13F Insight
DOSSIER · 13F-HR · Q1 2026

KENNEDY INVESTMENT GROUP

$255M in tracked AUM across 135 positions as of Q1 2026.

KI
CIK 0001978005 · last filed Mar 31, 2026
Total AUM
$255M
as of Q1 2026
Holdings
135
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

KENNEDY INVESTMENT GROUP filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AVGO
BROADCOM INC
$18M59K7.2%02
AAPL
APPLE INC
$18M72K7.1%03
FTHY
FIRST TR HIGH YIELD OPPRT 20
$16M1.2M6.2%04
AMZN
AMAZON COM INC
$13M63K5.1%05
NVDA
NVIDIA CORPORATION
$12M67K4.6%06
USMV
ISHARES TR
$11M117K4.2%07
JEPQ
J P MORGAN EXCHANGE TRADED F
$8M151K3.3%08
DFAU
DIMENSIONAL ETF TRUST
$8M171K3.0%09
MA
MASTERCARD INCORPORATED
$5M11K2.2%10
GOOG
ALPHABET INC
$5M18K2.1%

Filing history

2026Q1Mar 31
$255M▼ 3.7%
135 positionsView →2025Q4Dec 31
$265M▲ 5.4%
140 positionsView →2025Q3Sep 30
$252M▲ 6.8%
138 positionsView →2025Q2Jun 30
$235M▲ 9.3%
136 positionsLocked2025Q1Mar 31
$215M▼ 2.5%
125 positionsLocked2024Q4Dec 31
$221M▲ 1.7%
123 positionsLocked2024Q3Sep 30
$217M▲ 10.1%
122 positionsLocked2024Q2Jun 30
$197M▲ 5.4%
118 positionsLocked2024Q1Mar 31
$187M▲ 4.7%
121 positionsLocked2023Q4Dec 31
$179M▲ 7.6%
121 positionsLocked2023Q3Sep 30
$166M▼ 2.7%
118 positionsLocked2023Q2Jun 30
$171M▲ 4.5%
119 positionsLocked
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