568 +5.4%
63 IVW 0.32% 761,658 $92M $120.72 $7M -12,130 -1.6%
64 FCX 0.32% 2,321,933 $91M $39.22 -$12M -48,770 -2.1%
65 ETN 0.31% 238,926 $89M $374.25 $3M -2,841 -1.2%
66 VCSH 0.31% 1,089,560 $87M $79.93 $2M +13,961 +1.3%
67 LLY 0.30% 111,928 $85M $763.00 -$8M -8,433 -7.0%
68 META 0.30% 115,629 $85M $734.38 $597K +1,390 +1.2%
69 NEM 0.29% 976,733 $82M $84.31 $26M +13,672 +1.4%
70 DIS 0.27% 671,688 $77M $114.50 -$12M -43,405 -6.1%
71 IQDF 0.27% 2,661,852 $76M $28.54 $9M +179,875 +7.2%
72 SPGI 0.27% 155,890 $76M $486.71 -$8M -2,576 -1.6%
73 KVUE 0.26% 4,628,939 $75M $16.23 -$27M -256,023 -5.2%
74 MINT 0.26% 741,325 $75M $100.69 $2M +16,101 +2.2%
75 KO 0.26% 1,123,902 $75M $66.32 -$6M -13,214 -1.2%
76 ULTA 0.26% 133,889 $73M $546.75 $12M +2,121 +1.6%
77 ZS 0.26% 242,957 $73M $299.66 -$9M -17,603 -6.8%
78 DHR 0.25% 357,778 $71M $198.26 -$3M -15,015 -4.0%
79 V 0.25% 207,782 $71M $341.38 $7M +28,533 +15.9%
80 MRK 0.25% 836,940 $70M $83.93 $2M -28,640 -3.3%
81 ACN 0.24% 278,941 $69M $246.60 -$18M -11,647 -4.0%
82 TIP 0.24% 616,754 $69M $111.22 $3M +20,050 +3.4%
83 GEHC 0.24% 905,518 $68M $75.10 -$1M -32,328 -3.5%
84 UNP 0.23% 279,884 $66M $236.37 $862K -3,903 -1.4%
85 IBM 0.23% 231,731 $65M $282.16 -$3M -1,737 -0.7%
86 VCIT 0.22% 750,172 $63M $84.11 $5M +45,534 +6.5%
87 GTLS 0.22% 313,204 $63M $200.15 $11M +666 +0.2%
88 ICE 0.21% 356,059 $60M $168.48 -$6M -2,975 -0.8%
89 IGIB 0.21% 1,102,380 $60M $54.09 $2M +27,359 +2.5%
90 BKNG 0.21% 10,921 $59M $5,399.27 -$6M -314 -2.8%
91 LOW 0.21% 233,481 $59M $251.31 $6M -5,934 -2.5%
92 UNH 0.20% 160,983 $56M $345.30 -$1M -21,437 -11.8%
93 TKR 0.19% 727,777 $55M $75.18 $29M +377,607 +107.8%
94 ADP 0.19% 185,195 $54M $293.50 $2M +14,064 +8.2%
95 IJK 0.19% 564,752 $54M $95.89 $1M -15,367 -2.6%
96 ASML 0.18% 53,895 $52M $968.09 $19M +12,209 +29.3%
97 INTC 0.18% 1,540,121 $52M $33.55 $15M -117,464 -7.1%
98 CMI 0.18% 122,247 $52M $422.37 $11M -2,355 -1.9%
99 FI 0.18% 399,840 $52M $128.93 -$28M -58,915 -12.8%
100 AMGN 0.18% 181,556 $51M $282.20 -$23K -2,027 -1.1%

New Positions

SymbolValue% Port
LTC $8M 0.03%
IBP $4M 0.02%
NOV $4M 0.01%
DCI $3M 0.01%
SNDX $2M 0.01%
VNOM $943K —%
SE $768K —%
SGRY $695K —%
RYAAY $682K —%
ALAB $682K —%
NICE $644K —%
GLXY $642K —%
ENSG $549K —%
BABA $494K —%
SMTC $453K —%

Sold Out Positions

SymbolValue% Port
HRB —%
ATR —%
ACI —%
DECK —%
RELX —%
FDS —%
PFGC —%
MATX —%
EQR —%
KVYO —%
ESNT —%
PHR —%
MTN —%
KMX —%
FAF —%
View SEC EDGAR Filings for KEYBANK NATIONAL ASSOCIATION/OH →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms