Kennedy Investment Group Portfolio Holdings

Kennedy Investment Group

  • $217 Billion
  • Q3 2024

Kennedy Investment Group has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $217 Billion distributed in 122 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Trust High Yield Opportunities 2027 Term Fund with a value of $18.1B, Apple Inc. with a value of $17B, Amazon Com Inc with a value of $12B, Broadcom Inc. with a value of $8.85B, and Nvidia Corp with a value of $6.65B.

Examining the 13F form we can see an increase of $19.9B in the current position value, from $197B to 217B.

Kennedy Investment Group is based out at West Depford, NJ

Below you can find more details about Kennedy Investment Group portfolio as well as his latest detailed transactions.

Portfolio value $217 Billion
Technology: $43.5 Billion
Financial Services: $43.2 Billion
ETFs: $28.9 Billion
Consumer Defensive: $21.4 Billion
Consumer Cyclical: $16.2 Billion
Industrials: $10.5 Billion
Communication Services: $9.4 Billion
Healthcare: $8.88 Billion
Other: $13.5 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.56B
$279 Million 0.13% of portfolio
4,850
Q2 2024 Added 5,115.05%
$1.2B
$193 Million 0.09% of portfolio
14,700
Q3 2024 Reduced 78.86%

Summary

  • Portfolio
  • No. of Stocks 122
  • Current Value $217 Billion
  • Prior Value $197 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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