KENNEDY INVESTMENT GROUP, INC.

CIK

1978005

Location

WEST DEPTFORD, NJ

Portfolio Value

Small $294,024,884

Diversification

Diversified

Filing Date

Global Rank

#5,284 / 8,794 ▼ 210 · as of Jun 2026

Top Industry

Semiconductors 23.7%

Period ended 3 months ago

Filed Jul 30, 2026 · 2mo

15 quarters · since Dec 2022

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

123 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

7.6%

+0.0 pts

Top 5

32.0%

−2.5 pts

Top 10

50.2%

−0.5 pts

HHI

324

Diversified−14

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	29.4%	$86,381,818	26
Technology	26.6%	$78,107,551	15
Financial Services	14.8%	$43,606,357	23
Consumer Cyclical	6.3%	$18,474,834	6
Communication Services	5.3%	$15,534,148	6
Healthcare	5.2%	$15,174,800	8
Consumer Defensive	4.7%	$13,923,122	12
Industrials	4.0%	$11,723,118	12
Utilities	1.7%	$5,062,152	6
Energy	1.6%	$4,761,491	6
Real Estate	0.2%	$702,327	1
Basic Materials	0.2%	$573,166	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AGGH	Simplify Aggregate Bond ETF	+31,396	39,465	$1,665,066
NVO	Novo Nordisk A S	+22,755	69,531	$3,333,316
CGGO	Capital Group Global Growth Equity ETF	+21,834	28,124	$1,190,488
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+20,765	321,621	$20,592,292
BUYZ	Franklin Disruptive Commerce ETF	+17,272	163,826	$4,567,159
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	+17,057	140,279	$7,926,659
DCOR	Dimensional US Core Equity 1 ETF	+12,031	182,548	$9,435,906
ABI	VictoryShares Pioneer Asset-Based Income ETF	+8,067	91,987	$4,208,405
CTA-PB	EIDP, Inc.	+6,760	25,003	$0
JA	Janus Henderson AA-A CLO ETF	+5,781	43,947	$2,218,884
BUFC	AB Conservative Buffer ETF	+3,095	69,436	$1,944,199
C	Citigroup Inc	+2,855	13,105	$1,834,175
—		+2,669	5,556	$312,024
AXP	American Express Co	+1,977	3,130	$1,058,722
EDV	Vanguard World Funds Extended Duration ETF	+1,965	18,247	$3,512,813
FTHY	First Trust High Yield Opportunities 2027 Term Fund	+1,332	1,173,970	$16,083,389
NOW	ServiceNow, Inc.	+1,275	6,660	$661,204
XOM	ExxonMobil Holdings Corp	+971	12,133	$1,658,823
MU	Micron Technology Inc	+890	10,412	$12,018,467
CEG	Constellation Energy Corp	+883	5,642	$1,401,303
NVDA	Nvidia Corp	+770	67,962	$13,598,516
GOOGL	Alphabet Inc.	+709	28,299	$10,036,161
SHOP	Shopify Inc.	+400	8,869	$1,012,662
ABBV	AbbVie Inc.	+387	15,754	$3,964,336
JNJ	Johnson & Johnson	+377	6,591	$1,673,916
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−65,075	70,434	$8,405,142
ACP	abrdn Income Credit Strategies Fund	−61,916	467,237	$2,429,632
NVG	Nuveen AMT-Free Municipal Credit Income Fund	−9,336	150,182	$1,922,329
EVV	Eaton Vance Ltd Duration Income Fund	−9,003	111,452	$1,044,305
AFB	Alliancebernstein National Municipal Income Fund	−8,107	39,174	$446,975
RVT	Royce Small-Cap Trust, Inc.	−4,700	77,383	$1,429,264
BAC	Bank Of America Corp /De/	−3,782	47,236	$2,691,507
BP	Bp PLC	−2,837	40,066	$1,480,438
CRWD	CrowdStrike Holdings, Inc.	−2,699	3,464	$2,643,516
WFC	Wells Fargo & Company/Mn	−2,489	18,806	$1,554,127
AAPL	Apple Inc.	−2,153	69,387	$20,077,822
F	Ford Motor Co	−2,022	34,689	$482,177
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	−1,768	39,748	$1,915,058
COP	Conocophillips	−1,564	6,939	$721,378
HON	Honeywell International Inc	−1,445	1,352	$302,712
—		−1,054	45,565	$4,175,576
META	Meta Platforms, Inc.	−1,022	5,669	$3,193,291
ADT	ADT Inc.	−1,016	19,435	$126,327
CLX	Clorox Co /De/	−570	3,333	$318,101
ETN	Eaton Corp plc	−539	4,317	$1,839,560
VZ	Verizon Communications Inc	−428	29,369	$1,243,483
KO	Coca Cola Co	−425	18,765	$1,525,031
AAAP	Pacer Barings CLO Market Flex ETF	−394	3,273	$203,580
LOW	Lowes Companies Inc	−364	2,591	$571,289
UPS	United Parcel Service Inc	−302	3,764	$404,630
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
FBCG	Fidelity Blue Chip Growth ETF	96,159	$6,571,025
AMD	Advanced Micro Devices Inc	715	$415,350
AMAT	Applied Materials Inc /De	518	$374,514
IONQ	IonQ, Inc.	5,930	$315,831
HONA	Honeywell Aerospace Inc.	1,350	$298,458
CSCO	Cisco Systems, Inc.	2,461	$289,069
—		2,828	$254,095
TSM	Taiwan Semiconductor Manufacturing Co Ltd	484	$231,143
JCI	Johnson Controls International plc	1,371	$200,316
NMZ	Nuveen Municipal High Income Opportunity Fund	10,173	$107,528
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
GIS	General Mills Inc	29,061	$1,081,650
URI	United Rentals, Inc.	631	$459,721
PPL	PPL Corp	5,528	$211,169
VGM	Invesco Trust for Investment Grade Municipals	10,619	$104,809
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

