Kessler Investment Group, LLC

CIK 0001525947 • 6 13F filings • Apr 24, 2025 – Jul 13, 2026

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Filer information

Filed by: Kessler Investment Group, LLC, Portfolio Specialist
Address: 50 WASHINGTON STREET, SUITE 3-B, COLUMBUS, IN, 47201
Phone: 8123140083
AUM: $237.4M

AUM over time

$207.3M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $2.4M216 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$1.7M	71.7%	11,507 SH
ABBVIE INC	COM	$319K	13.5%	1,522 SH
AGCO CORP	COM	$4K	0.2%	42 SH
AIR PRODS & CHEMS INC	COM	$20K	0.9%	69 SH
ALCON AG	ORD SHS	$5K	0.2%	55 SH
ALLIANCEBERNSTEIN HLDG L P	UNIT LTD PARTN	$3K	0.1%	70 SH
ALLISON TRANSMISSION HLDGS I	COM	$10K	0.4%	106 SH
ALPHABET INC	CAP STK CL A	$9.8M	416.3%	63,455 SH
ALPHABET INC	CAP STK CL C	$91K	3.8%	580 SH
ALTRIA GROUP INC	COM	$16K	0.7%	261 SH
AMAZON COM INC	COM	$7.0M	298.2%	36,941 SH
AMERICAN EXPRESS CO	COM	$308K	13.1%	1,146 SH
AMERICAN HEALTHCARE REIT INC	COM SHS	$56K	2.4%	1,842 SH
AMERICAN WTR WKS CO INC NEW	COM	$385K	16.3%	2,612 SH
APPLE INC	COM	$12.0M	510.3%	54,151 SH
APPLIED INDL TECHNOLOGIES IN	COM	$73K	3.1%	323 SH
ARES CAPITAL CORP	COM	$19K	0.8%	837 SH
ARES MANAGEMENT CORPORATION	CL A COM STK	$5.8M	244.3%	39,283 SH
ARISTA NETWORKS INC	COM SHS	$5.9M	249.2%	75,826 SH
ASML HOLDING N V	N Y REGISTRY SHS	$1K	0.1%	2 SH
AT&T INC	COM	$540K	22.9%	19,104 SH
AURORA CANNABIS INC	COM	$119	0.0%	27 SH
AUTODESK INC	COM	$10K	0.4%	40 SH
BANCO SANTANDER S.A.	ADR	$3K	0.1%	500 SH
BANK AMERICA CORP	COM	$1.3M	53.3%	30,136 SH
BICARA THERAPEUTICS INC	COM	$3K	0.1%	200 SH
BIRKENSTOCK HOLDING PLC	COM SHS	$10K	0.4%	209 SH
BLACKROCK SCIENCE & TECHNOLO	SHS	$247	0.0%	7 SH
BLACKROCK UTILS INFRASTRUCTU	COM	$272	0.0%	12 SH
BLOCK H & R INC	COM	$947K	40.2%	17,245 SH
BP PLC	SPONSORED ADR	$91K	3.8%	2,682 SH
BRISTOL-MYERS SQUIBB CO	COM	$24K	1.0%	400 SH
BROADCOM INC	COM	$2K	0.1%	11 SH
CADENCE DESIGN SYSTEM INC	COM	$324K	13.7%	1,272 SH
CARNIVAL CORP	UNIT 99/99/9999	$8K	0.3%	400 SH
CECO ENVIRONMENTAL CORP	COM	$73K	3.1%	3,185 SH
CISCO SYS INC	COM	$2K	0.1%	26 SH
CME GROUP INC	COM	$258K	11.0%	973 SH
CNH INDL N V	SHS	$4K	0.2%	304 SH
COCA COLA CO	COM	$379K	16.1%	5,294 SH
COLGATE PALMOLIVE CO	COM	$364K	15.4%	3,880 SH
CONOCOPHILLIPS	COM	$1K	0.0%	11 SH
CONSTELLATION ENERGY CORP	COM	$10K	0.4%	52 SH
CORNING INC	COM	$941K	39.9%	20,552 SH
CORTEVA INC	COM	$99K	4.2%	1,581 SH
CROWDSTRIKE HLDGS INC	CL A	$9.4M	396.7%	26,520 SH
CSX CORP	COM	$32K	1.4%	1,100 SH
CUMMINS INC	COM	$524K	22.2%	1,671 SH
CVS HEALTH CORP	COM	$136	0.0%	2 SH
DEERE & CO	COM	$7K	0.3%	15 SH
DELL TECHNOLOGIES INC	CL C	$7.8M	331.5%	85,740 SH
