KELLY FINANCIAL GROUP LLC
Top Portfolio Positions
33 positions ·
$305,613,726 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| VOYA |
Voya Financial, Inc.
Financial Services
|
4,077,462 | $278,572,203 | 91.15% | |
| AAPL |
Apple Inc.
Technology
|
31,049 | $7,879,925 | 2.58% | |
| MSFT |
Microsoft Corp
Technology
|
10,107 | $3,741,308 | 1.22% | |
| FG |
F&G Annuities & Life, Inc.
Financial Services
|
105,850 | $2,680,122 | 0.88% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
6,440 | $1,341,258 | 0.44% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
2,018 | $967,025 | 0.32% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
6,667 | $962,981 | 0.32% | |
| MA |
Mastercard Inc
Financial Services
|
1,327 | $663,048 | 0.22% | |
| NVDA |
Nvidia Corp
Technology
|
3,679 | $641,617 | 0.21% | |
| XOM |
Exxon Mobil Corp
Energy
|
3,204 | $543,590 | 0.18% |
Portfolio Trend
6 quarters · across all stocks
Holdings in VOYA
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $278,572,203 | 4,077,462 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $303,330,877 | 4,072,102 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $304,593,229 | 4,072,102 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $283,622,564 | 3,994,684 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $270,679,787 | 3,994,684 | Shares | Sole | 2025-04-16 | |
| No 13F history on record for this holder in this stock. | ||||||