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: $243.5M213 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$1.8M	0.8%	12,099 SH	New
ABBVIE INC	COM	$267K	0.1%Prev: 0.2%	1,438 SH	Decreased-127 SH
AGCO CORP	COM	$4K	0.0%	42 SH	New
AIR PRODS & CHEMS INC	COM	$13K	0.0%	47 SH	New
ALCON AG	ORD SHS	$5K	0.0%	55 SH	New
ALLIANCEBERNSTEIN HLDG L P	UNIT LTD PARTN	$3K	0.0%	70 SH	New
ALLISON TRANSMISSION HLDGS I	COM	$10K	0.0%	106 SH	New
ALPHABET INC	CAP STK CL A	$11.3M	4.6%Prev: 2.7%	63,913 SH	Increased+44,348 SH
ALPHABET INC	CAP STK CL C	$103K	0.0%	580 SH	New
ALTRIA GROUP INC	COM	$15K	0.0%	261 SH	New
AMAZON COM INC	COM	$8.4M	3.5%Prev: 3.7%	38,390 SH	Increased+415 SH
AMERICAN EXPRESS CO	COM	$357K	0.1%Prev: 0.1%	1,120 SH	Increased+204 SH
AMERICAN HEALTHCARE REIT INC	COM SHS	$68K	0.0%	1,842 SH	New
AMERICAN WTR WKS CO INC NEW	COM	$356K	0.1%Prev: 0.2%	2,557 SH	Increased+79 SH
APPLE INC	COM	$5.6M	2.3%Prev: 3.1%	27,082 SH	Decreased+1,458 SH
APPLIED INDL TECHNOLOGIES IN	COM	$75K	0.0%	323 SH	New
ARES CAPITAL CORP	COM	$18K	0.0%	837 SH	New
ARES MANAGEMENT CORPORATION	CL A COM STK	$6.6M	2.7%	37,929 SH	New
ARISTA NETWORKS INC	COM SHS	$7.8M	3.2%Prev: 4.0%	76,319 SH	Decreased+8,293 SH
ASML HOLDING N V	N Y REGISTRY SHS	$2K	0.0%	2 SH	New
AT&T INC	COM	$531K	0.2%Prev: 0.2%	18,352 SH	Increased+2,498 SH
AURORA CANNABIS INC	COM	$114	0.0%	27 SH	New
AUTODESK INC	COM	$3K	0.0%	10 SH	New
BANCO SANTANDER S.A.	ADR	$4K	0.0%	500 SH	New
BANK AMERICA CORP	COM	$1.5M	0.6%Prev: 0.9%	32,236 SH	Decreased-5,918 SH
BICARA THERAPEUTICS INC	COM	$2K	0.0%	200 SH	New
BIRKENSTOCK HOLDING PLC	COM SHS	$3K	0.0%	52 SH	New
BLACKROCK SCIENCE & TECHNOLO	SHS	$286	0.0%	7 SH	New
BLACKROCK UTILS INFRASTRUCTU	COM	$309	0.0%	12 SH	New
BLOCK H & R INC	COM	$1.0M	0.4%	18,262 SH	New
BP PLC	SPONSORED ADR	$80K	0.0%	2,682 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$19K	0.0%	400 SH	New
BROADCOM INC	COM	$3K	0.0%	11 SH	New
CADENCE DESIGN SYSTEM INC	COM	$392K	0.2%	1,272 SH	New
CARNIVAL CORP	UNIT 99/99/9999	$11K	0.0%	400 SH	New
CECO ENVIRONMENTAL CORP	COM	$90K	0.0%	3,185 SH	New
CISCO SYS INC	COM	$2K	0.0%	26 SH	New
CME GROUP INC	COM	$262K	0.1%Prev: 0.1%	951 SH	Decreased+30 SH
CNH INDL N V	SHS	$4K	0.0%	304 SH	New
COCA COLA CO	COM	$357K	0.1%Prev: 0.2%	5,044 SH	Decreased-19 SH
COLGATE PALMOLIVE CO	COM	$336K	0.1%	3,697 SH	New
CONOCOPHILLIPS	COM	$987	0.0%	11 SH	New
CONSTELLATION ENERGY CORP	COM	$4K	0.0%	13 SH	New
CORNING INC	COM	$1.2M	0.5%Prev: 1.5%	22,020 SH	Decreased-906 SH
CORTEVA INC	COM	$113K	0.0%	1,514 SH	New