DISNEY WALT CO	COM	$27K	1.1%	273 SH
DUKE ENERGY CORP NEW	COM NEW	$34K	1.5%	282 SH
DUPONT DE NEMOURS INC	COM	$15K	0.6%	201 SH
DYNATRACE INC	COM NEW	$616K	26.1%	13,057 SH
EATON VANCE ENHANCED EQUITY	COM	$312	0.0%	14 SH
EATON VANCE TAX ADVT DIV INC	COM	$50K	2.1%	2,144 SH
EATON VANCE TAX MNGED BUY WR	COM	$17K	0.7%	1,265 SH
ELI LILLY & CO	COM	$5.8M	244.0%	6,964 SH
EMERSON ELEC CO	COM	$1.1M	45.8%	9,842 SH
ENBRIDGE INC	COM	$11K	0.5%	254 SH
ENTERPRISE PRODS PARTNERS L	COM	$4K	0.2%	129 SH
EQUINIX INC	COM	$10K	0.4%	12 SH
EXXON MOBIL CORP	COM	$118K	5.0%	995 SH
FABRINET	SHS	$46K	1.9%	231 SH
FEDEX CORP	COM	$244	0.0%	1 SH
FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$169	0.0%	2 SH
FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$898	0.0%	15 SH
FLAGSTAR FINANCIAL INC	COM NEW	$89K	3.8%	7,627 SH
FOOT LOCKER INC	COM	$39K	1.7%	2,789 SH
GABELLI DIVID & INCOME TR	COM	$121	0.0%	5 SH
GAP INC	COM	$772K	32.8%	37,473 SH
GARMIN LTD	SHS	$524K	22.2%	2,411 SH
GE VERNOVA INC	COM	$18K	0.8%	59 SH
GENERAC HLDGS INC	COM	$6.6M	278.0%	51,739 SH
GENUINE PARTS CO	COM	$12K	0.5%	101 SH
GERMAN AMERN BANCORP INC	COM	$338	0.0%	9 SH
GOLDMAN SACHS GROUP INC	COM	$1.8M	76.8%	3,316 SH
GOODYEAR TIRE & RUBR CO	COM	$619	0.0%	67 SH
HCA HEALTHCARE INC	COM	$6.4M	273.0%	18,625 SH
HERSHEY CO	COM	$272K	11.6%	1,593 SH
HEWLETT PACKARD ENTERPRISE C	COM	$267K	11.3%	17,300 SH
HIMS & HERS HEALTH INC	COM CL A	$3.5M	148.8%	118,728 SH
HORIZON BANCORP INC	COM	$603	0.0%	40 SH
HOWMET AEROSPACE INC	COM	$5.8M	247.1%	44,891 SH
INTEL CORP	COM	$3K	0.1%	121 SH
INTERACTIVE BROKERS GROUP IN	COM CL A	$77K	3.3%	463 SH
INTERNATIONAL BUSINESS MACHS	COM	$2.1M	88.7%	8,407 SH
INTUITIVE SURGICAL INC	COM NEW	$4.9M	208.8%	9,937 SH
INVESCO EXCH TRADED FD TR II	S&P SMALLCAP ENE	$70K	3.0%	1,673 SH
INVESCO EXCH TRADED FD TR II	S&P SMLCP DISC	$11K	0.4%	114 SH
INVESCO EXCH TRADED FD TR II	S&P SMLCP FINL	$122K	5.2%	2,303 SH
INVESCO EXCH TRADED FD TR II	S&P SMLCP HELT	$119K	5.1%	2,753 SH
INVESCO EXCH TRADED FD TR II	S&P SMLCP INDL	$69K	2.9%	584 SH
INVESCO EXCH TRADED FD TR II	S&P SMLCP INFO	$139K	5.9%	3,473 SH
INVESCO EXCH TRADED FD TR II	S&P SMLCP MATL	$74K	3.1%	1,103 SH
INVESCO EXCH TRADED FD TR II	S&P SMLCP STAP	$6K	0.3%	181 SH
INVESCO EXCH TRADED FD TR II	S&P SMLCP UTIL	$41K	1.7%	724 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$442K	18.8%	23,877 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2025 CB	$659K	27.9%	31,859 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$1.2M	50.9%	61,577 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$1.1M	47.8%	57,464 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$148K	6.3%	7,296 SH
