Kelly Morrison's Stock Portfolio

105 stock and option positions, estimated from the 2025 annual disclosure (holdings on Dec 31, 2025) and 4 trade reports filed since. Newest activity first.

Updated September 28, 2026. Latest filing disclosed August 25, 2026. We check for new filings every morning.

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Questions

What stocks does Kelly Morrison own?

Based on Kelly Morrison's 2025 annual financial disclosure and 4 trade reports filed since, the largest estimated stock positions are IVV (~6%), VOO (~6%), VIEIX (~6%), IEFA (~6%) and EISIX (~3%). These are estimates from disclosed value ranges, not exact holdings.

How often does Kelly Morrison trade?

Kelly Morrison filed 16 trade reports covering 51 trades in the 12 months to Oct 22, 2026; the most recent was filed Aug 25, 2026. Members of Congress must report each trade within 45 days.

What did Kelly Morrison trade most recently?

In a report filed Aug 25, 2026, Kelly Morrison disclosed that they sold ACN shares, MBGL shares and SOLS shares (traded Aug 11, 2026).

Holdings

Returns are stock-price moves, prices as of Oct 22, 2026. Holdings from before Dec 31 are measured from that day's close because their purchase price isn't disclosed.

Largest stock positions, estimated weight

IVV ~6%
VOO ~6%
VIEIX ~6%
IEFA ~6%
EISIX ~3%
PLSAX ~3%
VV ~3%
VEA ~3%
EKJYX ~3%
FZFXX ~3%

Stock	Value on Dec 31	Est. weight	Return	Since then
AMI shares	—	<1%	No price data yet	New: bought $15K–$50K, Jan 29
HONAV shares	—	<1%	No price data yet	New: received, Jun 29
IEFA shares	$500K–$1M	~6%	+8.5% since Dec 31
IVV shares	$500K–$1M	~6%	+13.4% since Dec 31
VIEIX shares	$500K–$1M	~6%	+10.9% since Dec 31
VOO shares	$500K–$1M	~6%	+13.3% since Dec 31
EISIX shares	$250K–$500K	~3%	+18.4% since Dec 31
EKJYX shares	$250K–$500K	~3%	+0.4% since Dec 31
FZFXX shares	$250K–$500K	~3%	No price data yet
PLSAX shares	$250K–$500K	~3%	+14.1% since Dec 31
SMDA shares	$250K–$500K	~3%	No price data yet
VEA shares	$250K–$500K	~3%	+12.2% since Dec 31
VV shares	$250K–$500K	~3%	+13.2% since Dec 31
VWIUX shares	$250K–$500K	~3%	−4.3% since Dec 31
AAPL shares	$100K–$250K	~2%	+26.5% since Dec 31
APH shares	$100K–$250K	~1%	+17.2% since Dec 31
FLTR shares	$100K–$250K	~1%	+0.4% since Dec 31
GOOG shares	$100K–$250K	~1%	+5.5% since Dec 31
IBM shares	$100K–$250K	~1%	−15.1% since Dec 31
IEMG shares	$100K–$250K	~1%	+15.6% since Dec 31
IVE shares	$100K–$250K	~1%	+12.3% since Dec 31
OPOCX shares	$100K–$250K	~1%	+13.6% since Dec 31
PMFJX shares	$100K–$250K	~1%	+11.8% since Dec 31
PMSIX shares	$100K–$250K	~1%	−5.6% since Dec 31
PSSIX shares	$100K–$250K	~1%	+15.4% since Dec 31
TGT shares	$100K–$250K	~2%	+55.9% since Dec 31
TSM shares	$100K–$250K	~2%	+42.1% since Dec 31
VBILX shares	$100K–$250K	~1%	−6.1% since Dec 31
VIG shares	$100K–$250K	~1%	+10.9% since Dec 31
VSCRX shares	$100K–$250K	~1%	+3.0% since Dec 31
VWO shares	$100K–$250K	~1%	+8.2% since Dec 31
VWSUX shares	$100K–$250K	~1%	−0.9% since Dec 31
VYM shares	$100K–$250K	~1%	+12.5% since Dec 31
ABBV shares	$50K–$100K	<1%	+24.6% since Dec 31
AVGO shares	$50K–$100K	<1%	−2.4% since Dec 31
