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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 8 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 COWZ PACER FDS TR 3,273.0 $204K 0.07% -394.0 -10.7% $62.20 +15.5%
142 JCI JOHNSON CONTROLS INTERNATION Industrials 1,371.0 $200K 0.07% NEW $146.14 -4.7%
143 ADT ADT INC DEL Industrials 19,435.0 $126K 0.04% -1K -5.0% $6.50 +13.4%
144 VPV INVESCO PA VALUE MUN INC TR Financial Services 10,920.0 $124K 0.04% +196.0 +1.8% $11.32 -1.4%
145 NMZ NUVEEN MUN HIGH INCOME OPPOR Financial Services 10,173.0 $108K 0.04% NEW $10.57 -6.4%
146 OXSQ OXFORD SQUARE CAP CORP Financial Services 12,492.0 $16K 0.01% $1.32 +1.5%
Page 8 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%