Kennedy Investment Group, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 22, 2026), Kennedy Investment Group, Inc. reported 135 stock positions worth $255.3 million. Its top holding was Broadcom (AVGO) at 7.2% of the portfolio, followed by Apple (AAPL, 7.1%) and First Trust Hi YLD Opp 2027 (FTHY, 6.2%). Compared with Q4 2025, it opened 7 new positions, sold out of 12, added to 61 and reduced 66. The biggest buy was Franklin Income Focus ETF (INCM, shares +94%) and the biggest sale United Rentals (URI, shares −86%).
- Most Recent 13F
- Q2 2026
- Location
- WEST DEPTFORD, NJ
- CIK
- 0001978005
- Portfolio Value
- $255.3M (Q1 2026)
- SEC Filing
- 0001951757-26-000690 ↗ filed Apr 22, 2026
Holdings Value
Holdings 135 stocks · $255.3M
| AVGO Broadcom Inc. | 7.17% | 59,112 | $18.3M | Add +1.5% |
| AAPL Apple Inc. | 7.11% | 71,540 | $18.2M | Reduce -0.6% |
| FTHY First Trust Hi YLD Opp 2027 | 6.21% | 1,172,638 | $15.9M | Reduce -0.6% |
| AMZN Amazon.com Inc. | 5.14% | 63,049 | $13.1M | Reduce -0.2% |
| NVDA Nvidia Corp. | 4.59% | 67,192 | $11.7M | Add +0.1% |
| USMV iShares MSCI USA Min Vol Fac | 4.24% | 116,705 | $10.8M | Reduce -0.4% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 3.28% | 150,658 | $8.4M | Add +8.2% |
| DFAU Dimensional US Core Equity M | 3.01% | 170,517 | $7.7M | Add +7.6% |
| MA Mastercard Inc. Class A | 2.15% | 10,989 | $5.5M | Add +0.1% |
| GOOG Alphabet Inc. Class C | 2.06% | 18,341 | $5.3M | Add +4.3% |
| JEPI JPMorgan Equity Premium Inco | 1.83% | 82,364 | $4.7M | Add +0.5% |
| GPIX GLDM SA S&P 500 PR in ETF-US | 1.81% | 92,342 | $4.6M | Add +47.0% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.67% | 46,619 | $4.3M | Reduce -6.0% |
| META Meta Platforms Inc. Class A | 1.50% | 6,691 | $3.8M | Reduce -0.6% |
| ABBV Abbvie Inc. | 1.31% | 15,367 | $3.3M | Add +1.6% |
| VFLO Victoryshares Free Cash Flow | 1.30% | 83,920 | $3.3M | Add +8.8% |
| PG The Procter & Gamble Co. | 1.29% | 22,764 | $3.3M | Reduce -1.4% |
| MU Micron Technology Inc. | 1.26% | 9,522 | $3.2M | Reduce -5.2% |
| INCM Franklin Income Focus ETF | 1.25% | 111,358 | $3.2M | Add +94.0% |
| ACP Abrdn Income Credit Strat | 1.06% | 529,153 | $2.7M | Reduce -8.6% |
| GOOGL Alphabet Inc. Class A | 1.04% | 9,249 | $2.7M | Reduce -2.1% |
| HELO JPMorgan Hedged Equity ETF | 1.02% | 40,633 | $2.6M | Reduce -12.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.97% | 51,018 | $2.5M | Reduce -0.9% |
| LLY Eli Lilly & Co. | 0.95% | 2,628 | $2.4M | Reduce -1.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.94% | 6,163 | $2.4M | Add +10.4% |
| MSFT Microsoft Corp. | 0.93% | 6,420 | $2.4M | Add +0.6% |
| COST Costco Wholesale Corp. | 0.92% | 2,360 | $2.4M | Reduce -3.5% |
| VRT Vertiv Holdings Co. Class A | 0.88% | 9,018 | $2.3M | Reduce -4.8% |
| BP BP PLC-Spons ADR | 0.79% | 42,903 | $2.0M | Reduce -16.7% |
| NVG Nuveen Amt-FR Muni CRDT | 0.77% | 159,518 | $2.0M | Reduce -2.8% |
