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Portfolio (Quarterly) Guide ↗

Kelly Financial Services LLC

· CIK 0002023336
13F Portfolio $399M AUM 123 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 14 New 37 Added 56 Reduced 5 Exited
Page 2 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SYSB ISHARES TR 56,436.0 $5.1M 1.27% NEW $89.76 -1.4%
22 HYGW ISHARES TR 160,230.0 $4.8M 1.20% +28K +21.0% $29.86 -2.5%
23 SHW SHERWIN WILLIAMS CO Basic Materials 13,909.0 $4.5M 1.13% $324.03 -4.3%
24 EMB ISHARES TR 45,112.0 $4.3M 1.09% +2K +4.3% $96.28 -0.4%
25 AAPL APPLE INC Technology 14,900.0 $4.1M 1.01% -1K -8.1% $271.86 +14.7%
26 IGEB ISHARES TR 86,851.0 $4.0M 0.99% +14K +19.4% $45.66 -1.3%
27 EMLC VANECK ETF TRUST 129,435.0 $3.3M 0.84% NEW $25.82 -1.3%
28 ITOT ISHARES TR 20,290.0 $3.0M 0.76% -1K -5.8% $148.69 +10.2%
29 BLACKROCK ETF TRUST II 46,599.0 $2.3M 0.57% +4K +10.7% $48.68
30 MSFT MICROSOFT CORP Technology 4,654.0 $2.3M 0.56% +217.0 +4.9% $483.57 -14.6%
31 IYW ISHARES TR 9,705.0 $1.9M 0.49% -2K -20.0% $199.68 +23.0%
32 SPY SPDR S&P 500 ETF TR Financial Services 2,706.0 $1.8M 0.46% -214.0 -7.3% $682.01 +9.9%
33 JEPI J P MORGAN EXCHANGE TRADED F 30,225.0 $1.7M 0.43% +5K +18.4% $57.24 -1.6%
34 DIVI FRANKLIN TEMPLETON ETF TR 43,936.0 $1.7M 0.43% -14K -23.5% $38.89 +11.1%
35 BALI BLACKROCK ETF TRUST 53,778.0 $1.7M 0.43% +8K +16.6% $31.68 +7.5%
36 INDB INDEPENDENT BK CORP MASS Financial Services 20,909.0 $1.5M 0.38% +3K +15.5% $73.08 +8.4%
37 RTX CORPORATION 8,087.0 $1.5M 0.37% NEW $183.40
38 IUSB ISHARES TR 29,464.0 $1.4M 0.34% $46.54 -1.1%
39 AMZN AMAZON COM INC Consumer Cyclical 5,154.0 $1.2M 0.30% $230.84 +16.7%
40 SPXL DIREXION SHS ETF TR 5,209.0 $1.1M 0.29% -54.0 -1.0% $220.62 +25.7%
Page 2 of 7  ·  123 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 39.8%
Technology 20.9%
Basic Materials 10.4%
Consumer Cyclical 8.7%
Communication Services 4.5%
Healthcare 4.5%
Industrials 4.0%
Energy 3.6%
Consumer Defensive 2.4%
Real Estate 0.6%