Kessler Investment Group, LLC

CIK

1525947

Location

COLUMBUS, IN

Portfolio Value

Small $203,325,365

Diversification

Diversified

Filing Date

Global Rank

#4,550 / 8,700 ▲ 1212

Top Industry

Specialty Industrial Machinery 13.2%

Period ended 3 months ago

Filed Jul 13, 2026 · 2mo

26 quarters · since Mar 2020

Portfolio Concentration

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

Top Position

7.2%

−0.7 pts

Top 5

30.7%

+4.7 pts

Top 10

50.7%

+6.2 pts

HHI

374

Diversified+44

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-B	Brown Forman Corp	−415,644	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

16 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
ZG	Zillow Group, Inc.	131,563	$5,444,076
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	52,139	$4,272,643
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	177,732	$3,368,488
AAXJ	iShares MSCI All Country Asia ex Japan ETF	12,966	$1,659,342
STT	State Street Corp	22,167	$1,094,384
—		5,714	$964,808
—		10,124	$505,896
VB	Vanguard Morningstar Small-Cap ETF	1,233	$395,558
VXUS	Vanguard Total International Stock ETF	2,673	$206,115
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	3,999	$203,149
—		13,470	$0
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-B	Brown Forman Corp Consumer Defensive	Reduced	218,128	-415,644	$5,967,982	−64.9%	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.