Position in KD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,935
+$853 QoQ
Shares Held
348
+48.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#412
of 661 holders
Holding Since
Sep 2025
4 quarters on record
Common Shares in KD Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026KELLEHER FINANCIAL ADVISORS holds $3,293,611 across 10 Information Technology Services names. KD ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
6,640 | $1,867,234 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
|
8,835 | $1,209,952 | |
| 3 | ACN |
Accenture plc
|
1,253 | $155,923 | |
| 4 | LDOS |
Leidos Holdings, Inc.
|
276 | $28,419 | |
| 5 | CTSH |
Cognizant Technology Solutions Corp
|
510 | $19,752 | |
| 6 | GIB |
Cgi Inc
|
77 | $4,971 | |
| 7 | KD |
Kyndryl Holdings, Inc.
This page
|
348 | $3,935 | |
| 8 | INGM |
Ingram Micro Holding Corp
|
49 | $1,344 |
All Filings in KD
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,935 | 348 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,082 | 235 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $6,240 | 235 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $7,056 | 235 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||