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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 4 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,684.0 $624K 0.13% $370.55 -3.1%
62 BBUS J P MORGAN EXCHANGE TRADED F 4,597.0 $619K 0.13% +465.0 +11.2% $134.73 +2.5%
63 JPM JPMORGAN CHASE & CO Financial Services 1,864.0 $610K 0.13% -189.0 -9.2% $327.28 +8.5%
64 ILCV ISHARES TR 5,679.0 $575K 0.12% +512.0 +9.9% $101.23 +7.1%
65 TSLA TESLA INC Consumer Cyclical 1,365.0 $574K 0.12% +16.0 +1.2% $420.70 -15.7%
66 TECL DIREXION SHARES ETF TRUST 2,460.0 $568K 0.12% +216.0 +9.6% $230.77 -17.8%
67 CVX CHEVRON CORPORATION Energy 3,361.0 $557K 0.12% +52.0 +1.6% $165.75 +21.3%
68 SOXL DIREXION SHARES ETF TRUST 1,963.0 $524K 0.11% NEW $266.72 -56.3%
69 GOOG ALPHABET INC 1,420.0 $502K 0.11% -111.0 -7.2% $353.32
70 ROK ROCKWELL AUTOMATION INC Industrials 996.0 $493K 0.11% -16.0 -1.6% $495.03 -12.6%
71 SOXX ISHARES TR 756.0 $484K 0.10% -177.0 -19.0% $640.85 -19.6%
72 EFG ISHARES TR 3,783.0 $471K 0.10% NEW $124.41 +1.3%
73 SPEM SPDR INDEX SHS FDS 9,040.0 $468K 0.10% +607.0 +7.2% $51.78 +1.3%
74 TJX TJX COS INC NEW Consumer Cyclical 3,078.0 $466K 0.10% -124.0 -3.9% $151.52 -7.4%
75 VUG VANGUARD INDEX FDS 5,391.0 $464K 0.10% +4K +372.9% $86.15 +1.5%
76 XAR SPDR SERIES TRUST 1,635.0 $464K 0.10% NEW $283.79 -6.4%
77 USIG ISHARES TR 8,983.0 $461K 0.10% NEW $51.29 -1.6%
78 SPSM SPDR SERIES TRUST 7,868.0 $454K 0.10% +3K +72.6% $57.67 -1.3%
79 VEA VANGUARD TAX-MANAGED FDS 6,287.0 $448K 0.10% -3K -29.3% $71.25 +3.4%
80 USMV ISHARES TR 4,570.0 $441K 0.09% +297.0 +7.0% $96.47 +5.2%
Page 4 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%