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Portfolio (Quarterly) Guide ↗

KELLY FINANCIAL GROUP LLC

· CIK 0001128066
13F Portfolio $450M AUM 107 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 40 Added 33 Reduced 5 Exited
Page 2 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PG PROCTER & GAMBLE CO Consumer Defensive 6,735.0 $988K 0.22% +68.0 +1.0% $146.65 -1.1%
22 IUSB ISHARES TR 20,164.0 $931K 0.21% +264.0 +1.3% $46.15 -1.1%
23 IVV ISHARES TR 1,096.0 $820K 0.18% +29.0 +2.7% $748.58 +2.7%
24 SPY STATE STR SPDR S&P 500 ETF T Financial Services 819.0 $612K 0.14% +15.0 +1.9% $747.15 +2.4%
25 PFE PFIZER INC Healthcare 18,133.0 $437K 0.10% +164.0 +0.9% $24.08 +17.7%
26 ES EVERSOURCE ENERGY Utilities 5,676.0 $410K 0.09% +39.0 +0.7% $72.27 -0.9%
27 WMT WALMART INC Consumer Defensive 3,545.0 $402K 0.09% +96.0 +2.8% $113.29 -7.8%
28 TSLA TESLA INC Consumer Cyclical 912.0 $381K 0.09% +335.0 +58.1% $417.72 -17.5%
29 TRV TRAVELERS COMPANIES INC Financial Services 1,148.0 $377K 0.08% +192.0 +20.1% $328.72 +13.0%
30 CAT CATERPILLAR INC Industrials 327.0 $348K 0.08% +10.0 +3.1% $1064.90 -22.8%
31 META META PLATFORMS INC Communication Services 566.0 $318K 0.07% +76.0 +15.5% $562.69 +2.5%
32 EFG ISHARES TR 2,539.0 $316K 0.07% +16.0 +0.6% $124.41 +0.9%
33 JEPI J P MORGAN EXCHANGE TRADED F 5,453.0 $308K 0.07% +852.0 +18.5% $56.48 +2.9%
34 MCD MCDONALDS CORP Consumer Cyclical 1,019.0 $275K 0.06% +14.0 +1.4% $270.31 -1.4%
35 HD HOME DEPOT INC Consumer Cyclical 742.0 $261K 0.06% +52.0 +7.5% $352.29 -4.7%
36 IBM INTERNATIONAL BUSINESS MACHS Technology 920.0 $259K 0.06% +20.0 +2.2% $281.22 -18.3%
37 HDV ISHARES TR 9,310.0 $255K 0.06% +7K +400.0% $27.41 +8.7%
38 OEF ISHARES TR 673.0 $246K 0.06% +22.0 +3.4% $366.11 +3.0%
39 NOBL PROSHARES TR 4,160.0 $234K 0.05% +2K +100.0% $56.16 +4.7%
40 MBB ISHARES TR 2,185.0 $207K 0.05% +27.0 +1.2% $94.52 -1.1%
Page 2 of 2  ·  40 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 47.0%
Financial Services 21.2%
Communication Services 10.1%
Consumer Cyclical 8.5%
Consumer Defensive 6.2%
Healthcare 4.6%
Utilities 1.2%
Industrials 1.1%