StockDriftsStockDriftsTop 50 Kennedy Investment Group INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | 7.62% | 59.5K | $22.5M | +0.62%(+364) | $111.28(+277.74%) | 2026-06-30 | |
| AAPL | APPLE INC | 6.81% | 69.4K | $20.1M | -3.01%(-2.15K) | $144.25(+112.59%) | 2026-06-30 | |
| FTHY | FIRST TR HIGH YIELD OPPRT 20 | 5.46% | 1.17M | $16.1M | +0.11%(+1.33K) | $13.60(-1.04%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 5.08% | 62.8K | $15.0M | -0.44%(-278) | $100.26(+174.24%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.61% | 68.0K | $13.6M | +1.15%(+770) | $75.05(+193.74%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 4.08% | 10.4K | $12.0M | +9.35%(+890) | $167.72(+413.97%) | 2026-06-30 | |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 3.26% | 156.4K | $9.6M | +3.80%(+5.72K) | $54.60(+9.30%) | 2026-06-30 | |
| DFAU | DIMENSIONAL ETF TRUST | 3.2% | 182.5K | $9.4M | +7.06%(+12.03K) | $41.82(+28.09%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.29% | 19.1K | $6.7M | +3.99%(+731) | $115.18(+204.31%) | 2026-06-30 | |
| FDLO | FIDELITY COVINGTON TRUST | 2.23% | 96.2K | $6.6M | new | $65.94(+11.40%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.15% | +56.70% | — | — | +66.87% |
| Top 20 Holdings Unweighted | +15.60% | +54.50% | — | — | +61.39% |
Kennedy Investment Group INC reports $294.69M in US-listed equity holdings across 146 positions in its most recent 13F filing. Its largest disclosed positions are AVGO (7.6%), AAPL (6.8%) and FTHY (5.5%). The top 20 holdings account for 59.17% of reported assets. Its disclosed equity book has returned +56.70% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Kennedy Investment Group INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1978005). View Kennedy Investment Group INC’s 13F filings on SEC