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Key Capital Management, INC

Q2 2026 13F Holdings

  • Location
    hendersonville, tn 37075, TN
  • Num holdings

    726

  • Value ($000)

    $194,214

  • Date Filed
    07/27/2026
  • Form type
    13F-HR
  • CIK
    0002107249
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

CAPITOL SER TR

STERL CAP BD ETF
14064D444
$32.97M
17 %

1,316,958

I
IWY

ISHARES TR

RUS TP200 GR ETF
464289438
$20.67M
11 %

71,128

I
IWX

ISHARES TR

RUS TP200 VL ETF
464289420
$13.54M
7 %

128,769

---

STERLING CAP FDS

CAP HEDGED EQT P
85917K454
$7.45M
4 %

297,921

E
EFV

ISHARES TR

EAFE VALUE ETF
464288877
$6.6M
3 %

86,213

I
IWS

ISHARES TR

RUS MDCP VAL ETF
464287473
$6.39M
3 %

38,806

---

STERLING CAP FDS

CAPITAL MULTI
85917K462
$6.26M
3 %

249,149

E
EFG

ISHARES TR

EAFE GRWTH ETF
464288885
$5.95M
3 %

47,811

B
BUCK

SIMPLIFY EXCHANGE TRADED FUN

TREASURY OPT INC
82889N640
$5.7M
3 %

243,255

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$5.5M
3 %

66,390

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