Portfolio (Quarterly)
Guide ↗
KENNEDY INVESTMENT GROUP, INC.
· CIK 0001978005| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | DEO | DIAGEO PLC | Consumer Defensive | 17,753 | $1.5M | 0.58% | SOLD |
| 2 | BLK | BLACKROCK INC | Financial Services | 467 | $499K | 0.19% | SOLD |
| 3 | MUB | ISHARES TR | — | 3,351 | $359K | 0.14% | SOLD |
| 4 | IONQ | IONQ INC | Technology | 6,265 | $281K | 0.11% | SOLD |
| 5 | CRM | SALESFORCE INC | Technology | 1,012 | $268K | 0.10% | SOLD |
| 6 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 404 | $234K | 0.09% | SOLD |
| 7 | DIS | DISNEY WALT CO | Communication Services | 2,044 | $233K | 0.09% | SOLD |
| 8 | COF | CAPITAL ONE FINL CORP | Financial Services | 930 | $225K | 0.09% | SOLD |
| 9 | VOX | VANGUARD WORLD FD | — | 1,146 | $222K | 0.08% | SOLD |
| 10 | ADBE | ADOBE INC | Technology | 602 | $211K | 0.08% | SOLD |
| 11 | ABT | ABBOTT LABS | Healthcare | 1,660 | $208K | 0.08% | SOLD |
| 12 | PMM | PUTNAM MANAGED MUN INCOME TR | Financial Services | 14,748 | $92K | 0.04% | SOLD |
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%