Kessler Investment Group, LLC

CIK

1525947

Location

COLUMBUS, IN

Portfolio Value

Small $203,325,365

Diversification

Diversified

Filing Date

Global Rank

#1,276 / 3,203 ▲ 2999

Top Industry

Specialty Industrial Machinery 13.2%

3Y Alpha vs SPY

-3.5%

Period ended 30 days ago

Filed Jul 13, 2026 · 17d

26 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+58.8%

SPY

+65.3%

Annualised alpha

-1.6%

Max drawdown

−25.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

61 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

7.2%

+1.7 pts

Top 5

30.7%

+6.1 pts

Top 10

50.7%

+5.5 pts

HHI

374

Diversified+34

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	42.4%	$86,244,421	17
Industrials	22.5%	$45,696,305	10
Basic Materials	7.4%	$15,057,436	3
Consumer Cyclical	5.6%	$11,372,912	7
Healthcare	5.2%	$10,552,269	3
Consumer Defensive	4.5%	$9,083,820	4
Financial Services	3.9%	$7,968,015	8
Communication Services	3.5%	$7,205,157	2
Unclassified	3.4%	$6,917,338	2
Real Estate	0.9%	$1,843,368	1
Utilities	0.3%	$703,155	2
Energy	0.3%	$681,169	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

23 positions

Ticker	Company	Δ Shares	Shares	Value
CRM	Salesforce, Inc.	+33,061	81,446	$12,759,330
RGTI	Rigetti Computing, Inc.	+5,057	170,898	$3,301,749
T	At&T Inc.	+316	16,170	$334,719
DVN	Devon Energy Corp/De	+112	7,074	$292,297
FITB	Fifth Third Bancorp	+76	7,436	$419,167
PII	Polaris Inc.	+70	5,030	$344,253
WMB	Williams Companies, Inc.	+68	5,231	$388,872
NEE	Nextera Energy Inc	+58	4,238	$371,969
SBUX	Starbucks Corp	+50	3,955	$404,161
KO	Coca Cola Co	+45	5,108	$415,127
AWK	American Water Works Company, Inc.	+39	2,517	$331,186
PCAR	Paccar Inc	+31	2,256	$270,990
CINF	Cincinnati Financial Corp	+30	2,090	$386,942
TJX	Tjx Companies Inc /De/	+22	1,803	$273,154
ABBV	AbbVie Inc.	+21	1,586	$399,101
HSY	Hershey Co	+21	1,475	$258,788
ORCL	Oracle Corp	+19	1,694	$248,255
AXP	American Express Co	+15	931	$314,910
CME	Cme Group Inc.	+11	932	$205,813
BRK-B	Berkshire Hathaway Inc	+10	824	$412,321
CMI	Cummins Inc	+7	841	$599,809
NUE	Nucor Corp	+7	2,068	$460,647
MAR	Marriott International Inc /Md/	+6	1,081	$400,607
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BF-A	Brown Forman Corp	−98,758	218,128	$5,967,982
LAES	SEALSQ Corp	−18,321	975,458	$3,072,692
ARQQ	Arqit Quantum Inc.	−4,464	153,105	$4,550,280
GNRC	Generac Holdings Inc.	−2,687	49,885	$14,606,826
VRT	Vertiv Holdings Co	−2,238	33,957	$11,369,482
ANET	Arista Networks, Inc.	−2,094	65,932	$11,200,528
BHP	BHP Group Ltd	−1,844	99,119	$8,257,603
FCX	Freeport-Mcmoran Inc	−1,840	100,798	$6,339,186
CRWD	CrowdStrike Holdings, Inc.	−1,176	26,165	$4,991,889
AMZN	Amazon Com Inc	−848	37,127	$8,848,849
MSTR	Strategy Inc	−816	39,932	$3,471,288
SOUN	Soundhound Ai, Inc.	−600	14,686	$95,018
PLTR	Palantir Technologies Inc.	−555	24,244	$2,828,547
AAPL	Apple Inc.	−441	25,183	$7,286,952
GOOGL	Alphabet Inc.	−340	19,225	$6,870,438
GLW	Corning Inc /Ny	−320	22,606	$5,774,250
HCA	HCA Healthcare, Inc.	−294	17,049	$6,647,234
GLD	Spdr Gold Trust	−164	18,220	$6,711,883
BAC	Bank Of America Corp /De/	−161	37,993	$2,164,841
GEV	GE Vernova Inc.	−144	7,726	$9,076,968
GAP	Gap Inc	−115	44,505	$831,353
RCL	Royal Caribbean Cruises Ltd	−100	852	$270,535
HPE	Hewlett Packard Enterprise Co	−85	15,483	$698,438
PM	Philip Morris International Inc.	−66	13,498	$2,441,923
IRM	Iron Mountain Inc	−63	14,594	$1,843,368
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
KLAC	Kla Corp	41,629	$12,559,885
NOW	ServiceNow, Inc.	71,324	$7,081,046
UPS	United Parcel Service Inc	41,202	$4,429,215
DOCN	DigitalOcean Holdings, Inc.	23,353	$3,667,121
RDW	Redwire Corp	230,133	$2,814,526
CECO	Ceco Environmental Corp	3,185	$289,006
QQQ	Invesco Qqq Trust, Series 1	279	$205,455
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
MSFT	Microsoft Corp	19,296	$7,142,800
GILD	Gilead Sciences, Inc.	49,804	$6,941,183
VMC	Vulcan Materials CO	24,133	$6,571,415
OSK	Oshkosh Corp	43,290	$6,372,720
WFC	Wells Fargo & Company/Mn	69,028	$5,495,319
BLD	QXO Insulation, LLC	13,470	$4,732,011
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

