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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 1 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JIRE J P MORGAN EXCHANGE TRADED F 459,051.0 $37.9M 8.41% -37K -7.5% $82.49 +3.5%
2 BBIN J P MORGAN EXCHANGE TRADED F 64,109.0 $5.0M 1.11% -1K -1.9% $78.08 +4.3%
3 JMOM J P MORGAN EXCHANGE TRADED F 53,016.0 $4.5M 1.01% -926.0 -1.7% $85.46 -2.9%
4 IWY ISHARES TR 13,985.0 $4.1M 0.90% -221.0 -1.6% $290.62 -2.1%
5 RSP INVESCO EXCHANGE TRADED FD T 16,511.0 $3.5M 0.78% -599.0 -3.5% $212.77 +4.4%
6 IXUS ISHARES TR 31,830.0 $3.0M 0.68% -504.0 -1.6% $95.44 +2.9%
7 BBAG J P MORGAN EXCHANGE TRADED F 64,944.0 $3.0M 0.66% -3K -3.8% $45.95 -1.3%
8 IWM ISHARES TR 6,034.0 $1.8M 0.40% -133.0 -2.2% $300.45 -0.6%
9 PDP INVESCO EXCHANGE TRADED FD T 10,827.0 $1.6M 0.36% -86.0 -0.8% $151.73 -10.3%
10 BBEU J P MORGAN EXCHANGE TRADED F 19,907.0 $1.5M 0.34% -1K -6.3% $77.77 +4.2%
11 SCHV SCHWAB STRATEGIC TR 44,284.0 $1.5M 0.34% -996.0 -2.2% $34.81 +0.5%
12 SLYV SPDR SERIES TRUST 12,760.0 $1.4M 0.31% -199.0 -1.5% $109.11 +0.7%
13 SCZ ISHARES TR 13,955.0 $1.1M 0.26% -146.0 -1.0% $82.27 +5.9%
14 QUAL ISHARES TR 4,612.0 $1.0M 0.23% -98.0 -2.1% $219.42 +2.1%
15 IEMG ISHARES INC 11,992.0 $993K 0.22% -244.0 -2.0% $82.84 -1.1%
16 XLV SELECT SECTOR SPDR TR 5,549.0 $880K 0.20% -42.0 -0.8% $158.67 +9.9%
17 JPEM J P MORGAN EXCHANGE TRADED F 11,246.0 $706K 0.16% -477.0 -4.1% $62.78 +6.3%
18 SLQD ISHARES TR 11,186.0 $563K 0.12% -629.0 -5.3% $50.37 -0.3%
19 IEI ISHARES TR 3,715.0 $436K 0.10% -199.0 -5.1% $117.45 -0.6%
20 SHY ISHARES TR 5,188.0 $426K 0.10% -227.0 -4.2% $82.11 -0.1%
Page 1 of 2  ·  33 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%