BRK.B shares	$50K–$100K	<1%	No price data yet
CCLFX shares	$50K–$100K	<1%	−2.3% since Dec 31
EFA shares	$50K–$100K	<1%	+8.4% since Dec 31
FTHFX shares	$50K–$100K	<1%	+17.0% since Dec 31
GSSIX shares	$50K–$100K	<1%	+14.3% since Dec 31
GTEYX shares	$50K–$100K	<1%	+7.3% since Dec 31
HON shares	$50K–$100K	<1%	+5.0% since Dec 31
IAU shares	$50K–$100K	<1%	−4.3% since Dec 31
IRA shares	$50K–$100K	<1%	No price data yet
IWR shares	$50K–$100K	<1%	+14.4% since Dec 31
JPM shares	$50K–$100K	<1%	+4.0% since Dec 31
LOW shares	$50K–$100K	<1%	−18.5% since Dec 31
MA shares	$50K–$100K	<1%	+9.1% since Dec 31
MADVX shares	$50K–$100K	<1%	+9.7% since Dec 31
META shares	$50K–$100K	<1%	+5.7% since Dec 31
MRK shares	$50K–$100K	<1%	+42.4% since Dec 31
MSFT shares	$50K–$100K	<1%	+10.2% since Dec 31
VB shares	$50K–$100K	<1%	+12.2% since Dec 31
VCSH shares	$50K–$100K	<1%	−2.9% since Dec 31
VFFSX shares	$50K–$100K	<1%	+13.3% since Dec 31
XLE shares	$50K–$100K	<1%	+52.4% since Dec 31
ABT shares	$15K–$50K	<1%	−19.8% since Dec 31
ACINX shares	$15K–$50K	<1%	+2.5% since Dec 31
AMZN shares	$15K–$50K	<1%	+13.7% since Dec 31
ASHGY shares	$15K–$50K	<1%	No price data yet
BAC shares	$15K–$50K	<1%	−7.7% since Dec 31
BLK shares	$15K–$50K	<1%	+7.4% since Dec 31
BSGLX shares	$15K–$50K	<1%	No price data yet
CCJ shares	$15K–$50K	<1%	−10.4% since Dec 31
COR shares	$15K–$50K	<1%	+0.8% since Dec 31
COST shares	$15K–$50K	<1%	+15.8% since Dec 31
CVX shares	$15K–$50K	<1%	+48.8% since Dec 31
DHI shares	$15K–$50K	<1%	−3.5% since Dec 31
EHC shares	$15K–$50K	<1%	+13.5% since Dec 31
ETN shares	$15K–$50K	<1%	+23.7% since Dec 31
GGG shares	$15K–$50K	<1%	−0.2% since Dec 31
GOOGL shares	$15K–$50K	<1%	+7.0% since Dec 31
IWM shares	$15K–$50K	<1%	+12.3% since Dec 31
JEPI shares	$15K–$50K	<1%	+0.2% since Dec 31
JNJ shares	$15K–$50K	<1%	+24.6% since Dec 31
MPGVX shares	$15K–$50K	<1%	+10.9% since Dec 31
PG shares	$15K–$50K	<1%	+9.4% since Dec 31
PMZIX shares	$15K–$50K	<1%	−5.7% since Dec 31
PTRQX shares	$15K–$50K	<1%	−5.5% since Dec 31
ROK shares	$15K–$50K	<1%	+12.7% since Dec 31
RTX shares	$15K–$50K	<1%	+4.5% since Dec 31
SCHR shares	$15K–$50K	<1%	−4.9% since Dec 31
SO shares	$15K–$50K	<1%	+3.7% since Dec 31
SPGI shares	$15K–$50K	<1%	−10.4% since Dec 31
SWSSX shares	$15K–$50K	<1%	+13.1% since Dec 31
TMO shares	$15K–$50K	<1%	+19.8% since Dec 31
UL shares	$15K–$50K	<1%	−1.5% since Dec 31
VO shares	$15K–$50K	<1%	+12.2% since Dec 31
WFC shares	$15K–$50K	<1%	−11.6% since Dec 31
XOM shares	$15K–$50K	<1%	+47.1% since Dec 31
ZGFIX shares	$15K–$50K	<1%	+2.0% since Dec 31
CMCSA shares	$1K–$15K	<1%	−21.2% since Dec 31
CMG shares	$1K–$15K	<1%	−24.0% since Dec 31
DHR shares	$1K–$15K	<1%	+2.2% since Dec 31
GIBIX shares	$1K–$15K	<1%	−5.6% since Dec 31
HD shares	$1K–$15K	<1%	−8.7% since Dec 31
ITW shares	$1K–$15K	<1%	+12.4% since Dec 31
LINIX shares	$1K–$15K	<1%	+6.0% since Dec 31
PEP shares	$1K–$15K	<1%	−6.1% since Dec 31
SNOXX shares	$1K–$15K	<1%	+0.0% since Dec 31
VGSH shares	$1K–$15K	<1%	−1.9% since Dec 31
VLTO shares	$1K–$15K	<1%	+1.5% since Dec 31
VMFXX shares	$1K–$15K	<1%	+0.0% since Dec 31
VNQ shares	$1K–$15K	<1%	+3.4% since Dec 31
VVV shares	$1K–$15K	<1%	+7.1% since Dec 31

