What Kennedy Investment Group reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1978005 · Filed Jul 30, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| 69.4K |
| −3.0% |
| $20.1M |
| 6.8% |
FTHYFirst Trust High Yield Opportunities 2027 Term Fund | 1.2M | +0.1% | $16.1M | 5.5% |
AMZNAmazon Com Inc | 62.8K | −0.4% | $15M | 5.1% |
NVDANVIDIA Corp | 68K | +1.1% | $13.6M | 4.6% |
MUMicron Technology Inc | 10.4K | +9.3% | $12M | 4.1% |
J P MORGAN EXCHANGE TRADED FNASDAQ EQT PREM | 156.4K | +3.8% | $9.6M | 3.3% |
DIMENSIONAL ETF TRUSTUS CORE EQT MKT | 182.5K | +7.1% | $9.4M | 3.2% |
GOOGAlphabet Inc. | 19.1K | +4.0% | $6.7M | 2.3% |
FIDELITY COVINGTON TRUSTLOW VOLITY ETF | 96.2K | New | $6.6M | 2.2% |
GOLDMAN SACHS ETF TRS&P 500 PREMIUM | 105.2K | +13.9% | $5.8M | 2% |
MAMastercard Inc | 10.7K | −2.4% | $5.5M | 1.9% |
J P MORGAN EXCHANGE TRADED FEQUITY PREMIUM | 83.9K | +1.8% | $4.7M | 1.6% |
ISHARES TRMSCI USA MIN ETF | 44.1K | New | $4.3M | 1.4% |
VICTORY PORTFOLIOS IISHS FR CA FL ETF | 92K | New | $4.2M | 1.4% |
SPDR SERIES TRUSTST STR BLO 1 ETF | 45.6K | New | $4.2M | 1.4% |
ABBVAbbVie Inc. | 15.8K | +2.5% | $4M | 1.3% |
FRANKLIN TEMPLETON ETF TRINCOME FOCUS ETF | 120.4K | +8.1% | $3.5M | 1.2% |
NVONovo Nordisk a S | 69.5K | +48.6% | $3.3M | 1.1% |
GOOGLAlphabet Inc. | 9.2K | −0.2% | $3.3M | 1.1% |
PGPROCTER & GAMBLE Co | 22.5K | −1.3% | $3.3M | 1.1% |
LLYELI LILLY & Co | 2.7K | +4.4% | $3.3M | 1.1% |
METAMeta Platforms, Inc. | 5.7K | −15.3% | $3.2M | 1.1% |
VRTVertiv Holdings Co | 9K | −0.2% | $3M | 1% |
J P MORGAN EXCHANGE TRADED FHEDG EQU LAD ETF | 40.1K | New | $2.7M | 0.9% |
BACBank of America Corp | 47.2K | −7.4% | $2.7M | 0.9% |
CRWDCrowdStrike Holdings, Inc. | 3.5K | −43.8% | $2.6M | 0.9% |
MSFTMicrosoft Corp | 6.6K | +2.6% | $2.5M | 0.8% |
ACPabrdn Income Credit Strategies Fund | 467.2K | −11.7% | $2.4M | 0.8% |
JANUS DETROIT STR TRHENDRSON AAA CL | 43.9K | +15.1% | $2.2M | 0.8% |
COSTCostco Wholesale Corp | 2.4K | −0.3% | $2.2M | 0.7% |
PWRQuanta Services, Inc. | 2.9K | −0.5% | $2.1M | 0.7% |
GOLDMAN SACHS ETF TRNASDA 100 ETF | 35.1K | New | $2.1M | 0.7% |
NVGNuveen AMT-Free Municipal Credit Income Fund | 150.2K | −5.9% | $1.9M | 0.7% |
FIRST TR EXCHANGE-TRADED FDSHS | 39.7K | −4.3% | $1.9M | 0.6% |
ETNEaton Corp plc | 4.3K | −11.1% | $1.8M | 0.6% |
CCitigroup Inc | 13.1K | +27.9% | $1.8M | 0.6% |
JPMJPMorgan Chase & Co | 5.5K | −1.5% | $1.8M | 0.6% |
PEGPublic Service Enterprise Group Inc | 22.1K | −0.8% | $1.8M | 0.6% |
J P MORGAN EXCHANGE TRADED FACTIVE GROWTH | 17.2K | +10.6% | $1.7M | 0.6% |
JNJJohnson & Johnson | 6.6K | +6.1% | $1.7M | 0.6% |
VANECK ETF TRUSTHIGH YLD MUNIETF | 32.3K | +0.2% | $1.7M | 0.6% |
EXXON MOBIL CORPCOM | 12.1K | +8.7% | $1.7M | 0.6% |
GEVGE Vernova Inc. | 1.4K | +12.8% | $1.6M | 0.5% |
VVisa Inc. | 4.6K | −0.7% | $1.6M | 0.5% |
WFCWells Fargo & Company | 18.8K | −11.7% | $1.6M | 0.5% |
KOCoca Cola Co | 18.8K | −2.2% | $1.5M | 0.5% |
VANGUARD WORLD FDUTILITIES ETF | 7.7K | −2.7% | $1.5M | 0.5% |
