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Portfolio (Quarterly) Guide ↗

Kelly Financial Services LLC

· CIK 0002023336
13F Portfolio $386M AUM Filed Oct 15, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 114 New
Page 5 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VGT VANGUARD WORLD FD 444.0 $332K 0.09% NEW $746.63 -84.3%
82 VZ VERIZON COMMUNICATIONS INC Communication Services 7,448.0 $327K 0.09% NEW $43.95 +9.8%
83 KLAC KLA CORP Technology 303.0 $326K 0.09% NEW $1077.43 +81.7%
84 TLT ISHARES TR 3,650.0 $326K 0.08% NEW $89.36 -4.5%
85 DGRO ISHARES TR 4,742.0 $323K 0.08% NEW $68.08 +9.5%
86 MCD MCDONALDS CORP Consumer Cyclical 999.0 $304K 0.08% NEW $303.92 -7.6%
87 BERKSHIRE HATHAWAY INC DEL 594.0 $299K 0.08% NEW $502.74
88 BSV VANGUARD BD INDEX FDS 3,782.0 $298K 0.08% NEW $78.90 -1.1%
89 IWB ISHARES TR 808.0 $295K 0.08% NEW $365.28 +12.0%
90 SPSM SPDR SERIES TRUST 6,303.0 $292K 0.08% NEW $46.32 +17.3%
91 AMP AMERIPRISE FINL INC Financial Services 578.0 $284K 0.07% NEW $490.94 -9.7%
92 META META PLATFORMS INC Communication Services 385.0 $282K 0.07% NEW $733.61 -13.4%
93 QQQ INVESCO QQQ TR Financial Services 462.0 $277K 0.07% NEW $599.73 +21.6%
94 BLK BLACKROCK INC Financial Services 237.0 $276K 0.07% NEW $1163.56 -8.0%
95 PG PROCTER AND GAMBLE CO Consumer Defensive 1,773.0 $272K 0.07% NEW $153.69 -4.0%
96 TECL DIREXION SHS ETF TR 2,138.0 $266K 0.07% NEW $124.34 +77.8%
97 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 3,163.0 $264K 0.07% NEW $83.46 -4.4%
98 CSCO CISCO SYS INC Technology 3,814.0 $261K 0.07% NEW $68.43 +74.9%
99 PAYX PAYCHEX INC Industrials 2,020.0 $256K 0.07% NEW $126.75 -25.5%
100 SNA SNAP ON INC Industrials 731.0 $253K 0.07% NEW $346.50 +7.4%
Page 5 of 6  ·  114 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 36.8%
Technology 20.6%
Basic Materials 11.3%
Consumer Cyclical 8.5%
Industrials 7.2%
Communication Services 4.3%
Healthcare 3.9%
Energy 3.7%
Consumer Defensive 2.6%
Real Estate 0.6%