KENNEDY INVESTMENT GROUP, INC.

WEST DEPTFORD, NJ · CIK 1978005 · 13F filing filed 2026-07-30

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$294.7m reported value +15.4% vs Q1 2026

146positions

44.6%in top 10

16 new 56 added 67 reduced 5 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	BROADCOM INC COM AVGO	AVGO	59,476	$22.5m7.62%	7.62%	Added +364	+364 0.6%
2	APPLE INC COM AAPL	AAPL	69,387	$20.1m6.81%	6.81%	Reduced -2.2k	-2,153 -3.0%
3	FIRST TR HIGH YIELD OPPRT 20 COM FTHY	FTHY	1,173,970	$16.1m5.46%	5.46%	Added +1.3k	+1,332 0.1%
4	AMAZON COM INC COM AMZN	AMZN	62,771	$15.0m5.08%	5.08%	Reduced -278	-278 -0.4%
5	NVIDIA CORPORATION COM NVDA	NVDA	67,962	$13.6m4.61%	4.61%	Added +770	+770 1.1%
6	MICRON TECHNOLOGY INC COM MU	MU	10,412	$12.0m4.08%	4.08%	Added +890	+890 9.3%
7	J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM JEPQ	JEPQ	156,378	$9.6m3.26%	3.26%	Added +5.7k	+5,720 3.8%
8	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	182,548	$9.4m3.20%	3.20%	Added +12.0k	+12,031 7.1%
9	ALPHABET INC CAP STK CL C GOOG	GOOG	19,072	$6.7m2.29%	2.29%	Added +731	+731 4.0%
10	FIDELITY COVINGTON TRUST LOW VOLITY ETF FDLO	FDLO	96,159	$6.6m2.23%	2.23%	New
11	GOLDMAN SACHS ETF TR S&P 500 PREMIUM GPIX	GPIX	105,157	$5.8m1.98%	1.98%	Added +12.8k	+12,815 13.9%
12	MASTERCARD INCORPORATED CL A MA	MA	10,721	$5.5m1.87%	1.87%	Reduced -268	-268 -2.4%
13	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	83,881	$4.7m1.61%	1.61%	Added +1.5k	+1,517 1.8%
14	ISHARES TR MSCI USA MIN VOL USMV	USMV	44,137	$4.3m1.44%	1.44%	Reduced -72.6k	-72,568 -62.2%
15	VICTORY PORTFOLIOS II SHARES FREE CASH VFLO	VFLO	91,987	$4.2m1.43%	1.43%	Added +8.1k	+8,067 9.6%
16	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	45,565	$4.2m1.42%	1.42%	Reduced -1.1k	-1,054 -2.3%
17	ABBVIE INC COM ABBV	ABBV	15,754	$4.0m1.35%	1.35%	Added +387	+387 2.5%
18	FRANKLIN TEMPLETON ETF TR INCOME FOCUS ETF INCM	INCM	120,396	$3.5m1.18%	1.18%	Added +9.0k	+9,038 8.1%
19	NOVO-NORDISK A S ADR NVO	NVO	69,531	$3.3m1.13%	1.13%	Added +22.8k	+22,755 48.6%
20	ALPHABET INC CAP STK CL A GOOGL	GOOGL	9,227	$3.3m1.12%	1.12%	Reduced -22	-22 -0.2%
21	PROCTER AND GAMBLE CO COM PG	PG	22,466	$3.3m1.12%	1.12%	Reduced -298	-298 -1.3%
22	ELI LILLY & CO COM LLY	LLY	2,744	$3.3m1.12%	1.12%	Added +116	+116 4.4%
23	META PLATFORMS INC CL A META	META	5,669	$3.2m1.08%	1.08%	Reduced -1.0k	-1,022 -15.3%
24	VERTIV HOLDINGS CO COM CL A VRT	VRT	9,002	$3.0m1.02%	1.02%	Reduced -16	-16 -0.2%
25	J P MORGAN EXCHANGE TRADED F HEDGED EQUITY LA HELO	HELO	40,081	$2.7m0.92%	0.92%	Reduced -552	-552 -1.4%
26	BANK AMERICA CORP COM BAC	BAC	47,236	$2.7m0.91%	0.91%	Reduced -3.8k	-3,782 -7.4%
27	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	3,464	$2.6m0.90%	0.90%	Reduced -2.7k	-2,699 -43.8%
28	MICROSOFT CORP COM MSFT	MSFT	6,590	$2.5m0.83%	0.83%	Added +170	+170 2.6%
29	ABRDN INCOME CREDIT STRATEGI COM ACP	ACP	467,237	$2.4m0.82%	0.82%	Reduced -61.9k	-61,916 -11.7%
30	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	43,947	$2.2m0.75%	0.75%	Added +5.8k	+5,781 15.2%
31	COSTCO WHSL CORP NEW COM COST	COST	2,353	$2.2m0.75%	0.75%	Reduced -7	-7 -0.3%
