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KENNEDY INVESTMENT GROUP

Q4 2025 13F Holdings

  • Location
    west deptford, NJ
  • Num holdings

    140

  • Value ($000)

    $265,092

  • Date Filed
    02/06/2026
  • Form type
    13F-HR
  • CIK
    0001978005
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AVGO

BROADCOM INC

COM
11135F101
$20.15M
8 %

58,215

A
AAPL

APPLE INC

COM
037833100
$19.56M
7 %

71,944

F
FTHY

FIRST TR HIGH YIELD OPPRT 20

COM
33741Q107
$16.6M
6 %

1,179,585

A
AMZN

AMAZON COM INC

COM
023135106
$14.58M
6 %

63,180

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$12.52M
5 %

67,107

U
USMV

ISHARES TR

MSCI USA MIN VOL
46429B697
$11.04M
4 %

117,219

J
JEPQ

J P MORGAN EXCHANGE TRADED F

NASDAQ EQT PREM
46654Q203
$8.09M
3 %

139,234

D
DFAU

DIMENSIONAL ETF TRUST

US CORE EQT MKT
25434V104
$7.41M
3 %

158,437

M
MA

MASTERCARD INCORPORATED

CL A
57636Q104
$6.27M
2 %

10,975

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$5.52M
2 %

17,580

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