WhatInvestorsBuy

Kelly Morrison: Stock Portfolio, Performance and Latest Trades

Kelly Morrison

U.S. Representative, MN-3

D Democrat

Trades disclosed127
Bought / sold49 / 73
Est. volume$6.1M
Typical delay19 days

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Kelly Morrison's estimated portfolio today

Annual disclosure as of Dec 31, 2025 plus later trades, valued at the latest close.

StockShare of portfolioAverage buy priceReturnCurrent priceFirst boughtTrades
LINIXBlackRock LifePath Index 2030 Port Insti Shs
9.42%$18.85+6.0%$19.97Held at end of 20250
IVViShares Core S&P 500 ETF
8.04%$679.33+14.9%$780.58Held at end of 20250
IEFAiShares Core MSCI EAFE ETF
7.17%$88.02+9.3%$96.20Held at end of 20250
VOOVanguard S&P 500 ETF (VOO) C: Inherited shares
5.79%$621.74+14.9%$714.34Held at end of 20250
MSFTMicrosoft Corporation
5.27%$480.57+10.2%$529.76Held at end of 20250
VIEIXVanguard Index Trust Extended Market Index Fd Instl Shs
3.75%$157.36+12.6%$177.13Held at end of 20250
TSMTaiwan Semiconductor Manufacturing Company Ltd.
3.65%$301.52+56.6%$472.20Held at end of 20250
VWIUXVanguard Intermediate-Term Tax-Exempt Fd Admiral Shs
3.34%$13.49−3.9%$12.97Held at end of 20250
AAPLApple Inc.
2.76%$271.12+24.2%$336.67Held at end of 20250
TGTTarget Corporation
2.47%$95.13+58.6%$150.92Mar 3, 20250
GOOGAlphabet Inc. - Class C Capital Stock
2.26%$313.19+10.9%$347.37Held at end of 20250
IVEiShares S&P 500 Value ETF
2.12%$209.63+10.1%$230.78Held at end of 20250
EISIXCarillon ClariVest International Stock Fund Class I
2.00%$31.73+20.2%$38.13Held at end of 20250
COSTCostco Wholesale Corporation
1.99%$858.55+9.7%$942.25Held at end of 20250
VVVanguard Large-Cap ETF
1.91%$312.19+14.9%$358.66Held at end of 20250
PLSAXPrincipal Fds, Inc. LargeCap S&P 500 Index Fd Cl A
1.91%$32.36+14.7%$37.13Held at end of 20250
VEAVanguard FTSE Developed Markets ETF
1.89%$61.88+13.5%$70.26Held at end of 20250
EKJYXAllspring Premier Large Company Growth Fund Insti Class
1.76%$12.04+5.6%$12.72Held at end of 20250
FLTRVanEck ETF Trust VanEck IG Floating Rate ETF
1.49%$24.67+3.5%$25.53Held at end of 20250
VWOVanguard FTSE Emerging Markets ETF
1.28%$53.59+11.7%$59.85Held at end of 20250
VWSUXVanguard Ultra-Short-Term Tax-Exempt Fund Admiral Shares
1.26%$15.56+0.6%$15.65Held at end of 20250
VSCRXVirtus KAR Small-Cap Core Fund R6
1.25%$48.92−0.6%$48.65Held at end of 20250
MAMastercard Incorporated
1.15%$568.09+0.3%$570.06Held at end of 20250
IEMGiShares Core MSCI Emerging Markets ETF
1.13%$66.68+23.0%$82.04Held at end of 20250
BRK.BBerkshire Hathaway Inc. New
1.01%$502.65+0.7%$506.25Held at end of 20250
OPOCXInvesco Discovery Fund Class A
0.92%$98.91+18.4%$117.09Held at end of 20250
PSSIXPrincipal Fds, Inc. SmallCap S&P 600 Index Fd Insti Cl
0.89%$24.60+14.8%$28.23Held at end of 20250
VYMVanguard High Dividend Yield ETF
0.87%$141.02+11.7%$157.45Held at end of 20250
