Q3 2026 13F · SEC CIK 1978005

Kennedy Investment Group, Inc.

Wealth managerFiled 2026-10-21 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $310.8M
Reported positions: 148
Top holdings a year, 3 yrs: +17.4%
Assets under management: $633.2M

Kennedy Investment Group, Inc. is a wealth manager that reported 148 positions worth $310.8M in its Q3 2026 13F, filed 2026-10-21. Its largest holdings were Apple Inc (AAPL, 7.3%), Broadcom Inc (AVGO, 6.8%), Micron Technology Inc (MU, 5.3%). A portfolio copying its top holdings returned 17.4% a year over the last 3 years, against 22.3% for the S&P 500.

Kennedy Investment Group, Inc. holdings largest 50 of 148 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Kennedy Investment Group, Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
AAPLApple Inc	7.3%	6.8%	68,588	-1.2%	$22.8M
AVGOBroadcom Inc	6.8%	7.6%	60,346	+1.5%	$21.2M
MUMicron Technology Inc	5.3%	4.1%	15,405	+48.0%	$16.4M
NVDANvidia Corporation	5.1%	4.6%	69,183	+1.8%	$15.8M
AMZNAmazon Com Inc	5.0%	5.1%	62,543	-0.4%	$15.6M
FTHYFirst Tr High Yield Opprt 20	4.8%	5.5%	1,172,095	-0.2%	$15.1M
DFAUDimensional ETF Trust	3.3%	3.2%	192,924	+5.7%	$10.1M
JEPQJ P Morgan Exchange Traded F	3.2%	3.3%	162,743	+4.1%	$10.0M
FDLOFidelity Covington Trust	2.5%	2.2%	109,582	+14.0%	$7.7M
GOOGAlphabet Inc	2.2%	2.3%	20,365	+6.8%	$6.9M
GPIXGoldman Sachs ETF Tr	2.1%	2.0%	116,703	+11.0%	$6.5M
MAMastercard Incorporated	1.8%	1.9%	10,346	-3.5%	$5.7M
VFLOVictory Portfolios II Victoryshares Free	1.6%	1.4%	99,840	+8.5%	$5.1M
JEPIJ P Morgan Exchange Traded F	1.5%	1.6%	80,292	-4.3%	$4.5M
BILSpdr Series Trust	1.3%	1.4%	45,536	-0.1%	$4.2M
ABBVAbbvie Inc	1.3%	1.3%	15,724	-0.2%	$4.1M
FLMIFranklin Templeton ETF Tr	1.2%	—	160,320	—	$3.7M
INCMFranklin Templeton ETF Tr	1.2%	1.2%	128,944	+7.1%	$3.7M
CRWDCrowdstrike Hldgs Inc	1.2%	0.9%	13,856	+300.0%	$3.7M
USMVIshares Tr	1.1%	1.4%	34,856	-21.0%	$3.4M
MSFTMicrosoft Corp	1.1%	0.8%	6,583	-0.1%	$3.4M
METAMeta Platforms Inc	1.1%	1.1%	4,628	-18.4%	$3.4M
LLYEli Lilly & Co	1.1%	1.1%	2,841	+3.5%	$3.3M
PGProcter & Gamble Co	1.0%	1.1%	22,178	-1.3%	$3.2M
GOOGLAlphabet Inc	1.0%	1.1%	9,233	+0.1%	$3.2M
PWRQuanta Svcs Inc	1.0%	0.7%	4,630	+59.2%	$3.0M
GPIQGoldman Sachs ETF Tr	0.9%	0.7%	47,874	+36.3%	$2.8M
HELOJ P Morgan Exchange Traded F	0.9%	0.9%	39,456	-1.6%	$2.7M
NVONovo-Nordisk A S	0.8%	1.1%	67,695	-2.6%	$2.6M
BACBank of Amer Corp	0.8%	0.9%	46,292	-2.0%	$2.5M
JNJJohnson & Johnson	0.8%	0.6%	8,989	+36.4%	$2.4M
CCitigroup Inc	0.8%	0.6%	18,273	+39.4%	$2.4M
VRTVertiv Holdings Co	0.7%	1.0%	9,042	+0.4%	$2.2M
JAAAJanus Detroit Str Tr	0.7%	0.8%	42,246	-3.9%	$2.1M
COSTCostco Wholesale Corporation	0.7%	0.7%	2,336	-0.7%	$2.1M
JGROJ P Morgan Exchange Traded F	0.7%	0.6%	21,633	+25.7%	$2.1M
AISTidal Trust III	0.7%	—	27,580	—	$2.1M
ACPAbrdn Income Credit Strategi	0.7%	0.8%	462,118	-1.1%	$2.1M
XOMExxonmobil Holdings Corp	0.6%	—	12,127	—	$2.0M
JPMJpmorgan Chase & Co	0.6%	0.6%	5,503	+0.2%	$1.8M
BPBp PLC	0.6%	0.5%	39,757	-0.8%	$1.7M
FVDFirst Tr Exchange-Traded Fd	0.6%	0.7%	37,134	-6.6%	$1.7M
KOCoca Cola Co	0.5%	0.5%	18,824	+0.3%	$1.6M
GEVGe Vernova Inc	0.5%	0.5%	1,693	+23.8%	$1.6M
VVisa Inc	0.5%	0.5%	4,470	-1.8%	$1.6M
CEGConstellation Energy Corp	0.5%	—	6,177	—	$1.6M
ETNEaton Corp PLC	0.5%	0.6%	3,545	-17.9%	$1.5M
PEGPublic Svc Enterprise Group	0.5%	0.6%	21,891	-0.8%	$1.5M
WFCWells Fargo & Co	0.5%	0.5%	18,215	-3.1%	$1.5M
NVGNuveen Amt Free Mun Cr Inc F	0.5%	0.7%	134,920	-10.2%	$1.4M

