John N Kennedy

Following their disclosures vs. same money in SPY: -54.3 pts

Cumulative return you could actually have earned by copying them (blue) vs. the same dollars on the same days in SPY (amber). Every position is opened at the close of the session after the filing became public — not on the day they traded, which nobody could have known at the time. Each position is sized from the middle of its disclosed range — filings give a band, not a number. Returns are time-weighted, so money paid in is stripped out and only performance is left. Each vertical line is a notable disclosed buy / sell, tagged with the company logo (their biggest, earliest and most recent trades). A dotted line / ° is an options trade: we buy that many dollars of the underlying stock, since the filing gives no strike or expiry — which understates the real leverage rather than overstating it.

Trades

	Ticker	Amount	Traded	Disclosed
BUY	VO VOO	$1K–$15K	2025-12-24	2026-08-26 LATE	PDF →
BUY	VW VWO	$1K–$15K	2025-12-23	2026-08-26 LATE	PDF →
BUY	VE VEA	$1K–$15K	2025-12-23	2026-08-26 LATE	PDF →
BUY	TB TBLIX mutual fund	$1K–$15K	2025-12-19	2026-08-26 LATE	PDF →
BUY	IV IVV	$1K–$15K	2025-12-19	2026-08-26 LATE	PDF →
BUY	IV IVV	$1K–$15K	2025-12-19	2026-08-26 LATE	PDF →
BUY	MT MTUM	$1K–$15K	2025-12-19	2026-08-26 LATE	PDF →
BUY	IL ILCB	$1K–$15K	2025-12-19	2026-08-26 LATE	PDF →
BUY	US USMV (spouse)	$1K–$15K	2025-12-19	2026-08-26 LATE	PDF →
SELL	US USMV (spouse)	$1K–$15K	2025-12-01	2026-08-26 LATE	PDF →
SELL	VT VTI	$1K–$15K	2025-12-01	2026-08-26 LATE	PDF →
SELL	ILCB Mstar Large-Capt Ishares ETF	$1K–$15K	2025-11-28	2026-08-26 LATE	PDF →
SELL	QQ QQQ other	$1K–$15K	2025-11-28	2026-08-26 LATE	PDF →
SELL	QQ QQQ other	$1K–$15K	2025-11-14	2026-08-26 LATE	PDF →
BUY	NE NEAGX mutual fund	$1K–$15K	2025-11-13	2026-08-26 LATE	PDF →
BUY	iShares MSCI Total International Index K other	$500K–$1M	2025-11-12	2026-08-26 LATE	PDF →
SELL	iShares Total U.S. Stock Market Index Fund (	$500K–$1M	2025-11-12	2026-08-26 LATE	PDF →
BUY	VO VOO	$1K–$15K	2025-10-01	2026-08-26 LATE	PDF →
BUY	IV IVV	$1K–$15K	2025-09-19	2026-08-26 LATE	PDF →
BUY	US USMV	$1K–$15K	2025-09-19	2026-08-26 LATE	PDF →
BUY	IV IVV	$1K–$15K	2025-09-19	2026-08-26 LATE	PDF →
BUY	MT MTUM	$1K–$15K	2025-09-19	2026-08-26 LATE	PDF →
BUY	IL ILCB	$1K–$15K	2025-09-19	2026-08-26 LATE	PDF →
BUY	SM SMH	$50K–$100K	2025-08-14	2026-08-26 LATE	PDF →
BUY	AI AIQ	$1K–$15K	2025-08-14	2026-08-26 LATE	PDF →
SELL	SM SMIN	$100K–$250K	2025-08-13	2026-08-26 LATE	PDF →
BUY	VO VOO	$1K–$15K	2025-07-02	2026-08-26 LATE	PDF →
BUY	VE VEA	$1K–$15K	2025-06-24	2026-08-26 LATE	PDF →
BUY	IV IVV	$1K–$15K	2025-06-20	2026-08-26 LATE	PDF →
BUY	IV IVV	$1K–$15K	2025-06-20	2026-08-26 LATE	PDF →

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Kennedy still holds (options and bonds aren't counted). A recent tag means they've traded that name in the last 18 months, so it's more likely still current; the rest could have been sold in a filing we haven't matched.

Ticker		Est. value	Weight	Return on lots held	1st buy	Last trade
IV IVV	recent	$720K	34.8%	+61.2%	Dec 2023	Dec 2025
VO VOO	recent	$619K	30.0%	+65.4%	Dec 2023	Dec 2025
MT MTUM	recent	$283K	13.7%	+92.9%	Dec 2019	Dec 2025
US USMV	recent	$238K	11.5%	+33.2%	Dec 2023	Dec 2025
SM SMH	recent	$70K	3.4%	-0.9%	Aug 2026	Aug 2025
VE VEA	recent	$40K	2.0%	+30.2%	Aug 2023	Dec 2025
EZ EZU		$40K	1.9%	+55.8%	Aug 2023	Apr 2020
VW VWO	recent	$29K	1.4%	+25.7%	Dec 2023	Dec 2025
KO KOMP		$19K	0.9%	+49.1%	Aug 2023	Jan 2023
IJ IJR		$5K	0.2%	+23.0%	Aug 2025	Dec 2024
AI AIQ	recent	$4K	0.2%	-0.2%	Aug 2026	Aug 2025

Filings 12 on file · every disclosure Kennedy has made