32	QUANTA SVCS INC COM PWR	PWR	2,908	$2.1m0.71%	0.71%	Reduced -14	-14 -0.5%
33	GOLDMAN SACHS ETF TR NASDAQ-100 PREMI GPIQ	GPIQ	35,122	$2.1m0.71%	0.71%	Added +4.2k	+4,242 13.7%
34	NUVEEN AMT FREE MUN CR INC F COM NVG	NVG	150,182	$1.9m0.65%	0.65%	Reduced -9.3k	-9,336 -5.8%
35	FIRST TR VALUE LINE DIVID IN SHS FVD	FVD	39,748	$1.9m0.65%	0.65%	Reduced -1.8k	-1,768 -4.3%
36	EATON CORP PLC SHS ETN	ETN	4,317	$1.8m0.62%	0.62%	Reduced -539	-539 -11.1%
37	CITIGROUP INC COM NEW C	C	13,105	$1.8m0.62%	0.62%	Added +2.9k	+2,855 27.9%
38	JPMORGAN CHASE & CO COM JPM	JPM	5,493	$1.8m0.61%	0.61%	Reduced -85	-85 -1.5%
39	PUBLIC SVC ENTERPRISE GRP IN COM PEG	PEG	22,067	$1.8m0.61%	0.61%	Reduced -180	-180 -0.8%
40	J P MORGAN EXCHANGE TRADED F ACTIVE GROWTH JGRO	JGRO	17,204	$1.7m0.58%	0.58%	Added +1.6k	+1,643 10.6%
41	JOHNSON & JOHNSON COM JNJ	JNJ	6,591	$1.7m0.57%	0.57%	Added +377	+377 6.1%
42	VANECK ETF TRUST HIGH YLD MUNIETF HYD	HYD	32,342	$1.7m0.57%	0.57%	Added +61	+61 0.2%
43	EXXON MOBIL CORP COM XOM	XOM	12,133	$1.7m0.56%	0.56%	Added +971	+971 8.7%
44	GE VERNOVA INC COM GEV	GEV	1,368	$1.6m0.55%	0.55%	Added +155	+155 12.8%
45	VISA INC COM CL A V	V	4,552	$1.6m0.53%	0.53%	Reduced -33	-33 -0.7%
46	WELLS FARGO CO NEW COM WFC	WFC	18,806	$1.6m0.53%	0.53%	Reduced -2.5k	-2,489 -11.7%
47	COCA COLA CO COM KO	KO	18,765	$1.5m0.52%	0.52%	Reduced -425	-425 -2.2%
48	VANGUARD WORLD FD UTILITIES ETF VPU	VPU	7,730	$1.5m0.51%	0.51%	Reduced -215	-215 -2.7%
49	BP PLC SPONSORED ADR BP	BP	40,066	$1.5m0.50%	0.50%	Reduced -2.8k	-2,837 -6.6%
50	ROYCE SMALL CAP TRUST INC COM RVT	RVT	77,383	$1.4m0.49%	0.49%	Reduced -4.7k	-4,700 -5.7%
51	CONSTELLATION ENERGY CORP COM CEG	CEG	5,642	$1.4m0.48%	0.48%	Added +883	+883 18.6%
52	SYSCO CORP COM SYY	SYY	16,249	$1.4m0.46%	0.46%	Reduced -289	-289 -1.8%
53	AB ACTIVE ETFS INC TAX AWARE SHRT TAFI	TAFI	51,044	$1.3m0.44%	0.44%	Added +41	+41 0.1%
54	ISHARES TR EXPND TEC SC ETF IGM	IGM	7,629	$1.2m0.42%	0.42%	Added +4	+4 0.1%
55	VERIZON COMMUNICATIONS INC COM VZ	VZ	29,369	$1.2m0.42%	0.42%	Reduced -428	-428 -1.4%
56	GABELLI DIVID & INCOME TR COM XGDVX	XGDVX	41,382	$1.2m0.41%	0.41%	Added +105	+105 0.2%
57	CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI CGGO	CGGO	28,124	$1.2m0.40%	0.40%	Added +21.8k	+21,834 347.1%
58	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,678	$1.2m0.39%	0.39%	Reduced -101	-101 -5.7%
59	COLGATE PALMOLIVE CO COM CL	CL	12,284	$1.1m0.38%	0.38%	Reduced -238	-238 -1.9%
60	FRANKLIN TEMPLETON ETF TR FRANKLIN DYN MUN FLMI	FLMI	43,430	$1.1m0.37%	0.37%	Added +8.2k	+8,234 23.4%
61	SIMPLIFY EXCHANGE TRADED FUN HEALTH CARE ETF PINK	PINK	27,367	$1.1m0.36%	0.36%	New
62	AMERICAN EXPRESS CO COM AXP	AXP	3,130	$1.1m0.36%	0.36%	Added +2.0k	+1,977 171.5%
63	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	3,742	$1.1m0.36%	0.36%	Added +157	+157 4.4%
64	EATON VANCE LTD DURATION INC COM XEVVX	XEVVX	111,452	$1.0m0.35%	0.35%	Reduced -9.0k	-9,003 -7.5%
65	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	8,869	$1.0m0.34%	0.34%	Added +400	+400 4.7%
66	SOUTHERN CO COM SO	SO	10,501	$1.0m0.34%	0.34%	Unchanged
67	ISHARES TR S&P 500 VAL ETF IVE	IVE	4,277	$971.2k0.33%	0.33%	Reduced -325	-325 -7.1%
