Kelly Financial Group LLC
Kelly Financial Group LLC reported 107 holdings worth US$450M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 14, 2026
Kelly Financial Group LLC reported 107 holdings worth US$450M as of Jun 30, 2026. Largest: Apple Inc, Voya Financial, Inc. and Microsoft Corp. Filed Jul 14, 2026 (Form 13F).
- Holdings
- 107
- Value as reported
- US$450M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 32,651 | US$9.43M | 2.1% |
| Voya Financial, Inc. | 45,040 | US$4.08M | 0.91% |
| Microsoft Corp. | 10,150 | US$3.79M | 0.84% |
| Nextnav Inc. | 154K | US$2.74M | 0.61% |
| Amazon.com, Inc. | 6,753 | US$1.61M | 0.36% |
| Berkshire Hathaway Inc. | 2,008 | US$1M | 0.22% |
| Procter & Gamble Company (the) | 6,735 | US$988K | 0.22% |
| Asml Holding Nv | 402 | US$800K | 0.18% |
| Nvidia Corporation | 3,663 | US$733K | 0.16% |
| Mastercard Incorporated | 1,330 | US$683K | 0.15% |
| Pfizer, Inc. | 18,133 | US$437K | 0.10% |
| Jp Morgan Chase & Co. | 1,299 | US$425K | 0.09% |
| Eversource Energy (d/b/a) | 5,676 | US$410K | 0.09% |
| Elevance Health, Inc. | 1,040 | US$402K | 0.09% |
| Walmart Inc. | 3,545 | US$402K | 0.09% |
| Tesla, Inc. | 912 | US$381K | 0.08% |
| The Travelers Companies, Inc. | 1,148 | US$377K | 0.08% |
| Bank Of America Corporation | 6,181 | US$352K | 0.08% |
| Caterpillar, Inc. | 327 | US$348K | 0.08% |
| Merck & Company, Inc. | 2,609 | US$335K | 0.07% |
| Coca-cola Company (the) | 4,097 | US$335K | 0.07% |
| Johnson & Johnson | 1,308 | US$332K | 0.07% |
| Philip Morris International Inc | 1,812 | US$328K | 0.07% |
| Meta Platforms, Inc. | 566 | US$318K | 0.07% |
| At&t Inc. | 13,312 | US$276K | 0.06% |
| Mcdonald's Corporation | 1,019 | US$275K | 0.06% |
| The Hartford Insurance Group, Inc. | 2,041 | US$272K | 0.06% |
| Marriott International | 730 | US$271K | 0.06% |
| Home Depot, Inc. (the) | 742 | US$261K | 0.06% |
| International Business Machines Corporation | 920 | US$259K | 0.06% |
| Intel Corporation | 1,556 | US$216K | 0.05% |
| Applied Materials, Inc. | 281 | US$203K | 0.05% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| F&g Annuities & Life, Inc. | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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