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 (431 days), 118 trades recorded
  • Returns: week n/a · month n/a · 90 days +9.5% · 6 months +9.0% · 1 year +16.0% · all +16.0%
  • Max drawdown -1.9% · Sharpe 0.99 · win rate 38% · data quality High
  • 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

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