Trades Reported

Filed Aug 25, 2026 Original Filing

Spouse sold ACN shares $1K–$15K Traded Aug 11, 2026
Kelly Morrison sold ACN shares $1K–$15K Traded Aug 11, 2026
Spouse sold ACN shares $15K–$50K Traded Aug 11, 2026
Spouse sold MBGL shares $1K–$15K Traded Aug 11, 2026. Asset acquired through a S&P Global (SPGI) spinoff.
Spouse sold MBGL shares $1K–$15K Traded Aug 11, 2026. Asset acquired through a S&P Global (SPGI) spinoff.
Kelly Morrison sold MBGL shares $1K–$15K Traded Aug 11, 2026. Asset acquired through a S&P Global (SPGI) spinoff.
Spouse sold SOLS shares $1K–$15K Traded Aug 11, 2026

Filed Jul 30, 2026 Original Filing

Spouse exchanged HONAV shares $15K–$50K Traded Jun 29, 2026. Asset acquired when certain Honeywell International Inc. (HON) shares were exchanged for Honeywell Aerospace Inc. (HONAV) shares due to a spinoff.

Filed Jul 9, 2026 Original Filing

Joint account sold some Andersen Corporation $100K–$250K Traded Jun 19, 2026. Window manufacturer

Filed May 21, 2026 Original Filing

Joint account sold StarCloud $15K–$50K Traded May 4, 2026. Data Centers, Redmond, WA

Filed May 5, 2026 Original Filing

Joint account bought Artistry in Motion, LLC $50K–$100K Traded Apr 15, 2026. Live events special effects, Northridge, CA
Joint account bought Cavall $1K–$15K Traded Apr 14, 2026. Sports Software, London, UK
Joint account sold Hermeus Corp $15K–$50K Traded May 4, 2026. High speed aircraft manufacturer, Atlanta, GA
Joint account bought Pelvital USA, Inc. $15K–$50K Traded Apr 17, 2026. Medical devices, Minneapolis, MN
Joint account sold Saronic Technologies $15K–$50K Traded May 4, 2026. Autonomous maritime vessels, Austin, TX
Joint account sold Star Catcher Industries, Inc. $15K–$50K Traded May 4, 2026. Energy infrastructure in space, Jacksonville, FL
Joint account bought Star Catcher Industries, Inc. $15K–$50K Traded Apr 6, 2026. Energy infrastructure in space, Jacksonville, FL

Filed Apr 2, 2026 Original Filing

Kelly Morrison sold some Andersen Corporation $500K–$1M Traded Jan 20, 2025. Window Manufacturer, Bayport, WI
Kelly Morrison sold some Andersen Corporation $250K–$500K Traded Mar 15, 2025. Window Manufacturer, Bayport, WI
Kelly Morrison sold some Andersen Corporation $250K–$500K Traded Jun 15, 2025. Window Manufacturer, Bayport, WI
Kelly Morrison sold some Andersen Corporation $100K–$250K Traded Sep 15, 2025. Window Manufacturer, Bayport, WI
Kelly Morrison sold some Andersen Corporation $50K–$100K Traded Oct 15, 2025. Window Manufacturer, Bayport, WI
Kelly Morrison sold some Andersen Corporation $250K–$500K Traded Jan 20, 2026. Window Manufacturer, Bayport, WI
Kelly Morrison sold some Andersen Corporation $100K–$250K Traded Mar 15, 2026. Window Manufacturer, Bayport, WI
Kelly Morrison bought Cavall $1K–$15K Traded Dec 22, 2025. Sports Software, London, UK
Kelly Morrison bought FluxAI $15K–$50K Traded Dec 22, 2025. AI Hardware Engineer, San Francisco, CA
Kelly Morrison bought StarCloud $15K–$50K Traded Mar 15, 2026. Data Centers, Redmond, WA