| FVD First Trust Value Line DVD | 0.76% | 41,516 | $2.0M | Reduce -8.6% |
| JAAA Janus Henderson Aaa Clo ETF | 0.75% | 38,166 | $1.9M | Add +7.2% |
| XOM Exxon Mobil Corp. | 0.74% | 11,162 | $1.9M | Add +7.9% |
| PEG Public Service Enterprise GP | 0.71% | 22,247 | $1.8M | Add +2.4% |
| ETN Eaton Corp. PLC | 0.68% | 4,856 | $1.7M | Add +0.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.67% | 46,776 | $1.7M | Add +137.8% |
| WFC Wells Fargo & Co. | 0.66% | 21,295 | $1.7M | Add +1.4% |
| JPM JPMorgan Chase & Co. | 0.64% | 5,578 | $1.6M | Add +6.3% |
| HYD Vaneck High Yield Muni ETF | 0.63% | 32,281 | $1.6M | Add +0.1% |
| PWR Quanta Services Inc. | 0.63% | 2,922 | $1.6M | Reduce -0.7% |
| VPU Vanguard Utilities ETF | 0.62% | 7,945 | $1.6M | Add +3.5% |
| GPIQ GS Nasdaq-100 PR Inc. ETF-Usd | 0.60% | 30,880 | $1.5M | Add +24.6% |
| JNJ Johnson & Johnson | 0.59% | 6,214 | $1.5M | Add +1.0% |
| VZ Verizon Communications Inc. | 0.59% | 29,797 | $1.5M | Reduce -1.1% |
| KO The Coca-Cola Co. | 0.57% | 19,190 | $1.5M | Reduce -9.2% |
| V Visa Inc. Class A | 0.54% | 4,585 | $1.4M | Add +0.1% |
| RVT Royce Small-Cap Trust Inc. | 0.53% | 82,083 | $1.4M | Add +0.5% |
| CEG Constellation Energy | 0.52% | 4,759 | $1.3M | Reduce -0.6% |
| JGRO JPMorgan Active Growth ETF | 0.52% | 15,561 | $1.3M | Add +24.7% |
| TAFI AB Tax Aware Short Dur Muni filed as AB ACTIVE ETFS INC | 0.50% | 51,003 | $1.3M | Add +7.3% |
| SYY Sysco Corp. | 0.46% | 16,538 | $1.2M | Reduce -2.5% |
| C Citigroup Inc. | 0.46% | 10,250 | $1.2M | Add +24.0% |
| XEVVX Eaton Vance Ltd. Durat Inc. | 0.45% | 120,455 | $1.1M | Reduce -12.0% |
| COP Conocophillips | 0.44% | 8,503 | $1.1M | Reduce -4.1% |
| PEP Pepsico Inc. | 0.44% | 7,198 | $1.1M | Add +3.3% |
| XGDVX Gabelli Dividend & Income TR | 0.44% | 41,277 | $1.1M | Add +0.3% |
| GIS General Mills Inc. | 0.42% | 29,061 | $1.1M | Reduce -3.7% |
| CL Colgate-Palmolive Co. | 0.42% | 12,522 | $1.1M | Reduce -1.1% |
| VOO Vanguard S&P 500 ETF | 0.42% | 1,779 | $1.1M | Reduce -23.4% |
| GEV GE Vernova Inc. | 0.41% | 1,213 | $1.1M | Add +12.3% |
| SO The Southern Co. | 0.40% | 10,501 | $1.0M | Add +19.4% |
| SHOP Shopify Inc. Class A | 0.39% | 8,469 | $1.0M | Reduce -0.6% |
| WM Waste Management Inc. | 0.39% | 4,308 | $990K | Reduce -0.5% |
| IVE iShares S&P 500 Value ETF | 0.38% | 4,602 | $972K | Reduce -11.9% |
| MCD McDonald's Corp. | 0.38% | 3,087 | $960K | Reduce -6.5% |
| WMT Walmart Inc. | 0.36% | 7,438 | $924K | Reduce -2.7% |
| NVS Novartis AG-Sponsored ADR | 0.36% | 5,976 | $913K | Reduce -0.0% |
| IGM iShares Expanded Tech Sector | 0.35% | 7,625 | $904K | Add +6.3% |
| VHT Vanguard Health Care ETF | 0.34% | 3,212 | $875K | Reduce -2.8% |
| FLMI Franklin Dynamic Municipal B | 0.34% | 35,196 | $873K | Add +281.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.34% | 3,585 | $869K | Add +1.3% |
| TSLA Tesla Inc. | 0.33% | 2,271 | $844K | Add +16.5% |
