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: $237.4M86 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$1.9M	0.8%	12,029 SH	New
ABBVIE INC	COM	$315K	0.1%Prev: 0.2%	1,377 SH	Decreased-202 SH
ADOBE INC	COM	$6.1M	2.6%	17,401 SH	New
ALPHABET INC	CAP STK CL A	$20.2M	8.5%Prev: 3.1%	64,592 SH	Increased+46,011 SH
ALPHABET INC	CAP STK CL C	$218K	0.1%	695 SH	New
AMAZON COM INC	COM	$9.2M	3.9%Prev: 4.1%	40,036 SH	Increased+5,673 SH
AMERICAN EXPRESS CO	COM	$403K	0.2%Prev: 0.1%	1,089 SH	Increased+165 SH
AMERICAN WTR WKS CO INC NEW	COM	$325K	0.1%Prev: 0.2%	2,487 SH	Increased-19 SH
APPLE INC	COM	$8.1M	3.4%Prev: 3.9%	29,613 SH	Decreased+5,410 SH
ARISTA NETWORKS INC	COM SHS	$10.4M	4.4%Prev: 0.1%	79,002 SH	Increased+77,666 SH
ARQIT QUANTUM INC	COM NEW	$1.0M	0.4%Prev: 1.6%	47,849 SH	Decreased-90,696 SH
AT&T INC	COM	$445K	0.2%Prev: 0.2%	17,904 SH	Increased+2,689 SH
BANK AMERICA CORP	COM	$1.8M	0.7%	32,025 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$466K	0.2%Prev: 0.2%	928 SH	Increased+157 SH
BLOCK H & R INC	COM	$799K	0.3%	18,329 SH	New
BROWN FORMAN CORP	CL A	$8.6M	3.6%	328,064 SH	New
CADENCE DESIGN SYSTEM INC	COM	$398K	0.2%	1,272 SH	New
CANADA GOOSE HLDGS INC	SHS SUB VTG	$8.8M	3.7%	678,892 SH	New
CINCINNATI FINL CORP	COM	$334K	0.1%Prev: 0.2%	2,045 SH	Increased-36 SH
CME GROUP INC	COM	$253K	0.1%Prev: 0.1%	925 SH	Increased-3 SH
COCA COLA CO	COM	$340K	0.1%Prev: 0.2%	4,863 SH	Decreased-225 SH
COMERICA INC	COM	$342K	0.1%	3,937 SH	New
CORNING INC	COM	$1.9M	0.8%Prev: 1.7%	21,849 SH	Decreased-1,480 SH
CROWDSTRIKE HLDGS INC	CL A	$13.1M	5.5%Prev: 3.9%	27,856 SH	Increased-2,868 SH
CUMMINS INC	COM	$839K	0.4%Prev: 0.2%	1,643 SH	Increased+880 SH
DYNATRACE INC	COM NEW	$282K	0.1%	6,506 SH	New
ELI LILLY & CO	COM	$3.2M	1.3%Prev: 1.5%	2,956 SH	Increased+232 SH
EMERSON ELEC CO	COM	$1.4M	0.6%Prev: 0.9%	10,252 SH	Decreased-1,377 SH
GAP INC	COM	$1.0M	0.4%Prev: 0.5%	39,091 SH	Decreased-5,143 SH
GENERAC HLDGS INC	COM	$7.7M	3.2%Prev: 0.2%	56,100 SH	Increased+53,802 SH
GOLDMAN SACHS GROUP INC	COM	$2.9M	1.2%Prev: 1.5%	3,340 SH	Decreased-144 SH
HCA HEALTHCARE INC	COM	$8.8M	3.7%Prev: 3.2%	18,894 SH	Increased+3,166 SH
HERSHEY CO	COM	$277K	0.1%Prev: 0.1%	1,521 SH	Increased+57 SH
HEWLETT PACKARD ENTERPRISE C	COM	$380K	0.2%Prev: 0.5%	15,806 SH	Decreased+1,097 SH
HIMS & HERS HEALTH INC	COM CL A	$3.7M	1.5%	113,190 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$2.5M	1.1%Prev: 1.0%	8,539 SH	Increased-910 SH
INVESCO EXCH TRADED FD TR II	S&P SMLCP INFO	$342K	0.1%Prev: 0.2%	6,042 SH	Increased+1,990 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$516K	0.2%Prev: 0.2%	27,418 SH	Increased-344 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$1.2M	0.5%Prev: 0.6%	61,779 SH	Increased+1,164 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$1.1M	0.5%Prev: 0.6%	56,080 SH	Decreased-3,807 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO 30 CORP	$500K	0.2%Prev: 0.2%	29,545 SH	Increased-940 SH
IRON MTN INC DEL	COM	$971K	0.4%Prev: 0.8%	11,703 SH	Decreased-2,873 SH
ISHARES TR	ISHARES BIOTECH	$2.8M	1.2%Prev: 0.5%	16,868 SH	Increased+12,232 SH
ISHARES TR	RUSSELL 2000 ETF	$331K	0.1%	1,344 SH	New
ISHARES TR	S&P 500 GRWT ETF	$1.4M	0.6%Prev: 0.7%	11,583 SH	Increased+1,743 SH
