Long-term investor
Kelly Financial Services LLC @kellyfinancialservicesll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002023336).
Record
- Tracked since 2025-06-30 (473 days), 118 trades recorded
- Returns: week n/a · month n/a · 90 days -0.1% · 6 months +0.1% · 1 year +0.3% · all +0.3%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 15.2% · long · since 2025-06-30
- 09290C764 · 7.1% · long · since 2026-03-31
- 464287309 · 5.5% · long · since 2025-06-30
- 09290C103 · 5.2% · long · since 2025-06-30
- 464287408 · 4.5% · long · since 2025-06-30
- 092528603 · 3.9% · long · since 2025-06-30
- 46429B267 · 3.2% · long · since 2026-03-31
- 09290C780 · 3.0% · long · since 2025-06-30
- 464288653 · 2.8% · long · since 2025-06-30
- 808524854 · 2.8% · long · since 2025-06-30
- 464288588 · 2.6% · long · since 2025-06-30
- 46435G219 · 2.4% · long · since 2025-06-30