68	WASTE MGMT INC DEL COM WM	WM	4,294	$957.1k0.32%	0.32%	Reduced -14	-14 -0.3%
69	J P MORGAN EXCHANGE TRADED F JPMORGAN INTL VL JIVE	JIVE	10,326	$949.5k0.32%	0.32%	New
70	PEPSICO INC COM PEP	PEP	6,967	$943.4k0.32%	0.32%	Reduced -231	-231 -3.2%
71	NOVARTIS AG SPONSORED ADR NVS	NVS	5,972	$936.0k0.32%	0.32%	Reduced -4	-4 -0.1%
72	TESLA INC COM TSLA	TSLA	2,205	$927.4k0.31%	0.31%	Reduced -66	-66 -2.9%
73	CARDINAL HEALTH INC COM CAH	CAH	3,847	$914.0k0.31%	0.31%	Reduced -13	-13 -0.3%
74	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	3,028	$905.3k0.31%	0.31%	Reduced -184	-184 -5.7%
75	MID PENN BANCORP INC COM MPB	MPB	25,222	$878.7k0.30%	0.30%	Added +18	+18 0.1%
76	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	3,705	$876.6k0.30%	0.30%	Unchanged
77	ALTRIA GROUP INC COM MO	MO	12,116	$871.8k0.30%	0.30%	Added +18	+18 0.1%
78	PHILIP MORRIS INTL INC COM PM	PM	4,746	$858.5k0.29%	0.29%	Added +16	+16 0.3%
79	WALMART INC COM WMT	WMT	7,376	$835.5k0.28%	0.28%	Reduced -62	-62 -0.8%
80	MCDONALDS CORP COM MCD	MCD	3,087	$834.6k0.28%	0.28%	Unchanged
81	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,104	$824.7k0.28%	0.28%	Reduced -17	-17 -1.5%
82	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,103	$812.2k0.28%	0.28%	Reduced -28	-28 -2.5%
83	ISHARES TR CORE MSCI EAFE IEFA	IEFA	8,231	$795.0k0.27%	0.27%	New
84	CONOCOPHILLIPS COM COP	COP	6,939	$721.4k0.24%	0.24%	Reduced -1.6k	-1,564 -18.4%
85	AMGEN INC COM AMGN	AMGN	1,946	$704.7k0.24%	0.24%	Reduced -118	-118 -5.7%
86	GAMING & LEISURE PPTYS INC COM GLPI	GLPI	15,772	$702.3k0.24%	0.24%	Reduced -145	-145 -0.9%
87	HOME DEPOT INC COM HD	HD	1,981	$698.8k0.24%	0.24%	Reduced -127	-127 -6.0%
88	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	20,760	$691.1k0.23%	0.23%	Reduced -145	-145 -0.7%
89	SERVICENOW INC COM NOW	NOW	6,660	$661.2k0.22%	0.22%	Added +1.3k	+1,275 23.7%
90	AB ACTIVE ETFS INC SHORT DURATION H SYFI	SYFI	18,392	$656.9k0.22%	0.22%	Added +3.1k	+3,054 19.9%
91	GE AEROSPACE COM NEW GE	GE	1,752	$654.7k0.22%	0.22%	Added +3	+3 0.2%
92	SIMPLIFY EXCHANGE TRADED FUN MANAGED FUTURES CTA	CTA	25,003	$648.6k0.22%	0.22%	Added +6.8k	+6,760 37.1%
93	SIMPLIFY EXCHANGE TRADED FUN MBS ETF MTBA	MTBA	12,098	$593.6k0.20%	0.20%	Added +4.0k	+4,029 49.9%
94	AIR PRODS & CHEMS INC COM APD	APD	1,955	$573.2k0.19%	0.19%	Reduced -21	-21 -1.1%
95	LOWES COS INC COM LOW	LOW	2,591	$571.3k0.19%	0.19%	Reduced -364	-364 -12.3%
96	VANGUARD WORLD FD FINANCIALS ETF VFH	VFH	4,027	$530.0k0.18%	0.18%	Added +322	+322 8.7%
97	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,034	$517.4k0.18%	0.18%	Unchanged
98	J P MORGAN EXCHANGE TRADED F INTRNL RES EQT JIRE	JIRE	6,062	$500.1k0.17%	0.17%	Added +2.2k	+2,155 55.2%
99	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	2,256	$495.1k0.17%	0.17%	Reduced -457	-457 -16.8%
100	QUALCOMM INC COM QCOM	QCOM	2,662	$491.9k0.17%	0.17%	Reduced -59	-59 -2.2%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
GENERAL MLS INC GIS	GIS	29,061	$1.1m29.1k shares
HONEYWELL INTL INC		1,398	$632.1k1.4k shares
UNITED RENTALS INC URI	URI	631	$459.4k631 shares
PPL CORP PPL	PPL	5,528	$211.2k5.5k shares
INVESCO TR INVT GRADE MUNS VGM	VGM	10,619	$104.8k10.6k shares