Sponsored

The Analysis of KENNEDY INVESTMENT GROUP, INC.'s Holdings & P&L

Currently, KENNEDY INVESTMENT GROUP, INC. holds 135 types of securities in its portfolio with a total value $255.3M. In the most recent quarter, they have increased their positions in INCM (+54.0K shares, valued at $1.6M), GPIX (+29.5K shares, valued at $1.5M), NVO (+27.1K shares, valued at $996.1K); decreased their positions in URI (-3.8K shares, valued at $2.7M), BP (-8.6K shares, valued at $404.6K), HELO (-5.6K shares, valued at $357.3K); initiated new positions in MTBA (+8.1K shares, valued at $399.1K), NJR (+5.0K shares, valued at $272.4K), VLO (+939 shares, valued at $231.9K).

1M P&L

+10.7M+5.07%

3M P&L

+14.0M+6.71%

HY P&L

+20.1M+9.96%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A97.3M

43.7%

2Consumer Electronics18.2M

8.1%

3Semiconductors15.3M

6.9%

Top Industries by Stock Count

1N/A49 stocks

39.5%

2Drug Manufacturers - General6 stocks

4.8%

3Credit Services4 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BROADCOM INC BROADCOM INC59.1K shares1.54%2026-03-312026-04-22

AAPL APPLE INC71.5K shares-0.56%2026-03-312026-04-22

FTHY FIRST TR HIGH YIELD OPPRT 201.2M shares-0.59%2026-03-312026-04-22

AMZN AMAZON COM INC63.0K shares-0.21%2026-03-312026-04-22

NVDA NVIDIA CORPORATION67.2K shares0.13%2026-03-312026-04-22

USMV ISHARES TR116.7K shares-0.44%2026-03-312026-04-22

JEPQ J P MORGAN EXCHANGE TRADED F150.7K shares8.20%2026-03-312026-04-22

DFAU DIMENSIONAL ETF TRUST170.5K shares7.62%2026-03-312026-04-22

Sponsored

MA MASTERCARD INCORPORATED11.0K shares0.13%2026-03-312026-04-22

ALPHABET INC ALPHABET INC18.3K shares4.33%2026-03-312026-04-22

JEPI J P MORGAN EXCHANGE TRADED F82.4K shares0.48%2026-03-312026-04-22

GPIX GOLDMAN SACHS ETF TR92.3K shares47.04%2026-03-312026-04-22

BIL SPDR SERIES TRUST46.6K shares-6.03%2026-03-312026-04-22

META META PLATFORMS INC6.7K shares-0.64%2026-03-312026-04-22

ABBV ABBVIE INC15.4K shares1.55%2026-03-312026-04-22

VFLO VICTORY PORTFOLIOS II83.9K shares8.82%2026-03-312026-04-22

Sponsored

PG PROCTER & GAMBLE CO22.8K shares-1.36%2026-03-312026-04-22

MU MICRON TECHNOLOGY INC9.5K shares-5.19%2026-03-312026-04-22

INCM FRANKLIN TEMPLETON ETF TR111.4K shares94.04%2026-03-312026-04-22

ACP ABRDN INCOME CREDIT STRATEGI529.2K shares-8.64%2026-03-312026-04-22

ALPHABET INC ALPHABET INC9.2K shares-2.11%2026-03-312026-04-22

