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
CMNIXCALAMOS MARKET NEUTRAL INCOME FUND CLASS I
$38K
TXIFXAMERICAN TAX-AWARE CONSERVATIVE GROWTH AND INCOME PORTFOLIO CLASS F2
$38K
VYFXXVANGUARD NEW YORK MUNICIPAL MONEY MARKET FUND INVESTOR SHARES
$37K
LMTLOCKHEED MARTIN CORP COM
$37K
MS 4.6 02/09/26 0001Morgan Stanley Private Bk Natl Assn Pur N Y Ctf De 02/09/2026 4.600
$37K
JACTXJanus Henderson Forty T
$36K
RYCEYRolls-Royce Holdings PLC
$35K
VRSKVerisk Analytics Inc Cla
$35K
FHLB 4.125 09/17/27Federal Home Loan Banks 4.125 09/17/27 09/17/2027 4.125 Call 01/17/2026 100.00
$35K
SLViShares Silver Trust
$35K
KEYKEYCORP NEW COM
$35K
VBIRXVANGUARD SHORT-TERM BOND INDEX FUND ADMIRAL SHARES
$35K
AMTAmerican Tower Corp
$35K
ORLYO Reilly Automotive Inc
$35K
IJHISHARES TR CORE S&P MID-CAP ETF
$34K
DELIVERY HERO AG NAMEN-AKT 144 A / REG S ISIN#DE000A2E4K43
$34K
CLColgate-Palmolive Co
$34K
MUTHXFRANKLIN MUTUAL SHARES FUND CLASS Z
$34K
CRCrane Co
$33K
DOVDover Corporation
$33K
SLBSchlumberger Ltd
$32K
ARTKXArtisan Intl Value Fund Inv Cl
$32K
EWBCEast West Bancorp Inc
$32K
Mitsubishi Corp
$32K
ABNBAirbnb Inc
$32K
GEVGe Vernova Llc Com
$31K
VMLUXVANGUARD LIMITED-TERM TAX-EXEMPT FUND ADMIRAL SHARES
$31K
TSWIXTRANSAMERICA INTERNATIONAL EQUITY FUND CLASS I
$31K
T 4.25 03/15/27US Treasury 4.250 03/15/27 03/15/2027 4.250
$31K
FRSTFD 4.1 11/14/30First Foundation Bank 4.1 11/14/30 11/14/2030 4.100 Call 02/14/2026 100.00
$30K
WMWaste Management Inc Del
$30K
IPInternational Paper Co
$30K
BMO 4.5 10/08/30 MTNBank of Montreal 4.5 10/08/30 10/08/2030 4.500 Call 10/08/2026 100.00
$30K
FDVIXFidelity Advisor Diversified Intl I
$30K
BXBlackstone Inc
$30K
BTCGRAYSCALE BITCOIN MINI TR ETF SHS NEW
$29K
AVMVAvantis U.S. Mid Cap Value ETF
$29K
CSUCONSTELLATION SOFTWARE INC COM ISIN#CA21037X1006
$28K
ABTABBOTT LABS COM
$28K
T 4.625 03/15/26United States Treasury Notes 4.6250000 2026-03-15 03/15/2026 4.625
$28K
GOLFAcushnet Holdings
$28K
NH College Portfolio
$28K
GAIEXAMERICAN GROWTH AND INCOME PORTFOLIO CLASS F2
$27K
T 1.5 08/15/26United States Treasury Notes 1.5 08/15/26 08/15/2026 1.500
$27K
FSPSXInternational Index
$27K
BEPBrookfield Renewable Partners LP
$27K
GACIXGABELLI SMALL-CAP GROWTH FUND CLASS I
$27K
HEZUISHARES TR CURRENCY HEDGED MSCI EUROZONE ETF
$27K
CARRCARRIER GLOBAL CORP COM
$26K
NEENEXTERA ENERGY INC COM
$26K
IONQIONQ INC COM
$26K
SLRCSLR Investment Corp
$26K
NEARISHARES U S ETF TR ISHARES SHORT DURATION BD ACTIVE ETF
$25K
VTSAXVanguard Total Stock Market Index Admira
$25K
ESLTElbit Systems Ltd
$25K
OPOCXINVESCO DISCOVERY FUND CLASS A
$25K
NY NYSHGR 5 02/15/2026NEW YORK ST DORM AUTH ST PERS INCOME TAX REV REV BDS 2016 D 5.000 02/15/26 B/E DTD 10/20/16 ETM
$25K
NY NYSHGR 5 03/15/2027NEW YORK ST DORM AUTH SALES TAX REV ST SUPPORTED DEBT REV BDS 2016 A 5.000 03/15/27 B/E DTD 09/29/16 PRF
$25K
NVSNNOVARTIS AG SPONSORED ADR
$25K
CTVACORTEVA INC COM
$25K
TJXTJX COS INC NEW COM
$24K
DOCNDigitalOcean Holdings Inc COM USD0.000025
$24K
XLUUtilities Select Sector SPDR
$24K
TFXTeleflex Inc
$24K
AXPAMERICAN EXPRESS CO COM
$24K
CNMDConmed Corp
$24K
MRSHMarsh & McLennan Companies Inc
$24K
AFRYXINVESCO FLOATING RATE ESG FUND CLASS Y
$24K
ANETEURArista Networks Inc
$23K
HYSPIMCO ETF TR 0-5 YR HIGH YIELD CORP BD INDEX EXCHANGE-TRADED FD
$23K
LYBLyondellbasell Inds
$23K
BSMBlack Stone Minerals LP
$22K
DNMZXPGIM NATIONAL MUNICIPAL FUND CLASS Z
$22K
CRWDCROWDSTRIKE HLDGS INC CL A
$22K
IAU*iShares Gold Trust
$22K
OTISOTIS WORLDWIDE CORP COM
$22K
CCLCARNIVAL CORP PAIRED CTF 1 COM CARNIVAL CORP & 1 TR SH BEN INT P&O PRINCESS SPL VTG TR ISIN#PA1436583006
$22K
GIOIXGUGGENHEIM MACRO OPPORTUNITIES FUND INSTITUTIONAL CLASS
$22K
VBKVANGUARD INDEX FDS VANGUARD SMALL-CAP GROWTH ETF
$21K
MIPTXMATTHEWS PACIFIC TIGER FUND INSTITUTIONAL CLASS
$21K
PROSYPROSUS N V ADR ISIN#US74365P1084
$21K
LLYVKLIBERTY LIVE HLDGS INC SER C LIBERTY LIVE GROUP COM
$21K
UBERUber Technologies Inc
$21K
LECOLincoln Electric Holdings Inc
$21K
SYFSynchrony Financial Com Usd0.001
$20K
AWCAMERICAN WTR WKS CO INC NEW COM
$20K
DEDEERE & CO COM
$20K
BLPEXAMERICAN MODERATE GROWTH AND INCOME PORTFOLIO CLASS F2
$20K
GMGENERAL MTRS CO COM
$20K
CFGCITIZENS FINL GROUP INC COM
$20K
DMLDenison Mines Corp
$19K
VFSTXVanguard Short-Term Investment-Grade Inv
$19K
FRERXFRANKLIN TOTAL RETURN FUND CLASS R6
$19K
ABBVABBVIE INC COM
$19K
VYMVANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF SHS
$19K
AQLTISHARES TR SELECT DIVID ETF FD
$18K
WFRDWeatherford International PLC
$18K
PSXPhillips
$18K
GMGeneral Motors Co
$18K
BLKCHFBlackRock Inc
$18K
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