Arkolith/Funds/Key Capital Management, INC

Key Capital Management, INC

CIK 2107249
Holdings as of Jun 30, 2026·disclosed Jul 28, 2026·~28-day 13F lag·13F-HR
Active Filer

Key Capital Management, INC holds a focused book of 725 stocks worth $194.2M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter they opened Innova Eqty Def Prot 1YR Jun and trimmed Vanguard Total Stock MKT ETF. Their largest long position is Sterling Capital Enh CB ETF at 17% of the equity book. Cloning the disclosed picks since 2026 would be +4% (+7.2%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Key Capital Management, INC's latest
holdings, largest changes, and filing provenance.
Opened
151
new positions
Added to
204
existing
Trimmed
179
reduced
Sold out
111
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+3.6%
+7.2%/yr · since Jan '26
Their reported book
+4.3%
held from quarter-end
S&P 500
+7.2%
same window
$9K$10K$10K$11K$11KJan '26Mar '26Apr '26May '26Jun '26Jul '26
Key Capital Management, INC (copied at disclosure) S&P 500

Growth of $10,000 cloning Key Capital Management, INC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
42%
Top 10 holdings
57%
Top 20 holdings
74%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

6% mapped to company sectors

ETF / fund or unclassified
94%
Information Technology
2%
Financials
1%
Consumer Discretionary
1%
Industrials
0%
Health Care
0%
Real Estate
0%
Communication Services
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Key Capital Management, INC

Manager / fundShared namesTheir $ in those
AE Wealth Management LLC77 / 80$6.7B
OSAIC HOLDINGS, INC.76 / 80$17.1B
ENVESTNET ASSET MANAGEMENT INC71 / 80$131.0B
UBS Group AG70 / 80$120.4B
Networth Advisors, LLC70 / 80$29.7M
COMMONWEALTH EQUITY SERVICES, LLC69 / 80$19.3B
MORGAN STANLEY68 / 80$466.4B
Kestra Advisory Services, LLC68 / 80$7.6B

Ranked by how many of Key Capital Management, INC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