HELO J P MORGAN EXCHANGE TRADED F40.6K shares-12.10%2026-03-312026-04-22

BAC BANK AMERICA CORP51.0K shares-0.86%2026-03-312026-04-22

LLY ELI LILLY & CO2.6K shares-1.61%2026-03-312026-04-22

Sponsored

CRWD CROWDSTRIKE HLDGS INC6.2K shares10.45%2026-03-312026-04-22

MSFT MICROSOFT CORP6.4K shares0.63%2026-03-312026-04-22

COST COSTCO WHOLESALE CORPORATION2.4K shares-3.52%2026-03-312026-04-22

VRT VERTIV HOLDINGS CO9.0K shares-4.79%2026-03-312026-04-22

BP BP PLC42.9K shares-16.71%2026-03-312026-04-22

NVG NUVEEN AMT FREE MUN CR INC F159.5K shares-2.84%2026-03-312026-04-22

FVD FIRST TR EXCHANGE-TRADED FD41.5K shares-8.62%2026-03-312026-04-22

JAAA JANUS DETROIT STR TR38.2K shares7.21%2026-03-312026-04-22

Sponsored

XOM EXXON MOBIL CORP11.2K shares7.86%2026-03-312026-04-22

PEG PUBLIC SVC ENTERPRISE GROUP22.2K shares2.43%2026-03-312026-04-22

EATON CORP PLC EATON CORP PLC4.9K shares0.12%2026-03-312026-04-22

NVO NOVO-NORDISK A S46.8K shares137.78%2026-03-312026-04-22

WFC WELLS FARGO & CO21.3K shares1.36%2026-03-312026-04-22

JPM JPMORGAN CHASE & CO5.6K shares6.29%2026-03-312026-04-22

HYD VANECK ETF TRUST32.3K shares0.12%2026-03-312026-04-22

PWR QUANTA SVCS INC2.9K shares-0.68%2026-03-312026-04-22

Sponsored

VPU VANGUARD WORLD FD7.9K shares3.48%2026-03-312026-04-22

GPIQ GOLDMAN SACHS ETF TR30.9K shares24.58%2026-03-312026-04-22

JNJ JOHNSON & JOHNSON6.2K shares1.02%2026-03-312026-04-22

VZ VERIZON COMMUNICATIONS INC29.8K shares-1.10%2026-03-312026-04-22

KO COCA COLA CO19.2K shares-9.23%2026-03-312026-04-22

V VISA INC4.6K shares0.15%2026-03-312026-04-22

RVT ROYCE SMALL CAP TRUST INC82.1K shares0.52%2026-03-312026-04-22

CEG CONSTELLATION ENERGY CORP4.8K shares-0.56%2026-03-312026-04-22

Sponsored

JGRO J P MORGAN EXCHANGE TRADED F15.6K shares24.66%2026-03-312026-04-22

TAFI AB ACTIVE ETFS INC51.0K shares7.29%2026-03-312026-04-22

SYY SYSCO CORP16.5K shares-2.55%2026-03-312026-04-22

CITIGROUP INC CITIGROUP INC10.3K shares23.99%2026-03-312026-04-22

EVV EATON VANCE LIMITED DURATION120.5K shares-11.96%2026-03-312026-04-22

COP CONOCOPHILLIPS8.5K shares-4.06%2026-03-312026-04-22

PEP PEPSICO INC7.2K shares3.32%2026-03-312026-04-22

GDV GABELLI DIVID & INCOME TR41.3K shares0.26%2026-03-312026-04-22

Sponsored

GIS GENERAL MILLS INC29.1K shares-3.72%2026-03-312026-04-22