| CAH Cardinal Health Inc. | 0.32% | 3,860 | $816K | Reduce -6.5% |
| MPB Mid Penn Bancorp Inc. | 0.32% | 25,204 | $811K | Add +12.1% |
| IBIT iShares Bitcoin Trust ETF | 0.31% | 20,905 | $803K | Reduce -1.0% |
| MO Altria Group Inc. | 0.31% | 12,098 | $798K | Reduce -1.7% |
| VIG Vanguard Dividend Apprec ETF | 0.31% | 3,705 | $797K | Add +8.7% |
| PM Philip Morris International | 0.31% | 4,730 | $782K | Reduce -0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.29% | 1,121 | $729K | Reduce -0.7% |
| AMGN Amgen Inc. | 0.28% | 2,064 | $726K | Add +3.7% |
| GLPI Gaming and Leisure Propertie | 0.28% | 15,917 | $706K | Reduce -1.8% |
| LOW Lowe's Cos Inc. | 0.27% | 2,955 | $698K | Reduce -14.2% |
| HD Home Depot Inc. | 0.27% | 2,108 | $693K | Reduce -1.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.26% | 1,131 | $653K | Reduce -1.6% |
| HON Honeywell International Inc. | 0.25% | 2,797 | $632K | Reduce -0.8% |
| APD Air Products & Chemicals Inc. | 0.22% | 1,976 | $574K | Reduce -15.6% |
| NOW ServiceNow Inc. | 0.22% | 5,385 | $563K | Add +60.8% |
| CTA Simplify Managed Futures St | 0.22% | 18,243 | $551K | Add +16.2% |
| SYFI AB SHRT Duration HGH YLD ETF filed as AB ACTIVE ETFS INC | 0.21% | 15,338 | $545K | Add +25.8% |
| CMCSA Comcast Corp. Class A | 0.20% | 18,226 | $523K | Add +3.2% |
| QUAL iShares MSCI USA Quality Fac | 0.20% | 2,713 | $520K | Add +0.2% |
| AFB Allianceberstein NTL Muni | 0.20% | 47,281 | $505K | Reduce -9.2% |
| T AT&T Inc. | 0.19% | 17,130 | $497K | Add +4.9% |
| GE General Electric filed as GE AEROSPACE | 0.19% | 1,749 | $496K | Add +8.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.19% | 1,034 | $495K | Reduce -0.1% |
| URI United Rentals Inc. | 0.18% | 631 | $459K | Reduce -85.6% |
| VFH Vanguard Financials ETF | 0.18% | 3,705 | $448K | Add +52.2% |
| F Ford Motor Co. filed as FORD MTR CO | 0.17% | 36,711 | $424K | Reduce -1.9% |
| CLX Clorox Company | 0.16% | 3,903 | $404K | Reduce -0.8% |
| UPS United Parcel Service Class B | 0.16% | 4,066 | $400K | Reduce -4.4% |
Portfolio Sells Q4 2025 → Q1 2026
| URI United Rentals Inc. | Reduce -85.6% | 0.18% | −1.16 |
| DEO Diageo PLC-Sponsored ADR | Sold out | 0.00% | −0.58 |
| AMZN Amazon.com Inc. | Reduce -0.2% | 5.14% | −0.36 |
| AAPL Apple Inc. | Reduce -0.6% | 7.11% | −0.27 |
| BLK BlackRock Inc. | Sold out | 0.00% | −0.19 |
| META Meta Platforms Inc. Class A | Reduce -0.6% | 1.50% | −0.18 |
| HELO JPMorgan Hedged Equity ETF | Reduce -12.1% | 1.02% | −0.14 |
| LLY Eli Lilly & Co. | Reduce -1.6% | 0.95% | −0.14 |
| MUB iShares National Muni Bond E | Sold out | 0.00% | −0.14 |
| VOO Vanguard S&P 500 ETF | Reduce -23.4% | 0.42% | −0.13 |
| SOFI Sofi Technologies Inc. | Reduce -13.7% | 0.15% | −0.13 |
| ACP Abrdn Income Credit Strat | Reduce -8.6% | 1.06% | −0.13 |
| SHOP Shopify Inc. Class A | Reduce -0.6% | 0.39% | −0.12 |
| CEG Constellation Energy | Reduce -0.6% | 0.52% | −0.12 |