CROWDSTRIKE HLDGS INC	CL A	$13.7M	5.6%Prev: 5.1%	26,837 SH	Increased-504 SH
CUMMINS INC	COM	$529K	0.2%Prev: 0.2%	1,614 SH	Increased+780 SH
CVS HEALTH CORP	COM	$138	0.0%	2 SH	New
DEERE & CO	COM	$8K	0.0%	15 SH	New
DELL TECHNOLOGIES INC	CL C	$10.6M	4.4%	86,588 SH	New
DISNEY WALT CO	COM	$34K	0.0%	273 SH	New
DUKE ENERGY CORP NEW	COM NEW	$3K	0.0%	27 SH	New
DUPONT DE NEMOURS INC	COM	$3K	0.0%	50 SH	New
DYNATRACE INC	COM NEW	$359K	0.1%	6,506 SH	New
EATON VANCE ENHANCED EQUITY	COM	$358	0.0%	14 SH	New
EATON VANCE TAX ADVT DIV INC	COM	$49K	0.0%	2,024 SH	New
EATON VANCE TAX MNGED BUY WR	COM	$18K	0.0%	1,265 SH	New
ELI LILLY & CO	COM	$2.9M	1.2%Prev: 1.3%	3,781 SH	Increased+840 SH
EMERSON ELEC CO	COM	$1.4M	0.6%Prev: 0.7%	10,401 SH	Decreased-1,321 SH
ENBRIDGE INC	COM	$12K	0.0%	254 SH	New
EQUINIX INC	COM	$2K	0.0%	3 SH	New
EXXON MOBIL CORP	COM	$134K	0.1%	1,245 SH	New
FABRINET	SHS	$21K	0.0%	72 SH	New
FEDEX CORP	COM	$227	0.0%	1 SH	New
FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$207	0.0%	2 SH	New
FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$16K	0.0%	265 SH	New
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$15K	0.0%	305 SH	New
FLAGSTAR FINANCIAL INC	COM NEW	$81K	0.0%	7,627 SH	New
GABELLI DIVID & INCOME TR	COM	$130	0.0%	5 SH	New
GAP INC	COM	$880K	0.4%Prev: 0.5%	40,364 SH	Decreased-4,256 SH
GARMIN LTD	SHS	$481K	0.2%	2,306 SH	New
GE VERNOVA INC	COM	$7K	0.0%Prev: 3.3%	14 SH	Decreased-7,856 SH
GENERAC HLDGS INC	COM	$7.8M	3.2%Prev: 4.9%	54,335 SH	Decreased+1,763 SH
GENUINE PARTS CO	COM	$3K	0.0%	25 SH	New
GERMAN AMERN BANCORP INC	COM	$347	0.0%	9 SH	New
GOLDMAN SACHS GROUP INC	COM	$2.4M	1.0%Prev: 1.4%	3,446 SH	Decreased-144 SH
GOODYEAR TIRE & RUBR CO	COM	$695	0.0%	67 SH	New
HCA HEALTHCARE INC	COM	$7.2M	2.9%Prev: 3.9%	18,708 SH	Decreased+1,365 SH
HERSHEY CO	COM	$259K	0.1%Prev: 0.1%	1,562 SH	Decreased+108 SH
HEWLETT PACKARD ENTERPRISE C	COM	$335K	0.1%Prev: 0.2%	16,390 SH	Decreased+822 SH
HIMS & HERS HEALTH INC	COM CL A	$5.7M	2.4%	115,274 SH	New
HORIZON BANCORP INC	COM	$615	0.0%	40 SH	New
HOWMET AEROSPACE INC	COM	$8.4M	3.4%	44,875 SH	New
INTEL CORP	COM	$3K	0.0%	121 SH	New
INTERACTIVE BROKERS GROUP IN	COM CL A	$103K	0.0%	1,852 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$2.6M	1.1%Prev: 1.1%	8,678 SH	Increased-817 SH
INTUITIVE SURGICAL INC	COM NEW	$5.2M	2.1%	9,583 SH	New
INVESCO EXCH TRADED FD TR II	S&P SMALLCAP ENE	$74K	0.0%	1,900 SH	New
INVESCO EXCH TRADED FD TR II	S&P SMLCP DISC	$12K	0.0%	114 SH	New
