KENNEDY INVESTMENT GROUP Portfolio Holdings - 13F Filings | 13F Fund Database
KENNEDY INVESTMENT GROUP 13F Holdings
CIK 0001978005 · WEST DEPTFORD, NJ
As of Sep 30, 2025, KENNEDY INVESTMENT GROUP reported
138 positions worth $251.5M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| BROADCOM INC | AVGO | Technology | 54,584 |
|
8.0M7.16% |
| APPLE INC | AAPL | Technology | 70,509 |
8.0M | 7.14% |
| FIRST TR HIGH YIELD OPPRT 20 | FTHY | — | 1,168,085 |
6.9M | 6.73% |
| AMAZON.COM INC | AMZN | Equity | 64,264 |
4.1M | 5.61% |
| NVIDIA CORP | NVDA | Technology | 63,210 |
1.8M | 4.69% |
| ISHARES MSCI USA MIN VOL FACTOR ETF | USMV | — | 110,277 |
0.5M | 4.17% |
| JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | JEPQ | — | 127,027 | $7.3M | 2.90% |
| JPMORGAN EQUITY PREMIUM INCOME ETF | JEPI | — | 112,964 | $6.5M | 2.56% |
| MASTERCARD INC | MA | Financial Services | 10,761 | $6.1M | 2.43% |
| UNITED RENTALS INC | URI | Industrials | 5,626 | $5.4M | 2.14% |
| DIMENSIONAL US CORE EQUITY MARKET ETF | DFAU | — | 112,775 | $5.2M | 2.05% |
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF | BIL | — | 50,166 | $4.6M | 1.83% |
| ALPHABET INC | GOOG | Equity | 17,515 | $4.3M | 1.70% |
| ABRDN INCOME CREDIT STRATEGIES FUND | ACP | — | 665,424 | $3.9M | 1.53% |
| ABBVIE INC | ABBV | Equity | 15,127 | $3.5M | 1.39% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 22,259 | $3.4M | 1.36% |
| MICROSOFT CORP | MSFT | Technology | 6,332 | $3.3M | 1.30% |
| META PLATFORMS INC | META | Communication Services | 4,309 | $3.2M | 1.26% |
| JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | HELO | — | 46,948 | $3.1M | 1.21% |
| BANK OF AMERICA CORP | BAC | Financial Services | 51,663 | $2.7M | 1.06% |
| CROWDSTRIKE HOLDINGS INC | CRWD | Technology | 5,279 | $2.6M | 1.03% |
| FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | FVD | — | 55,164 | $2.6M | 1.01% |
| NUVEEN AMT-FREE MUNICIPAL CREDIT INCOME FUND | NVG | — | 194,441 | $2.4M | 0.95% |
| VERTIV HOLDINGS CO | VRT | Industrials | 15,494 | $2.3M | 0.93% |
| ALPHABET INC | GOOGL | Equity | 9,371 | $2.3M | 0.91% |