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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 6 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MTBA SIMPLIFY EXCHANGE TRADED FUN 8,069.0 $399K 0.16% NEW $49.46 -1.0%
102 JMHI J P MORGAN EXCHANGE TRADED F 7,733.0 $385K 0.15% -46.0 -0.6% $49.83 -0.2%
103 SOFI SOFI TECHNOLOGIES INC Financial Services 24,166.0 $384K 0.15% -4K -13.7% $15.88 +0.9%
104 ET ENERGY TRANSFER L P Energy 19,715.0 $380K 0.15% +348.0 +1.8% $19.30 +5.5%
105 QCOM QUALCOMM INC Technology 2,721.0 $350K 0.14% +79.0 +3.0% $128.80 +55.3%
106 AXP AMERICAN EXPRESS CO Financial Services 1,153.0 $349K 0.14% +499.0 +76.3% $302.47 +3.6%
107 EXC EXELON CORP Utilities 7,059.0 $346K 0.14% -191.0 -2.6% $49.02 -9.4%
108 KHC KRAFT HEINZ CO Consumer Defensive 15,297.0 $344K 0.14% -844.0 -5.2% $22.49 +3.6%
109 MRK MERCK & CO INC Healthcare 2,827.0 $340K 0.13% -394.0 -12.2% $120.30 -5.7%
110 CVX CHEVRON CORPORATION Energy 1,567.0 $324K 0.13% -496.0 -24.0% $206.92 -9.8%
111 VTI VANGUARD INDEX FDS 1,000.0 $321K 0.13% $320.71 +13.1%
112 VDC VANGUARD WORLD FD 1,420.0 $319K 0.12% -120.0 -7.8% $224.54 +3.0%
113 NFLX NETFLIX INC. Communication Services 3,311.0 $318K 0.12% +496.0 +17.6% $96.15 -9.6%
114 NOBL PROSHARES TR 2,887.0 $306K 0.12% $106.01 -0.4%
115 UYG PROSHARES TR 4,100.0 $301K 0.12% $73.41 +6.2%
116 JIRE J P MORGAN EXCHANGE TRADED F 3,907.0 $296K 0.12% +1K +37.0% $75.74 +3.9%
117 VXUS VANGUARD STAR FDS 3,657.0 $282K 0.11% +354.0 +10.7% $77.11 +7.8%
118 MS MORGAN STANLEY Financial Services 1,702.0 $280K 0.11% $164.59 +18.2%
119 NJR NEW JERSEY RES CORP Utilities 4,961.0 $272K 0.11% NEW $54.92 +5.3%
120 WTRG ESSENTIAL UTILS INC Utilities 6,715.0 $270K 0.11% $40.27 -6.8%
Page 6 of 7  ·  135 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%