account_balance
Investment manager · 13F filer · SEC CIK 1978005
Kennedy Investment Group, Inc.
Reported value$295Mas of Jun 30, 2026
Positions146 16 new, 5 sold out
Top 10 weight44.6%AVGO alone is 8%
FiledJul 3030 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AVGOBroadcom Inc
7.6%
AAPLApple Inc
6.8%Trimmed −3%
FTHYFirst Tr High Yield Opprt 20
5.5%
AMZNAmazon Com Inc
5.1%
NVDANvidia Corporation
4.6%
MUMicron Technology Inc
4.1%Added +9%
JEPQJ P Morgan Exchange Traded F
3.3%Added +4%
DFAUDimensional ETF Trust
3.2%Added +7%
GOOGAlphabet Inc
2.3%Added +4%
FDLOFidelity Covington Trust
2.2%New
GPIXGoldman Sachs ETF Tr
2.0%Added +14%
MAMastercard Incorporated
1.9%Trimmed −2%
AVGOBroadcom Inc
7.6%
AAPLApple Inc
6.8%Trimmed −3%
FTHYFirst Tr High Yield Opprt 20
5.5%
AMZNAmazon Com Inc
5.1%
NVDANvidia Corporation
4.6%
MU4.1%JEPQ3.3%DFAU3.2%GOOG2.3%FDLO2.2%GPIX2.0%MA1.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AVGO Broadcom Inc 7.6% HeldAAPL Apple Inc 6.8% Trimmed −3%FTHY First Tr High Yield Opprt 20 5.5% HeldAMZN Amazon Com Inc 5.1% HeldNVDA Nvidia Corporation 4.6% HeldMU Micron Technology Inc 4.1% Added +9%JEPQ J P Morgan Exchange Traded F 3.3% Added +4%DFAU Dimensional ETF Trust 3.2% Added +7%GOOG Alphabet Inc 2.3% Added +4%FDLO Fidelity Covington Trust 2.2% NewGPIX Goldman Sachs ETF Tr 2.0% Added +14%MA Mastercard Incorporated 1.9% Trimmed −2%
What changed