PMFJXPrincipal Fds, Inc.MidCap S&P 400 Index Fd J Cl
0.86%$20.49+10.9%$22.72Held at end of 20250
VIGVanguard Div Appreciation ETF
0.85%$217.14+9.1%$236.99Held at end of 20250
JPMJP Morgan Chase & Co.
0.84%$317.71+3.7%$329.58Held at end of 20250
JNJJohnson & Johnson
0.79%$203.67+26.9%$258.45Held at end of 20250
PMSIXPrincipal Fds, Inc. Core Plus Bond Fund, Institutional
0.76%$8.83−2.8%$8.58Held at end of 20250
VBILXVanguard Intermediate-Term Bond Index Fund Admiral Shares
0.75%$10.26−3.9%$9.86Held at end of 20250
TMOThermo Fisher Scientific Inc
0.66%$577.85+14.6%$662.06Held at end of 20250
AMZNAmazon.com, Inc.
0.65%$230.82+12.6%$259.92Held at end of 20250
BLKBlackRock, Inc.
0.63%$1,053.05+1.6%$1,069.63Held at end of 20250
IBMInternational Business Machines Corporation Common Stock (IBM) C: Inherited additional shares
0.59%$290.30−24.0%$220.51Held at end of 20250
FTHFXFullerThaler Behavioral Small-Cap Equity Fund R6 Shares
0.55%$50.61+14.3%$57.86Held at end of 20250
IWRiShares Russell Mid-Cap ETF
0.54%$95.47+13.6%$108.47Held at end of 20250
METAMeta Platforms, Inc.
0.52%$658.40+9.6%$721.31Mar 24, 20250
AVGOBroadcom Inc.
0.52%$344.20+9.4%$376.51Mar 21, 20250
SPGIS&P Global Inc.
0.50%$491.01−19.5%$395.18Held at end of 20250
MRKMerck & Company, Inc. Common Stock (MRK) C: Inherited additional shares
0.46%$103.13+38.5%$142.79Held at end of 20250
IAUiShares Gold Trust Shares of the iShares Gold Trust
0.45%$81.17−5.1%$77.06Held at end of 20250
ULUnilever PLC
0.41%$63.75−4.3%$60.98Held at end of 20250
CORCencora, Inc.
0.41%$335.75−5.5%$317.25Held at end of 20250
ABBVAbbVie Inc.
0.41%$223.21+21.6%$271.36Held at end of 20250
DHID.R. Horton, Inc.
0.40%$142.76−6.6%$133.28Held at end of 20250
VFFSXVanguard 500 Index Fund Institutional Select Shares
0.38%$332.08+15.0%$381.79Held at end of 20250
MADVXBlackRock Eq Dividend I
0.38%$19.37+14.6%$22.19Held at end of 20250
GSSIXGoldman Sachs Small Cap Value Fund Institutional Shares
0.38%$37.87+14.4%$43.34Held at end of 20250
VBVanguard Small-Cap ETF
0.37%$255.47+12.3%$286.98Held at end of 20250
ROKRockwell Automation, Inc.
0.37%$385.34+14.7%$441.90Held at end of 20250
SNOXXSchwab Treasury Obligations Money Fund - Investor Shares
0.37%$1.00+0.0%$1.00Held at end of 20250
EFAiShares MSCI EAFE ETF
0.36%$94.53+9.1%$103.10Held at end of 20250
GTEYXGateway Fund Class Y
0.36%$50.86+7.8%$54.84Held at end of 20250
HONHoneywell International Inc.
0.34%$201.87+3.1%$208.11Held at end of 20250
CCLFXCliffwater Corporate Lending Fund Class I
0.34%$9.96+2.4%$10.20Held at end of 20250
VCSHVanguard Short-Term Corporate Bond ETF
0.33%$77.11+0.2%$77.27Held at end of 20250
GOOGLAlphabet Inc.
0.32%$312.39+12.2%$350.50Held at end of 20250
LOWLowe's Companies, Inc. Common Stock (LOW) C: Inherited additional shares
0.25%$237.47−23.6%$181.54Held at end of 20250
WFCWells Fargo & Company
