KELLEHER FINANCIAL ADVISORS
Position in APO — Apollo Global Management, Inc.
CIK 1507971
NEW YORK, NY
Position in APO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,546,976
+$1,349,434 QoQ
Shares Held
21,528
+100.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#416
of 1,165 holders
Holding Since
Mar 2022
18 quarters on record
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026KELLEHER FINANCIAL ADVISORS holds $6,114,005 across 21 Asset Management names. APO ranks #1 (41.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
This page
|
21,528 | $2,546,976 | |
| 2 | AMP |
Ameriprise Financial Inc
|
1,766 | $810,170 | |
| 3 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
56,402 | $726,456 | |
| 4 | HTGC |
Hercules Capital, Inc.
|
42,824 | $675,334 | |
| 5 | SABA |
Saba Capital Income & Opportunities Fund II
|
40,161 | $335,344 | |
| 6 | HIO |
Western Asset High Income Opportunity Fund Inc.
|
70,008 | $254,828 | |
| 7 | UTG |
Reaves Utility Income Fund
|
4,542 | $184,950 | |
| 8 | DSL |
DoubleLine Income Solutions Fund
|
11,526 | $127,477 |
All Filings in APO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,546,976 | 21,528 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,197,542 | 10,748 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,555,880 | 10,748 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,432,385 | 10,748 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,524,818 | 10,748 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,476,760 | 10,784 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,775,139 | 10,748 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,342,532 | 10,748 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,269,016 | 10,748 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,208,612 | 10,748 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,341,936 | 14,400 | Shares | Sole | 2024-04-25 | |
| 2023-09-30 | $1,292,544 | 14,400 | Shares | Sole | 2024-04-25 | |
| 2023-06-30 | $1,106,064 | 14,400 | Shares | Sole | 2024-04-25 | |
| 2023-03-31 | $909,504 | 14,400 | Shares | Sole | 2024-04-25 | |
| 2022-12-31 | $918,576 | 14,400 | Shares | Sole | 2024-04-25 | |
| 2022-09-30 | $669,600 | 14,400 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $698,112 | 14,400 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $892,656 | 14,400 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||