| IONQ Ionq Inc. | Sold out | 0.00% | −0.11 |
| GIS General Mills Inc. | Reduce -3.7% | 0.42% | −0.11 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.10 |
| BAC Bank of America Corp. | Reduce -0.9% | 0.97% | −0.09 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.09 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.09 |
| COF Capital One Financial Corp. | Sold out | 0.00% | −0.09 |
| VOX Vanguard Communication Servi | Sold out | 0.00% | −0.08 |
| IBIT iShares Bitcoin Trust ETF | Reduce -1.0% | 0.31% | −0.08 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.08 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.08 |
| GOOGL Alphabet Inc. Class A | Reduce -2.1% | 1.04% | −0.07 |
| XEVVX Eaton Vance Ltd. Durat Inc. | Reduce -12.0% | 0.45% | −0.07 |
| FTHY First Trust Hi YLD Opp 2027 | Reduce -0.6% | 6.21% | −0.05 |
| LOW Lowe's Cos Inc. | Reduce -14.2% | 0.27% | −0.04 |
| IVE iShares S&P 500 Value ETF | Reduce -11.9% | 0.38% | −0.04 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -6.0% | 1.67% | −0.04 |
| PMM Franklin Managed Municipal I | Sold out | 0.00% | −0.03 |
| BX Blackstone Inc. | Reduce -4.7% | 0.10% | −0.03 |
| FVD First Trust Value Line DVD | Reduce -8.6% | 0.76% | −0.03 |
| ADT Adt Inc. | Reduce -18.3% | 0.05% | −0.02 |
| F Ford Motor Co. | Reduce -1.9% | 0.17% | −0.02 |
| VHT Vanguard Health Care ETF | Reduce -2.8% | 0.34% | −0.02 |
| AFB Allianceberstein NTL Muni | Reduce -9.2% | 0.20% | −0.01 |
| NVG Nuveen Amt-FR Muni CRDT | Reduce -2.8% | 0.77% | −0.01 |
| KHC The Kraft Heinz Co. | Reduce -5.2% | 0.13% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.6% | 0.26% | −0.01 |
| SYY Sysco Corp. | Reduce -2.5% | 0.46% | −0.01 |
| HD Home Depot Inc. | Reduce -1.7% | 0.27% | −0.01 |
| MCD McDonald's Corp. | Reduce -6.5% | 0.38% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.7% | 0.29% | −0.00 |
| UPS United Parcel Service Class B | Reduce -4.4% | 0.16% | −0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.1% | 0.19% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.3% | 0.13% | −0.00 |
| CAH Cardinal Health Inc. | Reduce -6.5% | 0.32% | −0.00 |
| RDVY First Trust Rising Dividend | Reduce -2.3% | 0.08% | −0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| INCM Franklin Income Focus ETF | Add +94.0% | 1.25% | +0.65 |
| GPIX GLDM SA S&P 500 PR in ETF-US | Add +47.0% | 1.81% | +0.56 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +137.8% | 0.67% | +0.30 |
| XOM Exxon Mobil Corp. | Add +7.9% | 0.74% | +0.27 |
| FLMI Franklin Dynamic Municipal B | Add +281.5% | 0.34% | +0.26 |
| JEPQ JPM Nasdaq Equity Premium | Add +8.2% | 3.28% | +0.22 |
| DFAU Dimensional US Core Equity M | Add +7.6% | 3.01% | +0.22 |
| MTBA Simplify MBS ETF | New | 0.16% | +0.16 |
| VFLO Victoryshares Free Cash Flow | Add +8.8% | 1.30% | +0.15 |
| GEV GE Vernova Inc. | Add +12.3% | 0.41% | +0.15 |
| JNJ Johnson & Johnson | Add +1.0% | 0.59% | +0.11 |
