Institutional Fund
Kennedy Investment Group, Inc.
West Deptford, NJCIK 19780055 filings on record
Portfolio Value
$255.35M
Q1 2026
Holdings
135
Reported positions
New Buys
7
Opened this quarter
QoQ Change
-3.7%
from $265.09M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Broadcom Inc7.2%
- Apple Inc7.1%
- First Tr High Yield Opprt 206.2%
- Amazon Com Inc5.1%
- Nvidia Corporation4.6%
- Ishares Tr4.2%
- Other65.5%
Portfolio Holdings
135 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Broadcom Inc | 59.1K | $18.30M | 7.2% | +897 | Added |
| 2 | Apple Inc | 71.5K | $18.16M | 7.1% | −404 | Reduced |
| 3 | First Tr High Yield Opprt 20 | 1.17M | $15.87M | 6.2% | −6.9K | Reduced |
| 4 | Amazon Com Inc | 63.0K | $13.13M | 5.1% | −131 | Reduced |
| 5 | Nvidia Corporation | 67.2K | $11.72M | 4.6% | +85 | Added |
| 6 | Ishares Tr | 116.7K | $10.82M | 4.2% | −514 | Reduced |
| 7 | J P Morgan Exchange Traded F | 150.7K | $8.36M | 3.3% | +11.4K | Added |
| 8 | Dimensional ETF Trust | 170.5K | $7.69M | 3.0% | +12.1K | Added |
| 9 | Mastercard Incorporated | 11.0K | $5.49M | 2.2% | +14 | Added |
| 10 | Alphabet Inc | 18.3K | $5.26M | 2.1% | +761 | Added |
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