INVESCO EXCHANGE TRADED FD T	FINL PFD ETF	$22K	0.9%	1,508 SH
IRON MTN INC DEL	COM	$953K	40.4%	11,082 SH
ISHARES INC	CORE MSCI EMKT	$26K	1.1%	479 SH
ISHARES SILVER TR	ISHARES	$10K	0.4%	312 SH
ISHARES TR	CORE DIV GRWTH	$3K	0.1%	53 SH
ISHARES TR	CORE MSCI INTL	$29K	1.2%	417 SH
ISHARES TR	RUS 2000 GRW ETF	$7K	0.3%	29 SH
ISHARES TR	RUS 2000 VAL ETF	$2K	0.1%	13 SH
ISHARES TR	RUSSELL 2000 ETF	$277K	11.7%	1,387 SH
ISHARES TR	S&P 100 ETF	$1K	0.1%	5 SH
ISHARES TR	S&P 500 GRWT ETF	$1.1M	48.7%	12,377 SH
ISHARES TR	U.S. FINLS ETF	$372	0.0%	3 SH
ISHARES TR	US HOME CONS ETF	$552	0.0%	5 SH
JOHNSON & JOHNSON	COM	$1K	0.0%	7 SH
JPMORGAN CHASE & CO.	COM	$7K	0.3%	26 SH
KELLANOVA	COM	$330	0.0%	4 SH
KEURIG DR PEPPER INC	COM	$1.2M	50.3%	34,652 SH
KIMBERLY-CLARK CORP	COM	$14K	0.6%	100 SH
LAKELAND FINL CORP	COM	$1K	0.0%	18 SH
LOCKHEED MARTIN CORP	COM	$2K	0.1%	5 SH
MARRIOTT INTL INC NEW	CL A	$277K	11.8%	1,164 SH
MARSH & MCLENNAN COS INC	COM	$524K	22.2%	2,147 SH
MCDONALDS CORP	COM	$312	0.0%	1 SH
MERCK & CO INC	COM	$838K	35.6%	9,341 SH
META PLATFORMS INC	CL A	$138K	5.8%	239 SH
MICROSOFT CORP	COM	$81K	3.4%	215 SH
MORGAN STANLEY	COM NEW	$2K	0.1%	15 SH
MOTOROLA SOLUTIONS INC	COM NEW	$14K	0.6%	31 SH
NEXTERA ENERGY INC	COM	$379K	16.1%	5,343 SH
NORWEGIAN CRUISE LINE HLDG L	SHS	$4K	0.2%	190 SH
NVIDIA CORPORATION	COM	$5.9M	250.1%	54,396 SH
OCCIDENTAL PETE CORP	COM	$6.1M	258.9%	123,626 SH
ORACLE CORP	COM	$247K	10.5%	1,770 SH
PACCAR INC	COM	$229K	9.7%	2,354 SH
PALANTIR TECHNOLOGIES INC	CL A	$9.0M	382.7%	106,887 SH
PALO ALTO NETWORKS INC	COM	$2K	0.1%	14 SH
PAYCHEX INC	COM	$1.1M	48.1%	7,348 SH
PAYPAL HLDGS INC	COM	$10K	0.4%	153 SH
PEPSICO INC	COM	$1K	0.1%	9 SH
PFIZER INC	COM	$684	0.0%	27 SH
PHILIP MORRIS INTL INC	COM	$1.8M	77.7%	11,542 SH
PLAINS ALL AMERN PIPELINE L	UNIT LTD PARTN	$12K	0.5%	594 SH
PPG INDS INC	COM	$383K	16.2%	3,500 SH
PROCTER AND GAMBLE CO	COM	$58K	2.4%	338 SH
PULTE GROUP INC	COM	$4.9M	207.1%	47,499 SH
QUALCOMM INC	COM	$181K	7.7%	1,181 SH
QVC GROUP INC	COM SER A	$7	0.0%	36 SH
REGENERON PHARMACEUTICALS	COM	$19K	0.8%	30 SH
ROBINHOOD MKTS INC	COM CL A	$5.1M	216.0%	122,318 SH
ROKU INC	COM CL A	$5.6M	237.6%	79,516 SH
ROYAL CARIBBEAN GROUP	COM	$1.0M	43.1%	4,945 SH
SALESFORCE INC	COM	$107K	4.6%	400 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$6K	0.2%	232 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$29K	1.2%	1,086 SH
SELECT SECTOR SPDR TR	COMMUNICATION	$541K	22.9%	5,604 SH
SELECT SECTOR SPDR TR	ENERGY	$376K	16.0%	4,024 SH
SELECT SECTOR SPDR TR	FINANCIAL	$2.2M	95.4%	45,165 SH
SELECT SECTOR SPDR TR	INDL	$786K	33.4%	6,000 SH
SELECT SECTOR SPDR TR	RL EST SEL SEC	$456K	19.3%	10,895 SH
