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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 2 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JAAA JANUS DETROIT STR TR 129,226.0 $6.5M 1.40% +17K +14.8% $50.49 +0.4%
22 SYSB ISHARES TR 67,728.0 $6.0M 1.29% +11K +20.0% $88.72 -1.3%
23 SECU BLACKROCK ETF TRUST II 117,403.0 $5.9M 1.25% NEW $49.86 -0.4%
24 OEF ISHARES TR 14,938.0 $5.5M 1.17% -50K -76.9% $365.87 +3.3%
25 SHW SHERWIN WILLIAMS CO Basic Materials 13,945.0 $4.8M 1.03% $344.33 +1.0%
26 LQDW ISHARES TR 180,681.0 $4.3M 0.93% NEW $24.02 -2.6%
27 AAPL APPLE INC Technology 14,919.0 $4.3M 0.92% $289.35 +7.3%
28 IAU ISHARES GOLD TR Financial Services 53,485.0 $4.0M 0.86% -79K -59.7% $75.51 +14.9%
29 EUHY ISHARES INC 67,238.0 $3.6M 0.78% NEW $53.86 -0.7%
30 EMLC VANECK ETF TRUST 138,426.0 $3.5M 0.76% +9K +7.0% $25.56 +1.3%
31 EFV ISHARES TR 44,238.0 $3.4M 0.72% -154K -77.7% $76.55 +7.3%
32 ITOT ISHARES TR 20,518.0 $3.4M 0.72% +228.0 +1.1% $164.27 +2.2%
33 BALI BLACKROCK ETF TRUST 82,596.0 $2.8M 0.60% +29K +53.6% $33.83 +2.5%
34 JEPI J P MORGAN EXCHANGE TRADED F 48,256.0 $2.7M 0.58% +18K +59.7% $56.48 +2.9%
35 IYW ISHARES TR 9,089.0 $2.3M 0.49% -616.0 -6.3% $252.22 -2.1%
36 QUAL ISHARES TR 10,392.0 $2.3M 0.49% -55K -84.2% $219.43 +2.1%
37 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,595.0 $1.9M 0.41% -111.0 -4.1% $746.86 +2.5%
38 DIVI FRANKLIN TEMPLETON ETF TR 44,422.0 $1.9M 0.41% +486.0 +1.1% $42.72 +4.5%
39 INDB INDEPENDENT BK CORP MASS Financial Services 20,771.0 $1.7M 0.37% -138.0 -0.7% $83.72 -0.4%
40 IUSB ISHARES TR 36,806.0 $1.7M 0.36% +7K +24.9% $46.15 -1.2%
Page 2 of 8  ·  141 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%