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Portfolio (Quarterly) Guide ↗

KELLEHER FINANCIAL ADVISORS

· CIK 0001507971
13F Portfolio $705M AUM 1,067 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 864 New
Page 44 of 44  ·  864 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 OPENDOOR TECHNOLOGIES INC 27.0 $7.0 NEW $0.26
862 EATON VANCE INDIA FUND CLASS I $2.0 NEW
863 T. ROWE PRICE CASH RESERVES FUND 1.0 $1.0 NEW $1.00
864 AURA SYS INC COM NO PAR 2.0 NEW
Page 44 of 44  ·  864 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.2%
Communication Services 20.1%
Financial Services 17.4%
Healthcare 8.6%
Consumer Cyclical 8.6%
Industrials 7.0%
Energy 2.7%
Consumer Defensive 2.2%
Basic Materials 1.7%
Utilities 1.1%