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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 Chg Shares Chg % Period Price ① Since Period ①
1 JIRE J P MORGAN EXCHANGE TRADED F 496,488.0 $37.6M 9.46% NEW $75.73 +6.7%
2 INNOVATOR ETFS TRUST 19,522.0 $532K 0.13% NEW $27.26
3 INNOVATOR ETFS TRUST 16,435.0 $417K 0.10% NEW $25.39
4 JBND J P MORGAN EXCHANGE TRADED F 7,145.0 $384K 0.10% NEW $53.77 -0.3%
5 GOVT ISHARES TR 10,494.0 $240K 0.06% NEW $22.91 -0.4%
6 CAT CATERPILLAR INC Industrials 317.0 $225K 0.06% NEW $708.46 +38.8%

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 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%