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: $232.9M82 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$1.9M	0.8%	12,161 SH	New
ABBVIE INC	COM	$333K	0.1%Prev: 0.2%	1,438 SH	Decreased-148 SH
ADOBE INC	COM	$6.3M	2.7%	17,877 SH	New
ALPHABET INC	CAP STK CL A	$15.7M	6.8%Prev: 2.9%	64,683 SH	Increased+45,458 SH
AMAZON COM INC	COM	$8.6M	3.7%Prev: 3.8%	39,335 SH	Decreased+2,208 SH
AMERICAN EXPRESS CO	COM	$372K	0.2%Prev: 0.1%	1,120 SH	Increased+189 SH
AMERICAN WTR WKS CO INC NEW	COM	$356K	0.2%Prev: 0.1%	2,557 SH	Increased+40 SH
APPLE INC	COM	$7.5M	3.2%Prev: 3.1%	29,259 SH	Increased+4,076 SH
ARISTA NETWORKS INC	COM SHS	$11.4M	4.9%Prev: 4.8%	78,092 SH	Increased+12,160 SH
AT&T INC	COM	$523K	0.2%Prev: 0.1%	18,523 SH	Increased+2,353 SH
BANK AMERICA CORP	COM	$1.7M	0.7%	32,312 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$480K	0.2%Prev: 0.2%	954 SH	Increased+130 SH
BLOCK H & R INC	COM	$927K	0.4%	18,334 SH	New
BROWN FORMAN CORP	CL A	$4.1M	1.8%Prev: 2.5%	154,019 SH	Decreased-64,109 SH
CADENCE DESIGN SYSTEM INC	COM	$447K	0.2%	1,272 SH	New
CANADA GOOSE HLDGS INC	SHS SUB VTG	$4.1M	1.8%	299,376 SH	New
CME GROUP INC	COM	$257K	0.1%Prev: 0.1%	951 SH	Increased+19 SH
COCA COLA CO	COM	$341K	0.1%Prev: 0.2%	5,140 SH	Decreased+32 SH
COLGATE PALMOLIVE CO	COM	$296K	0.1%	3,698 SH	New
CORNING INC	COM	$1.8M	0.8%Prev: 2.5%	22,085 SH	Decreased-521 SH
CROWDSTRIKE HLDGS INC	CL A	$13.5M	5.8%Prev: 8.5%	27,502 SH	Decreased+1,337 SH
CUMMINS INC	COM	$713K	0.3%Prev: 0.3%	1,689 SH	Increased+848 SH
DELL TECHNOLOGIES INC	CL C	$12.2M	5.3%	86,321 SH	New
DYNATRACE INC	COM NEW	$315K	0.1%	6,506 SH	New
ELI LILLY & CO	COM	$3.1M	1.3%Prev: 1.5%	4,047 SH	Decreased+1,124 SH
EMERSON ELEC CO	COM	$1.4M	0.6%Prev: 0.7%	10,375 SH	Decreased-1,288 SH
GAP INC	COM	$855K	0.4%Prev: 0.4%	39,949 SH	Increased-4,556 SH
GARMIN LTD	SHS	$568K	0.2%	2,306 SH	New
GENERAC HLDGS INC	COM	$9.3M	4.0%Prev: 6.2%	55,653 SH	Decreased+5,768 SH
GOLDMAN SACHS GROUP INC	COM	$2.7M	1.2%Prev: 1.5%	3,396 SH	Decreased-150 SH
HCA HEALTHCARE INC	COM	$8.0M	3.4%Prev: 2.8%	18,667 SH	Increased+1,618 SH
HERSHEY CO	COM	$292K	0.1%Prev: 0.1%	1,562 SH	Increased+87 SH
HEWLETT PACKARD ENTERPRISE C	COM	$403K	0.2%Prev: 0.3%	16,390 SH	Decreased+907 SH
HIMS & HERS HEALTH INC	COM CL A	$7.0M	3.0%	122,612 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$2.4M	1.0%Prev: 1.1%	8,658 SH	Decreased-791 SH
INVESCO EXCH TRADED FD TR II	S&P SMLCP INFO	$323K	0.1%Prev: 0.1%	6,077 SH	Increased+3,782 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$524K	0.2%Prev: 0.2%	27,881 SH	Increased-1 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2025 CB	$765K	0.3%	36,955 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$1.2M	0.5%Prev: 0.5%	62,809 SH	Increased+1,919 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$1.1M	0.5%Prev: 0.5%	57,114 SH	Decreased-2,762 SH
IRON MTN INC DEL	COM	$1.2M	0.5%Prev: 0.8%	11,762 SH	Decreased-2,832 SH
ISHARES TR	RUSSELL 2000 ETF	$325K	0.1%Prev: 0.2%	1,343 SH	Decreased-86 SH
ISHARES TR	S&P 500 GRWT ETF	$1.5M	0.6%Prev: 0.7%	12,271 SH	Decreased+1,123 SH
