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Kelsey Financial, LLC

All holdings · as of Dec 31, 2025

62 positions

CompanyClassValueShares% of portfolio
Prologis Inc$241.7K1,8930.2%
VANGUARD SCOTTSDALE FDS$225.2K2,8250.2%
United Parcel Service Inc$220.3K2,2210.2%
WASTE MANAGEMENT INC$219.9K1,0010.2%
ORACLE CORP$218.5K1,1210.2%
APPLIED MATERIALS INC /DE$206.1K8020.2%
JOHNSON & JOHNSON$203.2K9820.2%
ISHARES GOLD TR$202.9K2,5000.2%
Kenvue Inc.$177.9K10,3110.2%
Immuneering CorpIMRXCommon Stock$92.8K14,0990.1%
SANGAMO THERAPEUTICS, INC$14.7K35,0000.0%
Ocean Power Technologies, Inc.OPTTCommon Stock$3.6K12,0000.0%
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