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Portfolio (Quarterly) Guide ↗

Kelly Financial Services LLC

· CIK 0002023336
13F Portfolio $467M AUM 141 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 35 New 53 Added 42 Reduced 17 Exited
Page 3 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 QQQ INVESCO QQQ TR Financial Services 466.0 $343K 0.07% +4.0 +0.9% $736.27 -3.6%
42 GLD SPDR GOLD TR Financial Services 886.0 $327K 0.07% +7.0 +0.8% $368.52 +15.1%
43 IEI ISHARES TR 2,569.0 $302K 0.07% +723.0 +39.2% $117.44 -0.6%
44 IWL ISHARES TR 1,574.0 $291K 0.06% +350.0 +28.6% $184.96 +2.4%
45 T AT&T INC Communication Services 13,891.0 $288K 0.06% +2K +16.8% $20.70 +23.9%
46 PG PROCTER & GAMBLE CO Consumer Defensive 1,945.0 $285K 0.06% +223.0 +12.9% $146.65 -0.7%
47 META META PLATFORMS INC Communication Services 506.0 $285K 0.06% +126.0 +33.2% $562.99 +0.2%
48 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 301.0 $282K 0.06% +42.0 +16.2% $936.00 +3.0%
49 SNA SNAP ON INC Industrials 681.0 $274K 0.06% +4.0 +0.6% $402.22 -1.7%
50 AMGN AMGEN INC Healthcare 751.0 $272K 0.06% +7.0 +0.9% $362.10 +22.1%
51 NVS NOVARTIS AG Healthcare 1,529.0 $240K 0.05% +30.0 +2.0% $156.67 +1.3%
52 JAVA J P MORGAN EXCHANGE TRADED F 2,990.0 $237K 0.05% +151.0 +5.3% $79.42 +4.7%
53 PAYX PAYCHEX INC Industrials 2,215.0 $218K 0.05% +342.0 +18.3% $98.32 +27.5%
Page 3 of 3  ·  53 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 27.9%
Financial Services 24.5%
Basic Materials 11.7%
Industrials 9.5%
Consumer Cyclical 9.2%
Healthcare 4.6%
Energy 4.3%
Communication Services 4.1%
Consumer Defensive 3.1%
Real Estate 0.6%