Key Capital Management, INC

Q1 2026 13F-HR Holdings

Location
Hendersonville, Tn 37075, TN
Holdings as of
3/31/2026
Date filed
5/7/2026
Form type
13F-HR
Num holdings
687
Total value ($000)
$151,430
Net value change ($000)
+50,482 (50.0%)
New positions
231
Sold out positions
81
Turnover %
12.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SCEC 8,613 48.7%
SCEP 6,341 NEW
IWY 5,979 79.7%
SCMC 4,850 NEW
IWX 3,999 87.9%
EFV 2,251 88.4%
IWS 2,236 96.3%
EFG 1,799 73.9%
FOXY 1,777 81.4%
IEMG 1,653 84.3%
Top Reduces (Value $000, Stocks/ETFs)
HIGH -2,191 -98.6%
VGSH -1,919 -84.5%
ICLO -1,100 -99.6%
VYM -968 -99.1%
MUB -913 -85.6%
DIV -811 -99.5%
NBOS -575 -99.1%
CLOI -549 -99.6%
ANGL -457 -99.6%
GDX -452 -91.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type