INVESCO EXCH TRADED FD TR II	S&P SMLCP FINL	$127K	0.1%	2,345 SH	New
INVESCO EXCH TRADED FD TR II	S&P SMLCP HELT	$112K	0.0%	2,793 SH	New
INVESCO EXCH TRADED FD TR II	S&P SMLCP INDL	$82K	0.0%	608 SH	New
INVESCO EXCH TRADED FD TR II	S&P SMLCP INFO	$167K	0.1%	3,609 SH	New
INVESCO EXCH TRADED FD TR II	S&P SMLCP MATL	$81K	0.0%	1,168 SH	New
INVESCO EXCH TRADED FD TR II	S&P SMLCP STAP	$6K	0.0%	181 SH	New
INVESCO EXCH TRADED FD TR II	S&P SMLCP UTIL	$40K	0.0%	725 SH	New
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$523K	0.2%Prev: 0.2%	27,992 SH	Increased+482 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2025 CB	$725K	0.3%	35,049 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$1.2M	0.5%Prev: 0.6%	62,750 SH	Increased+2,365 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$1.1M	0.5%Prev: 0.6%	57,312 SH	Decreased-2,512 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$176K	0.1%	8,568 SH	New
INVESCO EXCHANGE TRADED FD T	FINL PFD ETF	$21K	0.0%	1,508 SH	New
IRON MTN INC DEL	COM	$1.2M	0.5%Prev: 0.7%	11,728 SH	Decreased-2,929 SH
ISHARES INC	CORE MSCI EMKT	$29K	0.0%	479 SH	New
ISHARES SILVER TR	ISHARES	$10K	0.0%	312 SH	New
ISHARES TR	CORE DIV GRWTH	$3K	0.0%	53 SH	New
ISHARES TR	CORE MSCI INTL	$32K	0.0%	417 SH	New
ISHARES TR	RUS 2000 GRW ETF	$4K	0.0%	15 SH	New
ISHARES TR	RUS 2000 VAL ETF	$2K	0.0%	13 SH	New
ISHARES TR	RUSSELL 2000 ETF	$303K	0.1%Prev: 0.2%	1,403 SH	Decreased-26 SH
ISHARES TR	S&P 100 ETF	$2K	0.0%	5 SH	New
ISHARES TR	S&P 500 GRWT ETF	$1.4M	0.6%Prev: 0.6%	12,609 SH	Increased+1,072 SH
ISHARES TR	U.S. FINLS ETF	$399	0.0%	3 SH	New
ISHARES TR	US HOME CONS ETF	$540	0.0%	5 SH	New
JOHNSON & JOHNSON	COM	$1K	0.0%	7 SH	New
JPMORGAN CHASE & CO.	COM	$8K	0.0%	26 SH	New
KELLANOVA	COM	$318	0.0%	4 SH	New
KEURIG DR PEPPER INC	COM	$1.2M	0.5%	37,287 SH	New
KIMBERLY-CLARK CORP	COM	$13K	0.0%	100 SH	New
LAKELAND FINL CORP	COM	$1K	0.0%	18 SH	New
LAUDER ESTEE COS INC	CL A	$7.7M	3.2%	95,782 SH	New
LOCKHEED MARTIN CORP	COM	$2K	0.0%	5 SH	New
MARRIOTT INTL INC NEW	CL A	$312K	0.1%Prev: 0.2%	1,141 SH	Decreased+66 SH
MARSH & MCLENNAN COS INC	COM	$446K	0.2%	2,042 SH	New
MCDONALDS CORP	COM	$292	0.0%	1 SH	New
MERCK & CO INC	COM	$839K	0.3%	10,597 SH	New
META PLATFORMS INC	CL A	$158K	0.1%	214 SH	New
MICROSOFT CORP	COM	$100K	0.0%Prev: 3.4%	201 SH	Decreased-19,095 SH
MORGAN STANLEY	COM NEW	$2K	0.0%	15 SH	New
MOTOROLA SOLUTIONS INC	COM NEW	$3K	0.0%	8 SH	New
NEWSMAX INC	COM SHS CLASS B	$76	0.0%	5 SH	New
NEXTERA ENERGY INC	COM	$353K	0.1%Prev: 0.2%	5,092 SH	Decreased+912 SH
