KENNEDY INVESTMENT GROUP, INC.
Top Portfolio Positions
94 positions ·
$177,615,604 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AVGO |
Broadcom Inc.
Technology
|
59,112 | $18,295,755 | 10.30% |
| AAPL |
Apple Inc.
Technology
|
71,540 | $18,156,136 | 10.22% |
| FTHY |
First Trust High Yield Opportunities 2027 Term Fund
Financial Services
|
1,172,638 | $15,865,792 | 8.93% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
63,049 | $13,131,215 | 7.39% |
| NVDA |
Nvidia Corp
Technology
|
67,192 | $11,718,284 | 6.60% |
| MA |
Mastercard Inc
Financial Services
|
10,989 | $5,490,763 | 3.09% |
| META |
Meta Platforms, Inc.
Communication Services
|
6,691 | $3,828,121 | 2.16% |
| ABBV |
AbbVie Inc.
Healthcare
|
15,367 | $3,342,168 | 1.88% |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
22,764 | $3,288,032 | 1.85% |
| MU |
Micron Technology Inc
Technology
|
9,522 | $3,216,912 | 1.81% |
Portfolio Trend
Holdings in ACP
Export CSVShares Held
Position Value (USD)
7 of 7 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,698,680 | 529,153 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,133,591 | 579,222 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,859,459 | 665,424 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $4,785,012 | 811,019 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $4,776,919 | 811,022 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $5,077,096 | 850,435 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $5,729,914 | 865,546 | Shares | Sole | 2024-10-21 | |
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