Kennedy-Investment-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "HYT",
  "MQT",
  "MU",
  "NVG",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "RVT",
  "GOOGL",
  null,
  "T",
  "BLK",
  "AVGO",
  "LOW",
  null,
  "WTRG",
  "MVT",
  null,
  "OXSQ",
  "GIS",
  "HON",
  "HD",
  "MCD",
  "EVV",
  "QCOM",
  "GLPI",
  "AMAT",
  "META",
  null,
  "IIM",
  null,
  null,
  "PMF",
  "PMM",
  "PWR",
  "MA",
  "MSFT",
  "MDLZ",
  "EXC",
  "GE",
  "NVS",
  null,
  "BX",
  "KHC",
  null,
  "VHT",
  null,
  "PEP",
  "AAPL",
  "SPY",
  "NVDA",
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  "AMGN",
  null,
  "NOW",
  "SHOP",
  "BP",
  "IBM",
  "TMO",
  "UPS",
  "GDV",
  "VIG",
  "AFB",
  "ACP",
  "FTHY",
  "NMCO",
  "VRT",
  "F",
  "DEO",
  "WM",
  "CAH",
  "PEG",
  "AMZN",
  "IVE",
  "VGM",
  null,
  null,
  "VOO",
  null,
  "V",
  "WMT",
  "WFC",
  null,
  "ADT",
  "ET",
  "SOFI",
  "BIIB",
  "SO",
  "PPL",
  "CRM",
  null,
  "SYY",
  null,
  null,
  "BAC",
  "BRK-B",
  "CVX",
  "CMG",
  "C",
  "CLX",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "STZ",
  "CEG",
  "COST",
  "CRWD",
  "USMV",
  "QQQ",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PM",
  "MO",
  "URI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 125
Total Value: 215421555
Accession Number: 0001951757-25-000414
Form Type: 13F-HR
CIK: kennedy-investment-group
Manager Name: Kennedy-Investment-Group

Data Enrichment

86% identified

107 identified18 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

125 positions • $215.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 5 of 7

Sort by:

Constellation Energy Corp

CEG|21037T109

Shares:3.0K

Value:$614.0K

% of Portfolio:0.3% ($614.0K/$215.4M)

96927A105

Shares:55.6K

Value:$607.4K

% of Portfolio:0.3% ($607.4K/$215.4M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.1K

Value:$581.0K

% of Portfolio:0.3% ($581.0K/$215.4M)

BlackRock, Inc.

BLK|09290D101

Shares:600

Value:$568.1K

% of Portfolio:0.3% ($568.1K/$215.4M)

ServiceNow, Inc.

NOW|81762P102

Shares:696

Value:$554.1K

% of Portfolio:0.3% ($554.1K/$215.4M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:978

Value:$547.2K

% of Portfolio:0.3% ($547.2K/$215.4M)

AT&T INC.

T|00206R102

Shares:18.5K

Value:$522.4K

% of Portfolio:0.2% ($522.4K/$215.4M)

464287549

Shares:5.5K

Value:$496.8K

% of Portfolio:0.2% ($496.8K/$215.4M)

QUALCOMM INC/DE

QCOM|747525103

Shares:3.0K

Value:$462.0K

% of Portfolio:0.2% ($462.0K/$215.4M)

BLACKROCK MUNIYIELD QUALITY FUND II, INC.

MQT|09254G108

Shares:45.8K

Value:$457.6K

% of Portfolio:0.2% ($457.6K/$215.4M)

Tesla, Inc.

TSLA|88160R101

Shares:1.7K

Value:$445.2K

% of Portfolio:0.2% ($445.2K/$215.4M)

FORD MOTOR CO

F|345370860

Shares:44.3K

Value:$444.6K

% of Portfolio:0.2% ($444.6K/$215.4M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:933

Value:$437.6K

% of Portfolio:0.2% ($437.6K/$215.4M)

Salesforce, Inc.

CRM|79466L302

Shares:1.6K

Value:$417.6K

% of Portfolio:0.2% ($417.6K/$215.4M)

46654Q799

Shares:8.2K

Value:$416.5K

% of Portfolio:0.2% ($416.5K/$215.4M)

Blackstone Inc.

BX|09260D107

Shares:2.7K

Value:$375.5K

% of Portfolio:0.2% ($375.5K/$215.4M)

74347X633

Shares:4.1K

Value:$365.6K

% of Portfolio:0.2% ($365.6K/$215.4M)

46438F101

Shares:7.8K

Value:$364.6K

% of Portfolio:0.2% ($364.6K/$215.4M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:3.3K

Value:$360.5K

% of Portfolio:0.2% ($360.5K/$215.4M)

Merck & Co., Inc.

