Kessler Investment Group, LLC

CIK

1525947

Location

COLUMBUS, IN

Portfolio Value

Small $185,176,800

Diversification

Diversified

Filing Date

Global Rank

#4,354 / 8,603 ▼ 119 · as of Mar 2026

Top Industry

Specialty Industrial Machinery 10.8%

3Y Alpha vs SPY

-0.3%

Period ended 3 months ago

Filed Apr 10, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+67.3%

SPY

+76.5%

Annualised alpha

-2.1%

Max drawdown

−25.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

60 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.5%

−4.3 pts

Top 5

24.4%

−6.7 pts

Top 10

45.2%

−7.3 pts

HHI

339

Diversified−65

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.0%	$55,572,403	15
Industrials	21.5%	$39,833,168	9
Basic Materials	11.0%	$20,297,039	4
Healthcare	9.8%	$18,193,998	4
Financial Services	6.7%	$12,409,019	9
Consumer Defensive	6.2%	$11,419,359	4
Consumer Cyclical	5.7%	$10,507,021	7
Unclassified	4.3%	$7,910,451	1
Communication Services	3.3%	$6,085,718	2
Real Estate	0.8%	$1,497,065	1
Energy	0.4%	$726,090	2
Utilities	0.4%	$725,469	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
LAES	SEALSQ Corp	+653,250	993,779	$2,603,700
RGTI	Rigetti Computing, Inc.	+112,854	165,841	$2,328,407
ARQQ	Arqit Quantum Inc.	+109,720	157,569	$2,087,789
GLD	Spdr Gold Trust	+16,682	18,384	$7,910,451
BAC	Bank Of America Corp /De/	+6,129	38,154	$1,860,007
GAP	Gap Inc	+5,529	44,620	$1,079,804
IRM	Iron Mountain Inc	+2,954	14,657	$1,497,065
MSTR	Strategy Inc	+2,706	40,748	$5,085,350
PM	Philip Morris International Inc.	+1,918	13,564	$2,242,671
EMR	Emerson Electric Co	+1,470	11,722	$1,535,816
GLW	Corning Inc /Ny	+1,077	22,926	$3,117,248
IBM	International Business Machines Corp	+956	9,495	$2,301,493
GS	Goldman Sachs Group Inc	+250	3,590	$3,037,104
KO	Coca Cola Co	+200	5,063	$385,041
ABBV	AbbVie Inc.	+188	1,565	$340,371
PII	Polaris Inc.	+47	4,960	$270,320
CINF	Cincinnati Financial Corp	+15	2,060	$324,141
NUE	Nucor Corp	+13	2,061	$348,515
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−45,027	19,565	$5,626,111
WFC	Wells Fargo & Company/Mn	−12,847	69,028	$5,495,319
BF-A	Brown Forman Corp	−11,178	316,886	$8,489,375
ANET	Arista Networks, Inc.	−10,976	68,026	$8,352,232
VRT	Vertiv Holdings Co	−7,726	36,195	$9,069,743
RCL	Royal Caribbean Cruises Ltd	−4,035	952	$261,971
AAPL	Apple Inc.	−3,989	25,624	$6,503,114
GNRC	Generac Holdings Inc.	−3,528	52,572	$10,268,888
AMZN	Amazon Com Inc	−2,061	37,975	$7,909,053
T	At&T Inc.	−2,050	15,854	$459,607
HCA	HCA Healthcare, Inc.	−1,551	17,343	$8,207,401
SOUN	Soundhound Ai, Inc.	−935	15,286	$105,014
NEE	Nextera Energy Inc	−872	4,180	$388,238
CMI	Cummins Inc	−809	834	$448,708
CRWD	CrowdStrike Holdings, Inc.	−515	27,341	$2,668,549
SBUX	Starbucks Corp	−375	3,905	$349,848
HPE	Hewlett Packard Enterprise Co	−238	15,568	$370,674
AXP	American Express Co	−173	916	$277,071
BRK-B	Berkshire Hathaway Inc	−114	814	$390,068
TJX	Tjx Companies Inc /De/	−82	1,781	$284,425
HSY	Hershey Co	−67	1,454	$302,272
MAR	Marriott International Inc /Md/	−34	1,075	$351,600
WMB	Williams Companies, Inc.	−25	5,163	$375,763
LLY	ELI LILLY & Co	−15	2,941	$2,705,043
ORCL	Oracle Corp	−11	1,675	$246,409
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
CRM	Salesforce, Inc.	48,385	$9,032,027
BHP	BHP Group Ltd	100,963	$7,344,048
MSFT	Microsoft Corp	19,296	$7,142,800
GILD	Gilead Sciences, Inc.	49,804	$6,941,183
GEV	GE Vernova Inc.	7,870	$6,869,723
VMC	Vulcan Materials CO	24,133	$6,571,415
OSK	Oshkosh Corp	43,290	$6,372,720
FCX	Freeport-Mcmoran Inc	102,638	$6,033,061
BLD	QXO Insulation, LLC	13,470	$4,732,011
PLTR	Palantir Technologies Inc.	24,799	$3,627,597
DVN	Devon Energy Corp/De	6,962	$350,327
FITB	Fifth Third Bancorp	7,360	$341,945
No positions match the current search.