0.25%$91.69−12.5%$80.26Held at end of 20250
XOMExxon Mobil Corporation
0.20%$117.97+39.1%$164.05Held at end of 20250
CVXChevron Corporation Common Stock (CVX) C: Inherited shares
0.20%$148.27+38.4%$205.15Held at end of 20250
ETNEaton Corporation, PLC Ordinary Shares
0.20%$315.87+36.6%$431.33Held at end of 20250
PGProcter & Gamble Company
0.19%$140.19+5.4%$147.82Held at end of 20250
EHCEncompass Health Corporation
0.17%$105.36+16.2%$122.48Held at end of 20250
SWSSXSchwab Small-Cap Index Fund-Select Shares
0.16%$39.82+13.6%$45.23Held at end of 20250
IWMiShares Russell 2000 ETF
0.16%$244.50+13.6%$277.70Held at end of 20250
VXUSVanguard Total International Stock ETF
0.16%$74.89+13.2%$84.79Held at end of 20250
MPGVXMondrian Global Equity Value Fund
0.16%$16.20+9.3%$17.71Held at end of 20250
ACINXColumbia Acorn International Class I
0.15%$22.65+5.2%$23.82Held at end of 20250
JEPIJPMorgan Equity Premium Income ETF
0.15%$53.91+4.7%$56.45Held at end of 20250
SOSouthern Company (SO) C: Inherited shares
0.15%$85.11+0.4%$85.44Held at end of 20250
RTXRTX Corporation
0.14%$181.43−0.6%$180.26Held at end of 20250
BACBank of America Corporation
0.14%$54.13−1.1%$53.52Held at end of 20250
ZGFIXAmerican Beacon Ninety One Global Franchise Fund - R5 Class
0.14%$19.31−1.7%$18.99Held at end of 20250
PMZIXPIMCO Mortgage Opportunities and Bond Fund Class INSTL
0.14%$9.06−2.3%$8.85Held at end of 20250
CCJCameco Corporation
0.14%$91.49−2.6%$89.07Held at end of 20250
SCHRSchwab Intermediate-Term U.S. Treasury ETF
0.14%$24.35−2.7%$23.69Held at end of 20250
PTRQXPGIM Total Return Bond Fund Class R6
0.14%$11.80−3.2%$11.43Held at end of 20250
GGGGraco Inc.
0.14%$81.10−4.5%$77.44Held at end of 20250
ABTAbbott Laboratories
0.12%$123.00−19.7%$98.73Held at end of 20250
ITWIllinois Tool Works Inc.
0.08%$241.71+8.0%$261.15Held at end of 20250
TORIXTortoise Energy Infrastructure Total Return Fund - Institutional Class
0.04%$18.72+22.8%$22.98Held at end of 20250
IJRiShares Core S&P Small-Cap ETF
0.04%$119.20+15.0%$137.08Held at end of 20250
VVVValvoline Inc.
0.04%$29.06+5.7%$30.73Held at end of 20250
VNQVanguard Real Estate ETF
0.04%$86.04+3.1%$88.69Held at end of 20250
VGSHVanguard Short-Term Treasury ETF
0.04%$57.12+0.7%$57.55Held at end of 20250
VMFXXVanguard Money Market Reserves Federal Money Market Fund
0.04%$1.00+0.0%$1.00Held at end of 20250
GIBIXGuggenheim Total Return Bond Fund- Institutional Class
0.03%$23.32−3.1%$22.61Held at end of 20250
VLTOVeralto Corp
0.03%$99.35−3.6%$95.73Held at end of 20250
DHRDanaher Corporation
0.03%$227.56−4.0%$218.49Held at end of 20250
PEPPepsiCo, Inc.
0.03%$139.28−11.2%$123.73Held at end of 20250
HDHome Depot, Inc.
0.03%$336.79−15.1%$285.77Held at end of 20250
CMGChipotle Mexican Grill, Inc.
0.03%$37.00−16.8%$30.77Held at end of 20250
CMCSAComcast Corporation
0.03%$27.00−22.5%$20.94Held at end of 20250

