Mike Kelly
Reported holdings, 31 December 2025
From their annual Financial Disclosure, filed 8/13/2026 — 83 assets, about $17.8M at the middle of each value range.
- Claddagh Properties LP16.8%
- VUG · Vanguard Growth ETF (VUG)16.8%
- VTV · Vanguard Value ETF (VTV)16.8%
- DODFX · Dodge & Cox International Stock Fund - Class I (DODFX)4.2%
- PRGFX · T. Rowe Price Growth Stock Fd (PRGFX)4.2%
- Other 78 assets41.0%
By type: Exchange Traded Fund 39% · Other 23% · Mutual Fund 18% · Government Security 14% · Stock 4% · Bank Deposit 2%
| Asset | Type | Value | Share | Held by |
|---|---|---|---|---|
Claddagh Properties LPin Note receivable | Other | $1,000,001 - $5,000,000 | 16.8% | Spouse |
VUGVanguard Growth ETF (VUG)in Victoria Kelly Trust ICA | Exchange Traded Fund | $1,000,001 - $5,000,000 | 16.8% | Spouse |
VTVVanguard Value ETF (VTV)in Victoria Kelly Trust ICA | Exchange Traded Fund | $1,000,001 - $5,000,000 | 16.8% | Spouse |
DODFXDodge & Cox International Stock Fund - Class I (DODFX)in Victoria Kelly Trust ICA | Mutual Fund | $500,001 - $1,000,000 | 4.2% | Spouse |
PRGFXT. Rowe Price Growth Stock Fd (PRGFX)in Victoria Kelly Trust ICA | Mutual Fund | $500,001 - $1,000,000 | 4.2% | Spouse |
Land | Other | $250,001 - $500,000 | 2.1% | Self |
Kelly Automotive, Butler PAin Note receivable | Other | $250,001 - $500,000 | 2.1% | Spouse |
ARTIXArtisan International Fund Inv Shs (ARTIX)in Victoria Kelly Trust ICA | Mutual Fund | $250,001 - $500,000 | 2.1% | Spouse |
EGMSXEaton Vance Global Macro Absolute Return - Class R6 (EGMSX)in Victoria Kelly Trust ICA | Mutual Fund | $250,001 - $500,000 | 2.1% | Spouse |
GARUXGoldman Sachs Absolute Return Tracker Fund Class R6 (GARUX)in Victoria Kelly Trust ICA | Mutual Fund | $250,001 - $500,000 | 2.1% | Spouse |
TRVLXT. Rowe Price Value Fund, Inc. (TRVLX)in Victoria Kelly Trust ICA | Mutual Fund | $250,001 - $500,000 | 2.1% | Spouse |
Connecticut St Health & Educ Bond - 5% due 7/1/24Due 7/1/24 | Government Security | $100,001 - $250,000 | 1.0% | Spouse |
Farmers Life Annuityin IRA | Other | $100,001 - $250,000 | 1.0% | Self |
Arizona St Transportn Brd Highw Ref Rev Call 7/1/26 5% due 7/1/29in Victoria Kelly Trust ICA | Government Security | $100,001 - $250,000 | 1.0% | Spouse |
Clifton TX Hgr Edu Fin Corp Ed Idea Publ I Rev Call 8/15/28 5%in Victoria Kelly Trust ICA | Government Security | $100,001 - $250,000 | 1.0% | Spouse |
The 15 largest of 83. The filed report lists every one.
The member's own statement of what they, their spouse and dependent children held on 31 December 2025. Values are ranges, so the dollar figure and shares use the middle of each range (the floor of an open-ended one), and an asset held in several accounts is their sum. Assets sold or emptied during the year are left out.
Estimated current stock holdings
Stocks bought in the last 5 years with no sale disclosed since — 1 names across 1 purchases, $75.0K at the disclosed midpoints.
- CLF · Cleveland-Cliffs100.0%
| Stock | Disclosed at purchase | Share | Since | Held by |
|---|---|---|---|---|
CLFCleveland-Cliffs | $75.0K | 100.0% | 2024-06-14 | Spouse |
An estimate, not a statement of what they own. Trade filings report changes, never balances, so this cannot see stock bought more than 5 years ago and never traded since, and a partial sale closes the whole purchase it is matched to. Amounts are what was disclosed at purchase (the middle of each range), not today's value. Options are left out: they expire, and filings never say whether one was a call or a put.
Their most-traded tickers
What they hold it in
Every disclosed trade
75 rows. Sort any column; Source opens the filed PDF.