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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 6 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ABT ABBOTT LABS Healthcare 1,888.0 $253K 0.07% NEW $133.94 -36.0%
102 CERY SPDR SERIES TRUST 8,684.0 $249K 0.06% NEW $28.65 +26.9%
103 VWO VANGUARD INTL EQUITY INDEX F 4,555.0 $247K 0.06% NEW $54.18 +11.3%
104 BAC BANK AMERICA CORP Financial Services 4,753.0 $245K 0.06% NEW $51.59 -1.0%
105 AJG GALLAGHER ARTHUR J & CO Financial Services 777.0 $241K 0.06% NEW $309.75 -34.5%
106 COST COSTCO WHSL CORP NEW Consumer Defensive 259.0 $240K 0.06% NEW $925.61 +8.4%
107 PEP PEPSICO INC Consumer Defensive 1,701.0 $239K 0.06% NEW $140.40 +5.2%
108 TMO THERMO FISHER SCIENTIFIC INC Healthcare 488.0 $237K 0.06% NEW $485.24 -6.0%
109 PLD PROLOGIS INC. Real Estate 2,058.0 $236K 0.06% NEW $114.53 +27.9%
110 BUFG FIRST TR EXCHNG TRADED FD VI 8,192.0 $221K 0.06% NEW $26.94 +8.4%
111 ITA ISHARES TR 1,048.0 $219K 0.06% NEW $209.27 +10.1%
112 AMGN AMGEN INC Healthcare 748.0 $211K 0.06% NEW $282.11 +19.1%
113 GD GENERAL DYNAMICS CORP Industrials 613.0 $209K 0.05% NEW $341.15 +0.5%
114 SHOP SHOPIFY INC Technology 1,406.0 $209K 0.05% NEW $148.61 -28.3%
Page 6 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%