Kennedy Investment Group Portfolio Holdings by Sector

Kennedy Investment Group

$252 Billion
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs USMV JEPQ JEPI DFAU BIL FVD JAAA HYD 26 stocks	$50.3 Million 22.23% of portfolio	19	6	3	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO NVDA MU QCOM 4 stocks	$32 Million 14.16% of portfolio	2	2	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$18 Million 7.93% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services ACP NVG EVV VGM IIM RVT GDV PMM 14 stocks	$16.8 Million 7.4% of portfolio	2	12	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$14.1 Million 6.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META GOOGL 3 stocks	$9.71 Million 4.29% of portfolio	1	2	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA V SOFI AXP 4 stocks	$8.69 Million 3.84% of portfolio	1	3	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV LLY JNJ NVS AMGN MRK 6 stocks	$8.03 Million 3.55% of portfolio	1	5	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services BAC WFC JPM C 4 stocks	$6.57 Million 2.9% of portfolio	1	3	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT CRWD ADBE ORCL 4 stocks	$6.42 Million 2.84% of portfolio	3	1	1	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials URI 1 stocks	$5.37 Million 2.37% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG CL CLX 3 stocks	$4.96 Million 2.19% of portfolio	-	3	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy BP XOM CVX 3 stocks	$3.27 Million 1.44% of portfolio	1	2	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities PEG SO EXC PPL 4 stocks	$3.22 Million 1.42% of portfolio	3	1	1	-	0 Calls 0 Puts
Software—Application \| Technology SHOP NOW CRM 3 stocks	$2.68 Million 1.18% of portfolio	1	2	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT 2 stocks	$2.62 Million 1.16% of portfolio	2	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO PEP 2 stocks	$2.45 Million 1.08% of portfolio	1	1	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials VRT 1 stocks	$2.34 Million 1.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ CMCSA T 3 stocks	$2.33 Million 1.03% of portfolio	2	1	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive GIS KHC 2 stocks	$2.3 Million 1.02% of portfolio	-	2	-	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive DEO STZ 2 stocks	$2.01 Million 0.89% of portfolio	-	2	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD LOW 2 stocks	$1.8 Million 0.79% of portfolio	1	1	-	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$1.59 Million 0.7% of portfolio	1	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive MO PM 2 stocks	$1.58 Million 0.7% of portfolio	2	-	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive SYY 1 stocks	$1.4 Million 0.62% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA F 2 stocks	$1.38 Million 0.61% of portfolio	-	2	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials PWR 1 stocks	$1.28 Million 0.57% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN GE 2 stocks	$1.19 Million 0.53% of portfolio	1	1	1	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$998,071 0.44% of portfolio	-	1	-	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$927,208 0.41% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP 1 stocks	$885,197 0.39% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials APD 1 stocks	$876,855 0.39% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$875,114 0.39% of portfolio	1	-	-	-	0 Calls 0 Puts
N/A \| N/A NMCO 1 stocks	$790,499 0.35% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate GLPI 1 stocks	$774,254 0.34% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare CAH 1 stocks	$655,456 0.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services MPB 1 stocks	$653,135 0.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$616,290 0.27% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$539,440 0.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Computer Hardware \| Technology IONQ 1 stocks	$501,287 0.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS 1 stocks	$331,583 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy ET 1 stocks	$327,939 0.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ 1 stocks	$300,644 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Water \| Utilities WTRG 1 stocks	$270,332 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services MS 1 stocks	$268,535 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT 1 stocks	$259,349 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$251,020 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$236,438 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT 1 stocks	$228,184 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Security & Protection Services \| Industrials ADT 1 stocks	$220,970 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT 1 stocks	$215,391 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts

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Kennedy Investment Group Portfolio Holdings by Sector

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