KELLEHER FINANCIAL ADVISORS Q4 2025 Filing

Filed January 20, 2026

Portfolio Value

$436.0M

Holdings

727

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (727 positions)

StockValue
AMERICAN MUTUAL FUND CLASS F3
$131K
BSVVANGUARD BD INDEX FDS VANGUARD SHORT TERM BD ETF
$128K
AXPAmerican Express Co
$128K
PEGPUBLIC SVC ENTERPRISE GROUP INC COM
$128K
EPDENTERPRISE PRODS PARTNERS L P COM UNIT
$128K
ICEINTERCONTINENTAL EXCHANGE INC COM
$127K
SPYSPDR S&P 500 ETF Trust
$126K
NFGNational Fuel Gas Co
$124K
JPM 4.2 PERP MMJPMORGAN CHASE DS REP SRS MM
$124K
HIOWestern Asset High Income Opp
$124K
LSGRXLOOMIS SAYLES GROWTH FUND CLASS Y
$123K
RSTK NORTHFIELD BANCORP INC DEL COM
$122K
WOPWoodside Energy Group Ltd
$121K
NSCNorfolk Southern Corp
$121K
TMOThermo Fisher Scientific Inc
$121K
OKEONEOK Inc
$119K
MAFGXBLACKROCK CAPITAL APPRECIATION FUND INSTITUTIONAL CLASS
$119K
LADLITHIA MTRS INC COM
$116K
FLBLFranklin Senior Loan ETF Franklin Liberty Senior L
$116K
COSTCostco Whsl Corp New
$115K
NOCNORTHROP GRUMMAN CORP COM
$114K
CRMSalesforce.com Inc
$113K
DHRDANAHER CORP COM
$113K
TFC 4.75 PERP RTruist Financial Corp. DEP SHS REP 1/1000TH NON CU
$111K
CLOAiShares AAA CLO Active ETF
$111K
TBCUXTweedy Browne Gl Val Fd II Currency Unhe
$110K
ETEnergy Transfer Equity LP
$109K
PCYOPure Cycle Corp
$109K
SFCWXAMERICAN SMALL-CAP WORLD FUND CLASS F3
$108K
ABNFXAMERICAN BOND FUND OF AMERICA CLASS F2
$107K
LHLaboratory Corp America Hldg New
$106K
FANUYFanuc Corporation Unsp ADR
$105K
DALDELTA AIR LINES INC DEL COM NEW
$104K
HONHoneywell International Inc
$103K
BIVVANGUARD BD INDEX FDS VANGUARD INTERMEDIATE TERM BD ETF
$103K
NEW YORK ST DORM AUTH SALES TAX REV ST SUPPORTED DEBT BDS 2018 C 5.000 03/15/38 B/E DTD 07/19/18 CLB
$103K
NY NYSHGR 5 03/15/2043NEW YORK ST DORM AUTH SALES TAX REV ST SUPPORTED DEBT BDS 2018 C 5.000 03/15/43 B/E DTD 07/19/18 CLB
$102K
GSEWGoldman Sachs Equal Weight U.S. Large Cap Equity E
$101K
GABAXGabelli Asset Fund AAA
$101K
NY RKL 3.25 12/01/2031ROCKLAND CNTY N Y VARIOUS PURP BDS 2015 3.250 12/01/31 B/E DTD 12/03/15 CLB
$100K
UFIVUNITED STATES TREAS NTS 3.500 10/31/27 B/E DTD 10/31/25
$100K
T 3.875 07/31/27UNITED STATES TREAS NTS 3.875 07/31/27 B/E DTD 07/31/25
$100K
NY NYCGEN 3 11/01/2030NEW YORK N Y CITY TRANSITIONAL FIN AUTH REV FUTURE TAX SUB BDS C 3.000 11/01/30 B/E DTD 11/05/15 CLB
$100K
NY WSNWTR 3.25 04/01/2033WESTERN NASSAU CNTY N Y WTR AUTH WTR SYS REV REV BDS 2015A 3.250 04/01/33 B/E DTD 04/22/15 CLB
