BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

KENNEDY INVESTMENT GROUP, INC.

· CIK 0001978005
13F Portfolio $295M AUM 146 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 45 Added 56 Reduced 5 Exited
Page 3 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CVX CHEVRON CORPORATION Energy 1,649.0 $273K 0.09% +82.0 +5.2% $165.79 +27.3%
42 BX BLACKSTONE INC Financial Services 2,226.0 $262K 0.09% +69.0 +3.2% $117.65 +16.1%
43 NFLX NETFLIX INC. Communication Services 3,526.0 $252K 0.09% +215.0 +6.5% $71.40 +13.2%
44 LMT LOCKHEED MARTIN CORP Industrials 440.0 $224K 0.08% +9.0 +2.1% $509.46 +6.9%
45 VPV INVESCO PA VALUE MUN INC TR Financial Services 10,920.0 $124K 0.04% +196.0 +1.8% $11.32 -1.4%
Page 3 of 3  ·  45 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 42.0%
Financial Services 15.8%
Consumer Cyclical 9.9%
Healthcare 8.2%
Consumer Defensive 7.5%
Industrials 5.1%
Communication Services 4.7%
Utilities 3.6%
Energy 2.6%
Real Estate 0.4%