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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NN NEXTNAV INC Communication Services 153,549.0 $2.7M 0.61% NEW $17.83 -13.7%
2 INNOVATOR ETFS TRUST 11,400.0 $304K 0.07% NEW $26.64
3 INNOVATOR ETFS TRUST 10,625.0 $279K 0.06% NEW $26.28
4 HIG HARTFORD INSURANCE GROUP INC Financial Services 2,041.0 $272K 0.06% NEW $133.21 +5.0%
5 MTUM ISHARES TR 759.0 $260K 0.06% NEW $342.83 -11.4%
6 BINC BLACKROCK ETF TRUST II 4,250.0 $222K 0.05% NEW $52.34 -0.4%
7 INTC INTEL CORP Technology 1,556.0 $216K 0.05% NEW $139.12 -37.2%
8 HONEYWELL INTL INC 965.0 $216K 0.05% NEW $223.90
9 INNOVATOR ETFS TRUST 7,871.0 $216K 0.05% NEW $27.39
10 HONEYWELL AEROSPACE INC 965.0 $213K 0.05% NEW $221.08
11 BLACKROCK ETF TRUST 2,644.0 $212K 0.05% NEW $80.16
12 AMAT APPLIED MATLS INC Technology 281.0 $203K 0.04% NEW $723.00 -33.8%

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 21.2%
Communication Services 10.1%
Consumer Cyclical 8.5%
Consumer Defensive 6.2%
Healthcare 4.6%
Utilities 1.2%
Industrials 1.1%