Kelly Morrison's buys and sells

Jan 6, 2025 to Aug 11, 2026, 10 disclosed after the 45-day deadline.

StockActionAmountTradedDisclosed
ACNSpouseAccenture plc Class A Ordinary Shares
Sold$1K–$15KAug 11, 2026Aug 25, 202614 days later
ACNAccenture plc Class A Ordinary Shares
Sold$1K–$15KAug 11, 2026Aug 25, 202614 days later
ACNSpouseAccenture plc Class A Ordinary Shares
Sold$15K–$50KAug 11, 2026Aug 25, 202614 days later
MBGLSpouseMobility Global Inc.
Sold$1K–$15KAug 11, 2026Aug 25, 202614 days later
MBGLSpouseMobility Global Inc.
Sold$1K–$15KAug 11, 2026Aug 25, 202614 days later
MBGLMobility Global Inc.
Sold$1K–$15KAug 11, 2026Aug 25, 202614 days later
SOLSSpouseSolstice Advanced Materials Inc.
Sold$1K–$15KAug 11, 2026Aug 25, 202614 days later
HONAVSpouseHoneywell Aerospace Inc.
Exchange$15K–$50KJun 29, 2026Jul 30, 202631 days later
Andersen CorporationOtherJoint
Sold part$100K–$250KJun 19, 2026Jul 9, 202620 days later
Hermeus CorpOtherJoint
Sold$15K–$50KMay 4, 2026May 5, 20261 days later
Saronic TechnologiesOtherJoint
Sold$15K–$50KMay 4, 2026May 5, 20261 days later
Star Catcher Industries, Inc.OtherJoint
Sold$15K–$50KMay 4, 2026May 5, 20261 days later
StarCloudOtherJoint
Sold$15K–$50KMay 4, 2026May 21, 202617 days later
Pelvital USA, Inc.OtherJoint
Bought$15K–$50KApr 17, 2026May 5, 202618 days later
Artistry in Motion, LLCOtherJoint
Bought$50K–$100KApr 15, 2026May 5, 202620 days later
CavallOtherJoint
Bought$1K–$15KApr 14, 2026May 5, 202621 days later
Star Catcher Industries, Inc.OtherJoint
Bought$15K–$50KApr 6, 2026May 5, 202629 days later
Andersen CorporationOther
Sold part$100K–$250KMar 15, 2026Apr 2, 202618 days later
StarCloudOther
Bought$15K–$50KMar 15, 2026Apr 2, 202618 days later
Saronic TechnologiesOther
Bought$15K–$50KMar 9, 2026Mar 10, 20261 days later
AJGArthur J. Gallagher & Co.
Sold$15K–$50KMar 8, 2026Mar 10, 20262 days later
AJGArthur J. Gallagher & Co.
Sold$1K–$15KMar 8, 2026Mar 10, 20262 days later
AJGArthur J. Gallagher & Co.
Sold$1K–$15KMar 8, 2026Mar 10, 20262 days later
MICCThe Magnum Ice Cream Company N.V. Ordinary Shares
Sold$1K–$15KMar 8, 2026Mar 10, 20262 days later
MICCThe Magnum Ice Cream Company N.V. Ordinary Shares
Sold$1K–$15KMar 8, 2026Mar 10, 20262 days later
Arcade AI. Inc.Other
Bought$15K–$50KMar 2, 2026Mar 3, 20261 days later
Hermeus CorpOther
Bought$15K–$50KMar 2, 2026Mar 5, 20263 days later
Rhoda AIOther
Bought$15K–$50KFeb 20, 2026Feb 25, 20265 days later
Project StardustOther
Bought$15K–$50KFeb 11, 2026Feb 25, 202614 days later
Axiom Quant Inc. (dba Axiom Math)Other
Bought$15K–$50KFeb 11, 2026Mar 2, 202619 days later
HM Companies LLCOther
Bought$1K–$15KFeb 11, 2026Mar 2, 202619 days later
Aalo AtomicsOther
Bought$15K–$50KJan 29, 2026Feb 4, 20266 days later
Sygaldry Technologies, Inc.Other
Bought$15K–$50KJan 29, 2026Feb 4, 20266 days later
AMIOtherAdvanced Machine Intelligence Labs
Bought$15K–$50KJan 29, 2026Feb 12, 202614 days later
CogniChip, Inc.Other
Bought$15K–$50KJan 20, 2026Feb 4, 202615 days later
Modak Communities Inc.Other
Bought$15K–$50KJan 20, 2026Feb 4, 202615 days later
Varda Space Industries, Inc.Other
Bought$15K–$50KJan 20, 2026Feb 4, 202615 days later
Andersen CorporationOther
Sold part$250K–$500KJan 20, 2026Apr 2, 202672 days later · late
CavallOther
Bought$1K–$15KDec 22, 2025Apr 2, 2026101 days later · late
FluxAIOther
Bought$15K–$50KDec 22, 2025Apr 2, 2026101 days later · late
BenableOther
Bought$15K–$50KDec 15, 2025Dec 19, 20254 days later
