Kennedy Investment Group
Kennedy Investment Group reported 148 stocks worth $311M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are AAPL (7.3%), AVGO (6.8%) and MU (5.3%). Compared with Q2 2026, the fund opened new positions in AIS, XOM and PLTR, added to AVGO, MU and NVDA, trimmed AAPL, AMZN and FTHY and sold out of HYD, XOM and CTA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $22.8M | 7.3% | 69K | −799 (−1%) | 8 of 8 | |
| 2 |  AVGO Broadcom Inc | $21.2M | 6.8% | 60K | +870 (+1%) | 8 of 8 | |
| 3 |  MU Micron Technology Inc | $16.4M | 5.3% | 15K | +4,993 (+48%) | 8 of 8 | |
| 4 |  NVDA Nvidia Corporation | $15.8M | 5.1% | 69K | +1,221 (+2%) | 8 of 8 | |
| 5 |  AMZN Amazon Com Inc | $15.6M | 5.0% | 63K | −228 (−0%) | 8 of 8 | |
| 6 |  FTHY First TR High Yield Opprt 2027 Com | $15.1M | 4.8% | 1.2M | −1,875 (−0%) | 8 of 8 | |
| 7 |  DFAU Dimensional ETF Trust | $10.1M | 3.3% | 193K | +10K (+6%) | 8 of 8 | |
| 8 |  JEPQ J P Morgan Exchange Traded F | $10M | 3.2% | 163K | +6,365 (+4%) | 8 of 8 | |
| 9 |  FDLO Fidelity Covington Trust | $7.7M | 2.5% | 110K | +13K (+14%) | 2 of 8 | |
| 10 |  GOOG Alphabet Inc | $6.9M | 2.2% | 20K | +1,293 (+7%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 HYD Vaneck ETF Trust | $1.7M | 32K |
 XOM Exxon Mobil Corp | $1.7M | 12K |
 CTA Simplify Exchange Traded Fun | $649K | 25K |
 HONA Honeywell Aerospace Inc Com | $298K | 1,350 |
 NFLX Netflix Inc | $252K | 3,526 |
🔒 Free account: see all 10.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 21, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Kennedy Investment Group 13F FAQ
What does Kennedy Investment Group own?
Kennedy Investment Group reported 148 stocks worth $311M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are AAPL (7.3%), AVGO (6.8%) and MU (5.3%). The table above lists every position in the filing (the top 10 without an account).
What did Kennedy Investment Group buy and sell in Q3 2026?
Compared with Q2 2026: 12 new positions, 51 added to, 71 trimmed and 10 sold out. New positions include AIS, XOM and PLTR. It sold all of HYD, XOM and CTA.
When will Kennedy Investment Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Kennedy Investment Group's portfolio worth?
The Q3 2026 filing reports $311M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.