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 Market Cap. of $10 Billions to $200 Billions