Filed Mar 10, 2026 Original Filing

Kelly Morrison sold AJG shares $15K–$50K Traded Mar 8, 2026
Kelly Morrison sold AJG shares $1K–$15K Traded Mar 8, 2026
Kelly Morrison sold AJG shares $1K–$15K Traded Mar 8, 2026
Kelly Morrison bought Saronic Technologies $15K–$50K Traded Mar 9, 2026. Autonomous maritime vessels; Austin, TX
Kelly Morrison sold MICC shares $1K–$15K Traded Mar 8, 2026
Kelly Morrison sold MICC shares $1K–$15K Traded Mar 8, 2026

Filed Mar 5, 2026 Original Filing

Kelly Morrison bought Hermeus Corp $15K–$50K Traded Mar 2, 2026. High speed aircraft manufacturer, Atlanta, GA

Filed Mar 3, 2026 Original Filing

Kelly Morrison bought Arcade AI. Inc. $15K–$50K Traded Mar 2, 2026. San Francisco, CA

Filed Mar 2, 2026 Original Filing

Kelly Morrison bought Axiom Quant Inc. (dba Axiom Math) $15K–$50K Traded Feb 11, 2026. San Francisco, CA
Kelly Morrison bought HM Companies LLC $1K–$15K Traded Feb 11, 2026. Boca Raton, FL

Filed Feb 25, 2026 Original Filing

Kelly Morrison bought Project Stardust $15K–$50K Traded Feb 11, 2026. Fetal Monitoring Medical Equipment Manufacturing; Palo Alto, CA
Kelly Morrison bought Rhoda AI $15K–$50K Traded Feb 20, 2026. Robotics; San Jose, CA

Filed Feb 12, 2026 Original Filing

Kelly Morrison bought AMI shares $15K–$50K Traded Jan 29, 2026. World Model AI, Paris, France

Filed Feb 4, 2026 Original Filing

Kelly Morrison bought Aalo Atomics $15K–$50K Traded Jan 29, 2026. Nuclear Power, Austin, TX
Kelly Morrison bought CogniChip, Inc. $15K–$50K Traded Jan 20, 2026. AI Chip Design, Redwood City, CA
Kelly Morrison bought Modak Communities Inc. $15K–$50K Traded Jan 20, 2026. Financial Technology, Menlo Park, CA
Kelly Morrison bought Sygaldry Technologies, Inc. $15K–$50K Traded Jan 29, 2026. Computer Servers, Santa Monica, CA
Kelly Morrison bought Varda Space Industries, Inc. $15K–$50K Traded Jan 20, 2026. Microgravity Manufacturing, El Segundo, CA

Filed Jan 20, 2026 Original Filing

Kelly Morrison exchanged ASHGY shares $15K–$50K Traded Dec 10, 2025. Mandatory Exchange 1:1 ASHTEAD GROUP PLC ADR for ASHTEAD GROUP PLC-UNSPON ADR
Kelly Morrison exchanged ASHGY shares $15K–$50K Traded Dec 10, 2025. Mandatory Exchange 1:1 ASHTEAD GROUP PLC ADR for ASHTEAD GROUP PLC-UNSPON ADR
Kelly Morrison exchanged ASHGY shares $1K–$15K Traded Dec 10, 2025. Mandatory Exchange 1:1 ASHTEAD GROUP PLC ADR for ASHTEAD GROUP PLC-UNSPON ADR
Kelly Morrison exchanged ASHGY shares $1K–$15K Traded Dec 10, 2025. Mandatory Exchange 1:1 ASHTEAD GROUP PLC ADR for ASHTEAD GROUP PLC-UNSPON ADR

Filed Dec 19, 2025 Original Filing

Kelly Morrison bought Benable $15K–$50K Traded Dec 15, 2025. Social commerce company, Richmond, VA

Filed Nov 6, 2025 Original Filing

Kelly Morrison bought Lazurite Holdings LLC $15K–$50K Traded Oct 24, 2025. Medical devices

Filed Sep 11, 2025 Original Filing

Kelly Morrison sold some ACN shares $15K–$50K Traded Aug 19, 2025
Kelly Morrison sold some ACN shares $15K–$50K Traded Aug 19, 2025
Kelly Morrison sold some ACN shares $1K–$15K Traded Aug 19, 2025
Kelly Morrison sold some ACN shares $1K–$15K Traded Aug 19, 2025
Kelly Morrison sold some ACN shares $1K–$15K Traded Aug 19, 2025
Kelly Morrison sold some JNJ shares $1K–$15K Traded Aug 19, 2025
Kelly Morrison sold some TMO shares $15K–$50K Traded Aug 19, 2025
Kelly Morrison sold some TMO shares $15K–$50K Traded Aug 19, 2025
Kelly Morrison sold some TMO shares $1K–$15K Traded Aug 19, 2025
Kelly Morrison sold some TMO shares $1K–$15K Traded Aug 19, 2025
Kelly Morrison sold VZ shares $1K–$15K Traded Aug 19, 2025