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$121K	5.2%	832 SH
SELECT SECTOR SPDR TR	SBI INT-UTILS	$2K	0.1%	21 SH
SELECT SECTOR SPDR TR	SBI MATERIALS	$794K	33.7%	9,230 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$267K	11.3%	1,292 SH
SHARKNINJA INC	COM SHS	$70K	3.0%	841 SH
SHERWIN WILLIAMS CO	COM	$52K	2.2%	150 SH
SHOPIFY INC	CL A	$5.8M	246.8%	60,967 SH
SMITH A O CORP	COM	$10K	0.4%	146 SH
SNDL INC	COM	$378	0.0%	268 SH
SOLVENTUM CORP	COM SHS	$4K	0.2%	50 SH
SOUNDHOUND AI INC	CLASS A COM	$124K	5.2%	15,236 SH
SPDR GOLD TR	GOLD SHS	$855K	36.3%	2,967 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$23K	1.0%	625 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$4K	0.2%	111 SH
SPDR S&P 500 ETF TR	TR UNIT	$2K	0.1%	3 SH
SPDR SER TR	BBG CONV SEC ETF	$13K	0.5%	165 SH
SPDR SER TR	BLOOMBERG HIGH Y	$2K	0.1%	17 SH
SPDR SER TR	S&P SEMICNDCTR	$562	0.0%	2 SH
SPOTIFY TECHNOLOGY S A	SHS	$5.3M	224.7%	9,630 SH
STARBUCKS CORP	COM	$452K	19.2%	4,610 SH
STEEL DYNAMICS INC	COM	$70K	3.0%	559 SH
STERLING INFRASTRUCTURE INC	COM	$89K	3.8%	782 SH
STURM RUGER & CO INC	COM	$10K	0.4%	250 SH
SYNOPSYS INC	COM	$1K	0.1%	3 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$10K	0.4%	63 SH
TARGET CORP	COM	$3K	0.1%	28 SH
TESLA INC	COM	$81K	3.4%	312 SH
TJX COS INC NEW	COM	$239K	10.1%	1,962 SH
TOAST INC	CL A	$4.4M	186.5%	132,529 SH
TOYOTA MOTOR CORP	ADS	$353	0.0%	2 SH
TREX CO INC	COM	$3K	0.1%	60 SH
UBER TECHNOLOGIES INC	COM	$7.7M	325.4%	105,280 SH
UDR INC	COM	$3K	0.1%	68 SH
UGI CORP NEW	COM	$3K	0.1%	91 SH
UNITED AIRLS HLDGS INC	COM	$4K	0.1%	51 SH
UNITY SOFTWARE INC	COM	$6K	0.2%	300 SH
US BANCORP DEL	COM NEW	$338K	14.3%	8,009 SH
V F CORP	COM	$77K	3.3%	4,991 SH
VALERO ENERGY CORP	COM	$21K	0.9%	157 SH
VANGUARD INDEX FDS	GROWTH ETF	$58K	2.5%	157 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$9K	0.4%	47 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$7K	0.3%	27 SH
VANGUARD INDEX FDS	VALUE ETF	$40K	1.7%	230 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$26K	1.1%	504 SH
VERIZON COMMUNICATIONS INC	COM	$181	0.0%	4 SH
VERTEX PHARMACEUTICALS INC	COM	$666K	28.2%	1,373 SH
WALMART INC	COM	$527	0.0%	6 SH
WASTE MGMT INC DEL	COM	$17K	0.7%	74 SH
WELLS FARGO CO NEW	COM	$5.8M	245.3%	80,546 SH
WILLIAMS COS INC	COM	$327K	13.9%	5,467 SH
WK KELLOGG CO	COM SHS	$375K	15.9%	18,814 SH
ZILLOW GROUP INC	CL C CAP STK	$6.5M	274.7%	94,458 SH
ZIMMER BIOMET HOLDINGS INC	COM	$11K	0.5%	96 SH
ZIMVIE INC	COM	$97	0.0%	9 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 3, 2026	Q4 2025	13F-HR	0001525947-26-000001	$237.4M	View
Oct 8, 2026	Q3 2026	13F-HR	0001525947-26-000007	$207.3M	View
Oct 9, 2025