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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  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 QUAL ISHARES TR 2,256.0 $495K 0.17% -457.0 -16.8% $219.45 +0.7%
42 QCOM QUALCOMM INC Technology 2,662.0 $492K 0.17% -59.0 -2.2% $184.80 -9.8%
43 F FORD MTR CO Consumer Cyclical 34,689.0 $482K 0.16% -2K -5.5% $13.90 -0.5%
44 AFB ALLIANCEBERNSTEIN NATL MUN I Financial Services 39,174.0 $447K 0.15% -8K -17.1% $11.41 -5.3%
45 UPS UNITED PARCEL SVCS INC Industrials 3,764.0 $405K 0.14% -302.0 -7.4% $107.50 -4.5%
46 JMHI J P MORGAN EXCHANGE TRADED F 7,689.0 $389K 0.13% -44.0 -0.6% $50.63 -3.2%
47 VTI VANGUARD INDEX FDS 979.0 $362K 0.12% -21.0 -2.1% $370.16 +1.4%
48 MRK MERCK & CO INC Healthcare 2,782.0 $357K 0.12% -45.0 -1.6% $128.48 +16.7%
49 CLX CLOROX CO DEL Consumer Defensive 3,333.0 $318K 0.11% -570.0 -14.6% $95.44 -0.5%
50 VXUS VANGUARD STAR FDS 3,623.0 $310K 0.10% -34.0 -0.9% $85.50 +1.4%
51 RDVY FIRST TR EXCHANGE TRADED FD 2,933.0 $238K 0.08% -149.0 -4.8% $81.06 -0.6%
52 MDLZ MONDELEZ INTL INC Consumer Defensive 3,909.0 $226K 0.08% -114.0 -2.8% $57.84 +6.5%
53 IWM ISHARES TR 730.0 $219K 0.07% -115.0 -13.6% $300.42 -3.3%
54 IYK ISHARES TR 2,895.0 $210K 0.07% -124.0 -4.1% $72.66 +3.3%
55 COWZ PACER FDS TR 3,273.0 $204K 0.07% -394.0 -10.7% $62.20 +15.5%
56 ADT ADT INC DEL Industrials 19,435.0 $126K 0.04% -1K -5.0% $6.50 +13.4%
Page 3 of 3  ·  56 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%