KENNEDY INVESTMENT GROUP
•CIK: 1978005•Filing: Q4 2025
**KENNEDY INVESTMENT GROUP** manages $265M across a diversified portfolio of 140 positions. The fund exhibits significant concentration in technology and growth names, notably holding AVGO at $20.1M and AAPL at $19.6M. Further top holdings include FTHY ($16.6M), AMZN ($14.6M), and NVDA ($12.5M), signaling a strong conviction in high-growth market leaders. This allocation suggests a tactical, large-cap technology bias within its current mandate.
Total AUM
$265.1M
QoQ Performance
+5.4%
Positions
120
Top 10 Concentration
45.9%
Latest Filing
Q4 2025
Top Holdings Allocation
AVGO
AAPL
FTHY
AMZN
AVGO7.6%
AAPL7.4%
FTHY6.3%
AMZN5.5%
NVDA4.7%
USMV4.2%
JEPQ3.1%
DFAU2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other50.3%
Technology26.5%
Consumer7.9%
Financial6.4%
Healthcare3.4%
Consumer Staples1.4%
Utilities0.9%
ETF0.8%
🚪 Exited Positionssold since Q3 2025
+3 more exited positions
Changes from Q3 2025
NEW10 new positions
↑64 increased
↓61 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023