Kessler Investment Group, LLC — 13F Holdings & Portfolio
CIK 1525947 · latest 13F-HR filed 2026-07-13
Kessler Investment Group, LLC manages $234.2M in 13F-reported U.S. long-equity assets across 81 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are CRWD (8.52%), GNRC (6.24%), CRM (5.45%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 10 new positions, exited 8, added to 46, and trimmed 14.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
COLUMBUS, IN 47201
$234.2M
Long-equity book
81
Distinct positions
2026-06-30
Filed 2026-07-13
+10 / −8 / ↑46 / ↓14
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- CROWDSTRIKE HLDGS INC$9.3M +87.1%
- GENERAC HLDGS INC$4.3M +42.2%
- SALESFORCE INC$3.7M +41.3%
- ARISTA NETWORKS INC$2.8M +34.1%
- CORNING INC$2.7M +85.2%
Top Trims
- BROWN FORMAN CORP-$2.5M -29.7%
- STRATEGY INC-$1.6M -31.7%
- HCA HEALTHCARE INC-$1.6M -19.0%
- SPDR GOLD TR-$1.2M -15.2%
- PALANTIR TECHNOLOGIES INC-$799.1K -22.0%
New Positions
- KLA CORP$12.6M
- SERVICENOW INC$7.1M
- UNITED PARCEL SVCS INC$4.4M
- DIGITALOCEAN HLDGS INC$3.7M
- REDWIRE CORPORATION$2.8M
Exited Positions
- MICROSOFT CORP$7.1M
- GILEAD SCIENCES INC$6.9M
- VULCAN MATLS CO$6.6M
- OSHKOSH CORP$6.4M
- WELLS FARGO & CO$5.5M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | CROWDSTRIKE HLDGS INC | CRWD | 22788C105 | $20.0M | 8.52% | 26,165 | SH |
| 2 | GENERAC HLDGS INC | GNRC | 368736104 | $14.6M | 6.24% | 49,885 | SH |
| 3 | SALESFORCE INC | CRM | 79466L302 | $12.8M | 5.45% | 81,446 | SH |
| 4 | KLA CORP | KLAC | 482480100 | $12.6M | 5.36% | 41,629 | SH |
| 5 | VERTIV HOLDINGS CO | VRT | 92537N108 | $11.4M | 4.85% | 33,957 | SH |
| 6 | ARISTA NETWORKS INC | ANET | 040413205 | $11.2M | 4.78% | 65,932 | SH |
| 7 | GE VERNOVA INC | GEV | 36828A101 | $9.1M | 3.88% | 7,726 | SH |
| 8 | AMAZON COM INC | AMZN | 023135106 | $8.8M | 3.78% | 37,127 | SH |
| 9 | BHP BILLITON LIMITED | BHP | 088606108 | $8.3M | 3.53% | 99,119 | SH |
| 10 | APPLE INC | AAPL | 037833100 | $7.3M | 3.11% | 25,183 | SH |
| 11 | SERVICENOW INC | NOW | 81762P102 | $7.1M | 3.02% | 71,324 | SH |
| 12 | ALPHABET INC | GOOGL | 02079K305 | $6.9M | 2.93% | 19,225 | SH |
| 13 | SPDR GOLD TR | GLD | 78463V107 | $6.7M | 2.87% | 18,220 | SH |
| 14 | HCA HEALTHCARE INC | HCA | 40412C101 | $6.6M | 2.84% | 17,049 | SH |
| 15 | FREEPORT MCMORAN INC | FCX | 35671D857 | $6.3M | 2.71% | 100,798 | SH |
| 16 | BROWN FORMAN CORP | BF.A | 115637100 | $6.0M | 2.55% | 218,128 | SH |
| 17 | CORNING INC | GLW | 219350105 | $5.8M | 2.47% | 22,606 | SH |
| 18 | ARQIT QUANTUM INC | ARQQ | G0567U127 | $4.6M | 1.94% | 153,105 | SH |
| 19 | UNITED PARCEL SVCS INC | UPS | 911312106 | $4.4M | 1.89% | 41,202 | SH |
