Kennedy Investment Group Portfolio Holdings

Kennedy Investment Group

  • $215 Billion
  • Q1 2025

Kennedy Investment Group has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $215 Billion distributed in 125 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Trust High Yield Opportunities 2027 Term Fund with a value of $16.7B, Apple Inc. with a value of $16.2B, Amazon Com Inc with a value of $12.3B, Ishares Msci Usa Min Vol Facto with a value of $9.03B, and Broadcom Inc. with a value of $9.01B.

Examining the 13F form we can see an decrease of $5.58B in the current position value, from $221B to 215B.

Kennedy Investment Group is based out at West Depford, NJ

Below you can find more details about Kennedy Investment Group portfolio as well as his latest detailed transactions.

Portfolio value $215 Billion
Technology: $41.9 Billion
Financial Services: $38.9 Billion
ETFs: $35.8 Billion
Consumer Defensive: $19.5 Billion
Consumer Cyclical: $16.2 Billion
Communication Services: $9.73 Billion
Healthcare: $9.31 Billion
Industrials: $8.68 Billion
Other: $12.5 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$864 Million 0.4% of portfolio
81,708
Q1 2025 Reduced 18.23%
$157B
$836 Million 0.39% of portfolio
22,648
Q1 2025 Added 0.73%
$380B
$839 Million 0.39% of portfolio
2,288
Q1 2025 Added 2.1%
$54.7B
$817 Million 0.38% of portfolio
3,215
Q1 2025 Added 22.9%
$32.4B
$815 Million 0.38% of portfolio
26,790
Q1 2025 Reduced 3.74%
$100B
$799 Million 0.37% of portfolio
8,693
Q1 2025 Added 0.01%
$140B
$805 Million 0.37% of portfolio
3,453
Q1 2025 Added 0.91%
$260B
$773 Million 0.36% of portfolio
3,108
Q1 2025 Added 0.48%
$16.2B
$755 Million 0.35% of portfolio
64,900
Q1 2025 Reduced 7.55%
$264B
$758 Million 0.35% of portfolio
6,799
Q1 2025 Reduced 0.45%
$276B
$736 Million 0.34% of portfolio
4,639
Q1 2025 Added 3.07%
$103B
$735 Million 0.34% of portfolio
12,245
Q1 2025 Added 0.18%
$409B
$742 Million 0.34% of portfolio
4,476
Q1 2025 Reduced 0.4%
$15.5B
$660 Million 0.31% of portfolio
4,485
Q1 2025 Reduced 1.47%
$159B
$644 Million 0.3% of portfolio
2,068
Q1 2025 Reduced 0.96%
$160B
$639 Million 0.3% of portfolio
3,019
Q1 2025 Added 1.72%
$43B
$615 Million 0.29% of portfolio
4,461
Q1 2025 Added 0.25%
$263B
$619 Million 0.29% of portfolio
7,052
Q1 2025 Added 4.55%
$179M
$607 Million 0.28% of portfolio
55,619
Q4 2022 New
$631B
$581 Million 0.27% of portfolio
1,091
Q1 2025 Added 0.46%
$205B
$554 Million 0.26% of portfolio
696
Q1 2025 New
$200B
$522 Million 0.24% of portfolio
18,471
Q1 2025 Reduced 0.87%
$46.7B
$445 Million 0.21% of portfolio
44,329
Q1 2025 Added 2.17%
$934B
$445 Million 0.21% of portfolio
1,718
Q1 2025 Added 15.69%
$179B
$462 Million 0.21% of portfolio
3,007
Q1 2025 Added 0.33%
$0
$458 Million 0.21% of portfolio
45,763
Q1 2025 Reduced 8.67%
$271B
$418 Million 0.19% of portfolio
1,556
Q1 2025 Added 65.36%
$74.5B
$361 Million 0.17% of portfolio
3,278
Q1 2025 Added 5.57%
$113B
$376 Million 0.17% of portfolio
2,686
Q1 2025 Reduced 2.96%
$212B
$360 Million 0.17% of portfolio
4,010
Q1 2025 Added 4.43%
$54.5B
$354 Million 0.16% of portfolio
19,033
Q1 2025 Reduced 3.12%
$42.9B
$315 Million 0.15% of portfolio
6,834
Q1 2025 Added 0.98%
$91.6B
$325 Million 0.15% of portfolio
4,788
Q1 2025 Reduced 8.52%
$274B
$329 Million 0.15% of portfolio
1,646
Q1 2025 Reduced 0.54%
$166B
$285 Million 0.13% of portfolio
4,014
Q1 2025 New
$300B
$287 Million 0.13% of portfolio
1,715
Q1 2025 Added 0.59%
$220B
$256 Million 0.12% of portfolio
2,596
Q1 2025 Added 0.78%
$168B
$262 Million 0.12% of portfolio
1,808
Q1 2025 Reduced 3.62%
$9.8B
$266 Million 0.12% of portfolio
6,729
Q1 2025 Reduced 0.22%
$121B
$266 Million 0.12% of portfolio
595
Q1 2025 Added 0.68%
$19.2B
$229 Million 0.11% of portfolio
1,673
Q1 2025 Reduced 12.91%
$1.55B
$246 Million 0.11% of portfolio
4,900
Q1 2025 Added 1.03%
$7.3B
$224 Million 0.1% of portfolio
27,568
Q1 2025 Reduced 6.68%
$24.9B
$209 Million 0.1% of portfolio
5,782
Q1 2025 New
$165B
$209 Million 0.1% of portfolio
419
Q1 2025 Reduced 3.23%
$233B
$226 Million 0.1% of portfolio
1,700
Q1 2025 New
$0
$111 Million 0.05% of portfolio
12,551
Q1 2025 Reduced 1.01%
$0
$103 Million 0.05% of portfolio
10,743
Q1 2025 Added 1.61%
$114M
$26.3 Million 0.01% of portfolio
10,091
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 125
  • Current Value $215 Billion
  • Prior Value $221 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
Track This Portfolio

Track Kennedy Investment Group Portfolio

Follow Kennedy Investment Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kennedy Investment Group, based on Form 13F filings with the SEC.

News

Stay updated on Kennedy Investment Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email