725 positions
#SecurityValueShares% PortLast moveHistory
1Capitol Ser TR
STERL CAP BD ETF
$33.0M1.32M
17.0%
+26%
Added · +268K sh
2Ishares TR
RUS TP200 GR ETF
$20.7M71.1K
10.6%
+31%
Added · +17K sh
3Ishares TR
RUS TP200 VL ETF
$13.5M128.8K
7.0%
+40%
Added · +37K sh
4Sterling Cap FDS
CAP HEDGED EQT P
$7.4M297.9K
3.8%
+11%
Added · +29K sh
5Ishares TR
EAFE VALUE ETF
$6.6M86.2K
3.4%
+34%
Added · +22K sh
6Ishares TR
RUS MDCP VAL ETF
$6.4M38.8K
3.3%
+24%
Added · +8K sh
7Sterling Cap FDS
CAPITAL MULTI
$6.3M249.1K
3.2%
+28%
Added · +55K sh
8Ishares TR
EAFE GRWTH ETF
$5.9M47.8K
3.1%
+26%
Added · +10K sh
9Simplify Exchange Traded Fun
TREASURY OPT INC
$5.7M243.3K
2.9%
+7.3%
Added · +16K sh
10Ishares Inc
CORE MSCI EMKT
$5.5M66.4K
2.8%
+28%
Added · +15K sh
11Simplify Exchange Traded Fun
MANAGED FUTURES
$5.1M195.6K
2.6%
+7.3%
Added · +13K sh
12Simplify Exchange Traded Fun
CURRE STRAT ETF
$4.4M147.3K
2.3%
+8.8%
Added · +12K sh
13Simplify Exchange Traded Fun
BARRIER INCOME
$4.3M169.2K
2.2%
+8.5%
Added · +13K sh
14Simplify Exchange Traded Fun
AGGREGATE BD ETF
$4.1M204.7K
2.1%
+9.8%
Added · +18K sh
15Vanguard Scottsdale FDS
VNG RUS2000IDX
$3.6M29.6K
1.9%
+27%
Added · +6K sh
16Simplify Exchange Traded Fun
VOLATILITY PREM
$3.0M185.9K
1.5%
+9.0%
Added · +15K sh
17SPDR Series Trust
ST STR P500ETF
$2.9M33.5K
1.5%
+298%
Added · +25K sh
18Ishares TR
RUS MD CP GR ETF
$2.3M15.7K
1.2%
+46%
Added · +5K sh
19Vanguard Index FDS
TOTAL STK MKT
$1.6M4.3K
0.8%
−8.6%
Reduced · −404 sh
20BlackRock ETF Trust
ISHARES US EQUIT
$1.6M23.3K
0.8%
+57%
Added · +8K sh
21Vanguard Scottsdale FDS
INTER TERM TREAS
$1.5M26.2K
0.8%
+13%
Added · +3K sh
22BlackRock ETF Trust
ISHA IN CTRY ETF
$1.5M42.0K
0.8%
+58%
Added · +15K sh
23Simplify Exchange Traded Fun
GAMMA EMERGING
$1.5M54.1K
0.7%
+8.4%
Added · +4K sh
24Innovator Etfs Trust
EQUITY DEFND 1YR
$1.3M48.2K
0.7%
New
New position
25Ishares TR
S&P 500 GRWT ETF
$1.3M9.4K
0.7%
+36%
Added · +3K sh
26State STR SPDR S&P 500 ETF T
TR UNIT
$1.3M1.7K
0.7%
−3.0%
Reduced · −54 sh
27Ishares TR
CORE S&P500 ETF
$1.3M1.7K
0.7%
+3.2%
Added · +53 sh
28Sterling Cap FDS
NATIONAL MUNI BD
$1.2M48.3K
0.6%
+13%
Added · +5K sh
29Invesco QQQ TR
UNIT SER 1
$1.2M1.6K
0.6%
+1.6%
Added · +25 sh
30SPDR Index SHS FDS
ST STR SP GLBDIV
$1.1M13.4K
0.6%
+12%
Added · +1K sh
31Ishares TR
S&P 500 VAL ETF
$1.1M4.6K
0.5%
+15%
Added · +617 sh
32First TR Exchange-Traded FD
DJ GLBL DIVID
$1.0M32.8K
0.5%
+12%
Added · +3K sh
33Vanguard Star FDS
VG TL INTL STK F
$1.0M12.1K
0.5%
−2.8%
Reduced · −345 sh
34Vanguard World FD
MEGA GRWTH IND
$985K11.2K
0.5%
+391%
Added · +9K sh
35Innovator Etfs Trust
EQUIT PROTN MAY
$971K37.4K
0.5%
New
New position
36Nvidia Corporation
COM
$920K4.6K
0.5%
+2.9%
Added · +130 sh
37Amazon Com Inc
COM
$867K3.6K
0.4%
+7.3%
Added · +249 sh
38Apple Inc
COM
$795K2.7K
0.4%
−66%
Reduced · −5K sh
39Aim ETF Products Trust
ALLIA US JUN ETF
$766K22.3K
0.4%
New
New position
40Ishares TR
MORNINGSTAR VALU
$727K7.2K
0.4%
+0.3%
Added · +18 sh
41Vanguard Scottsdale FDS
LONG TERM TREAS
$705K12.8K
0.4%
+9.9%
Added · +1K sh
42BlackRock ETF Trust
ISHA I IN TE ETF
$667K12.7K
0.3%
+21%
Added · +2K sh
43SPDR Series Trust
ST STR P500VAL
$599K9.9K
0.3%
+9.5%
Added · +852 sh
44Walmart Inc
COM
$568K5.0K
0.3%
+95%
Added · +2K sh
45Aim ETF Products Trust
ALLIANZIM US EQT
$537K20.4K
0.3%
+7.4%
Added · +1K sh
46Schwab Strategic TR
US TIPS ETF
$507K19.1K
0.3%
−39%
Reduced · −12K sh
47BlackRock ETF Trust
ISHA LA CORE ETF
$493K9.8K
0.3%
+51%
Added · +3K sh
48Ishares TR
CORE UNIVRSL USD
$474K10.3K
0.2%
+107%
Added · +5K sh
49Cisco Sys Inc
COM
$471K4.0K
0.2%
+4.2%
Added · +162 sh
50Ishares TR
CORE MSCI EAFE
$463K4.8K
0.2%
35×
Added · +5K sh
Showing 50 of 725 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 28, 2026726$194.2M13F-HR
Q1 2026Mar 31, 2026May 7, 2026687$151.4M13F-HR
Q4 2025Dec 31, 2025Jan 26, 2026535$100.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.