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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$280B
$865 Million 0.37% of portfolio
4,747
Q2 2025 Added 2.33%
$0
$843 Million 0.36% of portfolio
81,725
Q2 2025 Reduced 11.66%
$379B
$847 Million 0.36% of portfolio
2,310
Q2 2025 Added 0.96%
$260B
$823 Million 0.35% of portfolio
6,803
Q2 2025 Added 0.06%
$101B
$801 Million 0.34% of portfolio
8,721
Q2 2025 Added 0.32%
$26.5B
$797 Million 0.34% of portfolio
4,901
Q2 2025 Reduced 1.67%
$12.4B
$785 Million 0.33% of portfolio
16,807
Q2 2025 Reduced 8.17%
$138B
$761 Million 0.32% of portfolio
3,430
Q2 2025 Reduced 0.67%
$104B
$719 Million 0.31% of portfolio
12,265
Q2 2025 Added 0.16%
$42.4B
$737 Million 0.31% of portfolio
4,387
Q2 2025 Reduced 1.66%
$260B
$731 Million 0.31% of portfolio
7,475
Q2 2025 Added 6.0%
$34.1B
$699 Million 0.3% of portfolio
27,083
Q2 2025 Added 1.09%
$194B
$717 Million 0.3% of portfolio
697
Q2 2025 Added 0.14%
$160B
$694 Million 0.29% of portfolio
2,980
Q2 2025 Reduced 1.29%
$410B
$666 Million 0.28% of portfolio
4,358
Q2 2025 Reduced 2.64%
$473M
$668 Million 0.28% of portfolio
23,693
Q2 2025 New
$157B
$616 Million 0.26% of portfolio
17,254
Q2 2025 Reduced 23.82%
$0
$610 Million 0.26% of portfolio
59,126
Q2 2025 Reduced 27.64%
$159B
$570 Million 0.24% of portfolio
2,040
Q2 2025 Reduced 1.35%
$171B
$552 Million 0.23% of portfolio
1,428
Q2 2025 Reduced 38.4%
$15.7B
$534 Million 0.23% of portfolio
4,444
Q2 2025 Reduced 0.91%
$631B
$527 Million 0.22% of portfolio
1,084
Q2 2025 Reduced 0.64%
$194B
$522 Million 0.22% of portfolio
18,043
Q2 2025 Reduced 2.32%
$46.9B
$483 Million 0.21% of portfolio
44,482
Q2 2025 Added 0.35%
$173B
$455 Million 0.19% of portfolio
2,859
Q2 2025 Reduced 4.92%
$260B
$439 Million 0.19% of portfolio
1,608
Q2 2025 Added 3.34%
$287B
$422 Million 0.18% of portfolio
1,638
Q2 2025 Reduced 0.49%
$0
$393 Million 0.17% of portfolio
40,792
Q2 2025 Reduced 10.86%
$169B
$402 Million 0.17% of portfolio
4,722
Q2 2025 Added 17.64%
$170B
$403 Million 0.17% of portfolio
2,203
Q2 2025 Added 21.85%
$73B
$379 Million 0.16% of portfolio
3,750
Q2 2025 Added 14.4%
$116B
$381 Million 0.16% of portfolio
2,545
Q2 2025 Reduced 5.25%
$8.45B
$353 Million 0.15% of portfolio
8,208
Q2 2025 New
-
$352 Million 0.15% of portfolio
-
Q2 2025 New
$54B
$340 Million 0.14% of portfolio
18,770
Q2 2025 Reduced 1.38%
$92.7B
$324 Million 0.14% of portfolio
4,801
Q2 2025 Added 0.27%
$124B
$297 Million 0.13% of portfolio
641
Q2 2025 Added 7.73%
$219B
$314 Million 0.13% of portfolio
2,535
Q2 2025 Reduced 2.35%
$43.1B
$295 Million 0.13% of portfolio
6,800
Q2 2025 Reduced 0.5%
$1.52B
$275 Million 0.12% of portfolio
4,900
Q1 2025 Added 1.03%
$212B
$283 Million 0.12% of portfolio
3,570
Q2 2025 Reduced 10.97%
$297B
$249 Million 0.11% of portfolio
1,736
Q2 2025 Added 1.22%
$9.93B
$251 Million 0.11% of portfolio
6,750
Q2 2025 Added 0.31%
$231B
$231 Million 0.1% of portfolio
1,700
Q1 2025 New
$244B
$237 Million 0.1% of portfolio
1,682
Q2 2025 New
$7.35B
$215 Million 0.09% of portfolio
25,388
Q2 2025 Reduced 7.91%
-
$218 Million 0.09% of portfolio
-
Q2 2025 New
$19.2B
$203 Million 0.09% of portfolio
1,615
Q2 2025 Reduced 3.47%
$240B
$214 Million 0.09% of portfolio
670
Q2 2025 New

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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