KELLY FINANCIAL GROUP LLC

Q2 2026 13F-HR Holdings

Location
Wethersfield, CT
Holdings as of
6/30/2026
Date filed
7/14/2026
Form type
13F-HR
Num holdings
107
Total value ($000)
$450,060
Net value change ($000)
+52,407 (13.2%)
New positions
12
Sold out positions
5
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 12,517 21.5%
JEMA 6,145 24.4%
IWF 3,946 19.1%
JQUA 2,959 17.9%
NN 2,738 NEW
DFAT 2,618 12.8%
DFLV 1,825 12.1%
AAPL 1,631 20.9%
LDUR 1,534 5.7%
JCPB 1,480 4.8%
Top Reduces (Value $000, Stocks/ETFs)
XOM -544 -100.0%
HON -436 -100.0%
GOVT -240 -100.0%
TLH -223 -100.0%
BBAG -133 -4.3%
T -116 -29.6%
FG -106 -100.0%
PFE -68 -13.5%
MCD -37 -11.9%
SLQD -34 -5.7%
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