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Portfolio (Quarterly) Guide ↗

KENNEDY INVESTMENT GROUP, INC.

· CIK 0001978005
13F Portfolio $255.3B AUM 135 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 49 Added 59 Reduced 12 Exited
Page 3 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ET ENERGY TRANSFER L P Energy 19,715.0 $380K 0.15% +348.0 +1.8% $19.30 +5.5%
42 QCOM QUALCOMM INC Technology 2,721.0 $350K 0.14% +79.0 +3.0% $128.80 +55.3%
43 AXP AMERICAN EXPRESS CO Financial Services 1,153.0 $349K 0.14% +499.0 +76.3% $302.47 +3.6%
44 NFLX NETFLIX INC. Communication Services 3,311.0 $318K 0.12% +496.0 +17.6% $96.15 -9.6%
45 JIRE J P MORGAN EXCHANGE TRADED F 3,907.0 $296K 0.12% +1K +37.0% $75.74 +3.9%
46 VXUS VANGUARD STAR FDS 3,657.0 $282K 0.11% +354.0 +10.7% $77.11 +7.8%
47 VPV INVESCO PA VALUE MUN INC TR Financial Services 10,724.0 $113K 0.04% +201.0 +1.9% $10.57 +2.6%
48 VGM INVESCO TR INVT GRADE MUNS Financial Services 10,619.0 $105K 0.04% +200.0 +1.9% $9.87 +2.1%
49 OXSQ OXFORD SQUARE CAP CORP Financial Services 12,492.0 $22K 0.01% +739.0 +6.3% $1.77 -1.7%
Page 3 of 3  ·  49 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.3%
Financial Services 16.4%
Consumer Cyclical 10.0%
Consumer Defensive 9.0%
Communication Services 8.7%
Healthcare 7.1%
Industrials 5.4%
Utilities 3.8%
Energy 3.6%
Real Estate 0.4%