KELYA β€” KELLY SERVICES INC

Ownership history in CSM Advisors, LLC  Β·  3 quarters on record

This page tracks every 13F SEC filing in which CSM Advisors, LLC reported a position in KELLY SERVICES INC (KELYA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.16% (2025 Q3)
πŸ“Š Avg. % of fund
0.13%
πŸ“… First filed
2025 Q2
πŸ“… Last filed
2025 Q4
⏱ Quarters held
3

Position Intelligence

CSM Advisors, LLC Γ— KELYA AI Analytics

πŸ“‰ CSM Advisors, LLC underperformed the S&P 500 by –60.9% annually on this KELYA position. Average cost basis: $11.51. Maximum drawdown during holding period: –32.3%.

πŸ“ˆ Position Alpha vs SPY
-60.9%
annualised excess return

❌ Significantly underperformed the S&P 500 by 60.9% ann.
2 quarters analyzed

πŸ’° Entry Quality
$11.51
-24.2% vs current ($8.73)

Best entry: $8.73 (2025 Q4)  Β·  Worst: $12.90 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–32.3%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

3 adds Β· 0 trims. Bought during 1 of 1 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.1% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    KELYA price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 432,025 +820 +0.2% 0.10% $3.8M $8.73
2025 Q3 ADDED 431,205 +20,870 +5.1% 0.16% $5.7M $12.90
2025 Q2 INITIATED 410,335 β€” β€” 0.14% $4.8M $11.45

🏒 Other funds also holding KELYA

As of 2025 Q4 β€” sorted by position size

RAFFLES ASSOCIATES LP 3Y 7Y 0.57% Minerva Advisors LLC 3Y 7Y 0.34% PRIVATE MANAGEMENT GROUP INC 3Y 7Y 0.33% JB CAPITAL PARTNERS LP 3Y 0.31% Pacific Ridge Capital Partners, LLC 3Y 7Y 0.23% Numerai GP LLC 3Y 0.18% OXFORD ASSET MANAGEMENT LLP 3Y 7Y 0.15% KENNEDY CAPITAL MANAGEMENT LLC 3Y 7Y 0.13% BUCKHEAD CAPITAL MANAGEMENT LLC 3Y 7Y 0.12% RBF Capital, LLC 3Y 7Y 0.05%
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