Kennedy Investment Group, Inc. holds a diversified book of 146 stocks worth $294.7M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened Fidelity Low Volat Fact ETF and trimmed Apple Inc. Their largest long position is Broadcom Inc at 8% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1978005/holdings"
Use Arkolith to show KENNEDY INVESTMENT GROUP, INC.'s latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
62% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Kennedy Investment Group, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $549.5B |
| ROYAL BANK OF CANADA | 80 / 80 | $154.5B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $97.7B |
| STIFEL FINANCIAL CORP | 80 / 80 | $32.5B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $14.8B |
| CWM, LLC | 80 / 80 | $6.3B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $137.9B |
| UBS Group AG | 79 / 80 | $135.8B |
Ranked by how many of Kennedy Investment Group, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Broadcom Inc COM | $22.5M | 59.5K | 7.6% | ▲+0.6% Added · +364 sh | |
| 2 | Apple Inc COM | $20.1M | 69.4K | 6.8% | ▼−3.0% Reduced · −2K sh | |
| 3 | First TR High Yield Opprt 20 COM | $16.1M | 1.17M | 5.5% | ▲+0.1% Added · +1K sh | |
| 4 | Amazon Com Inc COM | $15.0M | 62.8K | 5.1% | ▼−0.4% Reduced · −278 sh | |
| 5 | Nvidia Corporation COM | $13.6M | 68.0K | 4.6% | ▲+1.1% Added · +770 sh | |
| 6 | Micron Technology Inc COM | $12.0M | 10.4K | 4.1% | ▲+9.3% Added · +890 sh | |
| 7 | J P Morgan Exchange Traded F NASDAQ EQT PREM | $9.6M | 156.4K | 3.3% | ▲+3.8% Added · +6K sh | |
| 8 | Dimensional ETF Trust US CORE EQT MKT | $9.4M | 182.5K | 3.2% | ▲+7.0% Added · +12K sh | |
| 9 | Alphabet Inc CAP STK CL C | $6.7M | 19.1K | 2.3% | ▲+4.0% Added · +731 sh | |
| 10 | Fidelity Covington Trust LOW VOLITY ETF | $6.6M | 96.2K | 2.2% | ▲New New position | |
| 11 | Goldman Sachs ETF TR S&P 500 PREMIUM | $5.8M | 105.2K | 2.0% | ▲+14% Added · +13K sh | |
| 12 | Mastercard Incorporated CL A | $5.5M | 10.7K | 1.9% | ▼−2.4% Reduced · −268 sh | |
| 13 | J P Morgan Exchange Traded F EQUITY PREMIUM | $4.7M | 83.9K | 1.6% | ▲+1.8% Added · +2K sh | |
| 14 | Ishares TR MSCI USA MIN ETF | $4.3M | 44.1K | 1.4% | ▼−62% Reduced · −73K sh | |
| 15 | Victory Portfolios II SHS FR CA FL ETF | $4.2M | 92.0K | 1.4% | ▲+9.6% Added · +8K sh | |
| 16 | SPDR Series Trust ST STR BLO 1 ETF | $4.2M | 45.6K | 1.4% | ▼−2.3% Reduced · −1K sh | |
| 17 | Abbvie Inc COM | $4.0M | 15.8K | 1.3% | ▲+2.5% Added · +387 sh | |
| 18 | Franklin Templeton ETF TR INCOME FOCUS ETF | $3.5M | 120.4K | 1.2% | ▲+8.1% Added · +9K sh | |
| 19 | Novo-Nordisk A S ADR | $3.3M | 69.5K | 1.1% | ▲+49% Added · +23K sh | |
