KENNEDY INVESTMENT GROUP, INC.

Q2 2026 13F-HR Holdings

Location
West Deptford, NJ
Holdings as of
6/30/2026
Date filed
7/30/2026
Form type
13F-HR
Num holdings
146
Total value ($000)
$294,687
Net value change ($000)
+39,339 (15.4%)
New positions
16
Sold out positions
5
Turnover %
5.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
MU 8,802 273.6%
FDLO 6,571 NEW
AVGO 4,171 22.8%
AAPL 1,922 10.6%
NVDA 1,881 16.1%
AMZN 1,830 13.9%
DFAU 1,742 22.6%
NVO 1,614 93.9%
GOOGL 1,478 28.1%
JEPQ 1,246 14.9%
Top Reduces (Value $000, Stocks/ETFs)
USMV -6,566 -60.7%
GIS -1,082 -100.0%
META -634 -16.6%
HON -632 -100.0%
BP -536 -26.6%
URI -459 -100.0%
COP -401 -35.7%
ACP -269 -10.0%
VZ -253 -16.9%
XOM -235 -12.4%
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