Kennedy Investment Group Top Holdings and 13F Report (2026) About Kennedy Investment GroupInvestment ActivityKennedy Investment Group has $255.35 million in total holdings as of March 31, 2026.Kennedy Investment Group owns shares of 135 different stocks, but just 49 companies or ETFs make up 80% of its holdings.Approximately 4.60% of the portfolio was purchased this quarter.About 4.43% of the portfolio was sold this quarter.This quarter, Kennedy Investment Group has purchased 140 new stocks and bought additional shares in 61 stocks.Kennedy Investment Group sold shares of 66 stocks and completely divested from 12 stocks this quarter.Largest Holdings Broadcom $18,295,710Apple $18,156,093First Trust High Yield Opportunities 2027 Term Fund $15,865,789Amazon.com $13,131,246NVIDIA $11,718,218 Largest New Holdings this Quarter 82889N525 - SIMPLIFY EXCHANGE TRADED FUN $399,072 Holding646025106 - NewJersey Resources $272,435 Holding91913Y100 - Valero Energy $231,924 Holding38141G104 - The Goldman Sachs Group $230,653 Holding464287812 - iShares U.S. Consumer Staples ETF $211,455 Holding Largest Purchases this Quarter Franklin Income Focus ETF 53,968 shares (about $1.55M)GOLDMAN SACHS ETF TR 29,541 shares (about $1.48M)Novo Nordisk A/S 27,104 shares (about $996.07K)Franklin Dynamic Municipal Bond ETF 25,971 shares (about $643.82K)JPMorgan Nasdaq Equity Premium Income ETF 11,424 shares (about $634.26K) Largest Sales this Quarter United Rentals 3,751 shares (about $2.73M)BP 8,608 shares (about $404.58K)J P MORGAN EXCHANGE TRADED F 5,591 shares (about $357.32K)Vanguard S&P 500 ETF 544 shares (about $325.09K)SPDR Bloomberg 1-3 Month T-Bill ETF 2,989 shares (about $273.91K) Sector Allocation Over TimeMap of 500 Largest Holdings ofKennedy Investment Group Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAVGOBroadcom$18,295,710$277,630 ▲1.5%59,1127.2%Computer and TechnologyAAPLApple$18,156,093$102,531 ▼-0.6%71,5407.1%Computer and TechnologyFTHYFirst Trust High Yield Opportunities 2027 Term Fund$15,865,789$93,993 ▼-0.6%1,172,6386.2%AMZNAmazon.com$13,131,246$27,283 ▼-0.2%63,0495.1%Retail/WholesaleNVDANVIDIA$11,718,218$14,824 ▲0.1%67,1924.6%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$10,823,241$47,668 ▼-0.4%116,7054.2%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$8,364,546$634,262 ▲8.2%150,6583.3%ETFDFAUDimensional US Core Equity Market ETF$7,693,705$545,048 ▲7.6%170,5173.0%ETFMAMastercard$5,490,907$6,995 ▲0.1%10,9892.2%Business ServicesGOOGAlphabet$5,261,297$218,300 ▲4.3%18,3412.1%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$4,668,371$22,275 ▲0.5%82,3641.8%ETFGOLDMAN SACHS ETF TR$4,620,773$1,478,225 ▲47.0%92,3421.8%S&P 500 PREMIUMBILSPDR Bloomberg 1-3 Month T-Bill ETF$4,272,190$273,914 ▼-6.0%46,6191.7%ETFMETAMeta Platforms$3,828,273$24,603 ▼-0.6%6,6911.5%Computer and TechnologyABBVAbbVie$3,342,268$50,894 ▲1.5%15,3671.3%MedicalVFLOVictoryShares Free Cash Flow ETF$3,313,144$268,542 ▲8.8%83,9201.3%ETFPGProcter & Gamble$3,288,103$45,355 ▼-1.4%22,7641.3%Consumer StaplesMUMicron Technology$3,216,780$176,007 ▼-5.2%9,5221.3%Computer and TechnologyINCMFranklin Income Focus ETF$3,201,532$1,551,575 ▲94.0%111,3581.3%ETFACPAbrdn Income Credit Strategies Fund$2,698,679$255,352 ▼-8.6%529,1531.1%Financial ServicesGOOGLAlphabet$2,659,542$57,222 ▼-2.1%9,2491.0%Computer and TechnologyJ P MORGAN EXCHANGE TRADED F$2,596,831$357,318 ▼-12.1%40,6331.0%HEDGED EQUITY LABACBank of America$2,487,128$21,596 ▼-0.9%51,0181.0%FinanceLLYEli Lilly and Company$2,417,262$39,552 ▼-1.6%2,6280.9%MedicalCRWDCrowdStrike$2,406,097$227,609 ▲10.4%6,1630.9%Computer and TechnologyMSFTMicrosoft$2,376,650$14,808 ▲0.6%6,4200.9%Computer and TechnologyCOSTCostco Wholesale$2,351,509$85,691 ▼-3.5%2,3600.9%Retail/WholesaleVRTVertiv$2,259,698$113,762 ▼-4.8%9,0180.9%Computer and TechnologyBPBP$2,016,439$404,576 ▼-16.7%42,9030.8%EnergyNVGNuveen AMT-Free Municipal Credit Income Fund$1,966,855$57,593 ▼-2.8%159,5180.8%Financial ServicesFVDFirst Trust Value Line Dividend Index Fund$1,952,480$184,074 ▼-8.6%41,5160.8%ETFJAAAJanus Henderson AAA CLO ETF$1,922,423$129,300 ▲7.2%38,1660.8%ETFXOMExxonMobil$1,893,673$137,928 ▲7.9%11,1620.7%EnergyPEGPublic Service Enterprise Group$1,800,875$42,741 ▲2.4%22,2470.7%UtilitiesETNEaton$1,736,780$2,146 ▲0.1%4,8560.7%IndustrialsNVONovo Nordisk A/S$1,719,016$996,071 ▲137.8%46,7760.7%MedicalWFCWells Fargo & Company$1,695,293$22,689 ▲1.4%21,2950.7%FinanceJPMJPMorgan Chase & Co.$1,640,688$97,065 ▲6.3%5,5780.6%FinanceHYDVanEck High Yield Muni ETF$1,618,574$2,006 ▲0.1%32,2810.6%ETFPWRQuanta Services$1,604,301$10,981 ▼-0.7%2,9220.6%ConstructionVPUVanguard Utilities ETF$1,574,168$52,902 ▲3.5%7,9450.6%ETFGOLDMAN SACHS ETF TR$1,528,258$301,544 ▲24.6%30,8800.6%NASDAQ-100 PREMIJNJJohnson & Johnson$1,518,989$15,400 ▲1.0%6,2140.6%MedicalVZVerizon Communications$1,495,820$16,566 ▼-1.1%29,7970.6%Computer and TechnologyKOCocaCola$1,459,368$148,446 ▼-9.2%19,1900.6%Consumer StaplesVVisa$1,385,626$2,115 ▲0.2%4,5850.5%Business ServicesRVTRoyce Small-Cap Trust$1,362,577$7,055 ▲0.5%82,0830.5%FinanceCEGConstellation Energy$1,328,891$7,539 ▼-0.6%4,7590.5%EnergyJGROJPMorgan Active Growth ETF$1,315,232$260,156 ▲24.7%15,5610.5%ETFTAFIAB Tax-Aware Short Duration Municipal ETF$1,284,257$87,274 ▲7.3%51,0030.5%ETFSYYSysco$1,179,658$30,815 ▼-2.5%16,5380.5%Consumer StaplesCCitigroup$1,162,504$224,902 ▲24.0%10,2500.5%Financial ServicesEATON VANCE LIMITED DURATION$1,138,295$154,611 ▼-12.0%120,4550.4%COMCOPConocoPhillips$1,122,420$47,521 ▼-4.1%8,5030.4%EnergyPEPPepsiCo$1,117,855$35,874 ▲3.3%7,1980.4%Consumer StaplesGDVThe Gabelli Dividend & Income Trust$1,111,580$2,908 ▲0.3%41,2770.4%Financial ServicesGISGeneral Mills$1,081,648$41,761 ▼-3.7%29,0610.4%Consumer