Holdings
Kelleher Financial Advisors
As of Jun 30, 2026, Kelleher Financial Advisors reported 524 positions worth US$317M. Largest: Alphabet Inc (google) Class C, Berkshire Hathaway Inc. and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 131K | US$46.8M | +55,888 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 87,982 | US$44M | −4,422 | Jun 30, 2026 |
| Apple Inc | 112K | US$32.3M | +43,659 | Jun 30, 2026 |
| Microsoft Corp. | 57,918 | US$21.6M | +19,399 | Jun 30, 2026 |
| Amazon.com, Inc. | 60,179 | US$14.3M | +4,816 | Jun 30, 2026 |
| Nvidia Corporation | 42,923 | US$8.59M | +23,661 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 19,117 | US$6.26M | +9,556 | Jun 30, 2026 |
| Meta Platforms, Inc. | 10,159 | US$5.72M | −568 | Jun 30, 2026 |
| Abbvie Inc. | 17,508 | US$4.41M | +5,868 | Jun 30, 2026 |
| Tesla, Inc. | 10,377 | US$4.36M | +5,714 | Jun 30, 2026 |