KENNEDY INVESTMENT GROUP, INC.

CIK

1978005

Location

WEST DEPTFORD, NJ

Portfolio Value

Small $174,443,612

Diversification

Diversified

Filing Date

Global Rank

#4,495 / 8,603 ▼ 41 · as of Mar 2026

Top Industry

Semiconductors 19.5%

3Y Alpha vs SPY

-2.2%

Period ended 3 months ago

Filed Apr 22, 2026 · 3mo

14 quarters · since Dec 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+66.7%

SPY

+76.5%

Annualised alpha

-2.3%

Max drawdown

−17.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

94 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.5%

−0.2 pts

Top 5

44.2%

−0.0 pts

Top 10

55.2%

−0.2 pts

HHI

464

Diversified−2

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.8%	$57,152,073	10
Financial Services	23.8%	$41,549,380	23
Consumer Cyclical	9.6%	$16,750,018	6
Consumer Defensive	8.6%	$15,030,517	13
Healthcare	6.8%	$11,792,058	8
Industrials	5.8%	$10,063,512	11
Communication Services	5.3%	$9,321,790	6
Utilities	3.0%	$5,243,472	7
Energy	2.3%	$4,075,556	5
Unclassified	1.3%	$2,184,991	3
Real Estate	0.4%	$706,237	1
Basic Materials	0.3%	$574,008	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVO	Novo Nordisk A S	+27,104	46,776	$1,719,018
MPB	Mid Penn Bancorp Inc	+2,716	25,204	$810,560
NOW	ServiceNow, Inc.	+2,035	5,385	$563,001
C	Citigroup Inc	+1,983	10,250	$1,162,452
SO	Southern Co	+1,707	10,501	$1,013,556
AVGO	Broadcom Inc.	+897	59,112	$18,295,755
T	At&T Inc.	+797	17,130	$496,598
OXSQ	Oxford Square Capital Corp.	+739	12,492	$22,110
CRWD	CrowdStrike Holdings, Inc.	+583	6,163	$601,524
CMCSA	Comcast Corp	+571	18,226	$523,268
PEG	Public Service Enterprise Group Inc	+528	22,247	$1,800,894
AXP	American Express Co	+499	1,153	$348,759
NFLX	Netflix Inc	+496	3,311	$318,352
RVT	Royce Small-Cap Trust, Inc.	+425	82,083	$1,362,577
ET	Energy Transfer LP	+348	19,715	$380,499
JPM	Jpmorgan Chase & Co	+330	5,578	$1,640,824
TSLA	Tesla, Inc.	+321	2,271	$844,244
WFC	Wells Fargo & Company/Mn	+285	21,295	$1,695,294
ABBV	AbbVie Inc.	+234	15,367	$3,342,168
PEP	Pepsico Inc	+231	7,198	$1,117,777
VPV	Invesco Pennsylvania Value Municipal Income Trust	+201	10,724	$113,352
VGM	Invesco Trust for Investment Grade Municipals	+200	10,619	$104,809
GE	General Electric Co	+135	1,749	$496,313
GEV	GE Vernova Inc.	+133	1,213	$1,058,827
GDV	Gabelli Dividend & Income Trust	+108	41,277	$1,111,589
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ACP	abrdn Income Credit Strategies Fund	−50,069	529,153	$2,698,680
EVV	Eaton Vance Ltd Duration Income Fund	−16,361	120,455	$1,138,299
BP	Bp PLC	−8,608	42,903	$2,016,441
FTHY	First Trust High Yield Opportunities 2027 Term Fund	−6,947	1,172,638	$15,865,792
AFB	Alliancebernstein National Municipal Income Fund	−4,813	47,281	$505,433
NVG	Nuveen AMT-Free Municipal Credit Income Fund	−4,671	159,518	$1,966,856
ADT	ADT Inc.	−4,589	20,451	$134,363
SOFI	SoFi Technologies, Inc.	−3,834	24,166	$383,756
URI	United Rentals, Inc.	−3,751	631	$459,721
KO	Coca Cola Co	−1,952	19,190	$1,459,399
GIS	General Mills Inc	−1,122	29,061	$1,081,650
KHC	Kraft Heinz Co	−844	15,297	$344,029
F	Ford Motor Co	−709	36,711	$423,644
MU	Micron Technology Inc	−521	9,522	$3,216,912
CVX	Chevron Corp	−496	1,567	$324,212
LOW	Lowes Companies Inc	−487	2,955	$698,207
VRT	Vertiv Holdings Co	−454	9,018	$2,259,730
BAC	Bank Of America Corp /De/	−443	51,018	$2,487,127
SYY	Sysco Corp	−432	16,538	$1,179,655
AAPL	Apple Inc.	−404	71,540	$18,156,136
MDLZ	Mondelez International, Inc.	−402	4,023	$231,885
MRK	Merck & Co., Inc.	−394	2,827	$340,059
APD	Air Products & Chemicals, Inc.	−365	1,976	$574,008
COP	Conocophillips	−360	8,503	$1,122,396
VZ	Verizon Communications Inc	−330	29,797	$1,495,809
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
NJR	New Jersey Resources Corp	4,961	$272,458
VLO	Valero Energy Corp/Tx	939	$232,008
GS	Goldman Sachs Group Inc	273	$230,955
PPL	PPL Corp	5,528	$211,169
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
DEO	Diageo PLC	17,753	$1,531,551
BLK	BlackRock, Inc.	467	$499,848
IONQ	IonQ, Inc.	6,265	$281,110
CRM	Salesforce, Inc.	1,012	$268,088
TMO	Thermo Fisher Scientific Inc.	404	$234,097
DIS	Walt Disney Co	2,044	$232,545
COF	Capital One Financial Corp	930	$225,394
ADBE	Adobe Inc.	602	$210,693
ABT	Abbott Laboratories	1,660	$207,981
PMM	Putnam Managed Municipal Income Trust	14,748	$92,469
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

