Long-term investor
Kelsey Financial, LLC @kelseyfinancialllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002022609).
Record
- Tracked since 2025-12-31 (261 days), 17 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +10.8%
- Max drawdown n/a · win rate 14% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46090E103 · 20.9% · long · since 2025-12-31
- IWD · 9.3% · long · since 2025-12-31
- LQD · 7.9% · long · since 2025-12-31
- IGSB · 7.2% · long · since 2025-12-31
- AVGO · 6.8% · long · since 2025-12-31
- AMGN · 6.0% · long · since 2025-12-31
- IWS · 4.5% · long · since 2025-12-31
- VEU · 4.0% · long · since 2025-12-31
- IWP · 3.8% · long · since 2025-12-31
- IWN · 2.5% · long · since 2025-12-31
- SPY · 2.5% · long · since 2025-12-31
- IWO · 2.1% · long · since 2025-12-31