Filed Aug 19, 2025 Original Filing

Kelly Morrison bought Tree Care Partners $50K–$100K Traded Aug 7, 2025. Tree Care Services

Filed Aug 3, 2025 Original Filing

Kelly Morrison bought Kwikbit Inc $50K–$100K Traded Jul 25, 2025. Communications technology and service
Kelly Morrison bought MM Fox LP $15K–$50K Traded Jul 25, 2025. B2B software

Filed Jun 18, 2025 Original Filing

Kelly Morrison bought 2000137338 CHASKA MN ELEC REVENUE REF - SER A DTD 10/01/15 $1K–$15K Traded Apr 1, 2025. Interest
Kelly Morrison sold HLI shares $1K–$15K Traded Jun 4, 2025
Kelly Morrison bought 2000137339 MINNESOTA ST MUNI PWR AGY ELEC DTD 08/25/16 $1K–$15K Traded Apr 1, 2025. Interest
Kelly Morrison sold NKE shares $1K–$15K Traded Jun 4, 2025
Kelly Morrison sold NKE shares $1K–$15K Traded Jun 4, 2025
Kelly Morrison sold RMD shares $1K–$15K Traded Jun 4, 2025
Kelly Morrison sold RMD shares $1K–$15K Traded Jun 4, 2025
Kelly Morrison sold RMD shares $1K–$15K Traded Jun 4, 2025
Kelly Morrison sold RMD shares $1K–$15K Traded Jun 4, 2025
Kelly Morrison sold UPS shares $1K–$15K Traded Jun 4, 2025
Kelly Morrison sold UPS shares $1K–$15K Traded Jun 4, 2025
Kelly Morrison sold UPS shares $1K–$15K Traded Jun 4, 2025
Kelly Morrison sold WEX shares $1K–$15K Traded Jun 4, 2025
Kelly Morrison sold WEX shares $1K–$15K Traded Jun 4, 2025
Kelly Morrison sold WEX shares $1K–$15K Traded Jun 4, 2025
Kelly Morrison sold ZBRA shares $1K–$15K Traded Jun 4, 2025
Kelly Morrison sold ZBRA shares $1K–$15K Traded Jun 4, 2025
Kelly Morrison sold ZBRA shares $15K–$50K Traded Jun 4, 2025
Kelly Morrison sold ZBRA shares $1K–$15K Traded Jun 4, 2025

Filed Jun 4, 2025 Original Filing

Kelly Morrison bought Aero Engineering Holdings LLC [O] $50K–$100K Traded May 5, 2025. Aviation parts manufacturer

Filed May 13, 2025 Original Filing

Kelly Morrison sold some ASHTY shares $15K–$50K Traded Apr 10, 2025
Kelly Morrison sold some ASHTY shares $15K–$50K Traded Apr 10, 2025
Kelly Morrison sold some ASHTY shares $1K–$15K Traded Apr 10, 2025
Kelly Morrison sold some ASHTY shares $1K–$15K Traded Apr 10, 2025
Kelly Morrison bought AVGO shares $15K–$50K Traded Apr 11, 2025
Kelly Morrison bought AVGO shares $1K–$15K Traded Apr 11, 2025
Kelly Morrison bought CHASKA MN ELEC REVENUE REF - SER A DTD 10/01/15 $1K–$15K Traded Apr 1, 2025. Interest
Kelly Morrison bought META shares $15K–$50K Traded Apr 11, 2025
Kelly Morrison bought META shares $1K–$15K Traded Apr 11, 2025
Kelly Morrison bought MINNESOTA ST MUNI PWR AGY ELEC DTD 08/25/16 $1K–$15K Traded Apr 1, 2025. Interest
Kelly Morrison sold RMD shares $1K–$15K Traded Apr 28, 2025

Filed May 5, 2025 Original Filing

Kelly Morrison bought SMX Industrial Solutions $1K–$15K Traded Apr 10, 2025. Advanced Fabrication & Welding Solutions Company

