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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
Page 2 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SLQD ISHARES TR 11,815.0 $597K 0.15% -406.0 -3.3% $50.49 -0.3%
22 SPY STATE STR SPDR S&P 500 ETF T Financial Services 804.0 $523K 0.13% -29.0 -3.5% $650.68 +12.7%
23 PFE PFIZER INC Healthcare 17,969.0 $505K 0.13% -566.0 -3.0% $28.08 -14.3%
24 IEI ISHARES TR 3,914.0 $464K 0.12% -74.0 -1.9% $118.60 -0.9%
25 SHY ISHARES TR 5,415.0 $447K 0.11% -142.0 -2.6% $82.57 -0.6%
26 ES EVERSOURCE ENERGY Utilities 5,637.0 $391K 0.10% -216.0 -3.7% $69.27 +3.5%
27 EFV ISHARES TR 4,977.0 $370K 0.09% -130.0 -2.5% $74.35 +1.8%
28 BAC BANK AMERICA CORP Financial Services 6,253.0 $305K 0.08% -409.0 -6.1% $48.73 +18.5%
29 META META PLATFORMS INC Communication Services 490.0 $274K 0.07% -19.0 -3.7% $559.72 -0.3%
30 MAR MARRIOTT INTL INC NEW Consumer Cyclical 745.0 $244K 0.06% -15.0 -2.0% $327.07 +17.2%
31 DVY ISHARES TR 1,531.0 $232K 0.06% -130.0 -7.8% $151.41 +2.9%
32 HD HOME DEPOT INC Consumer Cyclical 690.0 $227K 0.06% -4.0 -0.6% $328.77 +4.3%
33 IBM INTERNATIONAL BUSINESS MACHS Technology 900.0 $217K 0.06% -6.0 -0.7% $241.51 +8.9%
34 TSLA TESLA INC Consumer Cyclical 577.0 $212K 0.05% -5.0 -0.9% $367.33 +2.2%
35 OEF ISHARES TR 651.0 $207K 0.05% -335.0 -34.0% $318.23 +12.9%
36 DNP DNP SELECT INCOME FD INC Financial Services 17,260.0 $178K 0.04% -1K -5.9% $10.30 +5.0%
Page 2 of 2  ·  36 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 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%