KENNEDY INVESTMENT GROUP

Est. AUM

$255.3M

13F long equity, this entity only

Positions

135

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	BROADCOM INC	COM	$18.3M	59112	7.17%	SOLE
2	APPLE INC	COM	$18.2M	71540	7.11%	SOLE
3	FIRST TR HIGH YIELD OPPRT 20	COM	$15.9M	1172638	6.21%	SOLE
4	AMAZON COM INC	COM	$13.1M	63049	5.14%	SOLE
5	NVIDIA CORPORATION	COM	$11.7M	67192	4.59%	SOLE
6	ISHARES TR	MSCI USA MIN VOL	$10.8M	116705	4.24%	SOLE
7	J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$8.4M	150658	3.28%	SOLE
8	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$7.7M	170517	3.01%	SOLE
9	MASTERCARD INCORPORATED	CL A	$5.5M	10989	2.15%	SOLE
10	ALPHABET INC	CAP STK CL C	$5.3M	18341	2.06%	SOLE
11	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$4.7M	82364	1.83%	SOLE
12	GOLDMAN SACHS ETF TR	S&P 500 PREMIUM	$4.6M	92342	1.81%	SOLE
13	SPDR SERIES TRUST	STATE STREET SPD	$4.3M	46619	1.67%	SOLE
14	META PLATFORMS INC	CL A	$3.8M	6691	1.50%	SOLE
15	ABBVIE INC	COM	$3.3M	15367	1.31%	SOLE
16	VICTORY PORTFOLIOS II	SHARES FREE CASH	$3.3M	83920	1.30%	SOLE
17	PROCTER & GAMBLE CO	COM	$3.3M	22764	1.29%	SOLE
18	MICRON TECHNOLOGY INC	COM	$3.2M	9522	1.26%	SOLE
19	FRANKLIN TEMPLETON ETF TR	INCOME FOCUS ETF	$3.2M	111358	1.25%	SOLE
20	ABRDN INCOME CREDIT STRATEGI	COM	$2.7M	529153	1.06%	SOLE
21	ALPHABET INC	CAP STK CL A	$2.7M	9249	1.04%	SOLE
22	J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$2.6M	40633	1.02%	SOLE
23	BANK AMERICA CORP	COM	$2.5M	51018	0.97%	SOLE
24	ELI LILLY & CO	COM	$2.4M	2628	0.95%	SOLE
25	CROWDSTRIKE HLDGS INC	CL A	$2.4M	6163	0.94%	SOLE
26	MICROSOFT CORP	COM	$2.4M	6420	0.93%	SOLE
27	COSTCO WHOLESALE CORPORATION	COM	$2.4M	2360	0.92%	SOLE
28	VERTIV HOLDINGS CO	COM CL A	$2.3M	9018	0.89%	SOLE
29	BP PLC	SPONSORED ADR	$2.0M	42903	0.79%	SOLE
30	NUVEEN AMT FREE MUN CR INC F	COM	$2.0M	159518	0.77%	SOLE
31	FIRST TR EXCHANGE-TRADED FD	SHS	$2.0M	41516	0.76%	SOLE
32	JANUS DETROIT STR TR	HENDRSON AAA CL	$1.9M	38166	0.75%	SOLE
33	EXXON MOBIL CORP	COM	$1.9M	11162	0.74%	SOLE
34	PUBLIC SVC ENTERPRISE GROUP	COM	$1.8M	22247	0.71%	SOLE
35	EATON CORP PLC	SHS	$1.7M	4856	0.68%	SOLE
36	NOVO-NORDISK A S	ADR	$1.7M	46776	0.67%	SOLE
37	WELLS FARGO & CO	COM	$1.7M	21295	0.66%	SOLE
38	JPMORGAN CHASE & CO	COM	$1.6M	5578	0.64%	SOLE
39	VANECK ETF TRUST	HIGH YLD MUNIETF	$1.6M	32281	0.63%	SOLE
40	QUANTA SVCS INC	COM	$1.6M	2922	0.63%	SOLE
41	VANGUARD WORLD FD	UTILITIES ETF	$1.6M	7945	0.62%	SOLE
42	GOLDMAN SACHS ETF TR	NASDAQ-100 PREMI	$1.5M	30880	0.60%	SOLE
43	JOHNSON & JOHNSON	COM	$1.5M	6214	0.59%	SOLE
44	VERIZON COMMUNICATIONS INC	COM	$1.5M	29797	0.59%	SOLE
45	COCA COLA CO	COM	$1.5M	19190	0.57%	SOLE
46	VISA INC	COM CL A	$1.4M	4585	0.54%	SOLE
47	ROYCE SMALL CAP TRUST INC	COM	$1.4M	82083	0.53%	SOLE
48	CONSTELLATION ENERGY CORP	COM	$1.3M	4759	0.52%	SOLE
49	J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$1.3M	15561	0.51%	SOLE
50	AB ACTIVE ETFS INC	TAX AWARE SHRT	$1.3M	51003	0.50%	SOLE

1–50 of 135

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.