KEURIG DR PEPPER INC	COM	$1.1M	0.4%	37,518 SH	New
LAUDER ESTEE COS INC	CL A	$10.6M	4.5%	101,608 SH	New
MARRIOTT INTL INC NEW	CL A	$344K	0.1%Prev: 0.2%	1,109 SH	Decreased+33 SH
NEXTERA ENERGY INC	COM	$406K	0.2%Prev: 0.1%	5,052 SH	Increased+991 SH
NUCOR CORP	COM	$334K	0.1%Prev: 0.2%	2,048 SH	Decreased+39 SH
NVIDIA CORPORATION	COM	$10.2M	4.3%Prev: 1.8%	54,785 SH	Increased+38,217 SH
ORACLE CORP	COM	$329K	0.1%Prev: 0.1%	1,686 SH	Increased-1 SH
PACCAR INC	COM	$245K	0.1%Prev: 0.1%	2,235 SH	Decreased-5 SH
PHILIP MORRIS INTL INC	COM	$1.9M	0.8%Prev: 1.2%	11,646 SH	Decreased-1,797 SH
POLARIS INC	COM	$311K	0.1%Prev: 0.1%	4,913 SH	Increased-96 SH
PPG INDS INC	COM	$205K	0.1%	2,000 SH	New
QUALCOMM INC	COM	$236K	0.1%	1,381 SH	New
RIGETTI COMPUTING INC	COMMON STOCK	$1.2M	0.5%Prev: 1.2%	52,987 SH	Decreased-99,662 SH
ROBINHOOD MKTS INC	COM CL A	$3.2M	1.3%	28,103 SH	New
ROKU INC	COM CL A	$12.6M	5.3%	116,444 SH	New
ROYAL CARIBBEAN GROUP	COM	$1.4M	0.6%Prev: 0.1%	4,987 SH	Increased+4,135 SH
SEALSQ CORP	ORD SHS	$1.3M	0.5%Prev: 1.0%	340,529 SH	Decreased-545,544 SH
SELECT SECTOR SPDR TR	STATE STREET COM	$728K	0.3%	6,181 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$727K	0.3%	16,255 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$933K	0.4%	17,033 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$892K	0.4%	5,760 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$910K	0.4%	5,866 SH	New
SELECT SECTOR SPDR TR	STATE STREET MAT	$266K	0.1%	5,874 SH	New
SELECT SECTOR SPDR TR	STATE STREET REA	$342K	0.1%	8,473 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$722K	0.3%	16,906 SH	New
SOFI TECHNOLOGIES INC	COM	$4.2M	1.8%	161,829 SH	New
SOUNDHOUND AI INC	CLASS A COM	$162K	0.1%Prev: 0.0%	16,221 SH	Increased+1,535 SH
SPDR GOLD TR	GOLD SHS	$675K	0.3%Prev: 3.2%	1,702 SH	Decreased-15,591 SH
STARBUCKS CORP	COM	$360K	0.2%Prev: 0.2%	4,280 SH	Increased+505 SH
STERLING INFRASTRUCTURE INC	COM	$212K	0.1%Prev: 0.2%	691 SH	Decreased+26 SH
STRATEGY INC	CL A NEW	$5.8M	2.4%Prev: 2.8%	38,042 SH	Increased+707 SH
TJX COS INC NEW	COM	$286K	0.1%Prev: 0.1%	1,863 SH	Increased+74 SH
TOAST INC	CL A	$4.4M	1.9%	125,204 SH	New
UBER TECHNOLOGIES INC	COM	$8.8M	3.7%	107,738 SH	New
US BANCORP DEL	COM NEW	$422K	0.2%	7,909 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$440K	0.2%	1,314 SH	New
VERTEX PHARMACEUTICALS INC	COM	$622K	0.3%	1,373 SH	New
VERTIV HOLDINGS CO	COM CL A	$7.1M	3.0%Prev: 3.8%	43,921 SH	Decreased+11,088 SH
WELLS FARGO CO NEW	COM	$7.6M	3.2%	81,875 SH	New
WILLIAMS COS INC	COM	$312K	0.1%Prev: 0.2%	5,188 SH	Decreased-20 SH
ZILLOW GROUP INC	CL C CAP STK	$6.6M	2.8%	96,925 SH	New

Sold (vs prior filing)

BANK OF AMER CORP — $2.1M
BHP BILLITON LIMITED — $7.8M
CECO ENVIRONMENTAL CORP — $222K
DEVON ENERGY CORP NEW — $326K
DIGITALOCEAN HLDGS INC — $2.9M
FIFTH THIRD BANCORP — $364K
FREEPORT MCMORAN INC — $6.8M
GE VERNOVA INC — $6.8M
INVESCO QQQ TR — $206K
KLA CORP — $7.4M
MICROSOFT CORP — $264K
NIKE INC — $1.6M
PALANTIR TECHNOLOGIES INC — $4.2M
REDWIRE CORPORATION — $2.3M
SALESFORCE INC — $17.2M
SELECT SECTOR SPDR TR — $916K
SELECT SECTOR SPDR TR — $1.3M
SELECT SECTOR SPDR TR — $8.6M
SELECT SECTOR SPDR TR — $802K
SELECT SECTOR SPDR TR — $387K
… and 10 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