KELLEHER FINANCIAL ADVISORS Q2 2025 Filing

Filed August 8, 2025

Portfolio Value

$288.2B

Holdings

138

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (138 positions)

#StockSharesValue% PortfolioType
101
AVYAVERY DENNISON CORP
2,027$355.7M0.12%
102
CTVACORTEVA INC
4,424$329.7M0.11%
103
BHPBHP GROUP LTD
6,542$314.6M0.11%
104
RKTROCKET COS INC
22,140$313.9M0.11%
105
NBISNEBIUS GROUP N.V.
5,640$312.1M0.11%
106
EXPEAGLE MATLS INC
1,500$303.2M0.11%
107
SLRCSLR INVESTMENT CORP
18,748$302.6M0.11%
108
DEDEERE & CO
590$300.0M0.10%
109
AVUVAMERICAN CENTY ETF TR
3,265$297.4M0.10%
110
SCHASCHWAB STRATEGIC TR
11,550$292.2M0.10%
111
IWFISHARES TR
682$289.6M0.10%
112
DYHTARGET CORP
2,933$289.4M0.10%
113
BKNGBOOKING HOLDINGS INC
49$283.7M0.10%
114
HUNHUNTSMAN CORP
26,908$280.4M0.10%
115
ORCLORACLE CORP
1,278$279.4M0.10%
116
HDHOME DEPOT INC
721$264.5M0.09%
117
INTCINTEL CORP
11,360$254.5M0.09%
118
PGRPROGRESSIVE CORP
950$253.5M0.09%
119
PHYLPGIM ETF TR
7,072$251.0M0.09%
120
ACNACCENTURE PLC IRELAND
830$248.1M0.09%
121
4I1PHILIP MORRIS INTL INC
1,359$247.5M0.09%
122
DHRDANAHER CORPORATION
1,198$236.7M0.08%
123
HTGCHERCULES CAPITAL INC
12,864$235.2M0.08%
124
CVXCHEVRON CORP NEW
1,620$232.0M0.08%
125
SCHMSCHWAB STRATEGIC TR
8,175$229.3M0.08%
126
CMICUMMINS INC
700$229.3M0.08%
127
DSUBLACKROCK DEBT STRATEGIES FD
20,967$221.4M0.08%
128
FDXFEDEX CORP
963$218.9M0.08%
129
TDTORONTO DOMINION BK ONT
2,885$211.9M0.07%
130
TMOTHERMO FISHER SCIENTIFIC INC
521$211.2M0.07%
131
AZNASTRAZENECA PLC
3,015$210.7M0.07%
132
BMYBRISTOL-MYERS SQUIBB CO
4,360$201.8M0.07%
133
DSLDOUBLELINE INCOME SOLUTIONS
14,642$179.2M0.06%
134
FFC0OAKTREE SPECIALTY LENDING CO
12,320$168.3M0.06%
135
HIOWESTERN ASSET HIGH INCOME OP
31,364$124.8M0.04%
136
PCYOPURE CYCLE CORP
10,000$107.2M0.04%
137
CLFCLEVELAND-CLIFFS INC NEW
11,094$84.3M0.03%
138
DCGODOCGO INC
11,613$18.2M0.01%
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