Key FInancial Inc
Annual return '25
+2.5%
SPY '25
+17.7%
Alpha
-15.2ptsvs SPY
Invested
$561.8M
Holdings
1,392
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
$AAPL
APPLE INC
Q1 2026: Increased +0.7% (398.5k → 401.2k shares)
4.7%
02
$DOL
WISDOMTREE TR
Q4 2025: Exited (was 321.8k shares)
3.9%
03
$DNL
WISDOMTREE TR
Q4 2025: Exited (was 452.7k shares)
3.3%
04
$GOVT
ISHARES TR
Q4 2025: Exited (was 674.3k shares)
3.2%
05
$SLYV
SPDR SERIES TRUST
Q1 2026: Increased +121.5% (3.3k → 7.3k shares)
3.1%
06
$EES
WISDOMTREE TR
Q4 2025: Exited (was 275.4k shares)
3.0%
07
$BUFR
FIRST TR EXCHNG TRADED FD VI
Q4 2025: Exited (was 415.3k shares)
2.5%
08
$MSFT
MICROSOFT CORP
Q1 2026: Sold 47.7% (223.2k → 116.8k shares)
1.9%
09
$EFG
ISHARES TR
Q4 2025: Sold 77.5% (78.8k → 17.7k shares)
1.8%
10
$FICS
FIRST TR EXCHANGE TRADED FD
Q4 2025: Exited (was 234.2k shares)
1.7%
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 15:32 UTC.