SEC Form 13F

KENNEDY INVESTMENT GROUP, INC. 13F Holdings

Inspect KENNEDY INVESTMENT GROUP, INC.'s 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-07-31T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-07-31
Reported value
$294,687,471
Positions
146

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Step 1 of 3

Disclosed positions

KENNEDY INVESTMENT GROUP, INC.: source evidence dated 2026-07-31T03:59:59.999Z.

Issuer
BROADCOM INC
Ticker
AVGO
Class
COM
Reported value
$22,467,127
Reported amount
59,476
Unit
SH
Option
None
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Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001951757-26-001080
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Step 3 of 3

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Disclosed positions

See the complete disclosed positions

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BROADCOM INCAVGOCOM$22,467,12759,476SHNone
APPLE INCAAPLCOM$20,077,71269,387SHNone
FIRST TR HIGH YIELD OPPRT 20FTHYCOM$16,083,3911,173,970SHNone
AMAZON COM INCAMZNCOM$14,960,84062,771SHNone
NVIDIA CORPORATIONNVDACOM$13,598,61567,962SHNone
MICRON TECHNOLOGY INCMUCOM$12,018,60710,412SHNone
J P MORGAN EXCHANGE TRADED FJEPQNASDAQ EQT PREM$9,611,005156,378SHNone
DIMENSIONAL ETF TRUSTDFAUUS CORE EQT MKT$9,435,921182,548SHNone
ALPHABET INCGOOGCAP STK CL C$6,738,82819,072SHNone
FIDELITY COVINGTON TRUSTFDLOLOW VOLITY ETF$6,571,02896,159SHNone
GOLDMAN SACHS ETF TRGPIXS&P 500 PREMIUM$5,843,601105,157SHNone
MASTERCARD INCORPORATEDMACL A$5,506,45510,721SHNone
J P MORGAN EXCHANGE TRADED FJEPIEQUITY PREMIUM$4,737,61483,881SHNone
ISHARES TRUSMVMSCI USA MIN ETF$4,257,40944,137SHNone
VICTORY PORTFOLIOS IIVFLOSHS FR CA FL ETF$4,208,39791,987SHNone
SPDR SERIES TRUSTBILST STR BLO 1 ETF$4,175,59245,565SHNone
ABBVIE INCABBVCOM$3,964,24915,754SHNone
FRANKLIN TEMPLETON ETF TRINCMINCOME FOCUS ETF$3,474,018120,396SHNone
NOVO-NORDISK A SNVOADR$3,333,32369,531SHNone
ALPHABET INCGOOGLCAP STK CL A$3,297,5949,227SHNone
PROCTER & GAMBLE COPGCOM$3,294,40722,466SHNone
ELI LILLY & COLLYCOM$3,291,2982,744SHNone
META PLATFORMS INCMETACL A$3,193,5105,669SHNone
VERTIV HOLDINGS COVRTCOM CL A$3,014,0569,002SHNone
J P MORGAN EXCHANGE TRADED FHELOHEDG EQU LAD ETF$2,708,66740,081SHNone
BANK OF AMER CORPBACCOM$2,691,51747,236SHNone
CROWDSTRIKE HLDGS INCCRWDCL A$2,643,5173,464SHNone
MICROSOFT CORPMSFTCOM$2,458,0506,590SHNone
ABRDN INCOME CREDIT STRATEGIACPCOM$2,429,632467,237SHNone
JANUS DETROIT STR TRJAAAHENDRSON AAA CL$2,218,90043,947SHNone
COSTCO WHOLESALE CORPORATIONCOSTCOM$2,200,7802,353SHNone
QUANTA SVCS INCPWRCOM$2,094,0342,908SHNone
GOLDMAN SACHS ETF TRGPIQNASDA 100 ETF$2,083,08535,122SHNone
NUVEEN AMT FREE MUN CR INC FNVGCOM$1,922,329150,182SHNone
FIRST TR EXCHANGE-TRADED FDFVDSHS$1,915,03839,748SHNone
EATON CORP PLCETNSHS$1,839,7454,317SHNone
CITIGROUP INCCCOM NEW$1,834,15513,105SHNone
JPMORGAN CHASE & COJPMCOM$1,798,1505,493SHNone
PUBLIC SVC ENTERPRISE GROUPPEGCOM$1,790,98722,067SHNone
J P MORGAN EXCHANGE TRADED FJGROACTIVE GROWTH$1,696,18317,204SHNone
JOHNSON & JOHNSONJNJCOM$1,673,8686,591SHNone
VANECK ETF TRUSTHYDHIGH YLD MUNIETF$1,665,95732,342SHNone
EXXON MOBIL CORPXOMCOM$1,658,75712,133SHNone
GE VERNOVA INCGEVCOM$1,607,4051,368SHNone
VISA INCVCOM CL A$1,561,7434,552SHNone
WELLS FARGO & COWFCCOM$1,554,10818,806SHNone
COCA COLA COKOCOM$1,525,05518,765SHNone
VANGUARD WORLD FDVPUUTILITIES ETF$1,512,9947,730SHNone
BP PLCBPSPONSORED ADR$1,480,42140,066SHNone
ROYCE SMALL CAP TRUST INCRVTCOM$1,429,26877,383SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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