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CIK: 0001978005
Total reported value
$294.7M
$294.7M
140 檔
28.3%
At the close of Q4 2025, Kennedy Investment Group, Inc. disclosed equity holdings valued at approximately $294.7M, spread across 140 reported holdings.
Kennedy Investment Group, Inc. executed strategic sector rebalancing during Q4 2025, establishing 10 new positions while fully exiting 8 holdings and trimming 61 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 7.60% | +0.46% | +6.65% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.38% | -0.30% | +2.04% | |
| 3 | FTHY | First Trust Hi Yld Opp 2027 | Stock-Other | 6.26% | -0.75% | +0.98% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.50% | -0.06% | -1.69% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.72% | +0.02% | +6.17% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 4.16% | -2.80% | +6.30% | |
| 7 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 3.05% | -0.02% | +9.61% | |
| 8 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.80% | +0.19% | +40.49% | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 2.36% | -0.28% | +1.99% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.08% | +0.23% | +0.37% | |
| 11 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.77% | -0.22% | -27.44% | |
| 12 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.71% | -0.25% | -1.11% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.68% | -0.42% | +56.28% | |
| 14 | URI | United Rentals Inc | Stock-Industrials | 1.34% | -0.18% | EXIT | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 1.30% | +0.04% | +0.04% | |
| 16 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-Large Cap & Growth | 1.25% | +0.17% | +933.42% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.25% | -0.17% | +3.68% | |
| 18 | ACP | Abrdn Income Credit Strat | Stock-Other | 1.18% | -0.24% | -12.95% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.16% | -0.10% | +0.76% | |
| 20 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.16% | -0.10% | -1.54% | |
| 21 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 1.15% | +0.13% | +27.90% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.12% | +0.08% | +0.82% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.08% | +0.17% | -4.33% | |
| 24 | MU | Micron Technology Inc | Stock-Tech | 1.08% | +2.82% | -6.45% | |
| 25 | BAC | Bank Of America CORP | Stock-Financials | 1.07% | -0.06% | -0.39% | |
| 26 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.99% | -0.04% | +5.70% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.80% | -0.17% | +22.24% | |
| 28 | FVD | First Trust Value Line Dvd | ETF-Other | 0.79% | -0.11% | -17.65% | |
| 29 | NVG | Nuveen Amt-fr Muni Crdt | Stock-Other | 0.78% | -0.12% | -15.56% | |
| 30 | WFC | Wells Fargo & Co | Stock-Financials | 0.74% | -0.13% | — | |
| 31 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.68% | — | +13.76% | |
| 32 | BP | Bp Plc-spons Adr | Stock-Energy | 0.67% | -0.29% | -2.81% | |
| 33 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.66% | -0.10% | -2.63% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.64% | -0.03% | -1.07% | |
| 35 | CEG | Constellation Energy | Stock-Utilities | 0.64% | -0.04% | -1.07% | |
| 36 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.62% | -0.06% | +3.42% | |
| 37 | INCM | Franklin Income Focus ETF | ETF-Other | 0.61% | -0.07% | +355.55% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.61% | -0.01% | +0.88% | |
| 39 | ETN | Eaton Corporation plc | Stock-Industrials | 0.58% | -0.06% | +158.12% | |
| 40 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.58% | +0.14% | -38.87% | |
| 41 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.58% | — | +18.25% | |
| 42 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.56% | -0.05% | +0.80% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.55% | -0.03% | +33.05% | |
| 44 | VPU | Vanguard Utilities ETF | ETF-Other | 0.54% | -0.11% | -1.85% | |
| 45 | GIS | General Mills Inc | Stock-Consumer Staples | 0.53% | -0.42% | EXIT | |
| 46 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.52% | -0.05% | -24.24% | |