MRK|58933Y105

Shares:4.0K

Value:$360.0K

% of Portfolio:0.2% ($360.0K/$215.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Constellation Energy Corp(CEGcusip21037T109)	3.0K	QoQ -0.58% (-18) YoY +4.60% (+134)	All Managers (Combined)	$614.0K	0.3% ($614.0K/$215.4M)	QoQ -10.40% (-$71.3K) YoY +14.08% (+$75.8K)
(cusip96927A105)✕	55.6K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$607.4K	0.3% ($607.4K/$215.4M)	QoQ -9.00% (-$60.1K) YoY -11.57% (-$79.5K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.1K	QoQ +0.46% (+5) YoY +0.83% (+9)	All Managers (Combined)	$581.0K	0.3% ($581.0K/$215.4M)	QoQ +18.03% (+$88.8K) YoY +27.70% (+$126.0K)
BlackRock, Inc.(BLKcusip09290D101)	600	QoQ NEW(+600) YoY NEW(+600)	All Managers (Combined)	$568.1K	0.3% ($568.1K/$215.4M)	QoQ NEW(+$568.1K) YoY NEW(+$568.1K)
ServiceNow, Inc.(NOWcusip81762P102)	696	QoQ NEW(+696) YoY NEW(+696)	All Managers (Combined)	$554.1K	0.3% ($554.1K/$215.4M)	QoQ NEW(+$554.1K) YoY NEW(+$554.1K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	978	QoQ +118.30% (+530) YoY +112.14% (+517)	All Managers (Combined)	$547.2K	0.3% ($547.2K/$215.4M)	QoQ +108.27% (+$284.5K) YoY +127.16% (+$306.3K)
AT&T INC.(Tcusip00206R102)	18.5K	QoQ -0.87% (-163) YoY -29.28% (-7.7K)	All Managers (Combined)	$522.4K	0.2% ($522.4K/$215.4M)	QoQ +23.11% (-$98.1K) YoY +13.61% (-$62.6K)
(cusip464287549)✕	5.5K	QoQ +20.68% (+939) YoY +38.35% (+1.5K)	All Managers (Combined)	$496.8K	0.2% ($496.8K/$215.4M)	QoQ +7.18% (+$33.3K) YoY +45.56% (+$155.5K)
QUALCOMM INC/DE(QCOMcusip747525103)	3.0K	QoQ +0.33% (+10) YoY -3.18% (-99)	All Managers (Combined)	$462.0K	0.2% ($462.0K/$215.4M)	QoQ +0.33% (+$1.5K) YoY -12.15% (-$63.9K)
BLACKROCK MUNIYIELD QUALITY FUND II, INC.(MQTcusip09254G108)	45.8K	QoQ -8.66% (-4.3K) YoY -33.09% (-22.6K)	All Managers (Combined)	$457.6K	0.2% ($457.6K/$215.4M)	QoQ -7.36% (-$36.4K) YoY -36.34% (-$261.2K)
Tesla, Inc.(TSLAcusip88160R101)	1.7K	QoQ +15.69% (-233) YoY +19.47% (+280)	All Managers (Combined)	$445.2K	0.2% ($445.2K/$215.4M)	QoQ -25.75% (-$154.5K) YoY +76.13% (+$192.5K)
FORD MOTOR CO(Fcusip345370860)	44.3K	QoQ +2.16% (+940) YoY -3.60% (-1.7K)	All Managers (Combined)	$444.6K	0.2% ($444.6K/$215.4M)	QoQ +3.50% (+$15.1K) YoY -27.19% (-$166.1K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	933	QoQ -2.09% (-20) YoY -3.51% (-34)	All Managers (Combined)	$437.6K	0.2% ($437.6K/$215.4M)	QoQ -10.20% (-$49.8K) YoY +1.88% (-$8.1K)
Salesforce, Inc.(CRMcusip79466L302)	1.6K	QoQ +65.35% (+615) YoY +22.03% (+281)	All Managers (Combined)	$417.6K	0.2% ($417.6K/$215.4M)	QoQ +32.76% (+$103.0K) YoY +8.73% (+$33.6K)
(cusip46654Q799)✕	8.2K	QoQ -20.80% (-2.2K) YoY -54.81% (-10.0K)	All Managers (Combined)	$416.5K	0.2% ($416.5K/$215.4M)	QoQ -20.37% (-$106.5K) YoY -54.23% (-$493.5K)
Blackstone Inc.(BXcusip09260D107)	2.7K	QoQ -2.96% (-82) YoY -4.65% (-131)	All Managers (Combined)	$375.5K	0.2% ($375.5K/$215.4M)	QoQ -21.32% (-$101.8K) YoY +1.48% (-$5.5K)
(cusip74347X633)✕	4.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$365.6K	0.2% ($365.6K/$215.4M)	QoQ +4.32% (+$15.2K) YoY +30.50% (+$85.4K)
(cusip46438F101)✕	7.8K	QoQ +38.36% (+2.2K) YoY NEW(+7.8K)	All Managers (Combined)	$364.6K	0.2% ($364.6K/$215.4M)	QoQ +22.09% (+$66.0K) YoY NEW(+$364.6K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	3.3K	QoQ +5.57% (-173) YoY +0.98% (-32)	All Managers (Combined)	$360.5K	0.2% ($360.5K/$215.4M)	QoQ -7.90% (-$30.9K) YoY -25.27% (-$121.9K)
Merck & Co., Inc.(MRKcusip58933Y105)	4.0K	QoQ +4.42% (-170) YoY +29.27% (-908)	All Managers (Combined)	$360.0K	0.2% ($360.0K/$215.4M)	QoQ -5.76% (-$22.0K) YoY -12.06% (-$49.4K)