CL COLGATE PALMOLIVE CO12.5K shares-1.08%2026-03-312026-04-22

VANGUARD INDEX FDS VANGUARD INDEX FDS1.8K shares-23.42%2026-03-312026-04-22

GEV GE VERNOVA INC1.2K shares12.31%2026-03-312026-04-22

SO SOUTHERN CO10.5K shares19.41%2026-03-312026-04-22

SHOP SHOPIFY INC8.5K shares-0.59%2026-03-312026-04-22

WM WASTE MGMT INC DEL4.3K shares-0.46%2026-03-312026-04-22

IVE ISHARES TR4.6K shares-11.86%2026-03-312026-04-22

Sponsored

MCD MCDONALDS CORP3.1K shares-6.51%2026-03-312026-04-22

WMT WALMART INC7.4K shares-2.72%2026-03-312026-04-22

NVS NOVARTIS AG6.0K shares-0.03%2026-03-312026-04-22

IGM ISHARES TR7.6K shares6.35%2026-03-312026-04-22

VHT VANGUARD WORLD FD3.2K shares-2.78%2026-03-312026-04-22

FLMI FRANKLIN TEMPLETON ETF TR35.2K shares281.53%2026-03-312026-04-22

IBM INTERNATIONAL BUSINESS MACHS3.6K shares1.27%2026-03-312026-04-22

TSLA TESLA INC2.3K shares16.46%2026-03-312026-04-22

Sponsored

CAH CARDINAL HEALTH INC3.9K shares-6.45%2026-03-312026-04-22

MPB MID PENN BANCORP INC25.2K shares12.08%2026-03-312026-04-22

IBIT ISHARES BITCOIN TRUST ETF20.9K shares-0.97%2026-03-312026-04-22

MO ALTRIA GROUP INC12.1K shares-1.67%2026-03-312026-04-22

VIG VANGUARD SPECIALIZED FUNDS3.7K shares8.65%2026-03-312026-04-22

PM PHILIP MORRIS INTL INC4.7K shares-0.13%2026-03-312026-04-22

SPY STATE STR SPDR S&P 500 ETF T1.1K shares-0.71%2026-03-312026-04-22

AMGN AMGEN INC2.1K shares3.72%2026-03-312026-04-22

Sponsored

GLPI GAMING & LEISURE P15.9K shares-1.84%2026-03-312026-04-22

LOW LOWES COS INC3.0K shares-14.15%2026-03-312026-04-22

HD HOME DEPOT INC2.1K shares-1.68%2026-03-312026-04-22

INVESCO QQQ TR INVESCO QQQ TR1.1K shares-1.57%2026-03-312026-04-22

HON HONEYWELL INTL INC2.8K shares-0.75%2026-03-312026-04-22

APD AIR PRODUCTS AND CHEMICALS I2.0K shares-15.59%2026-03-312026-04-22

NOW SERVICENOW INC5.4K shares60.75%2026-03-312026-04-22

CTA SIMPLIFY EXCHANGE TRADED FUN18.2K shares16.17%2026-03-312026-04-22

Sponsored

SYFI AB ACTIVE ETFS INC15.3K shares25.80%2026-03-312026-04-22

CMCSA COMCAST CORP NEW18.2K shares3.23%2026-03-312026-04-22

QUAL ISHARES TR2.7K shares0.22%2026-03-312026-04-22

AFB ALLIANCEBERNSTEIN NATL MUN I47.3K shares-9.24%2026-03-312026-04-22

T AT&T INC17.1K shares4.88%2026-03-312026-04-22

GE AEROSPACE GE AEROSPACE1.7K shares8.36%2026-03-312026-04-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.0K shares-0.10%2026-03-312026-04-22