| 47 | XEVVX | Eaton Vance LTD Durat Inc | Stock-Other | 0.51% | -0.10% | -29.92% | |
| 48 | RVT | Royce Small-cap Trust Inc | Stock-Other | 0.50% | -0.05% | +2.75% | |
| 49 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | ETF-Tech | 0.49% | +0.11% | +429.64% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.48% | -0.02% | +47.12% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GPIX | Gldm SA S&p 500 Pr In Etf-us | +1.1% | +933.42% | Add |
| 2 | DFAU | Dimensional US Core Equity M | +0.8% | +40.49% | Add |
| 3 | INCM | Franklin Income Focus ETF | +0.5% | +355.55% | Add |
| 4 | AVGO | Broadcom Inc | +0.4% | +6.65% | Add |
| 5 | META | Meta Platforms Inc-class A | +0.4% | +56.28% | Add |
| 6 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | +0.4% | +429.64% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.4% | +0.37% | Add |
| 8 | MU | Micron Technology Inc | +0.4% | -6.45% | Trim |
| 9 | ETN | Eaton Corporation plc | +0.3% | +158.12% | Add |
| 10 | TAFI | AB Tax Aware Short Dur Muni | +0.3% | +194.53% | Add |
| 11 | JGRO | Jpmorgan Active Growth ETF | +0.3% | +213.09% | Add |
| 12 | VFLO | Victoryshares Free Cash Flow | +0.3% | +27.90% | Add |
| 13 | AAPL | Apple Inc | +0.2% | +2.04% | Add |
| 14 | LLY | Eli Lilly & Co | +0.2% | -4.33% | Trim |
| 15 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.82% | Add |
| 16 | JNJ | Johnson & Johnson | +0.2% | +47.12% | Add |
| 17 | C | Citigroup Inc | +0.2% | +78.17% | Add |
| 18 | GEV | GE Vernova Inc | +0.2% | +155.92% | Add |
| 19 | JEPQ | JPM Nasdaq Equity Premium | +0.2% | +9.61% | Add |
| 20 | VOO | Vanguard S&p 500 ETF | +0.1% | +33.05% | Add |
| 21 | COST | Costco Wholesale CORP | +0.1% | +22.24% | Add |
| 22 | CAH | Cardinal Health Inc | +0.1% | -1.20% | Trim |
| 23 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +13.76% | Add |
| 24 | IBM | Intl Business Machines CORP | +0.1% | +14.16% | Add |
| 25 | WFC | Wells Fargo & Co | 0% | — | Unchanged |
| 26 | VTI | Vanguard Total Stock Mkt ETF | 0% | +39.31% | Add |
| 27 | NVDA | Nvidia CORP | 0% | +6.17% | Add |
| 28 | CTA | Simplify Managed Futures St | 0% | +39.31% | Add |
| 29 | UPS | United Parcel Service-cl B | 0% | +7.10% | Add |
| 30 | AMGN | Amgen Inc | 0% | -0.50% | Trim |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +11.89% | Add |
| 32 | VIG | Vanguard Dividend Apprec ETF | 0% | +11.62% | Add |
| 33 | IGM | Ishares Expanded Tech Sector | 0% | +7.21% | Add |
| 34 | QQQ | Invesco Qqq Trust Series 1 | 0% | +9.85% | Add |
| 35 | MRK | Merck & Co. Inc. | 0% | -5.71% | Trim |
| 36 | BAC | Bank Of America CORP | 0% | -0.39% | Trim |
| 37 | DEO | Diageo Plc-sponsored Adr | 0% | +18.25% | Add |
| 38 | CEG | Constellation Energy | 0% | -1.07% | Trim |
| 39 | KO | Coca-cola Co/the | 0% | +0.80% | Add |
| 40 | WMT | Walmart Inc | 0% | +2.07% | Add |
| 41 | XOM | Exxon Mobil CORP | 0% | -0.05% | Trim |
| 42 | VHT | Vanguard Health Care ETF | 0% | -3.65% | Trim |
| 43 | VDC | Vanguard Consumer Staple ETF | 0% | +23.89% | Add |
| 44 | NVS | Novartis Ag-sponsored Adr | 0% | — | Unchanged |
| 45 | QUAL | Ishares Msci USA Quality Fac | 0% | +9.02% | Add |
| 46 | CVX | Chevron CORP | 0% | +18.16% | Add |
| 47 | MPB | Mid Penn Bancorp Inc | — | -1.39% | Trim |
| 48 | MS | Morgan Stanley | — | +0.41% | Add |
| 49 | AXP | American Express Co | — | -1.51% | Trim |
| 50 | VOX | Vanguard Communication Servi | — | +6.60% | Add |
According to official SEC Form 13F filings, Kennedy Investment Group, Inc. reported a total U.S. public equity portfolio value of $294.7M across 140 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AVGO, AAPL, FTHY) accounted for 28.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
IBIT
市值: $1.0M
Top Position Liquidated / Trimmed
IIM
前期市值: $1.4M
During Q4 2025, Kennedy Investment Group, Inc.'s top holdings by market value included AVGO (7.6%)、AAPL (7.4%)、FTHY (6.3%). The largest single position, AVGO, represented 7.6% of total portfolio value.
In Q4 2025, Kennedy Investment Group, Inc. made 143 total portfolio adjustments, initiating 10 new buys, adding to 64 positions, trimming 61 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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