Sold Out

Positions the filer fully exited

18 positions

Ticker	Company	Shares	Value
ROKU	Roku, Inc	116,444	$12,633,009
EL	Estee Lauder Companies Inc	101,608	$10,640,389
NVDA	Nvidia Corp	54,785	$10,217,402
UBER	Uber Technologies, Inc	107,738	$8,803,271
GOOS	Canada Goose Holdings Inc.	678,892	$8,791,651
ADBE	Adobe Inc.	17,401	$6,090,175
TOST	Toast, Inc.	125,204	$4,445,994
SOFI	SoFi Technologies, Inc.	161,829	$4,236,683
HIMS	Hims & Hers Health, Inc.	113,190	$3,675,279
HOOD	Robinhood Markets, Inc.	28,103	$3,178,449
MMM	3M Co	12,029	$1,925,842
KDP	Keurig Dr Pepper Inc.	37,518	$1,050,879
HRB	H&R Block Inc	18,329	$798,777
VRTX	Vertex Pharmaceuticals Inc / Ma	1,373	$622,463
CDNS	Cadence Design Systems Inc	1,272	$397,601
DT	Dynatrace, Inc.	6,506	$281,970
QCOM	Qualcomm Inc/De	1,381	$236,220
PPG	Ppg Industries Inc	2,000	$204,920
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