$100K
NY OCESCD 3.25 07/01/2029OCEANSIDE N Y UN FREE SCH DIST SERIAL BDS 2015 3.250 07/01/29 B/E DTD 07/09/15 CLB
$100K
TXNTexas Instruments Inc
$100K
NY NYCGEN 3 11/01/2029NEW YORK N Y CITY TRANSITIONAL FIN AUTH REV FUTURE TAX SUB BDS B1 3.000 11/01/29 B/E DTD 11/05/15 CLB
$100K
MCXMcCormick & Co Inc N-Vt
$100K
T 4.125 01/31/27UNITED STATES TREAS NTS 4.125 01/31/27 B/E DTD 01/31/25
$100K
OWLBLUE OWL CAPITAL CL A ORD
$99K
TAT&T INC COM
$99K
EQTEQT Corp
$99K
NY ONO 3 05/15/2031ONONDAGA CNTY N Y GO SERIAL BDS 2015 3.000 05/15/31 B/E DTD 05/28/15 CLB
$99K
SYYSysco Corp
$98K
LMNVXClearBridge Value I
$97K
STMSTMicroelectronics NV
$97K
FDTRXFRANKLIN DYNATECH FUND CLASS R6
$96K
NY NYCGEN 3.62 11/01/2039NEW YORK N Y CITY TRANSITIONAL FIN AUTH REV FUTURE TAX SUB BDS B1 3.625 11/01/39 B/E DTD 11/05/15 CLB
$96K
BSIIXBLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO INSTITUTIONAL CLASS
$96K
METMetlife Inc
$96K
TJXTJX Cos Inc
$93K
NFLXNETFLIX INC COM
$93K
W3UWestern Union Co
$93K
DGXQUEST DIAGNOSTICS INC COM
$93K
GSGOLDMAN SACHS GROUP INC COM
$92K
CRMSALESFORCE INC COM
$92K
VANGUARD BALANCED INDEX FUND ADMIRAL SHARES
$91K
BNDVANGUARD BD INDEX FDS VANGUARD TOTAL BD MARKET ETF
$90K
FMDRXFRANKLIN MUTUAL GLOBAL DISCOVERY FUND CLASS R6
$88K
BMTABritish American Tobacco PLC
$88K
WHRWHIRLPOOL CORP COM
$88K
FCSZXFRANKLIN CONVERTIBLE SECURITIES FUND ADVISOR CLASS
$87K
ACNACCENTURE PLC IRELAND SHS CL A ISIN#IE00B4BNMY34
$87K
HBMHudBay Minerals Inc
$87K
TDIVFIRST TR EXCHANGE-TRADED FD VI NASDAQ TECH DIVID INDEX FD
$85K
MDTMedtronic Inc
$85K
ANWFXAMERICAN NEW PERSPECTIVE FUND CLASS F2
$84K
ATOAtmos Energy Corp
$83K
FERGFERGUSON ENTERPRISES INC COM
$83K
DUKDuke Energy Corp New
$83K
DOWDow Chemical Company
$82K
DOVDOVER CORP COM
$82K
T 0.375 01/31/26United States Treasury Notes 0.375 01/31/26 01/31/2026 0.375
$81K
SCHBSCHWAB STRATEGIC TR US BROAD MKT ETF
$81K
TTCThe Toro Co
$79K
FNCFXFRANKLIN INCOME FUND CLASS R6
$79K
GEVGE VERNOVA INC COM
$78K
FASTFastenal Co
$77K
VMGRXVANGUARD MID-CAP GROWTH FUND
$77K
VALEVale Sa Adr
$76K
LLPFXLongleaf Partners Fund
$76K
GBLFXAMERICAN GLOBAL BALANCED FUND CLASS F2
$74K
DWDMorgan Stanley
$74K
ECLEcolab Inc
$73K
VVisa Inc Class A
$73K
SHELSHELL PLC SPONSORED ADR REPSTG ORD SH ISIN#US7802593050
$73K
GDGENERAL DYNAMICS CORP COM
$73K
BTOTISHARES TR TOTAL USD FXD ETF
$72K
VASVXVanguard Selected Value Inv
$71K
FEGIXFIRST EAGLE GOLD FUND CLASS I
$71K
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