KENNEDY INVESTMENT GROUP, INC. - Portfolio overview

KENNEDY INVESTMENT GROUP, INC. has 152 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AVGO - BROADCOM INC, 6.92%
2. AAPL - APPLE INC, 6.87%
3. FTHY - FIRST TR HIGH YIELD OPPRT 20, 6.00%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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