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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 5 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DFUV DIMENSIONAL ETF TRUST 5,379.0 $296K 0.07% -53.0 -1.0% $55.01 +4.5%
82 DFSD DIMENSIONAL ETF TRUST 5,976.0 $285K 0.06% -107.0 -1.8% $47.75 -0.8%
83 EMGF ISHARES INC 3,833.0 $281K 0.06% -20.0 -0.5% $73.26 -1.8%
84 INNOVATOR ETFS TRUST 10,625.0 $279K 0.06% NEW $26.28
85 T AT&T INC Communication Services 13,312.0 $276K 0.06% -222.0 -1.6% $20.70 +25.2%
86 MCD MCDONALDS CORP Consumer Cyclical 1,019.0 $275K 0.06% +14.0 +1.4% $270.31 -1.1%
87 HIG HARTFORD INSURANCE GROUP INC Financial Services 2,041.0 $272K 0.06% NEW $133.21 +4.9%
88 MAR MARRIOTT INTL INC NEW Consumer Cyclical 730.0 $271K 0.06% -15.0 -2.0% $370.59 -3.4%
89 HD HOME DEPOT INC Consumer Cyclical 742.0 $261K 0.06% +52.0 +7.5% $352.29 -4.3%
90 MTUM ISHARES TR 759.0 $260K 0.06% NEW $342.83 -11.5%
91 IBM INTERNATIONAL BUSINESS MACHS Technology 920.0 $259K 0.06% +20.0 +2.2% $281.22 -18.2%
92 HDV ISHARES TR 9,310.0 $255K 0.06% +7K +400.0% $27.41 +8.8%
93 OEF ISHARES TR 673.0 $246K 0.06% +22.0 +3.4% $366.11 +3.1%
94 BIL SPDR SERIES TRUST 2,623.0 $240K 0.05% $91.64 -0.0%
95 NOBL PROSHARES TR 4,160.0 $234K 0.05% +2K +100.0% $56.16 +4.7%
96 DVY ISHARES TR 1,489.0 $233K 0.05% -42.0 -2.7% $156.30 +5.4%
97 BINC BLACKROCK ETF TRUST II 4,250.0 $222K 0.05% NEW $52.34 -0.4%
98 INNOVATOR ETFS TRUST 7,239.0 $217K 0.05% $29.97
99 INTC INTEL CORP Technology 1,556.0 $216K 0.05% NEW $139.12 -37.8%
100 HONEYWELL INTL INC 965.0 $216K 0.05% NEW $223.90
Page 5 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%