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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 6 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 INNOVATOR ETFS TRUST 7,871.0 $216K 0.05% NEW $27.39
102 IAGG ISHARES TR 4,229.0 $214K 0.05% -402.0 -8.7% $50.60 -1.5%
103 HONEYWELL AEROSPACE INC 965.0 $213K 0.05% NEW $221.08
104 BLACKROCK ETF TRUST 2,644.0 $212K 0.05% NEW $80.16
105 MBB ISHARES TR 2,185.0 $207K 0.05% +27.0 +1.2% $94.52 -1.0%
106 AMAT APPLIED MATLS INC Technology 281.0 $203K 0.04% NEW $723.00 -33.9%
107 DNP DNP SELECT INCOME FD INC Financial Services 16,550.0 $179K 0.04% -710.0 -4.1% $10.79 +2.2%
Page 6 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%