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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.17 Billion 0.47% of portfolio
43,116
Q3 2025 Reduced 0.23%
$483B
$1.17 Billion 0.46% of portfolio
10,354
Q3 2025 Reduced 0.8%
$0
$1.07 Billion 0.43% of portfolio
1,746
Q3 2025 Added 18.61%
$210B
$1.06 Billion 0.42% of portfolio
7,533
Q3 2025 Added 0.29%
$0
$1.06 Billion 0.42% of portfolio
176,063
Q3 2025 Reduced 10.91%
$228B
$998 Million 0.4% of portfolio
3,284
Q3 2025 Reduced 3.07%
$64.9B
$1.01 Billion 0.4% of portfolio
12,580
Q3 2025 Reduced 0.9%
$394B
$939 Million 0.37% of portfolio
2,316
Q3 2025 Added 0.26%
$87.7B
$927 Million 0.37% of portfolio
4,199
Q3 2025 Added 3.14%
$113B
$885 Million 0.35% of portfolio
9,358
Q3 2025 Reduced 9.8%
$281B
$875 Million 0.35% of portfolio
3,101
Q3 2025 Added 0.03%
$0
$890 Million 0.35% of portfolio
3,429
Q3 2025 Reduced 6.52%
$56.7B
$877 Million 0.35% of portfolio
3,215
Q3 2025 Reduced 0.8%
$151B
$859 Million 0.34% of portfolio
3,417
Q3 2025 Reduced 0.38%
$1.43T
$854 Million 0.34% of portfolio
1,921
Q3 2025 Reduced 0.31%
$0
$842 Million 0.33% of portfolio
6,688
Q3 2025 Added 17.79%
$114B
$812 Million 0.32% of portfolio
12,285
Q3 2025 Added 0.16%
$22.9B
$803 Million 0.32% of portfolio
30,400
Q3 2025 Reduced 47.86%
$498B
$775 Million 0.31% of portfolio
4,181
Q3 2025 Reduced 4.06%
$0
$790 Million 0.31% of portfolio
72,790
Q3 2025 Reduced 38.21%
$284B
$772 Million 0.31% of portfolio
7,491
Q3 2025 Added 0.21%
$11.6B
$774 Million 0.31% of portfolio
16,611
Q3 2025 Reduced 1.17%
$0
$781 Million 0.31% of portfolio
71,963
Q3 2025 Reduced 11.94%
$238B
$770 Million 0.31% of portfolio
4,748
Q3 2025 Added 0.02%
$278B
$767 Million 0.3% of portfolio
5,978
Q3 2025 Reduced 12.13%
$151B
$703 Million 0.28% of portfolio
1,879
Q3 2025 New
$191B
$705 Million 0.28% of portfolio
766
Q3 2025 Added 9.9%
$0
$672 Million 0.27% of portfolio
1,009
Q3 2025 Added 0.7%
$42.9B
$655 Million 0.26% of portfolio
4,176
Q3 2025 Reduced 4.81%
$0
$659 Million 0.26% of portfolio
3,055
Q3 2025 Added 10.69%
$436M
$653 Million 0.26% of portfolio
22,805
Q3 2025 Reduced 3.75%
$0
$628 Million 0.25% of portfolio
1,046
Q3 2025 Added 0.29%
$145B
$616 Million 0.25% of portfolio
2,928
Q3 2025 Reduced 1.74%
$22.2B
$581 Million 0.23% of portfolio
4,317
Q3 2025 Reduced 11.92%
$31.3B
$581 Million 0.23% of portfolio
22,306
Q3 2025 Reduced 17.64%
$130B
$547 Million 0.22% of portfolio
17,396
Q3 2025 Added 0.82%
$156B
$564 Million 0.22% of portfolio
2,000
Q3 2025 Reduced 1.96%
Blackrock Inc
-
$543 Million 0.22% of portfolio
-
Q2 2025 Reduced 22.33%
$14.2B
$533 Million 0.21% of portfolio
4,325
Q3 2025 Reduced 2.68%
$646B
$539 Million 0.21% of portfolio
1,073
Q3 2025 Reduced 1.01%
$52.4B
$528 Million 0.21% of portfolio
44,124
Q3 2025 Reduced 0.8%
$342B
$492 Million 0.2% of portfolio
1,634
Q3 2025 Reduced 0.24%
$11.9B
$501 Million 0.2% of portfolio
8,151
Q3 2025 Reduced 0.69%
$182B
$478 Million 0.19% of portfolio
16,934
Q3 2025 Reduced 6.15%
$196B
$471 Million 0.19% of portfolio
4,640
Q3 2025 Reduced 1.74%
$0
$483 Million 0.19% of portfolio
2,483
Q3 2025 Reduced 0.76%
$211B
$451 Million 0.18% of portfolio
2,712
Q3 2025 Reduced 5.14%
-
$409 Million 0.16% of portfolio
-
Q3 2025 Added 15.15%
$0
$407 Million 0.16% of portfolio
4,100
Q4 2023 New

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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