Kennedy Investment Group Top Holdings and 13F Report (2026) About Kennedy Investment GroupInvestment ActivityKennedy Investment Group has $310.84 million in total holdings as of September 30, 2026.Kennedy Investment Group owns shares of 148 different stocks, but just 47 companies or ETFs make up 80% of its holdings.Approximately 9.22% of the portfolio was purchased this quarter.About 3.61% of the portfolio was sold this quarter.This quarter, Kennedy Investment Group has purchased 146 new stocks and bought additional shares in 56 stocks.Kennedy Investment Group sold shares of 72 stocks and completely divested from 10 stocks this quarter.Largest Holdings Apple $22,841,143Broadcom $21,192,988Micron Technology $16,408,477NVIDIA $15,800,123Amazon.com $15,582,588 Largest New Holdings this Quarter 45259A845 - TIDAL TRUST III $2,060,778 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $1,973,698 Holding69608A108 - PALANTIR TECHNOLOGIES INC $1,043,739 Holding38964R203 - GRAYSCALE ETHEREUM STAKING $966,046 Holding84615Q103 - SPACE EXPLORATION TECHN CORP $295,836 Holding Largest Purchases this Quarter Micron Technology 4,993 shares (about $5.32M)CrowdStrike 10,392 shares (about $2.75M)Franklin Dynamic Municipal Bond ETF 116,890 shares (about $2.73M)TIDAL TRUST III 27,580 shares (about $2.06M)EXXONMOBIL HOLDINGS CORP 12,127 shares (about $1.97M) Largest Sales this Quarter iShares MSCI USA Min Vol Factor ETF 9,281 shares (about $904.34K)Meta Platforms 1,041 shares (about $754.88K)ServiceNow 4,585 shares (about $614.44K)Mid Penn Bancorp 12,309 shares (about $435.75K)Eaton 772 shares (about $331.72K) 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 PortfolioSectorAAPLApple$22,841,143$266,083 ▼-1.2%68,5887.3%TechnologyAVGOBroadcom$21,192,988$305,536 ▲1.5%60,3466.8%TechnologyMUMicron Technology$16,408,477$5,318,242 ▲48.0%15,4055.3%TechnologyNVDANVIDIA$15,800,123$278,854 ▲1.8%69,1835.1%TechnologyAMZNAmazon.com$15,582,588$56,806 ▼-0.4%62,5435.0%Consumer DiscretionaryFTHYFirst Trust High Yield Opportunities 2027 Term Fund$15,061,416$24,094 ▼-0.2%1,172,0954.8%DFAUDimensional US Core Equity Market ETF$10,101,523$543,289 ▲5.7%192,9243.2%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$9,969,633$389,920 ▲4.1%162,7433.2%ETFFDLOFidelity Low Volatility Factor ETF$7,743,065$948,469 ▲14.0%109,5822.5%ETFGOOGAlphabet$6,939,131$440,574 ▲6.8%20,3652.2%Communication ServicesGOLDMAN SACHS ETF TR$6,515,545$644,615 ▲11.0%116,7032.1%S&P 500 PREMIUMMAMastercard$5,705,391$206,797 ▼-3.5%10,3461.8%FinanceVFLOVictoryShares Free Cash Flow ETF$5,110,788$401,993 ▲8.5%99,8401.6%ETFJEPIJPMorgan Equity Premium Income ETF$4,514,025$201,774 ▼-4.3%80,2921.5%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$4,172,927$2,658 ▼-0.1%45,5361.3%ETFABBVAbbVie$4,113,218$7,848 ▼-0.2%15,7241.3%HealthcareFLMIFranklin Dynamic Municipal Bond ETF$3,738,665$2,725,877 ▲269.1%160,3201.2%ETFINCMFranklin Income Focus ETF$3,669,757$243,277 ▲7.1%128,9441.2%ETFCRWDCrowdStrike$3,668,376$2,751,282 ▲300.0%13,8561.2%TechnologyUSMViShares MSCI USA Min Vol Factor ETF$3,396,357$904,338 ▼-21.0%34,8561.1%ETFMSFTMicrosoft$3,376,614$3,591 ▼-0.1%6,5831.1%TechnologyMETAMeta Platforms$3,356,009$754,884 ▼-18.4%4,6281.1%Communication ServicesLLYEli Lilly and Company$3,286,880$112,224 ▲3.5%2,8411.1%HealthcarePGProcter & Gamble$3,222,042$41,841 ▼-1.3%22,1781.0%Consumer StaplesGOOGLAlphabet$3,176,786$2,064 ▲0.1%9,2331.0%Communication ServicesPWRQuanta Services$2,975,023$1,106,477 ▲59.2%4,6301.0%IndustrialsGOLDMAN SACHS ETF TR$2,775,725$739,358 ▲36.3%47,8740.9%NASDA 100 ETFJ P MORGAN EXCHANGE TRADED F$2,729,195$43,232 ▼-1.6%39,4560.9%HEDG EQU LAD ETFNVONovo Nordisk A/S$2,566,333$69,603 ▼-2.6%67,6950.8%HealthcareBACBank of America$2,519,690$51,382 ▼-2.0%46,2920.8%FinanceJNJJohnson & Johnson$2,379,623$634,813 ▲36.4%8,9890.8%HealthcareCCitigroup$2,365,999$669,156 ▲39.4%18,2730.8%FinanceVRTVertiv$2,181,981$9,653 ▲0.4%9,0420.7%IndustrialsJAAAJanus Henderson AAA CLO ETF$2,132,173$85,850 ▼-3.9%42,2460.7%ETFCOSTCostco Wholesale$2,126,818$15,478 ▼-0.7%2,3360.7%Consumer StaplesJGROJPMorgan Active Growth ETF$2,089,337$427,757 ▲25.7%21,6330.7%ETFTIDAL TRUST III$2,060,778$2,060,778 ▲New Holding27,5800.7%VIST ARTI IN ETFACPAbrdn Income Credit Strategies Fund$2,056,425$22,780 ▼-1.1%462,1180.7%FinanceEXXONMOBIL HOLDINGS CORP$1,973,698$1,973,698 ▲New Holding12,1270.6%COM SHSJPMJPMorgan Chase & Co.$1,820,643$3,308 ▲0.2%5,5030.6%FinanceBPBP$1,748,909$13,593 ▼-0.8%39,7570.6%EnergyFVDFirst Trust Value Line Dividend Index Fund$1,741,950$122,622 ▼-6.6%37,1340.6%ETFKOCoca-Cola$1,620,399$5,079 ▲0.3%18,8240.5%Consumer StaplesGE VERNOVA INC$1,609,482$308,967 ▲23.8%1,6930.5%COMVVisa$1,606,031$29,462 ▼-1.8%4,4700.5%FinanceCEGConstellation Energy$1,569,073$135,900 ▲9.5%6,1770.5%UtilitiesETNEaton$1,523,246$331,720 ▼-17.9%3,5450.5%IndustrialsPEGPublic Service Enterprise Group$1,474,113$11,852 ▼-0.8%21,8910.5%UtilitiesWFCWells Fargo & Company$1,458,126$47,310 ▼-3.1%18,2150.5%FinanceNVGNuveen AMT-Free Municipal Credit Income Fund$1,431,503$161,930 ▼-10.2%134,9200.5%FinanceVPUVanguard Utilities ETF$1,325,096$3,249 ▲0.2%7,7490.4%ETFRVTRoyce Small-Cap Trust$1,317,238$8,325 ▼-0.6%76,8970.4%FinanceSHOPIFY INC$1,315,2730.0%8,8690.4%CL A SUB VTG SHSCGGOCapital Group Global Growth Equity ETF$1,309,244$190,467 ▲17.0%32,9120.4%ETFPINKSimplify Health Care ETF$1,274,307$217,936 ▲20.6%33,0130.4%ETFIGMiShares Expanded Tech Sector ETF$1,267,980$21,637 ▼-1.7%7,5010.4%ETFSYYSysco$1,267,791$1,013 ▲0.1%16,2620.4%Consumer StaplesVZVerizon Communications$1,230,846$116,328 ▼-8.6%26,8330.4%Communication ServicesVOOVanguard S&P 500 ETF$1,188,051$11,916 ▲1.0%1,6950.4%ETFTAFIAB Tax-Aware Short Duration Municipal ETF$1,164,406$90,258 ▼-7.2%47,3720.4%ETFGDVThe Gabelli Dividend & Income Trust$1,157,401$13,296 ▼-1.1%40,9120.4%FinanceAXPAmerican Express$1,112,360$160,559 ▲16.9%3,6580.4%FinanceJ P MORGAN EXCHANGE TRADED F$1,088,867$105,602 ▲10.7%11,4350.4%JPMORGAN INTL VLPALANTIR TECHNOLOGIES INC$1,043,739$1,043,739 ▲New Holding5,5800.3%CL ACLColgate-Palmolive$1,028,145$19,966 ▼-1.9%12,0500.3%Consumer StaplesGRAYSCALE ETHEREUM STAKING$966,046$966,046 ▲New Holding37,8990.3%SHS NEWIVEiShares S&P 500 Value ETF$959,347$16,891 ▼-1.7%4,2030.3%ETFQCOMQualcomm$936,375$446,471 ▲91.1%5,0880.3%TechnologyEATON VANCE LIMITED DURATION$923,952$17,821 ▼-1.9%109,3430.3%COMISHARES BITCOIN TRUST ETF$911,295$71,483 ▼-7.3%19,2500.3%SHS BEN INTPMPhilip Morris International$906,400$763 ▲0.1%4,7500.3%Consumer StaplesVHTVanguard Health Care ETF$905,925$51,207 ▼-5.4%2,8660.3%ETFSPYSPDR S&P 500 ETF Trust$900,078$57,971 ▲6.9%1,1800.3%ETFWMWaste Management$895,691$19,986 ▲2.3%4,3920.3%IndustrialsSOSouthern$860,339$10,113 ▼-1.2%10,3790.3%UtilitiesPEPPepsiCo$858,422$24,458 ▼-2.8%6,7740.3%Consumer StaplesNVSNovartis$856,616$5,133 ▲0.6%6,0080.3%HealthcareCAHCardinal Health$849,491$6,452 ▼-0.8%3,8180.3%HealthcareAMGNAmgen$822,594$2,528 ▲0.3%1,9520.3%HealthcareVIGVanguard Dividend Appreciation ETF$820,796$43,630 ▼-5.0%3,5180.3%ETFIBMInternational Business Machines$819,864$3,079 ▼-0.4%3,7280.3%TechnologyMOAltria Group$816,708$808 ▲0.1%12,1280.3%Consumer StaplesQQQInvesco QQQ$807,020$8,876 ▼-1.1%1,0910.3%ETFIEFAiShares Core MSCI EAFE ETF$802,491$5,038 ▲0.6%8,2830.3%ETFTSLATesla$786,969$4,613 ▲0.6%2,2180.3%Consumer DiscretionaryAB ACTIVE ETFS INC$763,604$121,172 ▲18.9%21,8610.2%SHOR DU YIEL ETFCOPConocoPhillips$762,154$106,251 ▼-12.2%6,0900.2%EnergyWALMART INC$758,977$7,587 ▼-1.0%7,3030.2%COMMCDMcDonald's$710,974$1,847 ▼-0.3%3,0790.2%Consumer DiscretionarySIMPLIFY EXCHANGE TRADED FUN$557,705$7,996 ▼-1.4%11,9270.2%MBS ETFGEGE Aerospace$547,1810.0%1,7520.2%IndustrialsGLPIGaming and Leisure Properties$542,144$56,728 ▼-9.5%14,2780.2%Real EstateJ P MORGAN EXCHANGE TRADED F$537,182$176,260 ▲48.8%11,4440.2%HIGH YIELD MUNIHDHome Depot$535,526$28,171 ▼-5.0%1,8820.2%Consumer DiscretionaryBRK.BBerkshire Hathaway$514,8800.0%1,0340.2%FinanceAPDAir Products and Chemicals$510,279$33,666 ▼-6.2%1,8340.2%MaterialsJIREJPMorgan International Research Enhanced Equity ETF$495,603$2,465 ▼-0.5%6,0320.2%ETFQUALiShares MSCI USA Quality Factor ETF$491,256$10,225 ▼-2.0%2,2100.2%ETFVFHVanguard Financials ETF$470,243$53,593 ▼-10.2%3,6150.2%ETFMPBMid Penn Bancorp$457,130$435,748 ▼-48.8%12,9130.1%FinanceShowing largest 100 holdings. 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