61 tracked positions · $203,325,365 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 61 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GNRC	Generac Holdings Inc. Industrials	Reduced	49,885	-2,687	$14,606,826	+42.2%	7.18%
CRM	Salesforce, Inc. Technology	Added	81,446	+33,061	$12,759,330	+41.3%	6.28%
KLAC	Kla Corp Technology	NEW	41,629	NEW	$12,559,885	NEW	6.18%
VRT	Vertiv Holdings Co Industrials	Reduced	33,957	-2,238	$11,369,482	+25.4%	5.59%
ANET	Arista Networks, Inc. Technology	Reduced	65,932	-2,094	$11,200,528	+34.1%	5.51%
GEV	GE Vernova Inc. Industrials	Reduced	7,726	-144	$9,076,968	+32.1%	4.46%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	37,127	-848	$8,848,849	+11.9%	4.35%
BHP	BHP Group Ltd Basic Materials	Reduced	99,119	-1,844	$8,257,603	+12.4%	4.06%
AAPL	Apple Inc. Technology	Reduced	25,183	-441	$7,286,952	+12.1%	3.58%
NOW	ServiceNow, Inc. Technology	NEW	71,324	NEW	$7,081,046	NEW	3.48%
GOOGL	Alphabet Inc. Communication Services	Reduced	19,225	-340	$6,870,438	+22.1%	3.38%
GLD	Spdr Gold Trust	Reduced	18,220	-164	$6,711,883	−15.2%	3.30%
HCA	HCA Healthcare, Inc. Healthcare	Reduced	17,049	-294	$6,647,234	−19.0%	3.27%
FCX	Freeport-Mcmoran Inc Basic Materials	Reduced	100,798	-1,840	$6,339,186	+5.1%	3.12%
BF-A	Brown Forman Corp Consumer Defensive	Reduced	218,128	-98,758	$5,967,982	−29.7%	2.94%
GLW	Corning Inc /Ny Technology	Reduced	22,606	-320	$5,774,250	+85.2%	2.84%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	26,165	-1,176	$4,991,889	−53.2%	2.46%
ARQQ	Arqit Quantum Inc. Technology	Reduced	153,105	-4,464	$4,550,280	+117.9%	2.24%
UPS	United Parcel Service Inc Industrials	NEW	41,202	NEW	$4,429,215	NEW	2.18%
DOCN	DigitalOcean Holdings, Inc. Technology	NEW	23,353	NEW	$3,667,121	NEW	1.80%
GS	Goldman Sachs Group Inc Financial Services	Reduced	3,546	-44	$3,586,318	+18.1%	1.76%
LLY	ELI LILLY & Co Healthcare	Reduced	2,923	-18	$3,505,934	+29.6%	1.72%
MSTR	Strategy Inc Technology	Reduced	39,932	-816	$3,471,288	−31.7%	1.71%
RGTI	Rigetti Computing, Inc. Technology	Added	170,898	+5,057	$3,301,749	+41.8%	1.62%
LAES	SEALSQ Corp Technology	Reduced	975,458	-18,321	$3,072,692	+18.0%	1.51%
PLTR	Palantir Technologies Inc. Technology	Reduced	24,244	-555	$2,828,547	−22.0%	1.39%
RDW	Redwire Corp Industrials	NEW	230,133	NEW	$2,814,526	NEW	1.38%
IBM	International Business Machines Corp Technology	Reduced	9,449	-46	$2,657,153	+15.5%	1.31%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	13,498	-66	$2,441,923	+8.9%	1.20%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	37,993	-161	$2,164,841	+16.4%	1.06%
IRM	Iron Mountain Inc Real Estate	Reduced	14,594	-63	$1,843,368	+23.1%	0.91%
EMR	Emerson Electric Co Industrials	Reduced	11,663	-59	$1,669,558	+8.7%	0.82%
GAP	Gap Inc Consumer Cyclical	Reduced	44,505	-115	$831,353	−23.0%	0.41%
HPE	Hewlett Packard Enterprise Co Technology	Reduced	15,483	-85	$698,438	+88.4%	0.34%
CMI	Cummins Inc Industrials	Added	841	+7	$599,809	+33.7%	0.29%
STRL	Sterling Infrastructure, Inc. Industrials	Reduced	679	-5	$569,925	+104.6%	0.28%
USB	US Bancorp De Financial Services	Held	7,909	0	$477,703	+16.1%	0.23%
NUE	Nucor Corp Basic Materials	Added	2,068	+7	$460,647	+32.2%	0.23%
FITB	Fifth Third Bancorp Financial Services	Added	7,436	+76	$419,167	+22.6%	0.21%
KO	Coca Cola Co Consumer Defensive	Added	5,108	+45	$415,127	+7.8%	0.20%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	824	+10	$412,321	+5.7%	0.20%
SBUX	Starbucks Corp Consumer Cyclical	Added	3,955	+50	$404,161	+15.5%	0.20%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Added	1,081	+6	$400,607	+13.9%	0.20%
ABBV	AbbVie Inc. Healthcare	Added	1,586	+21	$399,101	+17.3%	0.20%
WMB	Williams Companies, Inc. Energy	Added	5,231	+68	$388,872	+3.5%	0.19%
CINF	Cincinnati Financial Corp Financial Services	Added	2,090	+30	$386,942	+19.4%	0.19%
NEE	Nextera Energy Inc Utilities	Added	4,238	+58	$371,969	−4.2%	0.18%
PII	Polaris Inc. Consumer Cyclical	Added	5,030	+70	$344,253	+27.4%	0.17%
T	At&T Inc. Communication Services	Added	16,170	+316	$334,719	−27.2%	0.16%
AWK	American Water Works Company, Inc. Utilities	Added	2,517	+39	$331,186	−1.8%	0.16%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.