Portfolio (Quarterly) Guide ↗

KELLY FINANCIAL GROUP LLC

· CIK 0001128066

13F Portfolio $398M AUM 100 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 6 New 38 Added 36 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	BLACKROCK ETF TRUST	—	2,848	$211K	0.05%	SOLD
2	AXP	AMERICAN EXPRESS CO	Financial Services	547	$202K	0.05%	SOLD

Sector Allocation

Technology 47.0%

Financial Services 23.7%

Consumer Cyclical 8.5%

Consumer Defensive 7.3%

Healthcare 5.3%

Communication Services 2.4%

Industrials 2.4%

Energy 2.0%

Utilities 1.4%