Kessler Investment Group, LLC
Top Portfolio Positions
58 positions ·
$184,303,007 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
27,341 | $10,674,199 | 5.79% |
| GNRC |
Generac Holdings Inc.
Industrials
|
52,572 | $10,268,888 | 5.57% |
| VRT |
Vertiv Holdings Co
Industrials
|
36,195 | $9,069,743 | 4.92% |
| CRM |
Salesforce, Inc.
Technology
|
48,385 | $9,032,027 | 4.90% |
| ANET |
Arista Networks, Inc.
Technology
|
68,026 | $8,352,232 | 4.53% |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
17,343 | $8,207,401 | 4.45% |
| GLD |
Spdr Gold Trust
|
18,384 | $7,910,451 | 4.29% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
37,975 | $7,909,053 | 4.29% |
| BHP |
BHP Group Ltd
Basic Materials
|
100,963 | $7,344,048 | 3.98% |
| MSFT |
Microsoft Corp
Technology
|
19,296 | $7,142,800 | 3.88% |
Holdings in HCA
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,207,401 | 17,343 | Shares | Sole | 2026-04-10 | |
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