94 positions · $174,443,612 total · as of Mar 31, 2026

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

Showing 1–50 of 94 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AVGO	Broadcom Inc. Technology	Added	59,112	+897	$18,295,755	−9.2%	10.49%
AAPL	Apple Inc. Technology	Reduced	71,540	-404	$18,156,136	−7.2%	10.41%
FTHY	First Trust High Yield Opportunities 2027 Term Fund Financial Services	Reduced	1,172,638	-6,947	$15,865,792	−4.4%	9.10%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	63,049	-131	$13,131,215	−10.0%	7.53%
NVDA	Nvidia Corp Technology	Added	67,192	+85	$11,718,284	−6.4%	6.72%
MA	Mastercard Inc Financial Services	Added	10,989	+14	$5,490,763	−12.4%	3.15%
META	Meta Platforms, Inc. Communication Services	Reduced	6,691	-43	$3,828,121	−13.9%	2.19%
ABBV	AbbVie Inc. Healthcare	Added	15,367	+234	$3,342,168	−3.3%	1.92%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	22,764	-314	$3,288,032	−0.6%	1.88%
MU	Micron Technology Inc Technology	Reduced	9,522	-521	$3,216,912	+12.2%	1.84%
ACP	abrdn Income Credit Strategies Fund Financial Services	Reduced	529,153	-50,069	$2,698,680	−13.9%	1.55%
GOOGL	Alphabet Inc. Communication Services	Reduced	9,249	-199	$2,659,642	−10.1%	1.52%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	51,018	-443	$2,487,127	−12.1%	1.43%
LLY	ELI LILLY & Co Healthcare	Reduced	2,628	-43	$2,417,155	−15.8%	1.39%
MSFT	Microsoft Corp Technology	Added	6,420	+40	$2,376,491	−23.0%	1.36%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	2,360	-86	$2,351,574	+11.5%	1.35%
VRT	Vertiv Holdings Co Industrials	Reduced	9,018	-454	$2,259,730	+47.3%	1.30%
BP	Bp PLC Energy	Reduced	42,903	-8,608	$2,016,441	+12.7%	1.16%
NVG	Nuveen AMT-Free Municipal Credit Income Fund Financial Services	Reduced	159,518	-4,671	$1,966,856	−5.4%	1.13%
PEG	Public Service Enterprise Group Inc Utilities	Added	22,247	+528	$1,800,894	+3.3%	1.03%
ETN	Eaton Corp plc Industrials	Added	4,856	+6	$1,736,845	+12.4%	1.00%
NVO	Novo Nordisk A S Healthcare	Added	46,776	+27,104	$1,719,018	+71.7%	0.99%
WFC	Wells Fargo & Company/Mn Financial Services	Added	21,295	+285	$1,695,294	−13.4%	0.97%
