KENNEDY INVESTMENT GROUP Q4 2025 Filing

Filed February 6, 2026

Portfolio Value

$265.1M

Holdings

140

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (140 positions)

StockValue
AVGOBROADCOM INC
$20.1M
AAPLAPPLE INC
$19.6M
FTHYFIRST TR HIGH YIELD OPPRT 20
$16.6M
AMZNAMAZON COM INC
$14.6M
NVDANVIDIA CORPORATION
$12.5M
USMVISHARES TR
$11.0M
JEPQJ P MORGAN EXCHANGE TRADED F
$8.1M
DFAUDIMENSIONAL ETF TRUST
$7.4M
MAMASTERCARD INCORPORATED
$6.3M
GOOGALPHABET INC
$5.5M
JEPIJ P MORGAN EXCHANGE TRADED F
$4.7M
BILSPDR SERIES TRUST
$4.5M
METAMETA PLATFORMS INC
$4.4M
URIUNITED RENTALS INC
$3.5M
ABBVABBVIE INC
$3.5M
GPIXGOLDMAN SACHS ETF TR
$3.3M
PGPROCTER AND GAMBLE CO
$3.3M
ACPABRDN INCOME CREDIT STRATEGI
$3.1M
MSFTMICROSOFT CORP
$3.1M
HELOJ P MORGAN EXCHANGE TRADED F
$3.1M
VFLOVICTORY PORTFOLIOS II
$3.0M
GOOGLALPHABET INC
$3.0M
LLYELI LILLY & CO
$2.9M
MUMICRON TECHNOLOGY INC
$2.9M
BACBANK AMERICA CORP
$2.8M
CRWDCROWDSTRIKE HLDGS INC
$2.6M
COSTCOSTCO WHSL CORP NEW
$2.1M
FVDFIRST TR EXCHANGE-TRADED FD
$2.1M
NVGNUVEEN AMT FREE MUN CR INC F
$2.1M
WFCWELLS FARGO CO NEW
$2.0M
JAAAJANUS DETROIT STR TR
$1.8M
BPBP PLC
$1.8M
PEGPUBLIC SVC ENTERPRISE GRP IN
$1.7M
JPMJPMORGAN CHASE & CO.
$1.7M
CEGCONSTELLATION ENERGY CORP
$1.7M
HYDVANECK ETF TRUST
$1.6M
INCMFRANKLIN TEMPLETON ETF TR
$1.6M
VVISA INC
$1.6M
ETNEATON CORP PLC
$1.5M
VRTVERTIV HOLDINGS CO
$1.5M
DEODIAGEO PLC
$1.5M
KOCOCA COLA CO
$1.5M
VOOVANGUARD INDEX FDS
$1.5M
VPUVANGUARD WORLD FD
$1.4M
GISGENERAL MLS INC
$1.4M
SHOPSHOPIFY INC
$1.4M
XEVVXEATON VANCE LIMITED DURATION
$1.4M
RVTROYCE SMALL CAP TRUST INC
$1.3M
GPIQGOLDMAN SACHS ETF TR
$1.3M
JNJJOHNSON & JOHNSON
$1.3M
SYYSYSCO CORP
$1.3M
XOMEXXON MOBIL CORP
$1.2M
PWRQUANTA SVCS INC
$1.2M
BACVERIZON COMMUNICATIONS INC
$1.2M
TAFIAB ACTIVE ETFS INC
$1.2M
JGROJ P MORGAN EXCHANGE TRADED F
$1.2M
XGDVXGABELLI DIVID & INCOME TR
$1.1M
IVEISHARES TR
$1.1M
IBMINTERNATIONAL BUSINESS MACHS
$1.0M
IBITISHARES BITCOIN TRUST ETF
$1.0M
MCDMCDONALDS CORP
$1.0M
CLCOLGATE PALMOLIVE CO
$1.0M
NVONOVO-NORDISK A S
$1.0M
PEPPEPSICO INC
$999K
TRVCCITIGROUP INC
$964K
VHTVANGUARD WORLD FD
$950K
WMWASTE MGMT INC DEL
$950K
IGMISHARES TR
$926K
TSLATESLA INC
$876K
WMTWALMART INC
$851K
CAHCARDINAL HEALTH INC
$847K
LOWLOWES COS INC
$830K
COPCONOCOPHILLIPS
$829K
NVSNNOVARTIS AG
$824K
SPYSPDR S&P 500 ETF TR
$769K
SOSOUTHERN CO
$766K
4I1PHILIP MORRIS INTL INC
$759K
VIGVANGUARD SPECIALIZED FUNDS
$749K
HDHOME DEPOT INC
$737K
SOFISOFI TECHNOLOGIES INC
$733K
GLPIGAMING & LEISURE PPTYS INC
$724K
MOALTRIA GROUP INC
$709K
GEVGE VERNOVA INC
$705K
NDQINVESCO QQQ TR
$705K
MPBMID PENN BANCORP INC
$697K
AMGNAMGEN INC
$651K
APDAIR PRODS & CHEMS INC
$578K
AFBALLIANCEBERNSTEIN NATL MUN I
$563K
HONHONEYWELL INTL INC
$549K
QUALISHARES TR
$537K
CMCSACOMCAST CORP NEW
$527K
BRK/BBERKSHIRE HATHAWAY INC DEL
$520K
NOWSERVICENOW INC
$513K
BLKBLACKROCK INC
$499K
GEGE AEROSPACE
$497K
FFORD MTR CO
$490K
QCOMQUALCOMM INC
$451K
SYFIAB ACTIVE ETFS INC
$438K
CTASIMPLIFY EXCHANGE TRADED FUN
$428K
UPSUNITED PARCEL SERVICE INC
$421K
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