Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
KENNEDY INVESTMENT GROUP (CIK 1978005) reported $294.7M across 146 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AVGO ($22.5M, 7.62%), AAPL ($20.1M, 6.81%), FTHY ($16.1M, 5.46%), AMZN ($15.0M, 5.08%), NVDA ($13.6M, 4.61%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | $22.5M | 7.62% | 59,476 | Added |
| 2 | AAPL | APPLE INC | $20.1M | 6.81% | 69,387 | Trimmed |
| 3 | FTHY | FIRST TR HIGH YIELD OPPRT 20 | $16.1M | 5.46% | 1.2M | Added |
| 4 | AMZN | AMAZON COM INC | $15.0M | 5.08% | 62,771 | Trimmed |
| 5 | NVDA | NVIDIA CORPORATION | $13.6M | 4.61% | 67,962 | Added |
| 6 | MU | MICRON TECHNOLOGY INC | $12.0M | 4.08% | 10,412 | Added |
| 7 | JEPQ | J P MORGAN EXCHANGE TRADED F | $9.6M | 3.26% | 156,378 | Added |
| 8 | DFAU | DIMENSIONAL ETF TRUST | $9.4M | 3.20% | 182,548 | Added |
| 9 | GOOG | ALPHABET INC | $6.7M | 2.29% | 19,072 | Added |
| 10 | FDLO | FIDELITY COVINGTON TRUST | $6.6M | 2.23% | 96,159 | New |
| 11 | GPIX | GOLDMAN SACHS ETF TR | $5.8M | 1.98% | 105,157 | Added |
| 12 | MA | MASTERCARD INCORPORATED | $5.5M | 1.87% | 10,721 | Trimmed |
| 13 | JEPI | J P MORGAN EXCHANGE TRADED F | $4.7M | 1.61% | 83,881 | Added |
| 14 | USMV | ISHARES TR | $4.3M | 1.44% | 44,137 | Trimmed |
| 15 | VFLO | VICTORY PORTFOLIOS II | $4.2M | 1.43% | 91,987 | Added |
| 16 | BIL | SPDR SERIES TRUST | $4.2M | 1.42% | 45,565 | Trimmed |
| 17 | ABBV | ABBVIE INC | $4.0M | 1.35% | 15,754 | Added |
| 18 | INCM | FRANKLIN TEMPLETON ETF TR | $3.5M | 1.18% | 120,396 | Added |
| 19 | NVO | NOVO-NORDISK A S | $3.3M | 1.13% | 69,531 | Added |
| 20 | GOOGL | ALPHABET INC | $3.3M | 1.12% | 9,227 | Trimmed |
| 21 | PG | PROCTER & GAMBLE CO | $3.3M | 1.12% | 22,466 | Trimmed |
| 22 | LLY | ELI LILLY & CO | $3.3M | 1.12% | 2,744 | Added |
| 23 | META | META PLATFORMS INC | $3.2M | 1.08% | 5,669 | Trimmed |
| 24 | VRT | VERTIV HOLDINGS CO | $3.0M | 1.02% | 9,002 | Trimmed |
| 25 | HELO | J P MORGAN EXCHANGE TRADED F | $2.7M | 0.92% | 40,081 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30