ASHGYASHTED GRP PLC S/ADR
Exchange$15K–$50KDec 10, 2025Jan 20, 202641 days later
ASHGYASHTED GRP PLC S/ADR
Exchange$15K–$50KDec 10, 2025Jan 20, 202641 days later
ASHGYASHTED GRP PLC S/ADR
Exchange$1K–$15KDec 10, 2025Jan 20, 202641 days later
ASHGYASHTED GRP PLC S/ADR
Exchange$1K–$15KDec 10, 2025Jan 20, 202641 days later
Lazurite Holdings LLCOther
Bought$15K–$50KOct 24, 2025Nov 6, 202513 days later
Andersen CorporationOther
Sold part$50K–$100KOct 15, 2025Apr 2, 2026169 days later · late
Andersen CorporationOther
Sold part$100K–$250KSep 15, 2025Apr 2, 2026199 days later · late
ACNAccenture plc Class A Ordinary Shares
Sold part$15K–$50KAug 19, 2025Sep 11, 202523 days later
ACNAccenture plc Class A Ordinary Shares
Sold part$15K–$50KAug 19, 2025Sep 11, 202523 days later
ACNAccenture plc Class A Ordinary Shares
Sold part$1K–$15KAug 19, 2025Sep 11, 202523 days later
ACNAccenture plc Class A Ordinary Shares
Sold part$1K–$15KAug 19, 2025Sep 11, 202523 days later
ACNAccenture plc Class A Ordinary Shares
Sold part$1K–$15KAug 19, 2025Sep 11, 202523 days later
JNJJohnson & Johnson
Sold part$1K–$15KAug 19, 2025Sep 11, 202523 days later
TMOThermo Fisher Scientific Inc
Sold part$15K–$50KAug 19, 2025Sep 11, 202523 days later
TMOThermo Fisher Scientific Inc
Sold part$15K–$50KAug 19, 2025Sep 11, 202523 days later
TMOThermo Fisher Scientific Inc
Sold part$1K–$15KAug 19, 2025Sep 11, 202523 days later
TMOThermo Fisher Scientific Inc
Sold part$1K–$15KAug 19, 2025Sep 11, 202523 days later
VZVerizon Communications Inc.
Sold$1K–$15KAug 19, 2025Sep 11, 202523 days later
Tree Care PartnersOther
Bought$50K–$100KAug 7, 2025Aug 19, 202512 days later
Kwikbit IncOther
Bought$50K–$100KJul 25, 2025Aug 3, 20259 days later
MM Fox LPOther
Bought$15K–$50KJul 25, 2025Aug 3, 20259 days later
Andersen CorporationOther
Sold part$250K–$500KJun 15, 2025Apr 2, 2026291 days later · late
HLIHoulihan Lokey, Inc. Class A
Sold$1K–$15KJun 4, 2025Jun 18, 202514 days later
NKENike, Inc.
Sold$1K–$15KJun 4, 2025Jun 18, 202514 days later
NKENike, Inc.
Sold$1K–$15KJun 4, 2025Jun 18, 202514 days later
RMDResMed Inc.
Sold$1K–$15KJun 4, 2025Jun 18, 202514 days later
RMDResMed Inc.
Sold$1K–$15KJun 4, 2025Jun 18, 202514 days later
RMDResMed Inc.
Sold$1K–$15KJun 4, 2025Jun 18, 202514 days later
RMDResMed Inc.
Sold$1K–$15KJun 4, 2025Jun 18, 202514 days later
UPSUnited Parcel Service, Inc.
Sold$1K–$15KJun 4, 2025Jun 18, 202514 days later
UPSUnited Parcel Service, Inc.
Sold$1K–$15KJun 4, 2025Jun 18, 202514 days later
UPSUnited Parcel Service, Inc.
Sold$1K–$15KJun 4, 2025Jun 18, 202514 days later
WEXWEX Inc.
Sold$1K–$15KJun 4, 2025Jun 18, 202514 days later
WEXWEX Inc.
Sold$1K–$15KJun 4, 2025Jun 18, 202514 days later
WEXWEX Inc.
Sold$1K–$15KJun 4, 2025Jun 18, 202514 days later
ZBRAZebra Technologies Corporation
Sold$1K–$15KJun 4, 2025Jun 18, 202514 days later
ZBRAZebra Technologies Corporation
Sold$1K–$15KJun 4, 2025Jun 18, 202514 days later
ZBRAZebra Technologies Corporation
Sold$15K–$50KJun 4, 2025Jun 18, 202514 days later
ZBRAZebra Technologies Corporation
Sold$1K–$15KJun 4, 2025Jun 18, 202514 days later
Aero Engineering Holdings LLCOther
Bought$50K–$100KMay 5, 2025Jun 4, 202530 days later
RMDResMed Inc.
Sold$1K–$15KApr 28, 2025May 13, 202515 days later
AVGOBroadcom Inc.
Bought$15K–$50KApr 11, 2025May 13, 202532 days later
AVGOBroadcom Inc.
Bought$1K–$15KApr 11, 2025May 13, 202532 days later
METAMeta Platforms, Inc.
