Kessler Investment Group, LLC

Registered adviser

CIK

1525947

Location

COLUMBUS, IN

Portfolio Value

Small $204,497,220

Diversification

Diversified

Filing Date

Global Rank

#6,009 / 8,827 ▼ 101 · as of Jun 2026

Top Industry

Software - Application 18.3%

Period ended 38 days ago

Filed Oct 8, 2026 · 30d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 153696

Roster of Nov 1, 2026

Regulatory AUM

$359,683,677

Main clients

Individuals and high net worth (86% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$359,683,677	Individuals and high net worth (86%)
Apr 2025 to Mar 2026	$300,442,706	Individuals and high net worth (86%)
Apr 2024 to Mar 2025	$234,775,733	Individuals and high net worth (89%)
May 2023 to Mar 2024	$190,537,111	Individuals and high net worth (88%)
Apr 2023	$190,537,111	Individuals and high net worth (88%)
Jan 2023 to Mar 2023	$227,996,241	Corporations (84%)

4 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 49.5%, 27.6 effective positions, active share 80.7% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Medium turnover

82.9% over the last four quarters (30% to under 100%)

Horizon

Horizon unknown

The value-weighted holding period is at least 8.4 quarters, but 8.3% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 80.7%; sector active share 28.9% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

82 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

8.6%

+0.1 pts

Top 5

29.7%

−0.8 pts

Top 10

48.9%

−0.6 pts

HHI

376

Diversified+14

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	39.8%	$81,462,030	19
Industrials	17.2%	$35,071,884	11
Unclassified	14.6%	$29,902,743	18
Basic Materials	7.3%	$15,006,502	3
Consumer Cyclical	6.2%	$12,587,524	8
Healthcare	5.0%	$10,276,701	3
Financial Services	3.6%	$7,262,143	10
Communication Services	3.3%	$6,764,596	2
Consumer Defensive	1.6%	$3,233,909	3
Real Estate	0.8%	$1,617,207	1
Energy	0.3%	$679,950	2
Utilities	0.3%	$632,031	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	+133,190	140,170	$8,620,455
UPS	United Parcel Service Inc	+48,732	89,934	$8,403,432
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	+11,400	22,833	$4,469,559
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	+7,596	11,988	$1,304,773
XLC	State Street(R) Communication Services Select Sector SPDR(R) ETF	+5,870	14,113	$1,566,119
CRWD	CrowdStrike Holdings, Inc.	+4,559	30,724	$8,134,179
XLRE	State Street(R) Real Estate Select Sector SPDR(R) ETF	+2,737	9,466	$387,254
PSCT	Invesco Ltd.	+1,757	4,052	$0
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	+858	5,436	$915,531
GLW	Corning Inc	+723	23,329	$3,587,067
VXUS	Vanguard Total International Stock ETF	+29	2,809	$238,652
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+15	1,257	$470,419
BSCR	Invesco BulletShares 2027 Corporate Bond ETF	+11	59,887	$1,170,491
DVN	Devon Energy Corp	+6	7,080	$325,963
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
LAES	SEALSQ Corp	−89,385	886,073	$2,073,410
ANET	Arista Networks, Inc.	−64,596	1,336	$271,996
GNRC	Generac Holdings Inc.	−47,587	2,298	$475,571
RGTI	Rigetti Computing, Inc.	−18,249	152,649	$2,402,695
ARQQ	Arqit Quantum Inc.	−14,560	138,545	$3,333,392
RDW	Redwire Corp	−11,858	218,275	$2,278,791
BHP	BHP Group Ltd	−7,770	91,349	$7,750,049
CRM	Salesforce, Inc.	−6,322	75,124	$17,246,216
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	−5,978	2,317	$386,892
NOW	ServiceNow, Inc.	−5,499	65,825	$8,821,208
KLAC	Kla Corp	−3,916	37,713	$7,351,395
FCX	Freeport-Mcmoran Inc	−3,843	96,955	$6,786,850
AMZN	Amazon Com Inc	−2,764	34,363	$8,561,541
MSTR	Strategy Inc	−2,597	37,335	$5,715,615
PLTR	Palantir Technologies Inc.	−2,057	22,187	$4,150,078
DOCN	DigitalOcean Holdings, Inc.	−1,396	21,957	$2,928,844
HCA	HCA Healthcare, Inc.	−1,321	15,728	$6,711,766
IVW	iShares S&P 500 Growth ETF	−1,308	9,840	$1,399,838
VRT	Vertiv Holdings Co	−1,124	32,833	$7,922,931
AAPL	Apple Inc.	−980	24,203	$8,060,083
T	At&T Inc.	−955	15,215	$371,246
GLD	Spdr Gold Trust	−927	17,293	$6,585,866
—		−910	4,636	$0
—		−775	13,557	$0
HPE	Hewlett Packard Enterprise Co	−774	14,709	$939,758
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
SPCX	Space Exploration Technologies Corp	41,165	$6,210,151
NVDA	Nvidia Corp	16,568	$3,783,799
NKE	NIKE, Inc.	43,894	$1,553,847
MSFT	Microsoft Corp	515	$264,143
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
BF-A	Brown Forman Corp	218,128	$5,967,982
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	11,613	$526,533
IWM	iShares Russell 2000 ETF	1,429	$429,343
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

