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

KENNEDY INVESTMENT GROUP

KENNEDY INVESTMENT's holding co. based in Greenwich, CT — $255M in tracked AUM across 135 positions as of Q1 2026.

KI
KENNEDY INVESTMENT·Greenwich, CT·Holding Co.
CIK 0001978005 · last filed Mar 31, 2026
Total AUM
$255M
▼ 5.5%
vs prior
Holdings
135
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
Top sector
Tech
23% weight
concentration
AI Analysis · Q1 2026 · 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

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