KENNEDY INVESTMENT GROUP, INC.
CIK
1978005
City
WEST DEPTFORD
State / Country
NJ
Top Portfolio Positions
95 positions ·
$176,306,524 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AVGO |
Broadcom Inc.
Technology
|
59,112 | $18,295,755 | 10.38% | |
| AAPL |
Apple Inc.
Technology
|
71,540 | $18,156,136 | 10.30% | |
| FTHY |
First Trust High Yield Opportunities 2027 Term Fund
Financial Services
|
1,172,638 | $15,865,792 | 9.00% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
63,049 | $13,131,215 | 7.45% | |
| NVDA |
Nvidia Corp
Technology
|
67,192 | $11,718,284 | 6.65% | |
| MA |
Mastercard Inc
Financial Services
|
10,989 | $5,490,763 | 3.11% | |
| META |
Meta Platforms, Inc.
Communication Services
|
6,691 | $3,828,121 | 2.17% | |
| ABBV |
AbbVie Inc.
Healthcare
|
15,367 | $3,342,168 | 1.90% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
22,764 | $3,288,032 | 1.86% | |
| MU |
Micron Technology Inc
Technology
|
9,522 | $3,216,912 | 1.82% |
Portfolio Trend
14 quarters · across all stocks
Holdings in FTHY
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,865,792 | 1,172,638 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $16,596,760 | 1,179,585 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $16,925,551 | 1,168,085 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $17,161,150 | 1,155,633 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $16,660,069 | 1,152,946 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $16,941,180 | 1,169,971 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $18,084,563 | 1,196,069 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $17,279,041 | 1,206,637 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $17,315,496 | 1,190,887 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $15,721,216 | 1,128,587 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $14,277,335 | 1,071,872 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $14,057,361 | 1,024,589 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $12,849,705 | 920,466 | Shares | Sole | 2023-06-01 | |
| 2022-12-31 | $11,329,886 | 840,496 | Shares | Sole | 2023-06-01 | |
| No 13F history on record for this holder in this stock. | ||||||