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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MTBA SIMPLIFY EXCHANGE TRADED FUN 8,069.0 $399K 0.16% NEW $49.46 -1.0%
2 NJR NEW JERSEY RES CORP Utilities 4,961.0 $272K 0.11% NEW $54.92 +5.3%
3 VLO VALERO ENERGY CORP Energy 939.0 $232K 0.09% NEW $246.99 -0.9%
4 GS GOLDMAN SACHS GROUP INC Financial Services 273.0 $231K 0.09% NEW $844.88 +14.7%
5 IYK ISHARES TR 3,019.0 $211K 0.08% NEW $70.04 +3.1%
6 PPL PPL CORP Utilities 5,528.0 $211K 0.08% NEW $38.20 -6.3%
7 CGGO CAPITAL GROUP GBL GROWTH EQT 6,290.0 $210K 0.08% NEW $33.37 +16.0%

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%