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Portfolio (Quarterly) Guide ↗

KELLY FINANCIAL GROUP LLC

· CIK 0001128066
13F Portfolio $393M AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 96 New
Page 4 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,040.0 $365K 0.09% NEW $350.55 +9.5%
62 WMT WALMART INC Consumer Defensive 3,204.0 $358K 0.09% NEW $111.63 +7.0%
63 DYNF BLACKROCK ETF TRUST 5,716.0 $348K 0.09% NEW $60.81 +9.3%
64 OEF ISHARES TR 986.0 $338K 0.09% NEW $343.02 +4.7%
65 META META PLATFORMS INC Communication Services 509.0 $336K 0.09% NEW $660.70 -15.6%
66 DFAX DIMENSIONAL ETF TRUST 9,650.0 $316K 0.08% NEW $32.73 +11.5%
67 MCD MCDONALDS CORP Consumer Cyclical 965.0 $295K 0.07% NEW $305.63 -10.4%
68 PM PHILIP MORRIS INTL INC Consumer Defensive 1,812.0 $291K 0.07% NEW $160.40 +11.5%
69 KO COCA COLA CO Consumer Defensive 4,083.0 $285K 0.07% NEW $69.91 +15.3%
70 TRV TRAVELERS COMPANIES INC Financial Services 959.0 $278K 0.07% NEW $290.23 +10.5%
71 T AT&T INC Communication Services 11,131.0 $276K 0.07% NEW $24.84 -9.9%
72 MRK MERCK & CO INC Healthcare 2,600.0 $276K 0.07% NEW $106.13 +13.7%
73 IBM INTERNATIONAL BUSINESS MACHS Technology 906.0 $268K 0.07% NEW $296.21 -11.2%
74 TSLA TESLA INC Consumer Cyclical 582.0 $262K 0.07% NEW $449.72 -16.5%
75 IYW ISHARES TR 1,251.0 $250K 0.06% NEW $199.75 +21.2%
76 DFSD DIMENSIONAL ETF TRUST 5,120.0 $246K 0.06% NEW $47.95 -0.5%
77 BIL SPDR SERIES TRUST 2,623.0 $240K 0.06% NEW $91.38 +0.2%
78 HD HOME DEPOT INC Consumer Cyclical 694.0 $239K 0.06% NEW $343.98 -0.3%
79 MAR MARRIOTT INTL INC NEW Consumer Cyclical 760.0 $236K 0.06% NEW $310.24 +23.6%
80 DVY ISHARES TR 1,661.0 $234K 0.06% NEW $141.14 +10.4%
Page 4 of 5  ·  96 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 50.7%
Financial Services 23.7%
Consumer Cyclical 8.6%
Consumer Defensive 6.4%
Healthcare 4.5%
Communication Services 2.1%
Utilities 1.3%
Energy 1.3%
Industrials 1.3%