KENNEDY INVESTMENT GROUP, INC.

CIK

1978005

City

WEST DEPTFORD

State / Country

NJ

Stock

VGM — Invesco Trust for Investment Grade Municipals

Top Portfolio Positions

95 positions · $178,111,096 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
AVGO	Broadcom Inc. Technology	59,112	$18,295,755	10.27%
AAPL	Apple Inc. Technology	71,540	$18,156,136	10.19%
FTHY	First Trust High Yield Opportunities 2027 Term Fund Financial Services	1,172,638	$15,865,792	8.91%
AMZN	Amazon Com Inc Consumer Cyclical	63,049	$13,131,215	7.37%
NVDA	Nvidia Corp Technology	67,192	$11,718,284	6.58%
MA	Mastercard Inc Financial Services	10,989	$5,490,763	3.08%
META	Meta Platforms, Inc. Communication Services	6,691	$3,828,121	2.15%
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

14 quarters · across all stocks

Holdings in VGM

Compact Export CSV

Shares Held

Position Value (USD)

14 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$104,809	10,619	+1.9%	Shares	Sole	2026-04-22
2025-12-31	$108,045	10,419	-94.2%	Shares	Sole	2026-02-06
2025-09-30	$1,813,736	179,223	-12.5%	Shares	Sole	2025-10-28
2025-06-30	$1,944,652	204,916	-10.6%	Shares	Sole	2025-07-16
2025-03-31	$2,282,184	229,135	-14.6%	Shares	Sole	2025-04-22
2024-12-31	$2,709,234	268,241	-6.1%	Shares	Sole	2025-01-22
2024-09-30	$3,016,368	285,641	-6.1%	Shares	Sole	2024-10-21
2024-06-30	$3,125,222	304,306	-6.6%	Shares	Sole	2024-07-18
2024-03-31	$3,214,123	325,976	-3.0%	Shares	Sole	2024-04-22
2023-12-31	$3,323,979	336,095	-4.9%	Shares	Sole	2024-01-29
2023-09-30	$3,005,234	353,557	-0.6%	Shares	Sole	2023-10-25
2023-06-30	$3,453,361	355,650	-0.3%	Shares	Sole	2023-07-19
2023-03-31	$3,547,158	356,857	-4.0%	Shares	Sole	2023-06-01
2022-12-31	$3,737,514	371,892	—	Shares	Sole	2023-06-01
No 13F history on record for this holder in this stock.