John N Kennedy

Following their disclosures vs. same money in SPY: -52.7 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	🔒Register for free to view	$1K–$15K	2025-12-19	2026-08-26 LATE	🔒
BUY	🔒Register for free to view	$1K–$15K	2025-12-19	2026-08-26 LATE	🔒
BUY	🔒Register for free to view	$1K–$15K	2025-12-19	2026-08-26 LATE	🔒
SELL	🔒Register for free to view	$1K–$15K	2025-12-01	2026-08-26 LATE	🔒
SELL	🔒Register for free to view	$1K–$15K	2025-12-01	2026-08-26 LATE	🔒
SELL	🔒Register for free to view	$1K–$15K	2025-11-28	2026-08-26 LATE	🔒
SELL	🔒Register for free to view	$1K–$15K	2025-11-28	2026-08-26 LATE	🔒
SELL	🔒Register for free to view	$1K–$15K	2025-11-14	2026-08-26 LATE	🔒
BUY	🔒Register for free to view	$1K–$15K	2025-11-13	2026-08-26 LATE	🔒
BUY	🔒Register for free to view	$500K–$1M	2025-11-12	2026-08-26 LATE	🔒
SELL	🔒Register for free to view	$500K–$1M	2025-11-12	2026-08-26 LATE	🔒
BUY	🔒Register for free to view	$1K–$15K	2025-10-01	2026-08-26 LATE	🔒
BUY	🔒Register for free to view	$1K–$15K	2025-09-19	2026-08-26 LATE	🔒
BUY	🔒Register for free to view	$1K–$15K	2025-09-19	2026-08-26 LATE	🔒
BUY	🔒Register for free to view	$1K–$15K	2025-09-19	2026-08-26 LATE	🔒
BUY	🔒Register for free to view	$1K–$15K	2025-09-19	2026-08-26 LATE	🔒
BUY	🔒Register for free to view	$1K–$15K	2025-09-19	2026-08-26 LATE	🔒
BUY	🔒Register for free to view	$50K–$100K	2025-08-14	2026-08-26 LATE	🔒
BUY	🔒Register for free to view	$1K–$15K	2025-08-14	2026-08-26 LATE	🔒
SELL	🔒Register for free to view	$100K–$250K	2025-08-13	2026-08-26 LATE	🔒
BUY	🔒Register for free to view	$1K–$15K	2025-07-02	2026-08-26 LATE	🔒
BUY	🔒Register for free to view	$1K–$15K	2025-06-24	2026-08-26 LATE	🔒
BUY	🔒Register for free to view	$1K–$15K	2025-06-20	2026-08-26 LATE	🔒
BUY	🔒Register for free to view	$1K–$15K	2025-06-20	2026-08-26 LATE	🔒

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Sep 14, 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	$713K	34.7%	+59.6%	Dec 2023	Dec 2025
VO VOO	recent	$613K	29.8%	+63.6%	Dec 2023	Dec 2025
MT MTUM	recent	$286K	13.9%	+95.1%	Dec 2019	Dec 2025
US USMV	recent	$230K	11.2%	+28.9%	Dec 2023	Dec 2025
SM SMH	recent	$70K	3.4%	-0.8%	Aug 2026	Aug 2025
EZ EZU		$43K	2.1%	+65.0%	Aug 2023	Apr 2020
🔒Register for free to view	recent	$42K	2.0%	+34.5%	Aug 2023	Dec 2025
🔒Register for free to view	recent	$31K	1.5%	+33.1%	Dec 2023	Dec 2025
🔒Register for free to view		$20K	1.0%	+53.5%	Aug 2023	Jan 2023
🔒Register for free to view		$5K	0.2%	+25.1%	Aug 2025	Dec 2024
🔒Register for free to view	recent	$4K	0.2%	-0.9%	Aug 2026	Aug 2025

Filings 12 on file · every disclosure Kennedy has made