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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 5 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IWX ISHARES TR 4,063.0 $427K 0.09% -5K -52.6% $105.15 +7.4%
82 ORCL ORACLE CORP Technology 2,903.0 $425K 0.09% +125.0 +4.5% $146.53 -1.0%
83 VGT VANGUARD WORLD FD 3,539.0 $423K 0.09% +3K +700.7% $119.53 -1.7%
84 CSCO CISCO SYS INC Technology 3,587.0 $421K 0.09% $117.46 -5.3%
85 COP CONOCOPHILLIPS Energy 3,998.0 $416K 0.09% +71.0 +1.8% $103.96 +27.0%
86 SPYG SPDR SERIES TRUST 3,483.0 $414K 0.09% -5K -57.2% $118.98 +1.0%
87 ABBV ABBVIE INC Healthcare 1,549.0 $390K 0.08% -69.0 -4.3% $251.69 +5.7%
88 IWY ISHARES TR 1,336.0 $388K 0.08% +36.0 +2.8% $290.63 -2.0%
89 SPDW SPDR INDEX SHS FDS 7,604.0 $383K 0.08% -4K -36.6% $50.39 +3.6%
90 MUB ISHARES TR 3,473.0 $374K 0.08% -5K -58.6% $107.61 -1.9%
91 IWB ISHARES TR 888.0 $364K 0.08% +44.0 +5.2% $409.37 +2.5%
92 INTC INTEL CORP Technology 2,543.0 $355K 0.08% NEW $139.61 -36.3%
93 VZ VERIZON COMMUNICATIONS INC Communication Services 8,216.0 $348K 0.07% +818.0 +11.1% $42.34 +18.6%
94 VTV VANGUARD INDEX FDS 1,591.0 $347K 0.07% -486.0 -23.4% $217.91 +4.0%
95 WMT WALMART INC Consumer Defensive 3,038.0 $344K 0.07% NEW $113.28 -7.4%
96 QQQ INVESCO QQQ TR Financial Services 466.0 $343K 0.07% +4.0 +0.9% $736.27 -3.4%
97 PM PHILIP MORRIS INTL INC Consumer Defensive 1,883.0 $341K 0.07% -88.0 -4.5% $180.88 +6.5%
98 IGIB ISHARES TR 6,163.0 $328K 0.07% -438.0 -6.6% $53.17 -1.4%
99 FISR SSGA ACTIVE TR 12,737.0 $327K 0.07% -1K -8.2% $25.65 -1.2%
100 GLD SPDR GOLD TR Financial Services 886.0 $327K 0.07% +7.0 +0.8% $368.52 +15.4%
Page 5 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%