KENNEDY INVESTMENT GROUP

Q4 2025 13F-HR Holdings

Location
West Deptford, NJ
Holdings as of
12/31/2025
Date filed
2/6/2026
Form type
13F-HR
Num holdings
140
Total value ($000)
$265,092
Net value change ($000)
+13,563 (5.4%)
New positions
10
Sold out positions
8
Turnover %
3.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/28/2025 Next filing: 4/22/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GPIX 2,999 946.1%
DFAU 2,254 43.7%
AVGO 2,140 11.9%
AAPL 1,605 8.9%
META 1,281 40.5%
INCM 1,260 361.0%
GOOGL 1,251 29.3%
MU 1,070 59.6%
GPIQ 1,064 432.5%
IBIT 1,048 NEW
Top Reduces (Value $000, Stocks/ETFs)
URI -1,825 -34.0%
JEPI -1,758 -27.3%
VGM -1,706 -94.0%
IIM -1,394 -100.0%
PMM -971 -91.3%
VRT -802 -34.3%
NMCO -790 -100.0%
ACP -725 -18.8%
EVV -626 -31.6%
STZ -581 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type