| 20 | Alphabet Inc CAP STK CL A | $3.3M | 9.2K | 1.1% | ▼−0.2% Reduced · −22 sh | |
| 21 | Procter & Gamble Co COM | $3.3M | 22.5K | 1.1% | ▼−1.3% Reduced · −298 sh | |
| 22 | Eli Lilly & Co COM | $3.3M | 2.7K | 1.1% | ▲+4.4% Added · +116 sh | |
| 23 | Meta Platforms Inc CL A | $3.2M | 5.7K | 1.1% | ▼−15% Reduced · −1K sh | |
| 24 | Vertiv Holdings Co COM CL A | $3.0M | 9.0K | 1.0% | ▼−0.2% Reduced · −16 sh | |
| 25 | J P Morgan Exchange Traded F HEDG EQU LAD ETF | $2.7M | 40.1K | 0.9% | ▼−1.4% Reduced · −552 sh | |
| 26 | Bank Of Amer Corp COM | $2.7M | 47.2K | 0.9% | ▼−7.4% Reduced · −4K sh | |
| 27 | Crowdstrike Hldgs Inc CL A | $2.6M | 3.5K | 0.9% | ▼−44% Reduced · −3K sh | |
| 28 | Microsoft Corp COM | $2.5M | 6.6K | 0.8% | ▲+2.6% Added · +170 sh | |
| 29 | Abrdn Income Credit Strategi COM | $2.4M | 467.2K | 0.8% | ▼−12% Reduced · −62K sh | |
| 30 | Janus Detroit STR TR HENDRSON AAA CL | $2.2M | 43.9K | 0.8% | ▲+15% Added · +6K sh | |
| 31 | Costco Wholesale Corporation COM | $2.2M | 2.4K | 0.7% | ▼−0.3% Reduced · −7 sh | |
| 32 | Quanta Svcs Inc COM | $2.1M | 2.9K | 0.7% | ▼−0.5% Reduced · −14 sh | |
| 33 | Goldman Sachs ETF TR NASDA 100 ETF | $2.1M | 35.1K | 0.7% | ▲+14% Added · +4K sh | |
| 34 | Nuveen Amt Free Mun CR Inc F COM | $1.9M | 150.2K | 0.7% | ▼−5.8% Reduced · −9K sh | |
| 35 | First TR Exchange-Traded FD SHS | $1.9M | 39.7K | 0.6% | ▼−4.3% Reduced · −2K sh | |
| 36 | Eaton Corp PLC SHS | $1.8M | 4.3K | 0.6% | ▼−11% Reduced · −539 sh | |
| 37 | Citigroup Inc COM NEW | $1.8M | 13.1K | 0.6% | ▲+28% Added · +3K sh | |
| 38 | JPMorgan Chase & Co COM | $1.8M | 5.5K | 0.6% | ▼−1.5% Reduced · −85 sh | |
| 39 | Public SVC Enterprise Group COM | $1.8M | 22.1K | 0.6% | ▼−0.8% Reduced · −180 sh | |
| 40 | J P Morgan Exchange Traded F ACTIVE GROWTH | $1.7M | 17.2K | 0.6% | ▲+11% Added · +2K sh | |
| 41 | Johnson & Johnson COM | $1.7M | 6.6K | 0.6% | ▲+6.1% Added · +377 sh | |
| 42 | Vaneck ETF Trust HIGH YLD MUNIETF | $1.7M | 32.3K | 0.6% | ▲+0.2% Added · +61 sh | |
| 43 | Exxon Mobil Corp COM | $1.7M | 12.1K | 0.6% | ▲+8.7% Added · +971 sh | |
| 44 | Ge Vernova Inc COM | $1.6M | 1.4K | 0.5% | ▲+13% Added · +155 sh | |
| 45 | Visa Inc COM CL A | $1.6M | 4.6K | 0.5% | ▼−0.7% Reduced · −33 sh | |
| 46 | Wells Fargo & Co COM | $1.6M | 18.8K | 0.5% | ▼−12% Reduced · −2K sh | |
| 47 | Coca Cola Co COM | $1.5M | 18.8K | 0.5% | ▼−2.2% Reduced · −425 sh | |
| 48 | Vanguard World FD UTILITIES ETF | $1.5M | 7.7K | 0.5% | ▼−2.7% Reduced · −215 sh | |
| 49 | BP PLC SPONSORED ADR | $1.5M | 40.1K | 0.5% | ▼−6.6% Reduced · −3K sh | |
| 50 | Royce Small Cap Trust Inc COM | $1.4M | 77.4K | 0.5% | ▼−5.7% Reduced · −5K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.