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Portfolio (Quarterly) Guide ↗

Kelsey Financial, LLC

· CIK 0002022609
13F Portfolio $132M AUM 65 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 65 New
Page 4 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HPQ HP INC Technology 9,745.0 $214K 0.16% NEW $21.94 +39.1%
62 ADBE ADOBE INC Technology 993.0 $204K 0.15% NEW $205.02 +42.2%
63 KVUE KENVUE INC Consumer Defensive 10,011.0 $191K 0.14% NEW $19.11 +0.3%
64 IMRX IMMUNEERING CORP Healthcare 16,425.0 $82K 0.06% NEW $4.99 -0.0%
65 OPTT OCEAN PWR TECHNOLOGIES INC Industrials 37,000.0 $10K 0.01% NEW $0.26 -34.7%
Page 4 of 4  ·  65 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
Financial Services 51.5%
Technology 24.5%
Healthcare 15.5%
Consumer Cyclical 3.5%
Industrials 2.1%
Consumer Defensive 0.7%
Energy 0.7%
Utilities 0.5%
Real Estate 0.4%
Communication Services 0.4%