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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 6 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 V VISA INC Financial Services 932.0 $320K 0.07% -36.0 -3.7% $342.92 +11.7%
102 IEI ISHARES TR 2,569.0 $302K 0.07% +723.0 +39.2% $117.44 -0.6%
103 XMMO INVESCO EXCHANGE TRADED FD T 1,742.0 $296K 0.06% NEW $170.16 -8.9%
104 IWL ISHARES TR 1,574.0 $291K 0.06% +350.0 +28.6% $184.96 +2.4%
105 T AT&T INC Communication Services 13,891.0 $288K 0.06% +2K +16.8% $20.70 +24.7%
106 PG PROCTER & GAMBLE CO Consumer Defensive 1,945.0 $285K 0.06% +223.0 +12.9% $146.65 -0.9%
107 META META PLATFORMS INC Communication Services 506.0 $285K 0.06% +126.0 +33.2% $562.99 +0.5%
108 DGRO ISHARES TR 3,752.0 $284K 0.06% -318.0 -7.8% $75.79 +5.4%
109 HYG ISHARES TR 3,545.0 $284K 0.06% NEW $79.97 -0.1%
110 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 301.0 $282K 0.06% +42.0 +16.2% $936.00 +2.8%
111 SNA SNAP ON INC Industrials 681.0 $274K 0.06% +4.0 +0.6% $402.22 -2.0%
112 AMGN AMGEN INC Healthcare 751.0 $272K 0.06% +7.0 +0.9% $362.10 +22.5%
113 BAC BANK OF AMER CORP Financial Services 4,737.0 $270K 0.06% $56.98 +9.6%
114 PANW PALO ALTO NETWORKS INC Technology 784.0 $267K 0.06% NEW $341.12 -0.6%
115 FLTR VANECK ETF TRUST 10,245.0 $262K 0.06% NEW $25.61 -0.1%
116 PLD PROLOGIS INC. Real Estate 1,918.0 $260K 0.06% $135.49 +5.8%
117 BNDX VANGUARD CHARLOTTE FDS 5,332.0 $258K 0.06% -2K -26.6% $48.43 -1.2%
118 BLACKROCK ETF TRUST 8,088.0 $257K 0.06% NEW $31.78
119 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 3,163.0 $257K 0.06% $81.16 -9.4%
120 TMO THERMO FISHER SCIENTIFIC INC Healthcare 489.0 $245K 0.05% $500.99 +25.2%
Page 6 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%