KENNEDY INVESTMENT GROUP
CIK
0001978005
City
WEST DEPFORD
State / Country
NJ
Top Portfolio Positions
96 positions ·
$187,929,100 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AVGO |
Broadcom Inc.
Technology
|
58,215 | $20,148,211 | 10.72% |
| AAPL |
Apple Inc.
Technology
|
71,944 | $19,558,695 | 10.41% |
| FTHY |
First Trust High Yield Opportunities 2027 Term Fund
Financial Services
|
1,179,585 | $16,596,760 | 8.83% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
63,180 | $14,583,207 | 7.76% |
| NVDA |
Nvidia Corp
Technology
|
67,107 | $12,515,455 | 6.66% |
| MA |
Mastercard Inc
Financial Services
|
10,975 | $6,265,408 | 3.33% |
| META |
Meta Platforms, Inc.
Communication Services
|
6,734 | $4,445,046 | 2.37% |
| URI |
United Rentals, Inc.
Industrials
|
4,382 | $3,546,440 | 1.89% |
| ABBV |
AbbVie Inc.
Healthcare
|
15,133 | $3,457,739 | 1.84% |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
23,078 | $3,307,308 | 1.76% |
Portfolio Trend
Holdings in VPV
Export CSVShares Held
Position Value (USD)
3 of 3 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $110,070 | 10,523 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $106,646 | 10,324 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $101,827 | 10,122 | Shares | Sole | 2025-07-16 | |
| No quarters match your search. | ||||||