KELLY FINANCIAL GROUP LLC

Q4 2025 13F-HR Holdings

Location
Wethersfield, CT
Holdings as of
12/31/2025
Date filed
1/23/2026
Form type
13F-HR
Num holdings
96
Total value ($000)
$393,409
Net value change ($000)
+16,386 (4.3%)
New positions
2
Sold out positions
2
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/22/2025 Next filing: 4/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BBUS 3,793 6.3%
BBIN 2,227 6.0%
JCPB 1,254 4.3%
DFAT 1,248 6.9%
DFLV 1,091 8.0%
JEMA 994 5.1%
LDUR 826 3.2%
BBIB 825 4.8%
JQUA 811 5.2%
IWF 771 3.7%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -351 -6.7%
SCHZ -204 -100.0%
IVV -120 -14.6%
IAGG -83 -28.5%
PG -77 -7.5%
RSP -70 -2.0%
SLQD -61 -9.0%
BIL -60 -20.0%
AHR -57 -100.0%
IUSB -51 -5.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type