KEURIG DR PEPPER INC	COM	$956K	0.4%	37,480 SH	New
LAUDER ESTEE COS INC	CL A	$8.8M	3.8%	100,196 SH	New
MARRIOTT INTL INC NEW	CL A	$297K	0.1%Prev: 0.2%	1,141 SH	Decreased+60 SH
MARSH & MCLENNAN COS INC	COM	$411K	0.2%	2,039 SH	New
NEXTERA ENERGY INC	COM	$398K	0.2%Prev: 0.2%	5,271 SH	Increased+1,033 SH
NVIDIA CORPORATION	COM	$10.2M	4.4%	54,709 SH	New
OCCIDENTAL PETE CORP	COM	$5.9M	2.5%	123,963 SH	New
ORACLE CORP	COM	$487K	0.2%Prev: 0.1%	1,733 SH	Increased+39 SH
PACCAR INC	COM	$226K	0.1%Prev: 0.1%	2,298 SH	Decreased+42 SH
PAYCHEX INC	COM	$974K	0.4%	7,687 SH	New
PHILIP MORRIS INTL INC	COM	$1.9M	0.8%Prev: 1.0%	11,781 SH	Decreased-1,717 SH
PPG INDS INC	COM	$210K	0.1%	2,000 SH	New
QUALCOMM INC	COM	$230K	0.1%	1,381 SH	New
ROKU INC	COM CL A	$11.5M	4.9%	114,527 SH	New
ROYAL CARIBBEAN GROUP	COM	$1.6M	0.7%Prev: 0.1%	4,987 SH	Increased+4,135 SH
SELECT SECTOR SPDR TR	COMMUNICATION	$724K	0.3%	6,120 SH	New
SELECT SECTOR SPDR TR	ENERGY	$721K	0.3%	8,071 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$912K	0.4%	16,933 SH	New
SELECT SECTOR SPDR TR	INDL	$902K	0.4%	5,848 SH	New
SELECT SECTOR SPDR TR	RL EST SEL SEC	$356K	0.2%	8,448 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$804K	0.3%	5,777 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$737K	0.3%	8,456 SH	New
SELECT SECTOR SPDR TR	SBI MATERIALS	$261K	0.1%	2,910 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$2.8M	1.2%	10,039 SH	New
SOFI TECHNOLOGIES INC	COM	$4.2M	1.8%	158,958 SH	New
SOUNDHOUND AI INC	CLASS A COM	$253K	0.1%Prev: 0.0%	15,736 SH	Increased+1,050 SH
SPDR GOLD TR	GOLD SHS	$605K	0.3%Prev: 2.9%	1,703 SH	Decreased-16,517 SH
STARBUCKS CORP	COM	$375K	0.2%Prev: 0.2%	4,427 SH	Decreased+472 SH
STERLING INFRASTRUCTURE INC	COM	$266K	0.1%Prev: 0.2%	782 SH	Decreased+103 SH
TJX COS INC NEW	COM	$277K	0.1%Prev: 0.1%	1,915 SH	Increased+112 SH
TOAST INC	CL A	$4.9M	2.1%	133,460 SH	New
UBER TECHNOLOGIES INC	COM	$10.4M	4.5%	105,838 SH	New
US BANCORP DEL	COM NEW	$382K	0.2%	7,909 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$422K	0.2%Prev: 0.2%	1,287 SH	Decreased+45 SH
VERTEX PHARMACEUTICALS INC	COM	$538K	0.2%	1,373 SH	New
VERTIV HOLDINGS CO	COM CL A	$6.5M	2.8%Prev: 4.9%	43,295 SH	Decreased+9,338 SH
WELLS FARGO CO NEW	COM	$6.7M	2.9%	80,472 SH	New
WILLIAMS COS INC	COM	$338K	0.1%Prev: 0.2%	5,332 SH	Decreased+101 SH
ZILLOW GROUP INC	CL C CAP STK	$7.3M	3.1%	94,445 SH	New

Sold (vs prior filing)

ARQIT QUANTUM INC — $4.6M
BANK OF AMER CORP — $2.2M
BHP BILLITON LIMITED — $8.3M
CECO ENVIRONMENTAL CORP — $289K
CINCINNATI FINL CORP — $387K
DEVON ENERGY CORP NEW — $292K
DIGITALOCEAN HLDGS INC — $3.7M
FIFTH THIRD BANCORP — $419K
FREEPORT MCMORAN INC — $6.3M
GE VERNOVA INC — $9.1M
INVESCO EXCH TRD SLF IDX FD — $507K
INVESCO QQQ TR — $205K
ISHARES TR — $1.1M
KLA CORP — $12.6M
NUCOR CORP — $461K
PALANTIR TECHNOLOGIES INC — $2.8M
POLARIS INC — $344K
REDWIRE CORPORATION — $2.8M
RIGETTI COMPUTING INC — $3.3M
SALESFORCE INC — $12.8M
… and 16 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