NORWEGIAN CRUISE LINE HLDG L	SHS	$4K	0.0%	190 SH	New
NVIDIA CORPORATION	COM	$8.6M	3.5%	54,326 SH	New
OCCIDENTAL PETE CORP	COM	$5.0M	2.1%	119,352 SH	New
ORACLE CORP	COM	$379K	0.2%Prev: 0.1%	1,733 SH	Increased+58 SH
PACCAR INC	COM	$218K	0.1%Prev: 0.1%	2,298 SH	Decreased+73 SH
PALANTIR TECHNOLOGIES INC	CL A	$14.3M	5.9%Prev: 1.7%	104,777 SH	Increased+79,978 SH
PALO ALTO NETWORKS INC	COM	$3K	0.0%	14 SH	New
PAYCHEX INC	COM	$1.1M	0.5%	7,761 SH	New
PAYPAL HLDGS INC	COM	$11K	0.0%	153 SH	New
PEPSICO INC	COM	$1K	0.0%	9 SH	New
PFIZER INC	COM	$654	0.0%	27 SH	New
PHILIP MORRIS INTL INC	COM	$2.2M	0.9%Prev: 1.1%	11,936 SH	Decreased-1,628 SH
PLAINS ALL AMERN PIPELINE L	UNIT LTD PARTN	$11K	0.0%	594 SH	New
PPG INDS INC	COM	$284K	0.1%	2,500 SH	New
PROCTER AND GAMBLE CO	COM	$54K	0.0%	338 SH	New
QUALCOMM INC	COM	$220K	0.1%	1,381 SH	New
REGENERON PHARMACEUTICALS	COM	$16K	0.0%	30 SH	New
ROBINHOOD MKTS INC	COM CL A	$11.5M	4.7%	122,349 SH	New
ROKU INC	COM CL A	$6.7M	2.8%	76,589 SH	New
ROYAL CARIBBEAN GROUP	COM	$1.6M	0.6%Prev: 0.1%	4,987 SH	Increased+4,035 SH
SALESFORCE INC	COM	$109K	0.0%Prev: 4.3%	400 SH	Decreased-47,985 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$7K	0.0%	232 SH	New
SCHWAB STRATEGIC TR	US LCAP VA ETF	$30K	0.0%	1,086 SH	New
SELECT SECTOR SPDR TR	COMMUNICATION	$611K	0.3%	5,630 SH	New
SELECT SECTOR SPDR TR	ENERGY	$341K	0.1%	4,024 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$2.4M	1.0%	45,572 SH	New
SELECT SECTOR SPDR TR	INDL	$896K	0.4%	6,072 SH	New
SELECT SECTOR SPDR TR	RL EST SEL SEC	$454K	0.2%	10,963 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$112K	0.0%	832 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$3K	0.0%	42 SH	New
SELECT SECTOR SPDR TR	SBI MATERIALS	$817K	0.3%	9,305 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$327K	0.1%	1,292 SH	New
SHARKNINJA INC	COM SHS	$83K	0.0%	841 SH	New
SHERWIN WILLIAMS CO	COM	$52K	0.0%	150 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$7.0M	2.9%	60,498 SH	New
SMITH A O CORP	COM	$2K	0.0%	36 SH	New
SNDL INC	COM	$324	0.0%	268 SH	New
SOLVENTUM CORP	COM SHS	$4K	0.0%	50 SH	New
SOUNDHOUND AI INC	CLASS A COM	$163K	0.1%Prev: 0.0%	15,236 SH	Increased-50 SH
SPDR GOLD TR	GOLD SHS	$884K	0.4%Prev: 3.7%	2,898 SH	Decreased-15,486 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$25K	0.0%	625 SH	New
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$5K	0.0%	111 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$2K	0.0%	3 SH	New
SPDR SERIES TRUST	BBG CONV SEC ETF	$14K	0.0%	165 SH	New