URI UNITED RENTALS INC631 shares-85.60%2026-03-312026-04-22

Sponsored

VFH VANGUARD WORLD FD3.7K shares52.16%2026-03-312026-04-22

F FORD MTR CO36.7K shares-1.89%2026-03-312026-04-22

CLX CLOROX CO DEL3.9K shares-0.81%2026-03-312026-04-22

UPS UNITED PARCEL SVCS INC4.1K shares-4.37%2026-03-312026-04-22

MTBA SIMPLIFY EXCHANGE TRADED FUN8.1K sharesnew addition2026-03-312026-04-22

JMHI J P MORGAN EXCHANGE TRADED F7.7K shares-0.59%2026-03-312026-04-22

SOFI SOFI TECHNOLOGIES INC24.2K shares-13.69%2026-03-312026-04-22

ET ENERGY TRANSFER L P19.7K shares1.80%2026-03-312026-04-22

Sponsored

QCOM QUALCOMM INC2.7K shares2.99%2026-03-312026-04-22

AXP AMERICAN EXPRESS CO1.2K shares76.30%2026-03-312026-04-22

EXC EXELON CORP7.1K shares-2.63%2026-03-312026-04-22

KHC KRAFT HEINZ CO15.3K shares-5.23%2026-03-312026-04-22

MERCK & CO INC MERCK & CO INC2.8K shares-12.23%2026-03-312026-04-22

CVX CHEVRON CORPORATION1.6K shares-24.04%2026-03-312026-04-22

VTI VANGUARD INDEX FDS1.0K shares-0.30%2026-03-312026-04-22

VDC VANGUARD WORLD FD1.4K shares-7.79%2026-03-312026-04-22

Sponsored

NFLX NETFLIX INC.3.3K shares17.62%2026-03-312026-04-22

NOBL PROSHARES TR2.9K shares0.03%2026-03-312026-04-22

UYG PROSHARES TR4.1K shares0.00%2026-03-312026-04-22

JIRE J P MORGAN EXCHANGE TRADED F3.9K shares36.99%2026-03-312026-04-22

VXUS VANGUARD STAR FDS3.7K shares10.72%2026-03-312026-04-22

MS MORGAN STANLEY1.7K shares0.35%2026-03-312026-04-22

NJR NEW JERSEY RES CORP5.0K sharesnew addition2026-03-312026-04-22

WTRG ESSENTIAL UTILS INC6.7K shares0.36%2026-03-312026-04-22

Sponsored

LMT LOCKHEED MARTIN CORP431 shares-1.37%2026-03-312026-04-22

BLACKSTONE INC BLACKSTONE INC2.2K shares-4.73%2026-03-312026-04-22

VLO VALERO ENERGY CORP939 sharesnew addition2026-03-312026-04-22

MDLZ MONDELEZ INTL INC4.0K shares-9.08%2026-03-312026-04-22

GS GOLDMAN SACHS GROUP INC273 sharesnew addition2026-03-312026-04-22

COWZ PACER FDS TR3.7K shares-4.95%2026-03-312026-04-22

IYK ISHARES TR3.0K sharesnew addition2026-03-312026-04-22

PPL PPL CORP5.5K sharesnew addition2026-03-312026-04-22

Sponsored

RDVY FIRST TR EXCHANGE TRADED FD3.1K shares-2.25%2026-03-312026-04-22

CGGO CAPITAL GROUP GBL GROWTH EQT6.3K sharesnew addition2026-03-312026-04-22

IWM ISHARES TR845 shares0.12%2026-03-312026-04-22

ADT ADT INC DEL20.5K shares-18.33%2026-03-312026-04-22

VPV INVESCO PA VALUE MUN INC TR10.7K shares1.91%2026-03-312026-04-22

VGM INVESCO TR INVT GRADE MUNS10.6K shares1.92%2026-03-312026-04-22

OXSQ OXFORD SQUARE CAP CORP12.5K shares6.29%2026-03-312026-04-22

BROADCOM INC

1.54%

Shares59.1K

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

-0.56%

Shares71.5K

Event2026-03-31

Filed2026-04-22

FTHY

FIRST TR HIGH YIELD OPPRT 20

-0.59%

Shares1.2M

Event2026-03-31

Filed2026-04-22

AMZN

AMAZON COM INC

-0.21%

Shares63.0K

Event2026-03-31

Filed2026-04-22

NVDA

NVIDIA CORPORATION

0.13%

Shares67.2K

Event2026-03-31

Filed2026-04-22

USMV

ISHARES TR

-0.44%

Shares116.7K

Event2026-03-31

Filed2026-04-22

JEPQ

J P MORGAN EXCHANGE TRADED F

8.20%

Shares150.7K

Event2026-03-31

Filed2026-04-22

DFAU

DIMENSIONAL ETF TRUST

7.62%

Shares170.5K

Event2026-03-31

Filed2026-04-22

MASTERCARD INCORPORATED

0.13%

Shares11.0K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

4.33%

Shares18.3K

Event2026-03-31

Filed2026-04-22

JEPI

J P MORGAN EXCHANGE TRADED F

0.48%

Shares82.4K

Event2026-03-31

Filed2026-04-22

GPIX

GOLDMAN SACHS ETF TR

47.04%

Shares92.3K

Event2026-03-31

Filed2026-04-22

BIL

SPDR SERIES TRUST

-6.03%

Shares46.6K

Event2026-03-31

Filed2026-04-22