JPM	Jpmorgan Chase & Co Financial Services	Added	5,578	+330	$1,640,824	−3.0%	0.94%
PWR	Quanta Services, Inc. Industrials	Reduced	2,922	-20	$1,604,236	+29.2%	0.92%
JNJ	Johnson & Johnson Healthcare	Added	6,214	+63	$1,518,950	+19.3%	0.87%
VZ	Verizon Communications Inc Communication Services	Reduced	29,797	-330	$1,495,809	+21.9%	0.86%
KO	Coca Cola Co Consumer Defensive	Reduced	19,190	-1,952	$1,459,399	−1.3%	0.84%
V	Visa Inc. Financial Services	Added	4,585	+7	$1,385,770	−13.7%	0.79%
RVT	Royce Small-Cap Trust, Inc. Financial Services	Added	82,083	+425	$1,362,577	+3.6%	0.78%
CEG	Constellation Energy Corp Utilities	Reduced	4,759	-27	$1,328,950	−21.4%	0.76%
SYY	Sysco Corp Consumer Defensive	Reduced	16,538	-432	$1,179,655	−5.7%	0.68%
C	Citigroup Inc Financial Services	Added	10,250	+1,983	$1,162,452	+20.5%	0.67%
EVV	Eaton Vance Ltd Duration Income Fund Financial Services	Reduced	120,455	-16,361	$1,138,299	−16.0%	0.65%
COP	Conocophillips Energy	Reduced	8,503	-360	$1,122,396	+35.3%	0.64%
PEP	Pepsico Inc Consumer Defensive	Added	7,198	+231	$1,117,777	+11.8%	0.64%
GDV	Gabelli Dividend & Income Trust Financial Services	Added	41,277	+108	$1,111,589	−2.8%	0.64%
GIS	General Mills Inc Consumer Defensive	Reduced	29,061	-1,122	$1,081,650	−22.9%	0.62%
CL	Colgate Palmolive Co Consumer Defensive	Reduced	12,522	-137	$1,067,250	+6.7%	0.61%
GEV	GE Vernova Inc. Industrials	Added	1,213	+133	$1,058,827	+50.0%	0.61%
SO	Southern Co Utilities	Added	10,501	+1,707	$1,013,556	+32.2%	0.58%
SHOP	Shopify Inc. Technology	Reduced	8,469	-50	$1,004,592	−26.7%	0.58%
WM	Waste Management Inc Industrials	Reduced	4,308	-20	$989,935	+4.1%	0.57%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	3,087	-215	$959,408	−4.9%	0.55%
WMT	Walmart Inc. Consumer Defensive	Reduced	7,438	-208	$924,394	+8.5%	0.53%
NVS	Novartis AG Healthcare	Reduced	5,976	-2	$912,834	+10.8%	0.52%
IBM	International Business Machines Corp Technology	Added	3,585	+45	$868,968	−17.1%	0.50%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,271	+321	$844,244	−3.7%	0.48%
CAH	Cardinal Health Inc Healthcare	Reduced	3,860	-266	$815,656	−3.8%	0.47%
MPB	Mid Penn Bancorp Inc Financial Services	Added	25,204	+2,716	$810,560	+16.2%	0.46%