§ 13F · FUND PROFILE
KENNEDY INVESTMENT GROUP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $235.4T (13F)Positions · 136Turnover · — · Q4Filed · Feb 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | 58K | $20.1T | 7.6% | +7% |
| 2 | AAPL | APPLE INC | 72K | $19.6T | 7.4% | +2% |
| 3 | FTHY | FIRST TR HIGH YIELD OPPRT 20 | 1.18M | $16.6T | 6.3% | +1% |
| 4 | AMZN | AMAZON COM INC | 63K | $14.6T | 5.5% | −2% |
| 5 | NVDA | NVIDIA CORPORATION | 67K | $12.5T | 4.7% | +6% |
| 6 | USMV | ISHARES TR | 117K | $11.0T | 4.2% | +6% |
| 7 | JEPQ | J P MORGAN EXCHANGE TRADED F | 139K | $8.1T | 3.1% | +10% |
| 8 | DFAU | DIMENSIONAL ETF TRUST | 158K | $7.4T | 2.8% | +40% |
| 9 | MA | MASTERCARD INCORPORATED | 11K | $6.3T | 2.4% | +2% |
| 10 | GOOG | ALPHABET INC | 18K | $5.5T | 2.1% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KENNEDY SIGNAL
AC read
KENNEDY INVESTMENT GROUP is a Other fund managing $235408.7 trillion in assets. The fund runs a portfolio of 136 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed