KELLY FINANCIAL GROUP LLC

Q1 2026 13F-HR Holdings

Location
Wethersfield, CT
Holdings as of
3/31/2026
Date filed
4/9/2026
Form type
13F-HR
Num holdings
100
Total value ($000)
$397,653
Net value change ($000)
+4,244 (1.1%)
New positions
5
Sold out positions
2
Turnover %
9.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
JIRE 37,600 NEW
JEMA 4,527 21.9%
DFAT 1,015 5.2%
JMOM 955 35.3%
JCPB 638 2.1%
LDUR 632 2.4%
SCHR 600 27.4%
ZJAN 532 NEW
ZFEB 417 NEW
BALT 416 113.4%
Top Reduces (Value $000, Stocks/ETFs)
BBIN -34,383 -87.8%
BBUS -5,222 -8.2%
AGG -1,921 -9.2%
MSFT -1,157 -23.7%
IWF -987 -4.6%
AAPL -768 -9.0%
BBEU -295 -16.1%
LCTU -211 -100.0%
AXP -202 -100.0%
AMZN -173 -11.5%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type