SPDR SERIES TRUST	BLOOMBERG HIGH Y	$2K	0.0%	17 SH	New
SPDR SERIES TRUST	S&P SEMICNDCTR	$718	0.0%	2 SH	New
SPOTIFY TECHNOLOGY S A	SHS	$7.1M	2.9%	9,277 SH	New
STARBUCKS CORP	COM	$406K	0.2%Prev: 0.2%	4,428 SH	Increased+523 SH
STEEL DYNAMICS INC	COM	$72K	0.0%	559 SH	New
STERLING INFRASTRUCTURE INC	COM	$180K	0.1%Prev: 0.1%	782 SH	Decreased+98 SH
STURM RUGER & CO INC	COM	$9K	0.0%	250 SH	New
SYNOPSYS INC	COM	$2K	0.0%	3 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$14K	0.0%	63 SH	New
TARGET CORP	COM	$3K	0.0%	28 SH	New
TESLA INC	COM	$88K	0.0%	276 SH	New
TJX COS INC NEW	COM	$236K	0.1%Prev: 0.1%	1,915 SH	Decreased+134 SH
TOAST INC	CL A	$5.9M	2.4%	133,480 SH	New
TOYOTA MOTOR CORP	ADS	$345	0.0%	2 SH	New
TREX CO INC	COM	$3K	0.0%	60 SH	New
UBER TECHNOLOGIES INC	COM	$9.8M	4.0%	104,922 SH	New
UDR INC	COM	$3K	0.0%	68 SH	New
UNITED AIRLS HLDGS INC	COM	$4K	0.0%	51 SH	New
UNITY SOFTWARE INC	COM	$7K	0.0%	300 SH	New
US BANCORP DEL	COM NEW	$358K	0.1%	7,909 SH	New
V F CORP	COM	$22K	0.0%	1,907 SH	New
VALERO ENERGY CORP	COM	$21K	0.0%	157 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$69K	0.0%	157 SH	New
VANGUARD INDEX FDS	SM CP VAL ETF	$9K	0.0%	47 SH	New
VANGUARD INDEX FDS	SML CP GRW ETF	$7K	0.0%	27 SH	New
VANGUARD INDEX FDS	VALUE ETF	$41K	0.0%	230 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$29K	0.0%	504 SH	New
VERIZON COMMUNICATIONS INC	COM	$173	0.0%	4 SH	New
VERTEX PHARMACEUTICALS INC	COM	$611K	0.3%	1,373 SH	New
WALMART INC	COM	$587	0.0%	6 SH	New
WASTE MGMT INC DEL	COM	$17K	0.0%	74 SH	New
WELLS FARGO CO NEW	COM	$6.3M	2.6%	78,961 SH	New
WILLIAMS COS INC	COM	$335K	0.1%Prev: 0.2%	5,332 SH	Decreased+169 SH
WK KELLOGG CO	COM SHS	$285K	0.1%	17,905 SH	New
ZILLOW GROUP INC	CL C CAP STK	$6.5M	2.7%Prev: 2.6%	93,089 SH	Increased-38,474 SH
ZIMMER BIOMET HOLDINGS INC	COM	$9K	0.0%	96 SH	New
ZIMVIE INC	COM	$84	0.0%	9 SH	New

Sold (vs prior filing)

ARQIT QUANTUM INC — $2.1M
BERKSHIRE HATHAWAY INC DEL — $390K
BHP BILLITON LIMITED — $7.3M
BROWN FORMAN CORP — $8.5M
CINCINNATI FINL CORP — $324K
DEVON ENERGY CORP NEW — $350K
FIFTH THIRD BANCORP — $342K
FIRST TR EXCHANGE-TRADED FD — $203K
FREEPORT MCMORAN INC — $6.0M
GILEAD SCIENCES INC — $6.9M
INVESCO EXCH TRD SLF IDX FD — $502K
ISHARES TR — $965K
NUCOR CORP — $349K
OSHKOSH CORP — $6.4M
POLARIS INC — $270K
RIGETTI COMPUTING INC — $2.3M
SEALSQ CORP — $2.6M
SELECT SECTOR SPDR TR — $851K
SELECT SECTOR SPDR TR — $871K
SELECT SECTOR SPDR TR — $1.1M
… and 13 more

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