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KCM
Key Capital Management Portfolio holdings
AUM
$194M
This Fund
S&P 500
This Quarter
Est. Return
+0.91%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$101M
AUM Growth
–
Cap. Flow
+$101M
Cap. Flow
% of AUM
99.82%
Top 10 Holdings %
Top 10 Hldgs %
51.13%
Holding
535
New
534
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
SCEC
Sterling Capital Enhanced Core Bond ETF
SCEC
|
+$17.8M |
| 2 |
iShares Russell Top 200 Growth ETF
IWY
|
+$7.5M |
| 3 |
Simplify Stable Income ETF
BUCK
|
+$4.56M |
| 4 |
iShares Russell Top 200 Value ETF
IWX
|
+$4.45M |
| 5 |
Simplify Managed Futures Strategy ETF
CTA
|
+$4.39M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 3.48% |
| 2 | Financials | 2.1% |
| 3 | Consumer Discretionary | 1.08% |
| 4 | Industrials | 0.64% |
| 5 | Consumer Staples | 0.52% |
Similar funds
OCA
IA
KIM
EWA
TVM
SCPM
WM
ACM
Key Capital Management's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for Key Capital Management, which disclosed 535 positions worth $101M. Its ten largest holdings account for 51% of the portfolio.
Its largest position is Sterling Capital Enhanced Core Bond ETF: 698,179 shares worth $17.7M.
By sector, the portfolio is most concentrated in Technology at 3.5% of assets, followed by Financials and Consumer Discretionary.
- Key Capital Management's largest Q4 2025 buy was Sterling Capital Enhanced Core Bond ETF: 698,179 shares worth $17.7M.
- Key Capital Management's ten largest holdings make up 51% of its $101M portfolio in Q4 2025.
- Key Capital Management disclosed 535 positions in Q4 2025, its first 13F filing on record.
Based on Key Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.