Long-term investor
Kelly Financial Group LLC @kellyfinancialgroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001128066).
Record
- Tracked since 2025-06-30 (446 days), 35 trades recorded
- Returns: week n/a · month n/a · 90 days +8.6% · 6 months n/a · 1 year +14.5% · all +14.5%
- Max drawdown n/a · win rate 44% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46641Q399 · 15.7% · long · since 2025-06-30
- 46641Q134 · 8.4% · long · since 2026-03-31
- 46641Q670 · 7.2% · long · since 2025-06-30
- 46641Q266 · 7.0% · long · since 2025-06-30
- 72201R718 · 6.4% · long · since 2025-06-30
- 464287614 · 5.5% · long · since 2025-06-30
- 25434V609 · 5.1% · long · since 2025-06-30
- 464287226 · 4.5% · long · since 2025-06-30
- 46654Q849 · 4.4% · long · since 2025-06-30
- 46641Q761 · 4.3% · long · since 2025-06-30
- 25434V666 · 3.8% · long · since 2025-06-30
- 25434V773 · 2.3% · long · since 2025-06-30