1y return+15.2%S&P 500 +20.9%
3y return+43.8%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $154 against $195 in the S&P 500.2
Kennedy Investment Group, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AVGOBroadcom Inc | $22.5M | 7.6% | |
| AAPLApple Inc | $20.1M | 6.8% | −3.0% |
| FTHYFirst Tr High Yield Opprt 20 | $16.1M | 5.5% | |
| AMZNAmazon Com Inc | $15.0M | 5.1% | |
| NVDANvidia Corporation | $13.6M | 4.6% | +1.1% |
| MUMicron Technology Inc | $12.0M | 4.1% | +9.3% |
| JEPQJ P Morgan Exchange Traded F | $9.6M | 3.3% | +3.8% |
| DFAUDimensional Etf Trust | $9.4M | 3.2% | +7.1% |
| GOOGAlphabet Inc | $6.7M | 2.3% | +4.0% |
| FDLOFidelity Covington Trust | $6.6M | 2.2% | New |
| GPIXGoldman Sachs Etf Tr | $5.8M | 2.0% | +13.9% |
| MAMastercard Incorporated | $5.5M | 1.9% | −2.4% |
| JEPIJ P Morgan Exchange Traded F | $4.7M | 1.6% | +1.8% |
| USMVIshares Tr | $4.3M | 1.4% | −62.2% |
| VFLOVictory Portfolios II | $4.2M | 1.4% | +9.6% |
| BILSpdr Series Trust | $4.2M | 1.4% | −2.3% |
| ABBVAbbvie Inc | $4.0M | 1.3% | +2.5% |
| INCMFranklin Templeton Etf Tr | $3.5M | 1.2% | +8.1% |
| NVONovo-nordisk A S | $3.3M | 1.1% | +48.6% |
| GOOGLAlphabet Inc | $3.3M | 1.1% | |
| PGProcter & Gamble Co | $3.3M | 1.1% | −1.3% |
| LLYEli Lilly & Co | $3.3M | 1.1% | +4.4% |
| METAMeta Platforms Inc | $3.2M | 1.1% | −15.3% |
| VRTVertiv Holdings Co | $3.0M | 1.0% | |
| HELOJ P Morgan Exchange Traded F | $2.7M | 0.9% | −1.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2022 | +1269.2% | $13.6M |
| AVGOBroadcom Inc | December 31, 2022 | +575.6% | $22.5M |
| GOOGLAlphabet Inc | December 31, 2022 | +305.0% | $3.3M |
| GOOGAlphabet Inc | December 31, 2022 | +298.2% | $6.7M |
| VRTVertiv Holdings Co | September 30, 2024 | +236.5% | $3.0M |
| LLYEli Lilly & Co | December 31, 2022 | +227.9% | $3.3M |
| AMZNAmazon Com Inc | December 31, 2022 | +183.7% | $15.0M |
| CRWDCrowdstrike Hldgs Inc | September 30, 2024 | +172.1% | $2.6M |
| METAMeta Platforms Inc | March 31, 2023 | +165.8% | $3.2M |
| JPMJpmorgan Chase & Co | December 31, 2022 | +144.1% | $1.8M |
Sold off last quarter
- GISGeneral Mills Inc was $1.1M
- Honeywell Intl IncCUSIP 438516106 was $632K
- URIUnited Rentals Inc was $459K
- PPLPpl Corp was $211K
- VGMInvesco Tr Invt Grade Muns was $105K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.8% | +14.8% |
| March 31, 2026 | −4.1% | −4.6% |
| December 31, 2025 | +2.0% | +2.4% |
| September 30, 2025 | +7.3% | +7.8% |
| June 30, 2025 | +8.0% | +10.5% |
| March 31, 2025 | −4.8% | −4.6% |
| December 31, 2024 | +1.2% | +2.1% |
| September 30, 2024 | +4.5% | +5.4% |
| June 30, 2024 | +2.4% | +4.0% |
| March 31, 2024 | +7.4% | +10.0% |
| December 31, 2023 | +8.8% | +11.2% |
| September 30, 2023 | −4.1% | −3.6% |
| June 30, 2023 | +3.2% | +8.3% |
| March 31, 2023 | +3.8% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Kennedy Investment Group, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1978005&type=13F-HR&dateb=&owner=include&count=40CIK 1978005
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1978005/000195175726001080/Filed July 30, 2026 · accession 0001951757-26-001080