§ 13F · FUND PROFILE
KENNEDY INVESTMENT GROUP, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $251.5T (13F)Positions · 138Turnover · — · Q3Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED APR 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | 55K | $18.0T | 7.2% | — |
| 2 | AAPL | APPLE INC | 71K | $18.0T | 7.1% | — |
| 3 | FTHY | FIRST TR HIGH YIELD OPPRT 20 | 1.17M | $16.9T | 6.7% | — |
| 4 | AMZN | AMAZON COM INC | 64K | $14.1T | 5.6% | — |
| 5 | NVDA | NVIDIA CORPORATION | 63K | $11.8T | 4.7% | — |
| 6 | USMV | ISHARES TR | 110K | $10.5T | 4.2% | — |
| 7 | JEPQ | J P MORGAN EXCHANGE TRADED F | 127K | $7.3T | 2.9% | — |
| 8 | JEPI | J P MORGAN EXCHANGE TRADED F | 113K | $6.5T | 2.6% | — |
| 9 | MA | MASTERCARD INCORPORATED | 11K | $6.1T | 2.4% | — |
| 10 | URI | UNITED RENTALS INC | 6K | $5.4T | 2.1% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KENNEDY SIGNAL
AC read
KENNEDY INVESTMENT GROUP, INC. is a Other fund managing $251528.7 trillion in assets. The fund runs a portfolio of 138 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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