Kelsey Financial, LLC
Top Portfolio Positions
34 positions ·
$52,561,866 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
36,630 | $21,142,103 | 40.22% | |
| AMGN |
Amgen Inc
Healthcare
|
21,798 | $7,669,626 | 14.59% | |
| AVGO |
Broadcom Inc.
Technology
|
23,803 | $7,367,266 | 14.02% | |
| SPY |
Spdr S&P 500 ETF Trust
|
4,796 | $3,119,030 | 5.93% | |
| AAPL |
Apple Inc.
Technology
|
7,164 | $1,818,151 | 3.46% | |
| NVDA |
Nvidia Corp
Technology
|
7,747 | $1,351,076 | 2.57% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
2,925 | $1,087,368 | 2.07% | |
| A |
Agilent Technologies, Inc.
Healthcare
|
7,316 | $833,877 | 1.59% | |
| MSFT |
Microsoft Corp
Technology
|
2,134 | $789,942 | 1.50% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
20,726 | $784,271 | 1.49% |
Portfolio Trend
2 quarters · across all stocks
Holdings in SGMO
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,500 | 42,000 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $14,700 | 35,000 | Shares | Sole | 2026-01-23 | |
| No 13F history on record for this holder in this stock. | ||||||