Kennedy Investment Group, Inc. holds a diversified book of 146 reported positions worth $294.7M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Fidelity Low Volat Fact ETF and trimmed Apple Inc. Their largest long position is Broadcom Inc at 8% of the reported non-option book. Cloning the disclosed picks since 2025 would be +4% (+4.4%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +8.8%, a 4.8-point gap that is the cost of the ~30-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Kennedy Investment Group, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~30 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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
+5 sectors below the cut, 6% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Kennedy Investment Group, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Prospect Hill Management, LLC | 10 / 80 | $244.4M |
| Draper Asset Management, LLC | 9 / 80 | $174.6M |
| Hoey Investments, Inc | 41 / 80 | $640.3M |
| Emerald Advisors, LLC | 33 / 80 | $643.4M |
| Conway Capital Management, Inc. | 18 / 80 | $178.4M |
| Independent Investors Inc | 26 / 80 | $414.5M |
| Ketron Financial | 16 / 80 | $253.4M |
Ranked by the share of each fund's own book sitting in the names it shares with Kennedy Investment Group, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show KENNEDY INVESTMENT GROUP, INC.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.