Long-term investor
Key Financial Inc. @keyfinancialinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001801720).
Record
- Tracked since 2025-06-30 (448 days), 17 trades recorded
- Returns: week n/a · month n/a · 90 days +8.6% · 6 months n/a · 1 year +15.3% · all +15.3%
- Max drawdown n/a · win rate 38% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 4.9% · long · since 2025-06-30
- 97717W794 · 3.7% · long · since 2025-06-30
- 97717W844 · 3.4% · long · since 2025-06-30
- 97717W562 · 3.3% · long · since 2025-06-30
- 78464A300 · 3.2% · long · since 2025-06-30
- 46429B267 · 3.2% · long · since 2025-06-30
- 33740F755 · 2.4% · long · since 2025-06-30
- 464288885 · 2.0% · long · since 2025-06-30
- MSFT · 1.8% · long · since 2025-06-30
- 33738R662 · 1.7% · long · since 2025-06-30
- XOM · 1.6% · long · since 2025-06-30
- 78464A201 · 1.6% · long · since 2025-06-30