Bought$15K–$50KApr 11, 2025May 13, 202532 days later
METAMeta Platforms, Inc.
Bought$1K–$15KApr 11, 2025May 13, 202532 days later
SMX Industrial SolutionsOther
Bought$1K–$15KApr 10, 2025May 5, 202525 days later
ASHTYASHTED GRP PLC UNSP/ADR
Sold part$15K–$50KApr 10, 2025May 13, 202533 days later
ASHTYASHTED GRP PLC UNSP/ADR
Sold part$15K–$50KApr 10, 2025May 13, 202533 days later
ASHTYASHTED GRP PLC UNSP/ADR
Sold part$1K–$15KApr 10, 2025May 13, 202533 days later
ASHTYASHTED GRP PLC UNSP/ADR
Sold part$1K–$15KApr 10, 2025May 13, 202533 days later
CHASKA MN ELEC REVENUE REF - SER A DTD 10/01/15Bond
Bought$1K–$15KApr 1, 2025May 13, 202542 days later
MINNESOTA ST MUNI PWR AGY ELEC DTD 08/25/16Bond
Bought$1K–$15KApr 1, 2025May 13, 202542 days later
CHASKA MN ELEC REVENUE REF - SER A DTD 10/01/15Bond
Bought$1K–$15KApr 1, 2025Jun 18, 202578 days later · late
MINNESOTA ST MUNI PWR AGY ELEC DTD 08/25/16Bond
Bought$1K–$15KApr 1, 2025Jun 18, 202578 days later · late
METAMeta Platforms, Inc.
Bought$1K–$15KMar 24, 2025Apr 11, 202518 days later
METAMeta Platforms, Inc.
Bought$1K–$15KMar 24, 2025Apr 11, 202518 days later
METAMeta Platforms, Inc.
Bought$15K–$50KMar 24, 2025Apr 11, 202518 days later
TGTTarget Corporation
Sold$15K–$50KMar 21, 2025Apr 4, 202514 days later
TGTTarget Corporation
Sold$100K–$250KMar 21, 2025Apr 4, 202514 days later
AVGOBroadcom Inc.
Bought$1K–$15KMar 21, 2025Apr 11, 202521 days later
AVGOBroadcom Inc.
Bought$1K–$15KMar 21, 2025Apr 11, 202521 days later
CACICACI International, Inc. Class A
Sold$1K–$15KMar 20, 2025Apr 11, 202522 days later
CACICACI International, Inc. Class A
Sold$1K–$15KMar 20, 2025Apr 11, 202522 days later
CACICACI International, Inc. Class A
Sold$1K–$15KMar 20, 2025Apr 11, 202522 days later
DHID.R. Horton, Inc.
Sold part$1K–$15KMar 20, 2025Apr 11, 202522 days later
DHID.R. Horton, Inc.
Sold part$1K–$15KMar 20, 2025Apr 11, 202522 days later
DEODiageo plc
Sold$1K–$15KMar 20, 2025Apr 11, 202522 days later
DEODiageo plc
Sold$1K–$15KMar 20, 2025Apr 11, 202522 days later
DEODiageo plc
Sold$1K–$15KMar 20, 2025Apr 11, 202522 days later
MRKMerck & Company, Inc.
Sold part$1K–$15KMar 20, 2025Apr 11, 202522 days later
UPSUnited Parcel Service, Inc.
Sold part$1K–$15KMar 20, 2025Apr 11, 202522 days later
UPSUnited Parcel Service, Inc.
Sold part$1K–$15KMar 20, 2025Apr 11, 202522 days later
UPSUnited Parcel Service, Inc.
Sold part$1K–$15KMar 20, 2025Apr 11, 202522 days later
Andersen CorporationOther
Sold part$250K–$500KMar 15, 2025Apr 2, 2026383 days later · late
Monomyth Anonvion LLCOther
Bought$15K–$50KMar 10, 2025Apr 4, 202525 days later
US Treasury Note DTD 02/28/26Bond
Bought$15K–$50KMar 4, 2025Apr 11, 202538 days later
TGTTarget Corporation
Bought$1K–$15KMar 3, 2025Apr 4, 202532 days later
US Treasury Note DTD 02/28/23Bond
Sold$15K–$50KFeb 28, 2025Mar 11, 202511 days later
Intek Plastics LLCOther
Bought$15K–$50KFeb 20, 2025Mar 10, 202518 days later
Rise & Puff IncOther
Bought$15K–$50KFeb 18, 2025Mar 10, 202520 days later
Aero Engineering Holdings LLCOther
Bought$50K–$100KJan 27, 2025Feb 2, 20256 days later
Andersen CorporationOther
Sold part$500K–$1MJan 24, 2025Feb 2, 20259 days later
Andersen CorporationOther
Sold part$500K–$1MJan 20, 2025Apr 2, 2026437 days later · late
Pathfinder 360 v.2Other
Bought$100K–$250KJan 10, 2025Feb 2, 202523 days later
Pathfinder 360 v.2Other
Bought$100K–$250KJan 10, 2025Feb 2, 202523 days later
Urban SKYOther
Bought$15K–$50KJan 6, 2025Feb 2, 202527 days later