Filed Apr 11, 2025 Original Filing

Kelly Morrison bought AVGO shares $1K–$15K Traded Mar 21, 2025
Kelly Morrison bought AVGO shares $1K–$15K Traded Mar 21, 2025
Kelly Morrison sold CACI shares $1K–$15K Traded Mar 20, 2025
Kelly Morrison sold CACI shares $1K–$15K Traded Mar 20, 2025
Kelly Morrison sold CACI shares $1K–$15K Traded Mar 20, 2025
Kelly Morrison sold some DHI shares $1K–$15K Traded Mar 20, 2025
Kelly Morrison sold some DHI shares $1K–$15K Traded Mar 20, 2025
Kelly Morrison sold DEO shares $1K–$15K Traded Mar 20, 2025
Kelly Morrison sold DEO shares $1K–$15K Traded Mar 20, 2025
Kelly Morrison sold DEO shares $1K–$15K Traded Mar 20, 2025
Kelly Morrison sold some MRK shares $1K–$15K Traded Mar 20, 2025
Kelly Morrison bought META shares $1K–$15K Traded Mar 24, 2025
Kelly Morrison bought META shares $1K–$15K Traded Mar 24, 2025
Kelly Morrison bought META shares $15K–$50K Traded Mar 24, 2025
Kelly Morrison sold some UPS shares $1K–$15K Traded Mar 20, 2025
Kelly Morrison sold some UPS shares $1K–$15K Traded Mar 20, 2025
Kelly Morrison sold some UPS shares $1K–$15K Traded Mar 20, 2025
Kelly Morrison bought US Treasury Note DTD 02/28/26 $15K–$50K Traded Mar 4, 2025

Filed Apr 4, 2025 Original Filing

Kelly Morrison bought Monomyth Anonvion LLC $15K–$50K Traded Mar 10, 2025. Advanced Materials Technology Company
Kelly Morrison sold TGT shares $15K–$50K Traded Mar 21, 2025
Kelly Morrison sold TGT shares $100K–$250K Traded Mar 21, 2025
Kelly Morrison bought TGT shares $1K–$15K Traded Mar 3, 2025. Dividend Received

Filed Mar 11, 2025 Original Filing

Kelly Morrison sold US Treasury Note DTD 02/28/23 $15K–$50K Traded Feb 28, 2025

Filed Mar 10, 2025 Original Filing

Kelly Morrison bought Intek Plastics LLC $15K–$50K Traded Feb 20, 2025. Plastics
Kelly Morrison bought Rise & Puff Inc $15K–$50K Traded Feb 18, 2025. Food Manufacturing

Filed Feb 2, 2025 Original Filing

Kelly Morrison bought Aero Engineering Holdings LLC $50K–$100K Traded Jan 27, 2025. Aviation parts manufacturer
Kelly Morrison sold some Andersen Corporation $500K–$1M Traded Jan 24, 2025. Window Manufacturer
Kelly Morrison bought Pathfinder 360 v.2 $100K–$250K Traded Jan 10, 2025
Kelly Morrison bought Pathfinder 360 v.2 $100K–$250K Traded Jan 10, 2025
Kelly Morrison bought Urban SKY $15K–$50K Traded Jan 6, 2025. Stratospheric Flight Technology

How This Is Estimated

Members of Congress list what they hold once a year, as of Dec 31, on an annual financial disclosure. We start from Kelly Morrison's 2025 report (filed Aug 12, 2026) and apply every trade reported since: new buys add a position, full sales remove it, and exercised options move from options to shares.

Returns are price moves, not Kelly Morrison's actual profit: positions from before Dec 31, 2025 are measured from that day's close, new ones from the close on the day of the first buy and on the day it was disclosed. The dollar gain multiplies each buy's reported amount range by its price move. For options we show the stock's move; we don't have options prices, so there's no dollar figure. Dividends aren't included.

Weights are approximate. Each reported range is turned into one number using its geometric midpoint (√(low × high), so $5M–$25M counts as about $11.2M) because the ranges grow by multiples and the plain midpoint leans toward the top. Year-end holdings are then moved by their price change since Dec 31, 2025, and each trade since adds or subtracts its own midpoint. Options aren't weighted, since their value doesn't track the stock's.

It's an estimate, not a brokerage statement. Values are the ranges filed for Dec 31, 2025, not today's prices; trades are reported up to 45 days late; and a partial sale doesn't say how much is left. Options past their expiry date are left out. 15 other assets (real estate, private partnerships, bank accounts) aren't listed.

Based on public financial disclosures filed under the STOCK Act. GetMarketAlerts isn't affiliated with Kelly Morrison or Congress. Information only, not financial advice.