Kennedy Investment Group Portfolio Holdings

Kennedy Investment Group

  • $252 Billion
  • Q3 2025

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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$16.9 Billion 6.73% of portfolio
1,168,085
Q3 2025 Added 1.08%
$0
$3.86 Billion 1.53% of portfolio
665,424
Q3 2025 Reduced 17.95%
$0
$2.39 Billion 0.95% of portfolio
194,441
Q3 2025 Reduced 19.49%
$0
$1.98 Billion 0.79% of portfolio
195,238
Q3 2025 Reduced 38.88%
$0
$1.81 Billion 0.72% of portfolio
179,223
Q3 2025 Reduced 12.54%
$0
$1.39 Billion 0.55% of portfolio
111,076
Q3 2025 Reduced 17.77%
$0
$1.28 Billion 0.51% of portfolio
79,469
Q3 2025 Reduced 1.53%
$0
$1.17 Billion 0.47% of portfolio
43,116
Q3 2025 Reduced 0.23%
$0
$1.06 Billion 0.42% of portfolio
176,063
Q3 2025 Reduced 10.91%
$0
$790 Million 0.31% of portfolio
72,790
Q3 2025 Reduced 38.21%
$0
$781 Million 0.31% of portfolio
71,963
Q3 2025 Reduced 11.94%
$0
$282 Million 0.11% of portfolio
26,495
Q3 2025 Reduced 55.19%
$0
$197 Million 0.08% of portfolio
19,690
Q3 2025 Reduced 51.73%
$0
$107 Million 0.04% of portfolio
10,324
Q3 2025 Added 2.0%

Summary

  • Portfolio
  • No. of Stocks 138
  • Current Value $252 Billion
  • Prior Value $235 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
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