CIK 1978005
KENNEDY INVESTMENT GROUP
Institutional 13F holdings & portfolio
Holdings
140
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 140
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AVGO | BROADCOM INC | 58K | $1M+ | SH |
| AAPL | APPLE INC | 72K | $1M+ | SH |
| FTHY | FIRST TR HIGH YIELD OPPRT 20 | 1.2M | $1M+ | SH |
| AMZN | AMAZON COM INC | 63K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 67K | $1M+ | SH |
| USMV | ISHARES TR | 117K | $1M+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 139K | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 158K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 11K | $1M+ | SH |
| GOOG | ALPHABET INC | 18K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 82K | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 50K | $1M+ | SH |
| META | META PLATFORMS INC | 7K | $1M+ | SH |
| URI | UNITED RENTALS INC | 4K | $1M+ | SH |
| ABBV | ABBVIE INC | 15K | $1M+ | SH |
| GPIX | GOLDMAN SACHS ETF TR | 63K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 23K | $1M+ | SH |
| ACP | ABRDN INCOME CREDIT STRATEGI | 579K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 6K | $1M+ | SH |
| HELO | J P MORGAN EXCHANGE TRADED F | 46K | $1M+ | SH |
| VFLO | VICTORY PORTFOLIOS II | 77K | $1M+ | SH |
| GOOGL | ALPHABET INC | 9K | $1M+ | SH |
| LLY | ELI LILLY & CO | 3K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 10K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 51K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 6K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 2K | $1M+ | SH |
| FVD | FIRST TR EXCHANGE-TRADED FD | 45K | $1M+ | SH |
| NVG | NUVEEN AMT FREE MUN CR INC F | 164K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 21K | $1M+ | SH |
| JAAA | JANUS DETROIT STR TR | 36K | $1M+ | SH |
| BP | BP PLC | 52K | $1M+ | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 22K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 5K | $1M+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 5K | $1M+ | SH |
| HYD | VANECK ETF TRUST | 32K | $1M+ | SH |
| INCM | FRANKLIN TEMPLETON ETF TR | 57K | $1M+ | SH |
| V | VISA INC | 5K | $1M+ | SH |
| ETN | EATON CORP PLC | 5K | $1M+ | SH |
| VRT | VERTIV HOLDINGS CO | 9K | $1M+ | SH |
| DEO | DIAGEO PLC | 18K | $1M+ | SH |
| KO | COCA COLA CO | 21K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 2K | $1M+ | SH |
| VPU | VANGUARD WORLD FD | 8K | $1M+ | SH |
| GIS | GENERAL MLS INC | 30K | $1M+ | SH |
| SHOP | SHOPIFY INC | 9K | $1M+ | SH |
| EVV | EATON VANCE LIMITED DURATION | 137K | $1M+ | SH |
| RVT | ROYCE SMALL CAP TRUST INC | 82K | $1M+ | SH |
| GPIQ | GOLDMAN SACHS ETF TR | 25K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 6K | $1M+ | SH |