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 $255.3M across 135 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AVGO ($18.3M, 7.17%), AAPL ($18.2M, 7.11%), FTHY ($15.9M, 6.21%), AMZN ($13.1M, 5.14%), NVDA ($11.7M, 4.59%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | $18.3M | 7.17% | 59,112 | Added |
| 2 | AAPL | APPLE INC | $18.2M | 7.11% | 71,540 | Trimmed |
| 3 | FTHY | FIRST TR HIGH YIELD OPPRT 20 | $15.9M | 6.21% | 1.2M | Trimmed |
| 4 | AMZN | AMAZON COM INC | $13.1M | 5.14% | 63,049 | Trimmed |
| 5 | NVDA | NVIDIA CORPORATION | $11.7M | 4.59% | 67,192 | Added |
| 6 | USMV | ISHARES TR | $10.8M | 4.24% | 116,705 | Trimmed |
| 7 | JEPQ | J P MORGAN EXCHANGE TRADED F | $8.4M | 3.28% | 150,658 | Added |
| 8 | DFAU | DIMENSIONAL ETF TRUST | $7.7M | 3.01% | 170,517 | Added |
| 9 | MA | MASTERCARD INCORPORATED | $5.5M | 2.15% | 10,989 | Added |
| 10 | GOOG | ALPHABET INC | $5.3M | 2.06% | 18,341 | Added |
| 11 | JEPI | J P MORGAN EXCHANGE TRADED F | $4.7M | 1.83% | 82,364 | Added |
| 12 | GPIX | GOLDMAN SACHS ETF TR | $4.6M | 1.81% | 92,342 | Added |
| 13 | BIL | SPDR SERIES TRUST | $4.3M | 1.67% | 46,619 | Trimmed |
| 14 | META | META PLATFORMS INC | $3.8M | 1.50% | 6,691 | Trimmed |
| 15 | ABBV | ABBVIE INC | $3.3M | 1.31% | 15,367 | Added |
| 16 | VFLO | VICTORY PORTFOLIOS II | $3.3M | 1.30% | 83,920 | Added |
| 17 | PG | PROCTER & GAMBLE CO | $3.3M | 1.29% | 22,764 | Trimmed |
| 18 | MU | MICRON TECHNOLOGY INC | $3.2M | 1.26% | 9,522 | Trimmed |
| 19 | INCM | FRANKLIN TEMPLETON ETF TR | $3.2M | 1.25% | 111,358 | Added |
| 20 | ACP | ABRDN INCOME CREDIT STRATEGI | $2.7M | 1.06% | 529,153 | Trimmed |
| 21 | GOOGL | ALPHABET INC | $2.7M | 1.04% | 9,249 | Trimmed |
| 22 | HELO | J P MORGAN EXCHANGE TRADED F | $2.6M | 1.02% | 40,633 | Trimmed |
| 23 | BAC | BANK AMERICA CORP | $2.5M | 0.97% | 51,018 | Trimmed |
| 24 | LLY | ELI LILLY & CO | $2.4M | 0.95% | 2,628 | Trimmed |
| 25 | CRWD | CROWDSTRIKE HLDGS INC | $2.4M | 0.94% | 6,163 | Added |
Source: SEC Form 13F filings · as of 2026-03-31