Keybank National Association
Annual return '25
+17.9%
SPY '25
+17.7%
Alpha
+0.2ptsvs SPY
Invested
$27.4B
Holdings
1,238
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q4 2025: New position (449 shares)
7.6%
02
$AAPL
APPLE INC
Q1 2026: Increased +5.9% (11.1k → 11.7k shares)
4.5%
03
$MSFT
MICROSOFT CORP
Q1 2026: Increased +15.2% (5.9k → 6.8k shares)
3.7%
04
$IEFA
ISHARES TR
Held since at least Q1 2024
3.4%
05
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +1.1% (21.2k → 21.4k shares)
3.4%
06
$GOOGL
ALPHABET INC
Q4 2025: New position (37.6k shares)
3.2%
07
$AMZN
AMAZON COM INC
Q1 2026: Increased +2.5% (10.5k → 10.8k shares)
2.4%
08
$IJH
ISHARES TR
Held since at least Q1 2024
2.3%
09
$JPM
JPMORGAN CHASE & CO
Q4 2025: New position (1.9k shares)
1.9%
10
$AVGO
BROADCOM INC
Held since at least Q1 2024
1.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:08 UTC.