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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$179M
$607 Million 0.28% of portfolio
55,619
Q4 2022 New
$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