Kennedy Investment Group Portfolio Holdings

Kennedy Investment Group

  • $252 Billion
  • Q3 2025

Kennedy Investment Group has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $252 Billion distributed in 138 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $18B, Apple Inc. with a value of $18B, First Trust High Yield Opportunities 2027 Term Fund with a value of $16.9B, Amazon Com Inc with a value of $14.1B, and Nvidia Corp with a value of $11.8B.

Examining the 13F form we can see an increase of $16.1B in the current position value, from $235B to 252B.

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 $252 Billion
Technology: $60.7 Billion
ETFs: $50.6 Billion
Financial Services: $33.5 Billion
Consumer Cyclical: $18.3 Billion
Consumer Defensive: $17.6 Billion
Industrials: $12.5 Billion
Communication Services: $12.3 Billion
Healthcare: $8.91 Billion
Other: $12 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$152B
$18 Billion 7.16% of portfolio
54,584
Q3 2025 Added 0.78%
$4.36T
$18 Billion 7.14% of portfolio
70,509
Q3 2025 Reduced 1.66%
$0
$16.9 Billion 6.73% of portfolio
1,168,085
Q3 2025 Added 1.08%
$2.27T
$14.1 Billion 5.61% of portfolio
64,264
Q3 2025 Reduced 0.39%
$506B
$11.8 Billion 4.69% of portfolio
63,210
Q3 2025 Added 3.77%
$0
$10.5 Billion 4.17% of portfolio
110,277
Q3 2025 Added 8.77%
$0
$7.31 Billion 2.9% of portfolio
127,027
Q3 2025 Added 15.72%
$0
$6.45 Billion 2.56% of portfolio
112,964
Q3 2025 Added 3.89%
$528B
$6.12 Billion 2.43% of portfolio
10,761
Q3 2025 Added 0.04%
$59.5B
$5.37 Billion 2.14% of portfolio
5,626
Q3 2025 Reduced 6.33%
$0
$5.16 Billion 2.05% of portfolio
112,775
Q3 2025 Added 18.1%
$0
$4.6 Billion 1.83% of portfolio
50,166
Q3 2025 Added 22.14%
$1.72T
$4.27 Billion 1.7% of portfolio
17,515
Q3 2025 Reduced 1.56%
$0
$3.86 Billion 1.53% of portfolio
665,424
Q3 2025 Reduced 17.95%
$403B
$3.5 Billion 1.39% of portfolio
15,127
Q3 2025 Reduced 0.08%
$354B
$3.42 Billion 1.36% of portfolio
22,259
Q3 2025 Reduced 1.03%
$1.65T
$3.16 Billion 1.26% of portfolio
4,309
Q3 2025 Added 4.03%
J P Morgan Exchange Traded F
-
$3.05 Billion 1.21% of portfolio
-
Q3 2025 Reduced 2.64%
$426B
$2.67 Billion 1.06% of portfolio
51,663
Q3 2025 Reduced 2.43%
$116B
$2.59 Billion 1.03% of portfolio
5,279
Q3 2025 Added 49.21%
$0
$2.55 Billion 1.01% of portfolio
55,164
Q3 2025 Reduced 18.93%
$0
$2.39 Billion 0.95% of portfolio
194,441
Q3 2025 Reduced 19.49%
$32.7B
$2.34 Billion 0.93% of portfolio
15,494
Q3 2025 Reduced 16.33%
$1.5T
$2.28 Billion 0.91% of portfolio
9,371
Q3 2025 Reduced 0.57%
Victory Portfolios Ii
-
$2.26 Billion 0.9% of portfolio
-
Q3 2025 Added 28.29%
$802B
$2.13 Billion 0.85% of portfolio
2,792
Q3 2025 Added 0.32%
$0
$1.98 Billion 0.79% of portfolio
195,238
Q3 2025 Reduced 38.88%
$407B
$1.85 Billion 0.74% of portfolio
2,001
Q3 2025 Added 8.22%
$40.3B
$1.86 Billion 0.74% of portfolio
22,305
Q3 2025 Reduced 1.58%
$107B
$1.83 Billion 0.73% of portfolio
52,999
Q3 2025 Reduced 2.16%
$0
$1.81 Billion 0.72% of portfolio
179,223
Q3 2025 Reduced 12.54%
$244B
$1.8 Billion 0.71% of portfolio
10,735
Q3 2025 Reduced 44.84%
$326B
$1.76 Billion 0.7% of portfolio
21,010
Q3 2025 Added 5.8%
$27.9B
$1.72 Billion 0.68% of portfolio
34,086
Q3 2025 Reduced 1.13%
$908B
$1.67 Billion 0.67% of portfolio
5,305
Q3 2025 Reduced 0.11%
$207B
$1.67 Billion 0.66% of portfolio
11,244
Q3 2025 Reduced 26.09%
$117B
$1.59 Billion 0.63% of portfolio
4,838
Q3 2025 Added 59.99%
$0
$1.59 Billion 0.63% of portfolio
31,292
Q3 2025 Added 11.91%
$0
$1.59 Billion 0.63% of portfolio
31,176
Q3 2025 Added 264.84%
$564B
$1.55 Billion 0.62% of portfolio
4,538
Q3 2025 Reduced 0.79%
$0
$1.48 Billion 0.59% of portfolio
7,823
Q3 2025 Reduced 0.1%
$51.8B
$1.43 Billion 0.57% of portfolio
15,013
Q3 2025 Reduced 1.84%
$37.9B
$1.4 Billion 0.56% of portfolio
16,988
Q3 2025 Reduced 1.88%
$298B
$1.39 Billion 0.55% of portfolio
20,975
Q3 2025 Reduced 0.34%
$0
$1.39 Billion 0.55% of portfolio
111,076
Q3 2025 Reduced 17.77%
$0
$1.34 Billion 0.53% of portfolio
6,497
Q3 2025 Reduced 7.57%
$164B
$1.31 Billion 0.52% of portfolio
29,713
Q3 2025 Added 0.7%
$0
$1.28 Billion 0.51% of portfolio
79,469
Q3 2025 Reduced 1.53%
$64.9B
$1.28 Billion 0.51% of portfolio
3,093
Q3 2025 Reduced 0.96%

Summary

  • Portfolio
  • No. of Stocks 138
  • Current Value $252 Billion
  • Prior Value $235 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
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