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
$0
$16.7 Billion 7.73% of portfolio
1,152,946
Q1 2025 Reduced 1.46%
$3.38T
$16.2 Billion 7.53% of portfolio
73,040
Q1 2025 Added 0.54%
$1.91T
$12.3 Billion 5.72% of portfolio
64,734
Q1 2025 Added 0.74%
$0
$9.03 Billion 4.19% of portfolio
96,381
Q1 2025 Added 10.75%
$78B
$9.01 Billion 4.18% of portfolio
53,824
Q1 2025 Added 4.39%
$271B
$6.51 Billion 3.02% of portfolio
60,108
Q1 2025 Added 4.76%
$0
$6.09 Billion 2.83% of portfolio
106,638
Q1 2025 Added 5.34%
$510B
$5.88 Billion 2.73% of portfolio
10,721
Q1 2025 Added 0.17%
$0
$5.7 Billion 2.64% of portfolio
570,657
Q1 2025 Reduced 6.43%
$0
$5.03 Billion 2.33% of portfolio
97,141
Q1 2025 Added 7.51%
$0
$4.78 Billion 2.22% of portfolio
811,022
Q1 2025 Reduced 4.63%
$384B
$3.87 Billion 1.8% of portfolio
22,693
Q1 2025 Reduced 0.82%
$0
$3.86 Billion 1.79% of portfolio
100,542
Q1 2025 Added 89.16%
$43.6B
$3.87 Billion 1.79% of portfolio
6,169
Q1 2025 Reduced 2.11%
$0
$3.27 Billion 1.52% of portfolio
73,405
Q1 2025 Reduced 4.63%
$0
$3.21 Billion 1.49% of portfolio
259,627
Q1 2025 Reduced 15.95%
J P Morgan Exchange Traded F
-
$3.16 Billion 1.47% of portfolio
-
Q1 2025 Added 12.64%
$988B
$3.12 Billion 1.45% of portfolio
19,960
Q1 2025 Reduced 5.18%
$2.92T
$2.38 Billion 1.11% of portfolio
6,341
Q1 2025 Added 6.52%
$834B
$2.34 Billion 1.09% of portfolio
2,832
Q1 2025 Added 11.1%
$0
$2.28 Billion 1.06% of portfolio
229,135
Q1 2025 Reduced 14.58%
$319B
$2.24 Billion 1.04% of portfolio
53,633
Q1 2025 Reduced 0.5%
$1.23T
$2.22 Billion 1.03% of portfolio
3,847
Q1 2025 Added 10.83%
$33.1B
$2.07 Billion 0.96% of portfolio
34,700
Q1 2025 Added 0.36%
$433B
$1.96 Billion 0.91% of portfolio
2,071
Q1 2025 Added 13.17%
$40.4B
$1.88 Billion 0.87% of portfolio
22,822
Q1 2025 Reduced 1.82%
$89.3B
$1.82 Billion 0.84% of portfolio
53,715
Q1 2025 Reduced 0.53%
$0
$1.78 Billion 0.82% of portfolio
148,425
Q1 2025 Reduced 11.51%
$85.4B
$1.69 Billion 0.78% of portfolio
19,453
Q1 2025 Added 1.56%
$63.3B
$1.62 Billion 0.75% of portfolio
15,491
Q1 2025 Reduced 9.82%
$552B
$1.61 Billion 0.75% of portfolio
4,585
Q1 2025 Reduced 7.41%
$118B
$1.54 Billion 0.72% of portfolio
14,689
Q1 2025 Reduced 1.84%
$310B
$1.51 Billion 0.7% of portfolio
21,113
Q1 2025 Reduced 0.93%
$117B
$1.49 Billion 0.69% of portfolio
15,443
Q1 2025 Reduced 1.42%
Victory Portfolios Ii
-
$1.41 Billion 0.66% of portfolio
-
Q1 2025 Added 107.39%
$967B
$1.4 Billion 0.65% of portfolio
9,049
Q1 2025 Added 32.57%
$178B
$1.38 Billion 0.64% of portfolio
30,459
Q1 2025 Added 1.83%
$0
$1.37 Billion 0.64% of portfolio
223,621
Q1 2025 Reduced 6.01%
$264B
$1.38 Billion 0.64% of portfolio
19,248
Q1 2025 Reduced 4.21%
$0
$1.31 Billion 0.61% of portfolio
122,783
Q1 2025 Reduced 5.25%
$35.7B
$1.3 Billion 0.61% of portfolio
17,371
Q1 2025 Reduced 0.21%
$713B
$1.3 Billion 0.6% of portfolio
5,282
Q1 2025 Added 4.53%
$0
$1.29 Billion 0.6% of portfolio
7,577
Q1 2025 Reduced 0.94%
$0
$1.28 Billion 0.59% of portfolio
6,693
Q1 2025 Reduced 5.39%
$0
$1.28 Billion 0.59% of portfolio
25,180
Q1 2025 Added 26.97%
$90.9B
$1.26 Billion 0.59% of portfolio
3,582
Q1 2025 Added 5.94%
$453B
$1.24 Billion 0.58% of portfolio
10,436
Q4 2024 Reduced 0.3%
$32.7B
$1.24 Billion 0.57% of portfolio
17,141
Q1 2025 Added 20.71%
$0
$1.2 Billion 0.56% of portfolio
84,065
Q1 2025 Added 0.56%

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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