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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 4 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 INNOVATOR ETFS TRUST 16,185.0 $421K 0.09% -250.0 -1.5% $25.98
62 ES EVERSOURCE ENERGY Utilities 5,676.0 $410K 0.09% +39.0 +0.7% $72.27 -0.8%
63 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,040.0 $402K 0.09% $386.73 +4.1%
64 WMT WALMART INC Consumer Defensive 3,545.0 $402K 0.09% +96.0 +2.8% $113.29 -7.9%
65 DYNF BLACKROCK ETF TRUST 5,865.0 $399K 0.09% -41.0 -0.7% $68.01 +1.6%
66 TSLA TESLA INC Consumer Cyclical 912.0 $381K 0.09% +335.0 +58.1% $417.72 -17.2%
67 TRV TRAVELERS COMPANIES INC Financial Services 1,148.0 $377K 0.08% +192.0 +20.1% $328.72 +12.9%
68 DFAX DIMENSIONAL ETF TRUST 10,154.0 $374K 0.08% $36.84 +3.9%
69 BAC BANK OF AMER CORP Financial Services 6,181.0 $352K 0.08% -72.0 -1.1% $56.99 +9.2%
70 EFV ISHARES TR 4,593.0 $352K 0.08% -384.0 -7.7% $76.55 +7.4%
71 CAT CATERPILLAR INC Industrials 327.0 $348K 0.08% +10.0 +3.1% $1064.90 -22.8%
72 MRK MERCK & CO INC Healthcare 2,609.0 $335K 0.07% $128.48 +19.2%
73 KO COCA COLA CO Consumer Defensive 4,097.0 $335K 0.07% $81.81 +10.1%
74 JNJ JOHNSON & JOHNSON Healthcare 1,308.0 $332K 0.07% $254.01 +6.3%
75 PM PHILIP MORRIS INTL INC Consumer Defensive 1,812.0 $328K 0.07% $180.91 +7.3%
76 META META PLATFORMS INC Communication Services 566.0 $318K 0.07% +76.0 +15.5% $562.69 +2.4%
77 EFG ISHARES TR 2,539.0 $316K 0.07% +16.0 +0.6% $124.41 +1.0%
78 IYW ISHARES TR 1,249.0 $315K 0.07% $252.22 -2.2%
79 JEPI J P MORGAN EXCHANGE TRADED F 5,453.0 $308K 0.07% +852.0 +18.5% $56.48 +3.0%
80 INNOVATOR ETFS TRUST 11,400.0 $304K 0.07% NEW $26.64
Page 4 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%