StaplesCLColgate-Palmolive$1,067,230$11,676 ▼-1.1%12,5220.4%Consumer StaplesVOOVanguard S&P 500 ETF$1,063,110$325,088 ▼-23.4%1,7790.4%ETFGE VERNOVA INC$1,058,760$116,088 ▲12.3%1,2130.4%COMSOSouthern$1,013,599$164,767 ▲19.4%10,5010.4%UtilitiesSHOPIFY INC$1,004,593$5,931 ▼-0.6%8,4690.4%CL A SUB VTG SHSWMWaste Management$990,000$4,596 ▼-0.5%4,3080.4%Business ServicesIVEiShares S&P 500 Value ETF$971,722$130,703 ▼-11.9%4,6020.4%ETFMCDMcDonald's$959,524$66,828 ▼-6.5%3,0870.4%Retail/WholesaleWALMART INC$924,390$25,850 ▼-2.7%7,4380.4%COMNVSNovartis$912,797$305 ▼0.0%5,9760.4%MedicalIGMiShares Expanded Tech Sector ETF$903,678$53,924 ▲6.3%7,6250.4%ETFVHTVanguard Health Care ETF$874,610$25,051 ▼-2.8%3,2120.3%ETFFLMIFranklin Dynamic Municipal Bond ETF$872,507$643,820 ▲281.5%35,1960.3%ETFIBMInternational Business Machines$868,891$10,907 ▲1.3%3,5850.3%Computer and TechnologyTSLATesla$844,244$119,332 ▲16.5%2,2710.3%Auto/Tires/TrucksCAHCardinal Health$815,720$56,213 ▼-6.4%3,8600.3%MedicalMPBMid Penn Bancorp$810,561$87,347 ▲12.1%25,2040.3%FinanceISHARES BITCOIN TRUST ETF$803,170$7,838 ▼-1.0%20,9050.3%SHS BEN INTMOAltria Group$798,325$13,594 ▼-1.7%12,0980.3%Consumer StaplesVIGVanguard Dividend Appreciation ETF$796,789$63,442 ▲8.7%3,7050.3%ETFPMPhilip Morris International$781,979$992 ▼-0.1%4,7300.3%Consumer StaplesSPYSPDR S&P 500 ETF Trust$729,312$5,205 ▼-0.7%1,1210.3%FinanceAMGNAmgen$726,234$26,037 ▲3.7%2,0640.3%MedicalGLPIGaming and Leisure Properties$706,255$13,267 ▼-1.8%15,9170.3%FinanceLOWLowe's Companies$698,218$115,070 ▼-14.1%2,9550.3%Retail/WholesaleHDHome Depot$693,327$11,840 ▼-1.7%2,1080.3%Retail/WholesaleQQQInvesco QQQ$652,720$10,388 ▼-1.6%1,1310.3%FinanceHONHoneywell International$632,120$4,746 ▼-0.7%2,7970.2%Multi-Sector ConglomeratesAPDAir Products and Chemicals$573,999$106,027 ▼-15.6%1,9760.2%Basic MaterialsNOWServiceNow$563,002$212,759 ▲60.7%5,3850.2%Computer and TechnologyCTASimplify Managed Futures Strategy ETF$551,298$76,728 ▲16.2%18,2430.2%ETFAB ACTIVE ETFS INC$544,804$111,746 ▲25.8%15,3380.2%SHORT DURATION HCMCSAComcast$523,279$16,394 ▲3.2%18,2260.2%Consumer DiscretionaryQUALiShares MSCI USA Quality Factor ETF$520,293$1,151 ▲0.2%2,7130.2%ETFAFBAllianceBernstein National Municipal Income Fund$505,439$51,451 ▼-9.2%47,2810.2%Financial ServicesTAT&T$496,607$23,105 ▲4.9%17,1300.2%Computer and TechnologyGEGE Aerospace$496,310$38,309 ▲8.4%1,7490.2%AerospaceBRK.BBerkshire Hathaway$495,493$479 ▼-0.1%1,0340.2%FinanceURIUnited Rentals$459,415$2,731,007 ▼-85.6%6310.2%ConstructionVFHVanguard Financials ETF$447,558$153,414 ▲52.2%3,7050.2%ETFFFord Motor$423,642$8,182 ▼-1.9%36,7110.2%Auto/Tires/TrucksCLXClorox$404,460$3,316 ▼-0.8%3,9030.2%Consumer StaplesUPSUnited Parcel Service$399,972$18,297 ▼-4.4%4,0660.2%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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