BPBP PLC | 40.1K | −6.6% | $1.5M | 0.5% |
RVTRoyce Small-Cap Trust, Inc. | 77.4K | −5.7% | $1.4M | 0.5% |
CEGConstellation Energy Corp | 5.6K | +18.6% | $1.4M | 0.5% |
SYYSysco Corp | 16.2K | −1.7% | $1.4M | 0.5% |
AB ACTIVE ETFS INCTAX AWARE SHRT | 51K | +0.1% | $1.3M | 0.4% |
ISHARES TREXPND TEC SC ETF | 7.6K | +0.1% | $1.2M | 0.4% |
VZVerizon Communications Inc | 29.4K | −1.4% | $1.2M | 0.4% |
GDVGabelli Dividend & Income Trust | 41.4K | +0.3% | $1.2M | 0.4% |
CAPITAL GROUP GBL GROWTH EQTSHS CREAT UNIT | 28.1K | New | $1.2M | 0.4% |
VANGUARD INDEX FDSS&P 500 ETF SHS | 1.7K | −5.7% | $1.2M | 0.4% |
CLColgate Palmolive Co | 12.3K | −1.9% | $1.1M | 0.4% |
FRANKLIN TEMPLETON ETF TRFRANKLIN DYN MUN | 43.4K | +23.4% | $1.1M | 0.4% |
SIMPLIFY EXCHANGE TRADED FUNHEALTH CARE ETF | 27.4K | New | $1.1M | 0.4% |
AXPAmerican Express Co | 3.1K | +171.5% | $1.1M | 0.4% |
IBMInternational Business Machines Corp | 3.7K | +4.4% | $1.1M | 0.4% |
EVVEaton Vance Ltd Duration Income Fund | 111.5K | −7.5% | $1M | 0.4% |
SHOPShopify Inc. | 8.9K | +4.7% | $1M | 0.3% |
SOSouthern Co | 10.5K | ±0% | $1M | 0.3% |
ISHARES TRS&P 500 VAL ETF | 4.3K | −7.1% | $971.2K | 0.3% |
WMWaste Management Inc | 4.3K | −0.3% | $957.1K | 0.3% |
J P MORGAN EXCHANGE TRADED FJPMORGAN INTL VL | 10.3K | New | $949.5K | 0.3% |
PEPPepsiCo Inc | 7K | −3.2% | $943.4K | 0.3% |
NVSNovartis AG | 6K | −0.1% | $936K | 0.3% |
TSLATesla, Inc. | 2.2K | −2.9% | $927.4K | 0.3% |
CAHCardinal Health Inc | 3.8K | −0.3% | $914K | 0.3% |
VANGUARD WORLD FDHEALTH CAR ETF | 3K | −5.7% | $905.3K | 0.3% |
MPBMid Penn Bancorp Inc | 25.2K | +0.1% | $878.7K | 0.3% |
VANGUARD SPECIALIZED FUNDSDIV APP ETF | 3.7K | ±0% | $876.6K | 0.3% |
MOAltria Group, Inc. | 12.1K | +0.1% | $871.8K | 0.3% |
PMPhilip Morris International Inc. | 4.7K | +0.3% | $858.5K | 0.3% |
WMTWalmart Inc. | 7.4K | −0.8% | $835.5K | 0.3% |
MCDMcDonald's Corp | 3.1K | ±0% | $834.6K | 0.3% |
SPYSPDR S&P 500 ETF Trust | 1.1K | −1.5% | $824.7K | 0.3% |
QQQInvesco QQQ Trust, Series 1 | 1.1K | −2.5% | $812.2K | 0.3% |
ISHARES TRCORE MSCI EAFE | 8.2K | New | $795K | 0.3% |
COPConocoPhillips | 6.9K | −18.4% | $721.4K | 0.2% |
AMGNAmgen Inc | 1.9K | −5.7% | $704.7K | 0.2% |
GLPIGaming & Leisure Properties, Inc. | 15.8K | −0.9% | $702.3K | 0.2% |
HDHome Depot, Inc. | 2K | −6.0% | $698.8K | 0.2% |
IBITiShares Bitcoin Trust ETF | 20.8K | −0.7% | $691.1K | 0.2% |
NOWServiceNow, Inc. | 6.7K | +23.7% | $661.2K | 0.2% |
AB ACTIVE ETFS INCSHOR DU YIEL ETF | 18.4K | New | $656.9K | 0.2% |
GEGeneral Electric Co | 1.8K | +0.2% | $654.7K | 0.2% |
SIMPLIFY EXCHANGE TRADED FUNMANAGED FUTURES | 25K | +37.1% | $648.6K | 0.2% |
SIMPLIFY EXCHANGE TRADED FUNMBS ETF | 12.1K | +49.9% | $593.6K | 0.2% |
APDAir Products & Chemicals, Inc. | 2K | −1.1% | $573.2K | 0.2% |
LOWLowe's Companies Inc | 2.6K | −12.3% | $571.3K | 0.2% |
VANGUARD WORLD FDFINANCIALS ETF | 4K | +8.7% | $530K | 0.2% |
BERKSHIRE HATHAWAY INC DELCL B NEW | 1K | ±0% | $517.4K | 0.2% |
