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Home > Institutional Investor > Kennedy Investment Group > Profile

Instuitional Investor - Kennedy Investment Group

Fund Profile
Filing Period:
Fund Name: Kennedy Investment Group
Portfolio Value $235,408,659
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
First Tr High Yield Opprt 20
 1,155,633 $17,161,151 7.29%
2.
Broadcom Inc.
 AVGO 54,160 $14,929,273 6.34%
3.
Apple Inc.
 AAPL 71,700 $14,710,664 6.25%
4.
Amazon Com Inc
 AMZN 64,518 $14,154,604 6.01%
5.
Nvidia Corp
 NVDA 60,913 $9,623,603 4.09%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)