Kelly Morrison's portfolio by sector

Share of the estimated stock portfolio.

14%Technology
SectorShareValueHoldings
Other71%~$15.9M53
Technology14%~$3.1M9
Consumer Staples5.1%~$1.1M5
Financials3.5%~$781K6
Health Care2.4%~$528.7K6
Industrials1.4%~$315K6
Consumer Discretionary1.4%~$308.2K5
Communication Services0.9%~$196.9K3
Energy0.6%~$143.8K4
Utilities0.1%~$32.6K1
Materials0.1%~$31.6K1

Portfolio performance: Kelly Morrison vs. benchmarks

Copying everything that was public: the holdings in each annual financial disclosure, bought on the day it was published, and every trade on the day it was disclosed. Since Apr 4, 2025.

  • You, copying after each disclosure – estimated value
  • S&P 500
  • Nasdaq-100
−20%0%+20%+40%+60%+80%+100%AprJulOct2026AprJulOct+81%Nasdaq-100+56%S&P 500+46%You, copying
Apr 4, 2025 to Oct 7, 2026, buying on disclosure dates; call options valued with their leverage (strike and expiry from the disclosure); prices adjusted for dividends and splits.
Total returnPer year
You, copying after each disclosure – estimated value+45.8%+28.4%
S&P 500+56.4%+34.5%
Nasdaq-100+80.5%+47.9%

Kelly Morrison's most traded stocks

Number of disclosed buys and sells per stock.

StockBuysSells
ACNAccenture plc Class A Ordinary Shares
08
UPSUnited Parcel Service, Inc.
06
METAMeta Platforms, Inc.
50
RMDResMed Inc.
05
TMOThermo Fisher Scientific Inc
04
ZBRAZebra Technologies Corporation
04
AVGOBroadcom Inc.
40
ASHGYASHTED GRP PLC S/ADR
00
ASHTYASHTED GRP PLC UNSP/ADR
04
DEODiageo plc
03
CACICACI International, Inc. Class A
03
AJGArthur J. Gallagher & Co.
03

Source: official disclosures filed with the Clerk of the House. Each date links to the original filing.