Kennedy Investment Group Portfolio Holdings

Kennedy Investment Group

  • $235 Billion
  • Q2 2025

Kennedy Investment Group has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $235 Billion distributed in 136 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 $17.2B, Broadcom Inc. with a value of $14.9B, Apple Inc. with a value of $14.7B, Amazon Com Inc with a value of $14.2B, and Nvidia Corp with a value of $9.62B.

Examining the 13F form we can see an increase of $20B in the current position value, from $215B to 235B.

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 $235 Billion
Technology: $52.2 Billion
ETFs: $43.7 Billion
Financial Services: $36.9 Billion
Consumer Defensive: $18.4 Billion
Consumer Cyclical: $18.1 Billion
Industrials: $11 Billion
Communication Services: $10.6 Billion
Healthcare: $8.49 Billion
Other: $11.5 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$107 Million 0.05% of portfolio
11,010
Q2 2025 Added 2.49%
$0
$102 Million 0.04% of portfolio
10,122
Q2 2025 New
$0
$87.8 Million 0.04% of portfolio
11,008
Q2 2025 Reduced 12.29%
$116M
$23.5 Million 0.01% of portfolio
10,546
Q2 2025 Added 4.51%

Summary

  • Portfolio
  • No. of Stocks 136
  • Current Value $235 Billion
  • Prior Value $215 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 14 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 66 stocks
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