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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$76.4B
$1.21 Billion 0.56% of portfolio
12,875
Q1 2025 Added 0.09%
$185B
$1.12 Billion 0.52% of portfolio
7,488
Q1 2025 Reduced 4.07%
$216B
$1.06 Billion 0.49% of portfolio
3,397
Q1 2025 Added 3.47%
$0
$1.04 Billion 0.48% of portfolio
43,102
Q1 2025 Added 0.13%
$0
$1 Billion 0.47% of portfolio
92,513
Q1 2025 Reduced 13.89%
$65.3B
$969 Million 0.45% of portfolio
3,286
Q1 2025 Added 0.7%
$0
$941 Million 0.44% of portfolio
3,556
Q1 2025 Added 3.64%
$92.7B
$943 Million 0.44% of portfolio
4,073
Q1 2025 Reduced 0.44%
$12.2B
$932 Million 0.43% of portfolio
18,303
Q1 2025 Reduced 0.51%
$27.3B
$915 Million 0.42% of portfolio
4,984
Q1 2025 Reduced 4.37%
$174B
$889 Million 0.41% of portfolio
2,318
Q1 2025 Reduced 21.08%
$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%
$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%
$0
$704 Million 0.33% of portfolio
1,371
Q1 2025 Added 5.87%
$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%
$102B
$614 Million 0.29% of portfolio
3,045
Q1 2025 Reduced 0.59%
$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
Blackrock Inc
-
$568 Million 0.26% of portfolio
-
Q1 2025 New
$0
$547 Million 0.25% of portfolio
978
Q1 2025 Added 118.3%
$200B
$522 Million 0.24% of portfolio
18,471
Q1 2025 Reduced 0.87%
$0
$497 Million 0.23% of portfolio
5,479
Q1 2025 Added 20.68%
$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%
$0
$438 Million 0.2% of portfolio
933
Q1 2025 Reduced 2.1%
J P Morgan Exchange Traded F
-
$416 Million 0.19% of portfolio
-
Q1 2025 Reduced 20.81%
$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%
$0
$366 Million 0.17% of portfolio
4,100
Q4 2023 New
$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%
Ishares Bitcoin Trust ETF
-
$365 Million 0.17% of portfolio
-
Q1 2025 Added 38.37%

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
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