What Kennedy Investment Group, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +6.5% /yr; S&P 500 +11.7%
3 years: +17.4% /yr; S&P 500 +22.3%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$310.8M	148
Q2 2026	$294.7M	146
Q1 2026	$255.3M	135
Q4 2025	$265.1M	140
Q3 2025	$251.5M	138
Q2 2025	$235.4M	136
Q1 2025	$215.4M	125
Q4 2024	$221.0M	123
Q3 2024	$217.4M	122
Q2 2024	$197.5M	118
Q1 2024	$187.4M	121
Q4 2023	$179.0M	121

Questions about Kennedy Investment Group, Inc.'s portfolio

What stocks does Kennedy Investment Group, Inc. own?

Kennedy Investment Group, Inc.'s latest 13F, for Q3 2026 and filed Oct 21, 2026, lists 148 positions worth $310.8M. The largest are Apple Inc (AAPL) at 7.3%, Broadcom Inc (AVGO) at 6.8%, Micron Technology Inc (MU) at 5.3%, Nvidia Corporation (NVDA) at 5.1% and Amazon Com Inc (AMZN) at 5.0%.

What did Kennedy Investment Group, Inc. buy last quarter?

In Q3 2026, Kennedy Investment Group, Inc. added Crowdstrike Hldgs Inc (CRWD) (+300.0% shares), Quanta Svcs Inc (PWR) (+59.2% shares) and Micron Technology Inc (MU) (+48.0% shares), compared with its Q2 2026 filing.

What did Kennedy Investment Group, Inc. sell last quarter?

In Q3 2026, Kennedy Investment Group, Inc. cut from its top 50 Vaneck ETF Trust (HYD), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Vanguard World Fd (VPU), cut from its top 50 Royce Small Cap Trust Inc Com (RVT), Ishares Tr (USMV) (-21.0% shares), Meta Platforms Inc (META) (-18.4% shares) and Eaton Corp PLC (ETN) (-17.9% shares), compared with its Q2 2026 filing.

How has Kennedy Investment Group, Inc.'s portfolio performed?

A portfolio copying Kennedy Investment Group, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.4% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +6.5% against +11.7%.

When is Kennedy Investment Group, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Kennedy Investment Group, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Kennedy Investment Group, Inc. manage?

Kennedy Investment Group, Inc. reported $633.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $310.8M.