Kessler Investment Group, LLC
Top Portfolio Positions
60 positions ·
$193,182,450 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
27,341 | $10,674,199 | 5.53% | |
| GNRC |
Generac Holdings Inc.
Industrials
|
52,572 | $10,268,888 | 5.32% | |
| VRT |
Vertiv Holdings Co
Industrials
|
36,195 | $9,069,743 | 4.69% | |
| CRM |
Salesforce, Inc.
Technology
|
48,385 | $9,032,027 | 4.68% | |
| BF-A |
Brown Forman Corp
Consumer Defensive
|
316,886 | $8,489,375 | 4.39% | |
| ANET |
Arista Networks, Inc.
Technology
|
68,026 | $8,352,232 | 4.32% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
17,343 | $8,207,401 | 4.25% | |
| GLD |
Spdr Gold Trust
|
18,384 | $7,910,451 | 4.09% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
37,975 | $7,909,053 | 4.09% | |
| BHP |
BHP Group Ltd
Basic Materials
|
100,963 | $7,344,048 | 3.80% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BF-A
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,489,375 | 316,886 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $8,631,363 | 328,064 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $4,144,651 | 154,019 | Shares | Sole | 2025-10-09 | |
| 2023-06-30 | $1,094,769 | 16,083 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,105,166 | 16,953 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,094,509 | 16,644 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,259,723 | 18,646 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,174,974 | 17,371 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,054,596 | 16,809 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,170,529 | 17,267 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $1,548,826 | 24,714 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,975,198 | 28,017 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $758,373 | 11,911 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $935,934 | 12,739 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $933,567 | 13,593 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $821,005 | 14,261 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $732,730 | 14,261 | Shares | Sole | 2020-04-22 | |
| No 13F history on record for this holder in this stock. | ||||||