KENNEDY INVESTMENT GROUP, INC.

Q3 2026 13F-HR Holdings

Location
West Deptford, NJ
Holdings as of
9/30/2026
Date filed
10/21/2026
Form type
13F-HR
Num holdings
148
Total value ($000)
$310,841
Net value change ($000)
+16,154 (5.5%)
New positions
12
Sold out positions
10
Turnover %
4.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 4,389 36.5%
AAPL 2,763 13.8%
FLMI 2,646 242.1%
NVDA 2,201 16.2%
AIS 2,061 NEW
EXXONMOBIL HOLDINGS CORP 1,974 NEW
FDLO 1,172 17.8%
PLTR 1,044 NEW
CRWD 1,024 38.7%
ETH 966 NEW
Top Reduces (Value $000, Stocks/ETFs)
HYD -1,666 -100.0%
XOM -1,659 -100.0%
AVGO -1,274 -5.7%
FTHY -1,022 -6.4%
USMV -861 -20.2%
VRT -832 -27.6%
NVO -767 -23.0%
CTA -649 -100.0%
NVG -490 -25.5%
MPB -422 -48.0%
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