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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.2 Billion 7.29% of portfolio
1,155,633
Q2 2025 Added 0.23%
$118B
$14.9 Billion 6.34% of portfolio
54,160
Q2 2025 Added 0.62%
$3.44T
$14.7 Billion 6.25% of portfolio
71,700
Q2 2025 Reduced 1.83%
$2.36T
$14.2 Billion 6.01% of portfolio
64,518
Q2 2025 Reduced 0.33%
$432B
$9.62 Billion 4.09% of portfolio
60,913
Q2 2025 Added 1.34%
$0
$9.52 Billion 4.04% of portfolio
101,389
Q2 2025 Added 5.2%
$0
$6.18 Billion 2.63% of portfolio
108,734
Q2 2025 Added 1.97%
$542B
$6.04 Billion 2.57% of portfolio
10,757
Q2 2025 Added 0.34%
$0
$5.97 Billion 2.54% of portfolio
109,772
Q2 2025 Added 13.0%
$0
$4.79 Billion 2.03% of portfolio
811,019
Q2 2025 Reduced -0.0%
$61.7B
$4.52 Billion 1.92% of portfolio
6,006
Q2 2025 Reduced 2.64%
$0
$4.05 Billion 1.72% of portfolio
95,492
Q2 2025 Reduced 5.02%
$0
$3.77 Billion 1.6% of portfolio
41,074
Q2 2025 New
$375B
$3.58 Billion 1.52% of portfolio
22,490
Q2 2025 Reduced 0.89%
$0
$3.28 Billion 1.39% of portfolio
319,410
Q2 2025 Reduced 44.03%
$1.18T
$3.16 Billion 1.34% of portfolio
17,793
Q2 2025 Reduced 10.86%
$1.6T
$3.06 Billion 1.3% of portfolio
4,142
Q2 2025 Added 7.67%
$0
$3.04 Billion 1.29% of portfolio
68,041
Q2 2025 Reduced 7.31%
J P Morgan Exchange Traded F
-
$3.02 Billion 1.28% of portfolio
-
Q2 2025 Reduced 8.97%
$0
$2.88 Billion 1.22% of portfolio
241,512
Q2 2025 Reduced 6.98%
$336B
$2.81 Billion 1.19% of portfolio
15,139
Q2 2025 Reduced 0.6%
$389B
$2.51 Billion 1.06% of portfolio
52,951
Q2 2025 Reduced 1.27%
$121B
$2.4 Billion 1.02% of portfolio
19,461
Q2 2025 Added 0.04%
$32.7B
$2.38 Billion 1.01% of portfolio
18,517
Q2 2025 Added 8.03%
$772B
$2.17 Billion 0.92% of portfolio
2,783
Q2 2025 Reduced 1.73%
$0
$1.94 Billion 0.83% of portfolio
204,916
Q2 2025 Reduced 10.57%
$43.7B
$1.91 Billion 0.81% of portfolio
22,663
Q2 2025 Reduced 0.7%
$414B
$1.83 Billion 0.78% of portfolio
1,849
Q2 2025 Reduced 10.72%
$101B
$1.8 Billion 0.77% of portfolio
3,538
Q2 2025 Reduced 1.23%
$30.3B
$1.79 Billion 0.76% of portfolio
34,474
Q2 2025 Reduced 0.65%
$148B
$1.75 Billion 0.75% of portfolio
15,213
Q2 2025 Reduced 1.49%
$1.15T
$1.66 Billion 0.71% of portfolio
9,425
Q2 2025 Added 4.16%
Victory Portfolios Ii
-
$1.66 Billion 0.71% of portfolio
-
Q2 2025 Added 13.89%
$98.7B
$1.62 Billion 0.69% of portfolio
54,167
Q2 2025 Added 0.84%
$584B
$1.62 Billion 0.69% of portfolio
4,574
Q2 2025 Reduced 0.24%
$320B
$1.59 Billion 0.68% of portfolio
19,859
Q2 2025 Added 3.17%
$0
$1.57 Billion 0.67% of portfolio
135,072
Q2 2025 Reduced 9.0%
$61B
$1.54 Billion 0.66% of portfolio
15,294
Q2 2025 Reduced 1.27%
$876B
$1.54 Billion 0.65% of portfolio
5,311
Q2 2025 Added 0.55%
$299B
$1.49 Billion 0.63% of portfolio
21,047
Q2 2025 Reduced 0.31%
$0
$1.42 Billion 0.6% of portfolio
27,963
Q2 2025 Added 11.05%
$0
$1.38 Billion 0.59% of portfolio
7,831
Q2 2025 Added 3.35%
$0
$1.37 Billion 0.58% of portfolio
7,029
Q2 2025 Added 5.02%
$40.7B
$1.31 Billion 0.56% of portfolio
17,313
Q2 2025 Reduced 0.33%
$181B
$1.28 Billion 0.54% of portfolio
29,507
Q2 2025 Reduced 3.13%
$0
$1.26 Billion 0.54% of portfolio
117,806
Q2 2025 Reduced 4.05%
$0
$1.21 Billion 0.52% of portfolio
80,701
Q2 2025 Reduced 4.0%
$0
$1.18 Billion 0.5% of portfolio
197,626
Q2 2025 Reduced 11.62%
$60.3B
$1.18 Billion 0.5% of portfolio
3,123
Q2 2025 Reduced 2.86%

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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