Holdings
Kelsey Financial, LLC
As of Jun 30, 2026, Kelsey Financial, LLC reported 33 positions worth US$32M. Largest: Broadcom Inc., Amgen Inc. and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Broadcom Inc. | 23,803 | US$8.99M | no change | Jun 30, 2026 |
| Amgen Inc. | 21,792 | US$7.89M | −6 | Jun 30, 2026 |
| Apple Inc | 7,278 | US$2.11M | +114 | Jun 30, 2026 |
| Nvidia Corporation | 7,790 | US$1.56M | +43 | Jun 30, 2026 |
| Tesla, Inc. | 2,919 | US$1.23M | −6 | Jun 30, 2026 |
| Agilent Technologies, Inc. | 7,316 | US$972K | no change | Jun 30, 2026 |
| Microsoft Corp. | 2,106 | US$786K | −28 | Jun 30, 2026 |
| Enterprise Products Partners L.p. | 20,976 | US$771K | +250 | Jun 30, 2026 |
| Home Depot, Inc. (the) | 1,727 | US$609K | +3 | Jun 30, 2026 |
| Applied Materials, Inc. | 802 | US$580K | no change | Jun 30, 2026 |