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Portfolio (Quarterly) Guide ↗

Kelly Financial Services LLC

· CIK 0002023336
13F Portfolio $399M AUM 123 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 14 New 37 Added 56 Reduced 5 Exited
Page 3 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CSCO CISCO SYS INC Technology 3,597.0 $277K 0.07% -217.0 -5.7% $77.02 +55.4%
42 BSV VANGUARD BD INDEX FDS 3,494.0 $275K 0.07% -288.0 -7.6% $78.81 -1.0%
43 HYDB ISHARES TR 5,508.0 $261K 0.07% -11K -65.8% $47.35 -1.0%
44 AMP AMERIPRISE FINL INC Financial Services 529.0 $260K 0.07% -49.0 -8.5% $490.64 -9.7%
45 META META PLATFORMS INC Communication Services 380.0 $251K 0.06% -5.0 -1.3% $660.43 -3.8%
46 PG PROCTER AND GAMBLE CO Consumer Defensive 1,722.0 $247K 0.06% -51.0 -2.9% $143.28 +3.0%
47 PLD PROLOGIS INC. Real Estate 1,909.0 $244K 0.06% -149.0 -7.2% $127.68 +14.8%
48 AMGN AMGEN INC Healthcare 744.0 $243K 0.06% -4.0 -0.5% $327.21 +2.7%
49 PEP PEPSICO INC Consumer Defensive 1,663.0 $239K 0.06% -38.0 -2.2% $143.48 +3.0%
50 BLK BLACKROCK INC Financial Services 218.0 $234K 0.06% -19.0 -8.0% $1071.12 -0.1%
51 SNA SNAP ON INC Industrials 677.0 $233K 0.06% -54.0 -7.4% $344.62 +8.0%
52 ABT ABBOTT LABS Healthcare 1,778.0 $223K 0.06% -110.0 -5.8% $125.26 -31.6%
53 BUFG FIRST TR EXCHNG TRADED FD VI 7,944.0 $219K 0.06% -248.0 -3.0% $27.52 +6.1%
54 SPSM SPDR SERIES TRUST 4,559.0 $214K 0.05% -2K -27.7% $46.86 +15.9%
55 PAYX PAYCHEX INC Industrials 1,873.0 $210K 0.05% -147.0 -7.3% $112.16 -15.8%
56 VWO VANGUARD INTL EQUITY INDEX F 3,791.0 $204K 0.05% -764.0 -16.8% $53.76 +12.2%
Page 3 of 3  ·  56 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
Financial Services 39.8%
Technology 20.9%
Basic Materials 10.4%
Consumer Cyclical 8.7%
Communication Services 4.5%
Healthcare 4.5%
Industrials 4.0%
Energy 3.6%
Consumer Defensive 2.4%
Real Estate 0.6%