| 20 | DIGITALOCEAN HLDGS INC | DOCN | 25402D102 | $3.7M | 1.57% | 23,353 | SH |
| 21 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $3.6M | 1.53% | 3,546 | SH |
| 22 | ELI LILLY & CO | LLY | 532457108 | $3.5M | 1.50% | 2,923 | SH |
| 23 | STRATEGY INC | MSTR | 594972408 | $3.5M | 1.48% | 39,932 | SH |
| 24 | RIGETTI COMPUTING INC | RGTI | 76655K103 | $3.3M | 1.41% | 170,898 | SH |
| 25 | SEALSQ CORP | LAES | G79483106 | $3.1M | 1.31% | 975,458 | SH |
| 26 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $2.8M | 1.21% | 24,244 | SH |
| 27 | REDWIRE CORPORATION | RDW | 75776W103 | $2.8M | 1.20% | 230,133 | SH |
| 28 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $2.7M | 1.13% | 9,449 | SH |
| 29 | PHILIP MORRIS INTL INC | PM | 718172109 | $2.4M | 1.04% | 13,498 | SH |
| 30 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $2.2M | 0.93% | 11,433 | SH |
| 31 | BANK OF AMER CORP | BAC | 060505104 | $2.2M | 0.92% | 37,993 | SH |
| 32 | IRON MTN INC DEL | IRM | 46284V101 | $1.8M | 0.79% | 14,594 | SH |
| 33 | EMERSON ELEC CO | EMR | 291011104 | $1.7M | 0.71% | 11,663 | SH |
| 34 | SELECT SECTOR SPDR TR | XLI | 81369Y704 | $1.5M | 0.66% | 8,295 | SH |
| 35 | ISHARES TR | IVW | 464287309 | $1.5M | 0.65% | 11,148 | SH |
| 36 | INVESCO EXCH TRD SLF IDX FD | BSCQ | 46138J791 | $1.2M | 0.51% | 60,890 | SH |
| 37 | INVESCO EXCH TRD SLF IDX FD | BSCR | 46138J783 | $1.2M | 0.50% | 59,876 | SH |
| 38 | ISHARES TR | IBB | 464287556 | $1.1M | 0.45% | 5,546 | SH |
| 39 | SELECT SECTOR SPDR TR | XLC | 81369Y852 | $883.1K | 0.38% | 8,243 | SH |
| 40 | SELECT SECTOR SPDR TR | XLF | 81369Y605 | $846.7K | 0.36% | 15,794 | SH |
| 41 | GAP INC | GAP | 364760108 | $831.4K | 0.35% | 44,505 | SH |
| 42 | SELECT SECTOR SPDR TR | XLB | 81369Y100 | $728.5K | 0.31% | 14,332 | SH |
| 43 | SELECT SECTOR SPDR TR | XLV | 81369Y209 | $726.3K | 0.31% | 4,578 | SH |
| 44 | HEWLETT PACKARD ENTERPRISE C | HPE | 42824C109 | $698.4K | 0.30% | 15,483 | SH |
| 45 | CUMMINS INC | CMI | 231021106 | $599.8K | 0.26% | 841 | SH |
| 46 | STERLING INFRASTRUCTURE INC | STRL | 859241101 | $569.9K | 0.24% | 679 | SH |
| 47 | SELECT SECTOR SPDR TR | XLU | 81369Y886 | $526.5K | 0.22% | 11,613 | SH |
| 48 | INVESCO EXCH TRD SLF IDX FD | BSCT | 46138J577 | $517.9K | 0.22% | 27,882 | SH |
| 49 | SELECT SECTOR SPDR TR | XLY | 81369Y407 | $515.1K | 0.22% | 4,392 | SH |
| 50 | INVESCO EXCH TRD SLF IDX FD | BSCU | 46138J460 | $507.5K | 0.22% | 30,489 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-13 | $234.2M | 81 | 0001525947-26-000005 |
| 2026-03-31 | 2026-04-10 | $211.3M | 79 | 0001525947-26-000004 |
| 2025-12-31 | 2026-02-03 | $237.4M | 86 | 0001525947-26-000001 |