123 tracked positions · $294,024,884 total · filing declares 146 positions · $294,687,471 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 123 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AVGO	Broadcom Inc. Technology	Added	59,476	+364	$22,467,059	+22.8%	7.64%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	321,621	+20,765	$20,592,292	+16.8%	7.00%
AAPL	Apple Inc. Technology	Reduced	69,387	-2,153	$20,077,822	+10.6%	6.83%
FTHY	First Trust High Yield Opportunities 2027 Term Fund Financial Services	Added	1,173,970	+1,332	$16,083,389	+1.4%	5.47%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	62,771	-278	$14,960,840	+13.9%	5.09%
NVDA	Nvidia Corp Technology	Added	67,962	+770	$13,598,516	+16.0%	4.62%
MU	Micron Technology Inc Technology	Added	10,412	+890	$12,018,467	+273.6%	4.09%
GOOGL	Alphabet Inc. Communication Services	Added	28,299	+709	$10,036,161	+26.7%	3.41%
DCOR	Dimensional US Core Equity 1 ETF	Added	182,548	+12,031	$9,435,906	+22.6%	3.21%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	70,434	-65,075	$8,405,142	—	2.86%
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	Added	140,279	+17,057	$7,926,659	+28.9%	2.70%
FBCG	Fidelity Blue Chip Growth ETF	NEW	96,159	NEW	$6,571,025	NEW	2.23%
MA	Mastercard Inc Financial Services	Reduced	10,721	-268	$5,506,305	+0.3%	1.87%
BUYZ	Franklin Disruptive Commerce ETF	Added	163,826	+17,272	$4,567,159	+12.1%	1.55%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	91,987	+8,067	$4,208,405	+27.0%	1.43%
		Reduced	45,565	-1,054	$4,175,576	−2.3%	1.42%
ABBV	AbbVie Inc. Healthcare	Added	15,754	+387	$3,964,336	+18.6%	1.35%
EDV	Vanguard World Funds Extended Duration ETF	Added	18,247	+1,965	$3,512,813	+9.2%	1.19%
NVO	Novo Nordisk A S Healthcare	Added	69,531	+22,755	$3,333,316	+93.9%	1.13%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	22,466	-298	$3,294,414	+0.2%	1.12%
LLY	ELI LILLY & Co Healthcare	Added	2,744	+116	$3,291,236	+36.2%	1.12%
META	Meta Platforms, Inc. Communication Services	Reduced	5,669	-1,022	$3,193,291	−16.6%	1.09%
VRT	Vertiv Holdings Co Industrials	Reduced	9,002	-16	$3,014,049	+33.4%	1.03%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	47,236	-3,782	$2,691,507	+8.2%	0.92%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	3,464	-2,699	$2,643,516	+9.9%	0.90%
MSFT	Microsoft Corp Technology	Added	6,590	+170	$2,458,201	+3.4%	0.84%
ACP	abrdn Income Credit Strategies Fund Financial Services	Reduced	467,237	-61,916	$2,429,632	−10.0%	0.83%
JA	Janus Henderson AA-A CLO ETF	Added	43,947	+5,781	$2,218,884	+15.4%	0.75%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	2,353	-7	$2,201,160	−6.4%	0.75%
PWR	Quanta Services, Inc. Industrials	Reduced	2,908	-14	$2,093,876	+30.5%	0.71%
BUFC	AB Conservative Buffer ETF	Added	69,436	+3,095	$1,944,199	+6.3%	0.66%
NVG	Nuveen AMT-Free Municipal Credit Income Fund Financial Services	Reduced	150,182	-9,336	$1,922,329	−2.3%	0.65%
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	Reduced	39,748	-1,768	$1,915,058	−1.9%	0.65%
ETN	Eaton Corp plc Industrials	Reduced	4,317	-539	$1,839,560	+5.9%	0.63%
C	Citigroup Inc Financial Services	Added	13,105	+2,855	$1,834,175	+57.8%	0.62%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	5,493	-85	$1,798,023	+9.6%	0.61%
PEG	Public Service Enterprise Group Inc Utilities	Reduced	22,067	-180	$1,790,957	−0.6%	0.61%
JNJ	Johnson & Johnson Healthcare	Added	6,591	+377	$1,673,916	+10.2%	0.57%
AFK	VanEck Africa Index ETF	Added	32,342	+61	$1,665,936	+2.9%	0.57%
AGGH	Simplify Aggregate Bond ETF	Added	39,465	+31,396	$1,665,066	+317.2%	0.57%
XOM	ExxonMobil Holdings Corp Energy	Added	12,133	+971	$1,658,823	−12.4%	0.56%
GEV	GE Vernova Inc. Industrials	Added	1,368	+155	$1,607,208	+51.8%	0.55%
V	Visa Inc. Financial Services	Reduced	4,552	-33	$1,561,745	+12.7%	0.53%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	18,806	-2,489	$1,554,127	−8.3%	0.53%
KO	Coca Cola Co Consumer Defensive	Reduced	18,765	-425	$1,525,031	+4.5%	0.52%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	2,657	-122	$1,514,736	+9.5%	0.52%
BP	Bp PLC Energy	Reduced	40,066	-2,837	$1,480,438	−26.6%	0.50%
RVT	Royce Small-Cap Trust, Inc. Financial Services	Reduced	77,383	-4,700	$1,429,264	+4.9%	0.49%
CEG	Constellation Energy Corp Utilities	Added	5,642	+883	$1,401,303	+5.4%	0.48%
SYY	Sysco Corp Consumer Defensive	Reduced	16,249	-289	$1,358,091	+15.1%	0.46%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.