82 tracked positions · $204,497,220 total · filing declares 82 positions · $207,263,210 · as of Sep 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 82 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CRM	Salesforce, Inc. Technology	Reduced	75,124	-6,322	$17,246,216	+35.2%	8.43%
NOW	ServiceNow, Inc. Technology	Reduced	65,825	-5,499	$8,821,208	+24.6%	4.31%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	Added	140,170	+133,190	$8,620,455	+2225.4%	4.22%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	34,363	-2,764	$8,561,541	−3.2%	4.19%
UPS	United Parcel Service Inc Industrials	Added	89,934	+48,732	$8,403,432	+89.7%	4.11%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	30,724	+4,559	$8,134,179	−59.3%	3.98%
AAPL	Apple Inc. Technology	Reduced	24,203	-980	$8,060,083	+10.6%	3.94%
VRT	Vertiv Holdings Co Industrials	Reduced	32,833	-1,124	$7,922,931	−30.3%	3.87%
BHP	BHP Group Ltd Basic Materials	Reduced	91,349	-7,770	$7,750,049	−6.1%	3.79%
KLAC	Kla Corp Technology	Reduced	37,713	-3,916	$7,351,395	−41.5%	3.59%
GEV	GE Vernova Inc. Industrials	Reduced	7,142	-584	$6,788,399	−25.2%	3.32%
FCX	Freeport-Mcmoran Inc Basic Materials	Reduced	96,955	-3,843	$6,786,850	+7.1%	3.32%
HCA	HCA Healthcare, Inc. Healthcare	Reduced	15,728	-1,321	$6,711,766	+1.0%	3.28%
GLD	Spdr Gold Trust	Reduced	17,293	-927	$6,585,866	−1.9%	3.22%
GOOGL	Alphabet Inc. Communication Services	Reduced	18,581	-644	$6,393,350	−6.9%	3.13%
SPCX	Space Exploration Technologies Corp Industrials	NEW	41,165	NEW	$6,210,151	NEW	3.04%
MSTR	Strategy Inc Technology	Reduced	37,335	-2,597	$5,715,615	+64.7%	2.79%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Added	22,833	+11,400	$4,469,559	+105.2%	2.19%
PLTR	Palantir Technologies Inc. Technology	Reduced	22,187	-2,057	$4,150,078	+46.7%	2.03%
NVDA	Nvidia Corp Technology	NEW	16,568	NEW	$3,783,799	NEW	1.85%
GLW	Corning Inc Technology	Added	23,329	+723	$3,587,067	−37.9%	1.75%
ARQQ	Arqit Quantum Inc. Technology	Reduced	138,545	-14,560	$3,333,392	−26.7%	1.63%
LLY	ELI LILLY & Co Healthcare	Reduced	2,724	-199	$3,151,885	−10.1%	1.54%
GS	Goldman Sachs Group Inc Financial Services	Reduced	3,484	-62	$3,136,854	−12.5%	1.53%
DOCN	DigitalOcean Holdings, Inc. Technology	Reduced	21,957	-1,396	$2,928,844	−20.1%	1.43%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	13,443	-55	$2,565,193	+5.0%	1.25%
RGTI	Rigetti Computing, Inc. Technology	Reduced	152,649	-18,249	$2,402,695	−27.2%	1.17%
RDW	Redwire Corp Industrials	Reduced	218,275	-11,858	$2,278,791	−19.0%	1.11%
IBM	International Business Machines Corp Technology	Held	9,449	0	$2,078,118	−21.8%	1.02%
LAES	SEALSQ Corp Technology	Reduced	886,073	-89,385	$2,073,410	−32.5%	1.01%
BAC	Bank Of America Corp Financial Services	Reduced	37,927	-66	$2,064,366	−4.6%	1.01%
EMR	Emerson Electric Co Industrials	Reduced	11,629	-34	$1,803,657	+8.0%	0.88%
IRM	Iron Mountain Inc Real Estate	Reduced	14,576	-18	$1,617,207	−12.3%	0.79%
XLC	State Street(R) Communication Services Select Sector SPDR(R) ETF	Added	14,113	+5,870	$1,566,119	+77.3%	0.77%
NKE	NIKE, Inc. Consumer Cyclical	NEW	43,894	NEW	$1,553,847	NEW	0.76%
IVW	iShares S&P 500 Growth ETF	Reduced	9,840	-1,308	$1,399,838	−8.7%	0.68%
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	Added	11,988	+7,596	$1,304,773	+153.3%	0.64%
BSCQ	Invesco BulletShares 2026 Corporate Bond ETF	Reduced	60,615	-275	$1,183,204	−0.5%	0.58%
BSCR	Invesco BulletShares 2027 Corporate Bond ETF	Added	59,887	+11	$1,170,491	−0.3%	0.57%
GAP	Gap Inc Consumer Cyclical	Reduced	44,234	-271	$1,010,304	+21.5%	0.49%
HPE	Hewlett Packard Enterprise Co Technology	Reduced	14,709	-774	$939,758	+34.6%	0.46%
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	Added	5,436	+858	$915,531	+26.0%	0.45%
BSCT	Invesco BulletShares 2029 Corporate Bond ETF	Reduced	27,762	-120	$505,268	−2.4%	0.25%
BSCU	Invesco BulletShares 2030 Corporate Bond ETF	Reduced	30,485	-4	$492,027	−3.0%	0.24%
GNRC	Generac Holdings Inc. Industrials	Reduced	2,298	-47,587	$475,571	−96.7%	0.23%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	1,257	+15	$470,419	+2.4%	0.23%
NUE	Nucor Corp Basic Materials	Reduced	2,009	-59	$469,603	+1.9%	0.23%
USB	US Bancorp De Financial Services	Held	7,909	0	$456,823	−4.4%	0.22%
KO	Coca Cola Co Consumer Defensive	Reduced	5,088	-20	$437,975	+5.5%	0.21%
ABBV	AbbVie Inc. Healthcare	Reduced	1,579	-7	$413,050	+3.5%	0.20%

Showing the top 50 of 82 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.