Kennedy Investment Group Portfolio Holdings by Sector

Kennedy Investment Group

$235 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs USMV JEPI JEPQ DFAU BIL FVD JAAA VPU 24 stocks	$43.5 Million 20.63% of portfolio	20	3	5	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO NVDA MU QCOM 4 stocks	$27.4 Million 13.0% of portfolio	3	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services ACP EVV NVG VGM IIM RVT PMM GDV 16 stocks	$20.5 Million 9.73% of portfolio	4	12	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$14.7 Million 6.98% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$14.2 Million 6.71% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA V SOFI AXP 4 stocks	$8.94 Million 4.24% of portfolio	2	2	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META GOOGL 3 stocks	$7.87 Million 3.73% of portfolio	2	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV LLY NVS JNJ AMGN MRK BIIB 7 stocks	$7.52 Million 3.57% of portfolio	1	6	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services BAC WFC JPM C 4 stocks	$6.04 Million 2.86% of portfolio	3	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT CRWD ADBE 3 stocks	$5.48 Million 2.6% of portfolio	-	3	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG CL CLX 3 stocks	$5.27 Million 2.5% of portfolio	-	3	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials URI 1 stocks	$4.52 Million 2.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities PEG SO EXC 3 stocks	$3 Million 1.42% of portfolio	1	2	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy BP XOM CVX 3 stocks	$2.99 Million 1.42% of portfolio	3	-	-	-	0 Calls 0 Puts
Software—Application \| Technology SHOP NOW CRM 3 stocks	$2.91 Million 1.38% of portfolio	2	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT 2 stocks	$2.56 Million 1.21% of portfolio	1	1	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive GIS KHC 2 stocks	$2.49 Million 1.18% of portfolio	1	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO PEP 2 stocks	$2.48 Million 1.18% of portfolio	1	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ CMCSA T 3 stocks	$2.41 Million 1.14% of portfolio	-	3	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials VRT 1 stocks	$2.38 Million 1.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive DEO STZ 2 stocks	$2.34 Million 1.11% of portfolio	-	2	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD LOW 2 stocks	$1.61 Million 0.76% of portfolio	1	1	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$1.58 Million 0.75% of portfolio	2	-	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive SYY 1 stocks	$1.31 Million 0.62% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD CMG 2 stocks	$1.26 Million 0.6% of portfolio	-	1	-	-	0 Calls 0 Puts
N/A \| N/A NMCO 1 stocks	$1.26 Million 0.6% of portfolio	-	1	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials PWR 1 stocks	$1.18 Million 0.56% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA F 2 stocks	$1.09 Million 0.52% of portfolio	2	-	-	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$976,091 0.46% of portfolio	-	1	-	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$931,549 0.44% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP 1 stocks	$931,058 0.44% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials APD 1 stocks	$914,163 0.43% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$913,949 0.43% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate GLPI 1 stocks	$784,549 0.37% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare CAH 1 stocks	$737,058 0.35% of portfolio	-	1	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$693,983 0.33% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services MPB 1 stocks	$668,143 0.32% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$526,575 0.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$421,522 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT 1 stocks	$403,275 0.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS 1 stocks	$378,503 0.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Computer Hardware \| Technology IONQ 1 stocks	$352,698 0.17% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy ET 1 stocks	$340,296 0.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ 1 stocks	$323,777 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$314,322 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT 1 stocks	$297,008 0.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Water \| Utilities WTRG 1 stocks	$250,680 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services MS 1 stocks	$236,939 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT 1 stocks	$231,207 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$218,334 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Security & Protection Services \| Industrials ADT 1 stocks	$215,033 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kennedy Investment Group, based on Form 13F filings with the SEC.

News

Stay updated on Kennedy Investment Group with notifications on news.

Account

Kennedy Investment Group Portfolio Holdings by Sector

Kennedy Investment Group

Track Kennedy Investment Group Portfolio

Portfolio Update

News