| SO The Southern Co. | Add +19.4% | 0.40% | +0.11 |
| NJR New Jersey Resources Corp. | New | 0.11% | +0.11 |
| GPIQ GS Nasdaq-100 PR Inc. ETF-Usd | Add +24.6% | 0.60% | +0.10 |
| ETN Eaton Corp. PLC | Add +0.1% | 0.68% | +0.10 |
| C Citigroup Inc. | Add +24.0% | 0.46% | +0.09 |
| VLO Valero Energy Corp. | New | 0.09% | +0.09 |
| GS Goldman Sachs Group Inc. | New | 0.09% | +0.09 |
| IYK iShares US Consumer Staples | New | 0.08% | +0.08 |
| PPL PPL Corp. | New | 0.08% | +0.08 |
| CGGO Cap Group Global Growth | New | 0.08% | +0.08 |
| VPU Vanguard Utilities ETF | Add +3.5% | 0.62% | +0.08 |
| JGRO JPMorgan Active Growth ETF | Add +24.7% | 0.52% | +0.08 |
| JAAA Janus Henderson Aaa Clo ETF | Add +7.2% | 0.75% | +0.07 |
| PEP Pepsico Inc. | Add +3.3% | 0.44% | +0.06 |
| JEPI JPMorgan Equity Premium Inco | Add +0.5% | 1.83% | +0.06 |
| CTA Simplify Managed Futures St | Add +16.2% | 0.22% | +0.05 |
| MPB Mid Penn Bancorp Inc. | Add +12.1% | 0.32% | +0.05 |
| VFH Vanguard Financials ETF | Add +52.2% | 0.18% | +0.05 |
| TAFI AB Tax Aware Short Dur Muni | Add +7.3% | 0.50% | +0.05 |
| SYFI AB SHRT Duration HGH YLD ETF | Add +25.8% | 0.21% | +0.05 |
| PEG Public Service Enterprise GP | Add +2.4% | 0.71% | +0.05 |
| AXP American Express Co. | Add +76.3% | 0.14% | +0.05 |
| T AT&T Inc. | Add +4.9% | 0.19% | +0.04 |
| AMGN Amgen Inc. | Add +3.7% | 0.28% | +0.04 |
| RVT Royce Small-Cap Trust Inc. | Add +0.5% | 0.53% | +0.04 |
| JIRE JPMorgan Int Res Enh Eqty | Add +37.0% | 0.12% | +0.04 |
| VIG Vanguard Dividend Apprec ETF | Add +8.7% | 0.31% | +0.03 |
| ET Energy Transfer LP | Add +1.8% | 0.15% | +0.03 |
| NOW ServiceNow Inc. | Add +60.8% | 0.22% | +0.03 |
| NFLX Netflix Inc. | Add +17.6% | 0.12% | +0.03 |
| VXUS Vanguard Total Intl Stock | Add +10.7% | 0.11% | +0.02 |
| HYD Vaneck High Yield Muni ETF | Add +0.1% | 0.63% | +0.01 |
| WTRG Essential Utilities Inc. | Add +0.4% | 0.11% | +0.01 |
| GE General Electric | Add +8.4% | 0.19% | +0.01 |
| NOBL Proshares S&P 500 Dividend A | Add +0.0% | 0.12% | +0.01 |
| CMCSA Comcast Corp. Class A | Add +3.2% | 0.20% | +0.01 |
| ABBV Abbvie Inc. | Add +1.6% | 1.31% | +0.00 |
| IGM iShares Expanded Tech Sector | Add +6.3% | 0.35% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +6.3% | 0.64% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 146 | $294.7M | AVGO, AAPL, FTHY, AMZN, NVDA |
| Q1 2026 | 135 | $255.3M | AVGO, AAPL, FTHY, AMZN, NVDA |
| Q4 2025 | 140 | $265.1M | AVGO, AAPL, FTHY, AMZN, NVDA |
| Q3 2025 | 138 | $251.5M | AVGO, AAPL, FTHY, AMZN, NVDA |
| Q2 2025 | 136 | $235.4M | FTHY, AVGO, AAPL, AMZN, NVDA |
| Q1 2025 | 125 | $215.4M | FTHY, AAPL, AMZN, USMV, AVGO |
| Q4 2024 | 123 | $221.0M | AAPL, FTHY, AMZN, AVGO, USMV |
| Q3 2024 | 122 | $217.4M | FTHY, AAPL, AMZN, AVGO, NVDA |
| Q2 2024 | 118 | $197.5M | FTHY, AAPL, AMZN, AVGO, XEVVX |
| Q1 2024 | 121 | $187.4M | FTHY, AAPL, AMZN, XEVVX, AVGO |