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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 3 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PG PROCTER & GAMBLE CO Consumer Defensive 6,735.0 $988K 0.22% +68.0 +1.0% $146.65 -1.0%
42 IUSB ISHARES TR 20,164.0 $931K 0.21% +264.0 +1.3% $46.15 -1.1%
43 XLV SELECT SECTOR SPDR TR 5,549.0 $880K 0.20% -42.0 -0.8% $158.67 +10.0%
44 IVV ISHARES TR 1,096.0 $820K 0.18% +29.0 +2.7% $748.58 +2.8%
45 ASML ASML HLDG NV Technology 402.0 $800K 0.18% $1989.44 -12.2%
46 NVDA NVIDIA CORPORATION Technology 3,663.0 $733K 0.16% $200.09 +5.7%
47 JPEM J P MORGAN EXCHANGE TRADED F 11,246.0 $706K 0.16% -477.0 -4.1% $62.78 +6.3%
48 DFUS DIMENSIONAL ETF TRUST 8,466.0 $694K 0.15% $81.94 +2.1%
49 MA MASTERCARD INCORPORATED Financial Services 1,330.0 $683K 0.15% $513.42 +16.2%
50 ISCV ISHARES TR 8,573.0 $671K 0.15% $78.32 +3.4%
51 J P MORGAN EXCHANGE TRADED F 4,688.0 $657K 0.15% $140.23
52 SPY STATE STR SPDR S&P 500 ETF T Financial Services 819.0 $612K 0.14% +15.0 +1.9% $747.15 +2.5%
53 JAJL INNOVATOR ETFS TRUST 19,555.0 $585K 0.13% $29.91 +1.0%
54 SLQD ISHARES TR 11,186.0 $563K 0.12% -629.0 -5.3% $50.37 -0.3%
55 IVW ISHARES TR 3,977.0 $547K 0.12% $137.53 +0.7%
56 INNOVATOR ETFS TRUST 19,522.0 $547K 0.12% $27.99
57 PFE PFIZER INC Healthcare 18,133.0 $437K 0.10% +164.0 +0.9% $24.08 +17.5%
58 IEI ISHARES TR 3,715.0 $436K 0.10% -199.0 -5.1% $117.45 -0.7%
59 SHY ISHARES TR 5,188.0 $426K 0.10% -227.0 -4.2% $82.11 -0.1%
60 JPM JPMORGAN CHASE & CO Financial Services 1,299.0 $425K 0.09% -7.0 -0.5% $327.36 +8.7%
Page 3 of 6  ·  107 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%