60 positions · $185,176,800 total · as of Mar 31, 2026

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

Showing 1–50 of 60 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	52,572	-3,528	$10,268,888	+34.2%	5.55%
VRT	Vertiv Holdings Co Industrials	Reduced	36,195	-7,726	$9,069,743	+27.5%	4.90%
CRM	Salesforce, Inc. Technology	NEW	48,385	NEW	$9,032,027	NEW	4.88%
BF-A	Brown Forman Corp Consumer Defensive	Reduced	316,886	-11,178	$8,489,375	−1.6%	4.58%
ANET	Arista Networks, Inc. Technology	Reduced	68,026	-10,976	$8,352,232	−19.3%	4.51%
HCA	HCA Healthcare, Inc. Healthcare	Reduced	17,343	-1,551	$8,207,401	−7.0%	4.43%
GLD	Spdr Gold Trust	Added	18,384	+16,682	$7,910,451	+1072.8%	4.27%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	37,975	-2,061	$7,909,053	−14.4%	4.27%
BHP	BHP Group Ltd Basic Materials	NEW	100,963	NEW	$7,344,048	NEW	3.97%
MSFT	Microsoft Corp Technology	NEW	19,296	NEW	$7,142,800	NEW	3.86%
GILD	Gilead Sciences, Inc. Healthcare	NEW	49,804	NEW	$6,941,183	NEW	3.75%
GEV	GE Vernova Inc. Industrials	NEW	7,870	NEW	$6,869,723	NEW	3.71%
VMC	Vulcan Materials CO Basic Materials	NEW	24,133	NEW	$6,571,415	NEW	3.55%
AAPL	Apple Inc. Technology	Reduced	25,624	-3,989	$6,503,114	−19.2%	3.51%
OSK	Oshkosh Corp Industrials	NEW	43,290	NEW	$6,372,720	NEW	3.44%
FCX	Freeport-Mcmoran Inc Basic Materials	NEW	102,638	NEW	$6,033,061	NEW	3.26%
GOOGL	Alphabet Inc. Communication Services	Reduced	19,565	-45,027	$5,626,111	−72.2%	3.04%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	69,028	-12,847	$5,495,319	−28.0%	2.97%
MSTR	Strategy Inc Technology	Added	40,748	+2,706	$5,085,350	−12.0%	2.75%
BLD	QXO Insulation, LLC Industrials	NEW	13,470	NEW	$4,732,011	NEW	2.56%
PLTR	Palantir Technologies Inc. Technology	NEW	24,799	NEW	$3,627,597	NEW	1.96%
GLW	Corning Inc /Ny Technology	Added	22,926	+1,077	$3,117,248	+62.9%	1.68%
GS	Goldman Sachs Group Inc Financial Services	Added	3,590	+250	$3,037,104	+3.4%	1.64%
LLY	ELI LILLY & Co Healthcare	Reduced	2,941	-15	$2,705,043	−14.8%	1.46%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	27,341	-515	$2,668,549	−18.3%	1.44%
LAES	SEALSQ Corp Technology	Added	993,779	+653,250	$2,603,700	+102.3%	1.41%
RGTI	Rigetti Computing, Inc. Technology	Added	165,841	+112,854	$2,328,407	+98.4%	1.26%
IBM	International Business Machines Corp Technology	Added	9,495	+956	$2,301,493	−9.0%	1.24%
PM	Philip Morris International Inc. Consumer Defensive	Added	13,564	+1,918	$2,242,671	+20.1%	1.21%
ARQQ	Arqit Quantum Inc. Technology	Added	157,569	+109,720	$2,087,789	+99.4%	1.13%
BAC	Bank Of America Corp /De/ Financial Services	Added	38,154	+6,129	$1,860,007	+5.6%	1.00%
EMR	Emerson Electric Co Industrials	Added	11,722	+1,470	$1,535,816	+12.9%	0.83%
IRM	Iron Mountain Inc Real Estate	Added	14,657	+2,954	$1,497,065	+54.2%	0.81%
GAP	Gap Inc Consumer Cyclical	Added	44,620	+5,529	$1,079,804	+7.9%	0.58%
T	At&T Inc. Communication Services	Reduced	15,854	-2,050	$459,607	+3.3%	0.25%
CMI	Cummins Inc Industrials	Reduced	834	-809	$448,708	−46.5%	0.24%
USB	US Bancorp De Financial Services	Held	7,909	0	$411,347	−2.5%	0.22%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	814	-114	$390,068	−16.4%	0.21%
NEE	Nextera Energy Inc Utilities	Reduced	4,180	-872	$388,238	−4.3%	0.21%
KO	Coca Cola Co Consumer Defensive	Added	5,063	+200	$385,041	+13.3%	0.21%
WMB	Williams Companies, Inc. Energy	Reduced	5,163	-25	$375,763	+20.5%	0.20%
HPE	Hewlett Packard Enterprise Co Technology	Reduced	15,568	-238	$370,674	−2.4%	0.20%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Reduced	1,075	-34	$351,600	+2.2%	0.19%
DVN	Devon Energy Corp/De Energy	NEW	6,962	NEW	$350,327	NEW	0.19%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	3,905	-375	$349,848	−2.9%	0.19%
NUE	Nucor Corp Basic Materials	Added	2,061	+13	$348,515	+4.3%	0.19%
FITB	Fifth Third Bancorp Financial Services	NEW	7,360	NEW	$341,945	NEW	0.18%
ABBV	AbbVie Inc. Healthcare	Added	1,565	+188	$340,371	+8.2%	0.18%
AWK	American Water Works Company, Inc. Utilities	Reduced	2,478	-9	$337,231	+3.9%	0.18%
CINF	Cincinnati Financial Corp Financial Services	Added	2,060	+15	$324,141	−2.9%	0.18%