KENNEDY INVESTMENT GROUP, INC.
SEC Form 13F institutional filer · CIK 0001978005
13F-HR · 80 reported holdings · 2026-03-31
Reported long-US-equity value
$0.16B
Top-10 concentration
55.7%
KENNEDY INVESTMENT GROUP, INC. — $163M AUM allocation strategy
KENNEDY INVESTMENT GROUP, INC. files SEC Form 13F and reports $163M of long US equity value across 80 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 34.4%, followed by Financials 12.1% and Consumer Discretionary 8.0%.
The top 10 holdings account for 56% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
KENNEDY INVESTMENT GROUP, INC. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$163M
total across 80 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
56% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$BEN +80.4K sh · +$2.28M+$GS +35.9K sh · +$1.75M+$NOW +2.04K sh · +$49.8K
Biggest trims (shares)
−$URI −3.75K sh · −$3.09M−$KO −1.95K sh · −$18.6K−$GIS −1.12K sh · −$322K
Exited to nil (held last quarter, gone now)
$BLK ($499K last qtr)$CRM ($268K last qtr)$TMO ($234K last qtr)$DIS ($233K last qtr)$COF ($225K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors20.3%—
- Technology Hardware, Storage & Peripherals11.1%—
- Broadline Retail8.0%—
- Interactive Media & Services7.2%—
- Investment Banking & Brokerage3.9%—
- Transaction & Payment Processing Services3.3%—
- Asset Management & Custody Banks3.3%—
- Systems Software2.9%—
- Other holdings39.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AVGO | Broadcom Inc | 59.1K | $18.3M | +897 | 11.2% |
| $AAPL | Apple Inc | 71.5K | $18.2M | -404 | 11.1% |
| $AMZN | Amazon.com Inc | 63K | $13.1M | -131 | 8.0% |
| $NVDA | NVIDIA Corporation | 67.2K | $11.7M | +85 | 7.2% |
| $GS | Goldman Sachs Group Inc | 123K | $6.38M | +35.9K | 3.9% |
| $MA | Mastercard Incorporated | 11K | $5.49M | +14 | 3.4% |
| $BEN | Franklin Templeton Inc | 229K | $5.44M | +80.4K | 3.3% |
| $GOOGL | Alphabet Inc | 18.3K | $5.26M | +761 | 3.2% |
| $META | Meta Platforms Inc | 6.69K | $3.83M | -43 | 2.3% |
| $ABBV | AbbVie Inc | 15.4K | $3.34M | +234 | 2.0% |
…and 70 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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