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 | Open |
|---|---|---|---|---|---|
| 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 RVT
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,362,577 | 82,083 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,314,693 | 81,658 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,281,834 | 79,469 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,214,550 | 80,701 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,197,085 | 84,065 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,320,785 | 83,594 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,327,749 | 84,570 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,229,212 | 84,949 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,247,793 | 82,254 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,216,706 | 83,565 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,070,217 | 83,156 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,139,038 | 82,539 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,084,093 | 79,889 | Shares | Sole | 2023-06-01 | |
| 2022-12-31 | $1,051,677 | 79,312 | Shares | Sole | 2023-06-01 | |
| No 13F history on record for this holder in this stock. | ||||||