Key Capital Management, INC (CIK: 0002107249) is a financial institution headquartered at 181 East Main St., , Hendersonville, Tn 37075, Tennessee 37075. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-03-31), the institution manages a portfolio valued at $151.43 M, comprising 687 distinct securities. Over its filing history, it has submitted 2 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q1 2026 — Top-10 concentration: 55.5%. Quarterly turnover: 11.8%. ▲ 231 new, +261 added, −121 reduced, ×81 exited.

Top Buys

Q1 2026

1. SCEC Sterling Capital Enhanced Core Bond Etf

+$8.8 M

2. IWY Ishares Russell Top 200 Growth Etf

+$6.74 M

3. Sterling Cap Fds

+$6.34 M

4. Sterling Cap Fds

+$4.85 M

5. IWX Ishares Russell Top 200 Value Etf

+$3.96 M

Top Sells

Q1 2026

1. HIGH Simplify Enhanced Income Etf

−$2.09 M

2. VGSH Vanguard Short-Term Treasury Etf

−$1.91 M

3. ICLO Invesco Aaa Clo Floating Rate Note Etf

−$1.1 M

4. VYM Vanguard High Dividend Yield Index Etf

−$999,994.48

5. MUB Ishares National Muni Bond Etf

−$903,976.07

Stocks/ETFs

+50.04%

$151.38 M 99.97%

Options

$0 0.00%

Debt

$0 0.00%

Other

-6.99%

$50,023 0.03%

Name	Shares	Market Value	Weight	Change	Activity
Sterling Capital Enhanced Core Bond Etf ETF-SCEC	1.05 M	$26.31 M	17.38%	▲ 350,839	Add 50.3%
Ishares Russell Top 200 Growth Etf ETF-IWY	54,162	$13.48 M	8.90%	▲ 27,083	Add 100.0%
Ishares Russell Top 200 Value Etf ETF-IWX	92,249	$8.55 M	5.65%	▲ 42,718	Add 86.2%
Sterling Cap Fds N/A	269,006	$6.34 M	4.19%	▲ 269,006	New Buy
Simplify Managed Futures Strategy Etf ETF-CTA	182,327	$5.51 M	3.64%	▲ 22,601	Add 14.2%
Simplify Treasury Option Income Etf ETF-BUCK	226,781	$5.33 M	3.52%	▲ 35,508	Add 18.6%
Sterling Cap Fds N/A	193,998	$4.85 M	3.20%	▲ 193,998	New Buy
Ishares Msci Eafe Value Etf ETF-EFV	64,518	$4.8 M	3.17%	▲ 28,861	Add 80.9%
Ishares Russell Mid-Cap Value Etf ETF-IWS	31,271	$4.56 M	3.01%	▲ 14,819	Add 90.1%
Ishares Msci Eafe Growth Etf ETF-EFG	38,030	$4.24 M	2.80%	▲ 16,648	Add 77.9%

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Key Capital Management, INC's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Key Capital Management, INC each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 2 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Name	Shares	Value	% of Portfolio	% Change
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Key Capital Management, INC Quarterly 13F Statistics

Discover detailed insights into Key Capital Management, INC’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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Key Capital Management, INC's All 13F Filings

This section lists all SEC Form 13F filings submitted by Key Capital Management, INC.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Key Capital Management, INC 13F Filings, Portfolio & Analysis

Key Capital Management, INC — Portfolio Overview & Company Profile

Portfolio Summary (Q1 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q1 2026)

Historical Portfolio Charts

Key Capital Management, INC's Portfolio

Key Capital Management, INC Quarterly 13F Statistics

Key Capital Management, INC's All 13F Filings

Insider Trading Activity (SEC Form 4)