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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$12.1B
$972 Million 0.45% of portfolio
18,892
Q3 2024 Reduced 2.05%
$402B
$944 Million 0.43% of portfolio
2,330
Q3 2024 Reduced 1.44%
$11.6B
$927 Million 0.43% of portfolio
118,000
Q3 2024 Added 1.64%
$160B
$935 Million 0.43% of portfolio
22,379
Q3 2024 Added 0.58%
$156B
$919 Million 0.42% of portfolio
3,395
Q3 2024 Added 0.38%
$74.8B
$864 Million 0.4% of portfolio
3,081
Q3 2024 New
$85B
$854 Million 0.39% of portfolio
4,113
Q3 2024 Reduced 0.68%
$95.6B
$802 Million 0.37% of portfolio
3,083
Q3 2024 Added 7.01%
$89.3B
$789 Million 0.36% of portfolio
8,746
Q3 2024 Reduced 2.34%
$214B
$776 Million 0.36% of portfolio
6,750
Q2 2024 New
$379B
$757 Million 0.35% of portfolio
4,672
Q3 2024 Reduced 1.29%
$45.8B
$750 Million 0.34% of portfolio
2,514
Q3 2024 New
$19.6B
$740 Million 0.34% of portfolio
4,544
Q3 2024 Added 0.71%
$195B
$683 Million 0.31% of portfolio
3,090
Q3 2024 Reduced 0.52%
$173M
$681 Million 0.31% of portfolio
55,619
Q4 2022 New
$143B
$667 Million 0.31% of portfolio
2,070
Q3 2024 Reduced 5.0%
$147B
$638 Million 0.29% of portfolio
3,088
Q3 2024 Reduced 0.03%
$134B
$590 Million 0.27% of portfolio
5,605
Q3 2024 Added 15.66%
$75.8B
$518 Million 0.24% of portfolio
3,786
Q3 2024 Reduced 14.92%
$179B
$518 Million 0.24% of portfolio
3,044
Q3 2024 Reduced 2.06%
$248B
$532 Million 0.24% of portfolio
6,585
Q3 2024 Added 0.15%
$30.6B
$491 Million 0.23% of portfolio
7,326
Q3 2024 New
$586B
$498 Million 0.23% of portfolio
1,082
Q1 2024 Reduced 2.08%
$38.6B
$476 Million 0.22% of portfolio
45,095
Q3 2024 Reduced 3.16%
$32.5B
$487 Million 0.22% of portfolio
4,404
Q3 2024 Reduced 1.5%
$252B
$461 Million 0.21% of portfolio
4,057
Q3 2024 Added 17.02%
$124B
$433 Million 0.2% of portfolio
2,826
Q3 2024 Reduced 0.28%
$91.8B
$436 Million 0.2% of portfolio
3,196
Q3 2024 Reduced 0.41%
$155B
$442 Million 0.2% of portfolio
20,077
Q3 2024 Reduced 23.29%
$20.6B
$406 Million 0.19% of portfolio
2,093
Q3 2024 Reduced 3.19%
$149B
$404 Million 0.19% of portfolio
2,000
Q3 2024 Added 20.41%
$1.35T
$383 Million 0.18% of portfolio
1,465
Q3 2024 Reduced 3.81%
$127B
$339 Million 0.16% of portfolio
580
Q3 2024 Reduced 30.37%
$193B
$298 Million 0.14% of portfolio
1,578
Q3 2024 Reduced 0.63%
$61.5B
$310 Million 0.14% of portfolio
19,308
Q3 2024 Added 1.93%
$37.7B
$273 Million 0.13% of portfolio
6,727
Q3 2024 Reduced 2.17%
$1.56B
$279 Million 0.13% of portfolio
4,850
Q2 2024 Added 5,115.05%
$307B
$275 Million 0.13% of portfolio
1,868
Q3 2024 Added 0.54%
$321B
$282 Million 0.13% of portfolio
1,031
Q3 2024 Reduced 13.72%
$4.11B
$289 Million 0.13% of portfolio
1,440
Q3 2024 New
$8.95B
$260 Million 0.12% of portfolio
6,738
Q3 2024 Reduced 4.74%
$197B
$257 Million 0.12% of portfolio
2,671
Q3 2024 Reduced 4.5%
$218B
$268 Million 0.12% of portfolio
433
Q3 2024 Reduced 5.04%
$208B
$265 Million 0.12% of portfolio
296
Q3 2024 Reduced 54.88%
$6.08B
$238 Million 0.11% of portfolio
32,851
Q3 2024 Added 0.12%
$1.22B
$193 Million 0.09% of portfolio
14,700
Q3 2024 Reduced 78.86%
$24.3B
$203 Million 0.09% of portfolio
5,181
Q3 2024 Reduced 13.97%
$0
$129 Million 0.06% of portfolio
12,526
Q3 2024 Added 1.37%
$0
$107 Million 0.05% of portfolio
10,588
Q3 2024 Added 2.43%

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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