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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 5 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 JEPI J P MORGAN EXCHANGE TRADED F 4,601.0 $261K 0.07% +686.0 +17.5% $56.68 -0.9%
82 HDV ISHARES TR 1,862.0 $253K 0.06% $135.72 -79.8%
83 MAR MARRIOTT INTL INC NEW Consumer Cyclical 745.0 $244K 0.06% -15.0 -2.0% $327.07 +17.9%
84 GOVT ISHARES TR 10,494.0 $240K 0.06% NEW $22.91 -0.4%
85 BIL SPDR SERIES TRUST 2,623.0 $240K 0.06% $91.64 -0.0%
86 EMGF ISHARES INC 3,853.0 $233K 0.06% +284.0 +8.0% $60.43 +18.3%
87 DVY ISHARES TR 1,531.0 $232K 0.06% -130.0 -7.8% $151.41 +3.0%
88 IAGG ISHARES TR 4,631.0 $232K 0.06% +479.0 +11.5% $50.04 +1.1%
89 IYW ISHARES TR 1,252.0 $227K 0.06% $181.38 +32.3%
90 HD HOME DEPOT INC Consumer Cyclical 690.0 $227K 0.06% -4.0 -0.6% $328.77 +4.3%
91 CAT CATERPILLAR INC Industrials 317.0 $225K 0.06% NEW $708.46 +38.4%
92 TLH ISHARES TR 2,218.0 $223K 0.06% +66.0 +3.1% $100.72 +0.4%
93 NOBL PROSHARES TR 2,080.0 $221K 0.06% $106.01 -47.6%
94 IBM INTERNATIONAL BUSINESS MACHS Technology 900.0 $217K 0.06% -6.0 -0.7% $241.51 +9.1%
95 TSLA TESLA INC Consumer Cyclical 577.0 $212K 0.05% -5.0 -0.9% $367.33 +1.8%
96 INNOVATOR ETFS TRUST 7,239.0 $210K 0.05% $29.07
97 OEF ISHARES TR 651.0 $207K 0.05% -335.0 -34.0% $318.23 +12.8%
98 MBB ISHARES TR 2,158.0 $205K 0.05% +19.0 +0.9% $94.95 -0.2%
99 DNP DNP SELECT INCOME FD INC Financial Services 17,260.0 $178K 0.04% -1K -5.9% $10.30 +5.8%
100 FG F&G ANNUITIES & LIFE INC Financial Services 105,850.0 $106K 0.03% $1.00 +2592.5%
Page 5 of 5  ·  100 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%