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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 6 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 F FORD MTR CO Consumer Cyclical 34,689.0 $482K 0.16% -2K -5.5% $13.90 -0.5%
102 CMCSA COMCAST CORP NEW Communication Services 18,400.0 $452K 0.15% +174.0 +0.9% $24.55 +7.1%
103 AFB ALLIANCEBERNSTEIN NATL MUN I Financial Services 39,174.0 $447K 0.15% -8K -17.1% $11.41 -5.3%
104 SOFI SOFI TECHNOLOGIES INC Financial Services 24,166.0 $433K 0.15% $17.93 -4.9%
105 AMD ADVANCED MICRO DEVICES INC Technology 715.0 $415K 0.14% NEW $580.91 -20.9%
106 UPS UNITED PARCEL SVCS INC Industrials 3,764.0 $405K 0.14% -302.0 -7.4% $107.50 -4.5%
107 JMHI J P MORGAN EXCHANGE TRADED F 7,689.0 $389K 0.13% -44.0 -0.6% $50.63 -3.2%
108 ET ENERGY TRANSFER L P Energy 20,043.0 $383K 0.13% +328.0 +1.7% $19.12 +12.0%
109 AMAT APPLIED MATLS INC Technology 518.0 $375K 0.13% NEW $723.55 -38.9%
110 KHC KRAFT HEINZ CO Consumer Defensive 15,451.0 $365K 0.12% +154.0 +1.0% $23.62 +9.5%
111 VTI VANGUARD INDEX FDS 979.0 $362K 0.12% -21.0 -2.1% $370.16 +1.4%
112 MS MORGAN STANLEY Financial Services 1,715.0 $358K 0.12% +13.0 +0.8% $209.01 +1.0%
113 T AT&T INC Communication Services 17,282.0 $358K 0.12% +152.0 +0.9% $20.70 +25.7%
114 MRK MERCK & CO INC Healthcare 2,782.0 $357K 0.12% -45.0 -1.6% $128.48 +16.7%
115 UYG PROSHARES TR 4,100.0 $351K 0.12% $85.57 +12.3%
116 GS GOLDMAN SACHS GROUP INC Financial Services 328.0 $332K 0.11% +55.0 +20.1% $1012.71 -1.0%
117 EXC EXELON CORP Utilities 7,070.0 $330K 0.11% $46.62 -6.0%
118 VDC VANGUARD WORLD FD 1,422.0 $321K 0.11% $225.43 +2.1%
119 CLX CLOROX CO DEL Consumer Defensive 3,333.0 $318K 0.11% -570.0 -14.6% $95.44 -0.5%
120 IONQ IONQ INC Technology 5,930.0 $316K 0.11% NEW $53.26 -29.1%
Page 6 of 8  ·  146 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%