KENNEDY INVESTMENT GROUP
CIK: 0001978005SEC EDGAR →
Portfolio Value
$265.1M
Holdings
140
As of
Q4 2025
New Positions
140
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BROADCOM INC | 58,215 | $20.1M | 7.60% |
| 2 | APPLE INC | 71,944 | $19.6M | 7.38% |
| 3 | FIRST TR HIGH YIELD OPPRT 20 | 1,179,585 | $16.6M | 6.26% |
| 4 | AMAZON COM INC | 63,180 | $14.6M | 5.50% |
| 5 | NVIDIA CORPORATION | 67,107 | $12.5M | 4.72% |
| 6 | ISHARES TR | 117,219 | $11.0M | 4.16% |
| 7 | J P MORGAN EXCHANGE TRADED F | 139,234 | $8.1M | 3.05% |
| 8 | DIMENSIONAL ETF TRUST | 158,437 | $7.4M | 2.80% |
| 9 | MASTERCARD INCORPORATED | 10,975 | $6.3M | 2.36% |
| 10 | ALPHABET INC | 17,580 | $5.5M | 2.08% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (140)
$20.1M · 58K shares
$19.6M · 72K shares
$16.6M · 1.2M shares
$14.6M · 63K shares
$12.5M · 67K shares
$11.0M · 117K shares
$8.1M · 139K shares
$7.4M · 158K shares
$6.3M · 11K shares
$5.5M · 18K shares
$4.7M · 82K shares
$4.5M · 50K shares
$4.4M · 7K shares
$3.5M · 4K shares
$3.5M · 15K shares
$3.3M · 63K shares
$3.3M · 23K shares
$3.1M · 579K shares
$3.1M · 6K shares
$3.1M · 46K shares
$3.0M · 77K shares
$3.0M · 9K shares
$2.9M · 3K shares
$2.9M · 10K shares
$2.8M · 51K shares
$2.6M · 6K shares
$2.1M · 2K shares
$2.1M · 45K shares
$2.1M · 164K shares
$2.0M · 21K shares
$1.8M · 36K shares
$1.8M · 52K shares
$1.7M · 22K shares
$1.7M · 5K shares
$1.7M · 5K shares
$1.6M · 32K shares
$1.6M · 57K shares
$1.6M · 5K shares
$1.5M · 5K shares
$1.5M · 9K shares
$1.5M · 18K shares
$1.5M · 21K shares
$1.5M · 2K shares
$1.4M · 8K shares
$1.4M · 30K shares
$1.4M · 9K shares
$1.4M · 137K shares
$1.3M · 82K shares
$1.3M · 25K shares
$1.3M · 6K shares
$1.3M · 17K shares
$1.2M · 10K shares
$1.2M · 3K shares
$1.2M · 30K shares
$1.2M · 48K shares
$1.2M · 12K shares
$1.1M · 41K shares
$1.1M · 5K shares
$1.0M · 4K shares
$1.0M · 21K shares
$1.0M · 3K shares
$1.0M · 13K shares
$1.0M · 20K shares
$999K · 7K shares
$964K · 8K shares
$950K · 3K shares
$950K · 4K shares
$926K · 7K shares
$876K · 2K shares
$851K · 8K shares
$847K · 4K shares
$830K · 3K shares
$829K · 9K shares
$824K · 6K shares
$769K · 1K shares
$766K · 9K shares
$759K · 5K shares
$749K · 3K shares
$737K · 2K shares
$733K · 28K shares
$724K · 16K shares
$709K · 12K shares
$705K · 1K shares
$705K · 1K shares
$697K · 22K shares
$651K · 2K shares
$578K · 2K shares
$563K · 52K shares
$549K · 3K shares
$537K · 3K shares
$527K · 18K shares
$520K · 1K shares
$513K · 3K shares
$499K · 467 shares
$497K · 2K shares
$490K · 37K shares
$451K · 3K shares
$438K · 12K shares
$428K · 16K shares
$421K · 4K shares
$405K · 16K shares
$396K · 4K shares
$391K · 16K shares
$390K · 8K shares
$376K · 4K shares
$358K · 3K shares
$348K · 2K shares
$339K · 3K shares
$336K · 1K shares
$325K · 2K shares
$325K · 2K shares
$319K · 19K shares
$316K · 7K shares
$314K · 2K shares
$301K · 2K shares
$300K · 3K shares
$281K · 6K shares
$268K · 1K shares
$263K · 3K shares
$256K · 7K shares
$249K · 3K shares
$241K · 654 shares
$238K · 4K shares
$234K · 404 shares
$232K · 4K shares
$232K · 2K shares
$229K · 9K shares
$225K · 930 shares
$221K · 1K shares
$219K · 3K shares
$213K · 3K shares
$211K · 437 shares
$210K · 602 shares
$208K · 2K shares
$207K · 844 shares
$202K · 25K shares
$110K · 11K shares
$108K · 10K shares
$92K · 15K shares
$20K · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 54 | $90.2M | 34.0% |
| Technology | 21 | $87.2M | 32.9% |
| Consumer Cyclical | 6 | $18.5M | 7.0% |
| Consumer Defensive | 13 | $15.7M | 5.9% |
| Communication Services | 7 | $14.3M | 5.4% |
| Healthcare | 9 | $10.9M | 4.1% |
| Industrials | 10 | $10.7M | 4.0% |
| Unknown | 8 | $6.6M | 2.5% |
| Utilities | 5 | $5.2M | 1.9% |
| Energy | 5 | $4.5M | 1.7% |
| Real Estate | 1 | $724K | 0.3% |
| Basic Materials | 1 | $578K | 0.2% |