Kessler Investment Group, LLC 13F Holdings

CIK 0001525947 · COLUMBUS, IN

As of Sep 30, 2025, Kessler Investment Group, LLC reported 82 positions worth $232.9M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ALPHABET INCGOOGLEquity64,683 5.7M6.75%
CROWDSTRIKE HOLDINGS INCCRWDTechnology27,502 3.5M5.79%
DELL TECHNOLOGIES INCDELLTechnology86,321 2.2M5.25%
ROKU INCROKUCommunication Services114,527 1.5M4.92%
ARISTA NETWORKS INCANETTechnology78,092 1.4M4.89%
UBER TECHNOLOGIES INCUBERTechnology105,838 0.4M4.45%
NVIDIA CORPNVDATechnology54,709 0.2M4.38%
GENERAC HOLDINGS INCGNRCIndustrials55,653$9.3M4.00%
ESTEE LAUDER COMPANIES INCELConsumer Defensive100,196$8.8M3.79%
AMAZON.COM INCAMZNEquity39,335$8.6M3.71%
HCA HEALTHCARE INCHCAHealthcare18,667$8.0M3.42%
APPLE INCAAPLTechnology29,259$7.5M3.20%
ZILLOW GROUP INCZCommunication Services94,445$7.3M3.12%
HIMS & HERS HEALTH INCHIMSConsumer Defensive122,612$7.0M2.99%
WELLS FARGO & COMPANYWFCFinancial Services80,472$6.7M2.90%
VERTIV HOLDINGS COVRTIndustrials43,295$6.5M2.80%
ADOBE INCADBETechnology17,877$6.3M2.71%
OCCIDENTAL PETROLEUM CORPOXYEnergy123,963$5.9M2.51%
TOAST INCTOSTTechnology133,460$4.9M2.09%
SOFI TECHNOLOGIES INCSOFIFinancial Services158,958$4.2M1.80%
BROWN FORMAN CORPBF.AConsumer Defensive154,019$4.1M1.78%
CANADA GOOSE HOLDINGS INCGOOSConsumer Cyclical299,376$4.1M1.77%
ELI LILLY & COLLYHealthcare4,047$3.1M1.33%
STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETFXLK—10,039$2.8M1.21%
GOLDMAN SACHS GROUP INCGSFinancial Services3,396$2.7M1.16%