Kessler Investment Group, LLC

CIK

1525947

Location

COLUMBUS, IN

Portfolio Value

Micro $725,469

Diversification

Diversified

Filing Date

Global Rank

#3,933 / 8,232 ▼ 22

Top Industry

Software - Infrastructure 12.8%

3Y Alpha vs SPY

-0.5%

Period ended 3 months ago

Filed Apr 10, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+71.9%

SPY

+74.2%

Annualised alpha

-0.5%

Max drawdown

−25.4%

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%

−3.8 pts

Top 5

24.6%

−6.4 pts

Top 10

45.2%

−7.1 pts

HHI

340

Diversified−62

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.9%	$63,578,053	15
Industrials	20.6%	$39,833,168	9
Basic Materials	10.5%	$20,297,039	4
Healthcare	9.4%	$18,193,998	4
Financial Services	6.4%	$12,409,019	9
Consumer Defensive	5.9%	$11,419,359	4
Consumer Cyclical	5.4%	$10,507,021	7
Unclassified	4.1%	$7,910,451	1
Communication Services	3.2%	$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	$10,674,199
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	TopBuild Corp	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

2 positions · $725,469 total · Utilities only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
NEE	Nextera Energy Inc Utilities	Reduced	4,180	-872	$388,238	−4.3%	53.52%
AWK	American Water Works Company, Inc. Utilities	Reduced	2,478	-9	$337,231	+3.9%	46.48%