J P MORGAN EXCHANGE TRADED FINTRNL RES EQT | 6.1K | +55.2% | $500.1K | 0.2% |
ISHARES TRMSCI USA QLT FCT | 2.3K | −16.8% | $495.1K | 0.2% |
QCOMQualcomm Inc | 2.7K | −2.2% | $491.9K | 0.2% |
FFord Motor Co | 34.7K | −5.5% | $482.2K | 0.2% |
CMCSAComcast Corp | 18.4K | +1.0% | $451.7K | 0.2% |
AFBAlliancebernstein National Municipal Income Fund | 39.2K | −17.1% | $447K | 0.2% |
SOFISoFi Technologies, Inc. | 24.2K | ±0% | $433.3K | 0.1% |
AMDAdvanced Micro Devices Inc | 715 | New | $415.4K | 0.1% |
UPSUnited Parcel Service Inc | 3.8K | −7.4% | $404.6K | 0.1% |
J P MORGAN EXCHANGE TRADED FHIGH YIELD MUNI | 7.7K | −0.6% | $389.3K | 0.1% |
ETEnergy Transfer LP | 20K | +1.7% | $383.2K | 0.1% |
AMATApplied Materials Inc | 518 | New | $374.8K | 0.1% |
KHCKraft Heinz Co | 15.5K | +1.0% | $365K | 0.1% |
VANGUARD INDEX FDSTOTAL STK MKT | 979 | −2.1% | $362.4K | 0.1% |
MSMorgan Stanley | 1.7K | +0.8% | $358.5K | 0.1% |
TAT&T Inc. | 17.3K | +0.9% | $357.7K | 0.1% |
MRKMerck & Co., Inc. | 2.8K | −1.6% | $357.4K | 0.1% |
PROSHARES TRULTRA FNCLS NEW | 4.1K | ±0% | $350.8K | 0.1% |
GSGoldman Sachs Group Inc | 328 | +20.1% | $332.2K | 0.1% |
EXCExelon Corp | 7.1K | +0.2% | $329.6K | 0.1% |
VANGUARD WORLD FDCONSUM STP ETF | 1.4K | +0.1% | $320.6K | 0.1% |
CLXClorox Co | 3.3K | −14.6% | $318.1K | 0.1% |
IONQIonQ, Inc. | 5.9K | New | $315.8K | 0.1% |
HONHoneywell International Inc | 1.4K | New | $314K | 0.1% |
PROSHARES TRS&P 500 DV ARIST | 5.6K | +92.4% | $312K | 0.1% |
VANGUARD STAR FDSVG TL INTL STK F | 3.6K | −0.9% | $309.8K | 0.1% |
HONAHoneywell Aerospace Inc. | 1.4K | New | $298.4K | 0.1% |
CSCOCisco Systems, Inc. | 2.5K | New | $289.1K | 0.1% |
NJRNew Jersey Resources Corp | 5K | +0.1% | $278.3K | 0.1% |
CVXChevron Corp | 1.6K | +5.2% | $273.4K | 0.1% |
BXBlackstone Inc. | 2.2K | +3.2% | $261.9K | 0.1% |
WTRGEssential Utilities, Inc. | 6.7K | −0.1% | $256.9K | 0.1% |
FIRST TR EXCHANGE-TRADED FDNASDAQ CYB ETF | 2.8K | New | $254.1K | 0.1% |
NFLXNetflix Inc | 3.5K | +6.5% | $251.8K | 0.1% |
VLOValero Energy Corp | 938 | −0.1% | $244.3K | 0.1% |
VANGUARD WORLD FDINF TECH ETF | 2K | New | $243.8K | 0.1% |
FIRST TR EXCHANGE TRADED FDRISNG DIVD ACHIV | 2.9K | −4.8% | $237.8K | 0.1% |
TSMTaiwan Semiconductor Manufacturing Co Ltd | 484 | New | $231.3K | 0.1% |
MDLZMondelez International, Inc. | 3.9K | −2.8% | $226.1K | 0.1% |
LMTLockheed Martin Corp | 440 | +2.1% | $224.2K | 0.1% |
ISHARES TRRUSSELL 2000 ETF | 730 | −13.6% | $219.3K | 0.1% |
ISHARES TRUS CONSM STAPLES | 2.9K | −4.1% | $210.4K | 0.1% |
ISHARES TRCORE S&P500 ETF | 279 | New | $208.9K | 0.1% |
PACER FDS TRUS CASH COWS 100 | 3.3K | −10.7% | $203.6K | 0.1% |
JCIJohnson Controls International plc | 1.4K | New | $200.4K | 0.1% |
ADTADT Inc. | 19.4K | −5.0% | $126.3K | 0.1% |
VPVInvesco Pennsylvania Value Municipal Income Trust | 10.9K | +1.8% | $123.6K | 0.1% |
NMZNuveen Municipal High Income Opportunity Fund | 10.2K | New | $107.5K | 0.1% |
OXSQOxford Square Capital Corp. | 12.5K | ±0% | $16.5K | 0.1% |
