Kelsey Financial, LLC
CIK: 0002022609SEC EDGAR →
Portfolio Value
$116K
Holdings
62
As of
Q4 2025
New Positions
62
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SANGAMO THERAPEUTICS INC | 35,000 | $14.0M | 12026.04% |
| 2 | ISHARES TR | 61,396 | $12.9M | 11093.17% |
| 3 | ISHARES TR | 94,131 | $10.4M | 8909.58% |
| 4 | ISHARES TR | 174,315 | $9.2M | 7917.43% |
| 5 | BROADCOM INC | 25,297 | $8.8M | 7520.57% |
| 6 | AMGEN INC | 21,796 | $7.1M | 6128.13% |
| 7 | ISHARES TR | 38,586 | $5.4M | 4674.70% |
| 8 | VANGUARD INTL EQUITY INDEX F | 71,040 | $5.2M | 4488.29% |
| 9 | ISHARES TR | 28,770 | $3.9M | 3383.61% |
| 10 | OCEAN PWR TECHNOLOGIES INC | 12,000 | $3.0M | 2577.01% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 32 | $64.2M | 58.3% |
| Unknown | 5 | $15.7M | 14.2% |
| Technology | 8 | $14.3M | 13.0% |
| Healthcare | 4 | $7.7M | 7.0% |
| Industrials | 5 | $4.2M | 3.8% |
| Consumer Cyclical | 3 | $2.3M | 2.1% |
| Energy | 2 | $1.1M | 1.0% |
| Communication Services | 1 | $268K | 0.2% |
| Real Estate | 1 | $241K | 0.2% |
| Consumer Defensive | 1 | $177K | 0.2% |