KENNEDY INVESTMENT GROUP, INC.

All 13F Filings

Location
West Deptford, NJ
Most recent 13F
Q3 2026
Holdings value ($000)
310,841
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q3 2026 10/21/2026 148 310,841 13F-HR KENNEDY INVESTMENT GROUP, INC.
Q2 2026 7/30/2026 146 294,687 13F-HR KENNEDY INVESTMENT GROUP, INC.
Q1 2026 4/22/2026 135 255,348 13F-HR KENNEDY INVESTMENT GROUP, INC.
Q4 2025 2/6/2026 140 265,092 13F-HR KENNEDY INVESTMENT GROUP
Q3 2025 10/28/2025 138 251,529 13F-HR KENNEDY INVESTMENT GROUP
Q2 2025 7/16/2025 136 235,409 13F-HR KENNEDY INVESTMENT GROUP
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 223.7 K 72.0% 9.391 K 0 9.391 K
ETFs 87.1 K 28.0% 6.763 K 0 6.763 K
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Fund Snapshot

Q3 2026
Latest filed
10/21/2026
Total value ($000)
310,841
Holdings
148
QoQ value change ($000)
16,154 (5.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.