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: $211.3M79 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$340K	0.2%Prev: 13.5%	1,565 SH	Increased+43 SH
ALPHABET INC	CAP STK CL A	$5.6M	2.7%Prev: 416.3%	19,565 SH	Decreased-43,890 SH
AMAZON COM INC	COM	$7.9M	3.7%Prev: 298.2%	37,975 SH	Increased+1,034 SH
AMERICAN EXPRESS CO	COM	$277K	0.1%Prev: 13.1%	916 SH	Decreased-230 SH
AMERICAN WTR WKS CO INC NEW	COM	$337K	0.2%Prev: 16.3%	2,478 SH	Decreased-134 SH
APPLE INC	COM	$6.5M	3.1%Prev: 510.3%	25,624 SH	Decreased-28,527 SH
ARISTA NETWORKS INC	COM SHS	$8.4M	4.0%Prev: 249.2%	68,026 SH	Increased-7,800 SH
ARQIT QUANTUM INC	COM NEW	$2.1M	1.0%	157,569 SH	New
AT&T INC	COM	$460K	0.2%Prev: 22.9%	15,854 SH	Decreased-3,250 SH
BANK AMERICA CORP	COM	$1.9M	0.9%Prev: 53.3%	38,154 SH	Increased+8,018 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$390K	0.2%	814 SH	New
BHP BILLITON LIMITED	SPONSORED ADS	$7.3M	3.5%	100,963 SH	New
BROWN FORMAN CORP	CL A	$8.5M	4.0%	316,886 SH	New
CINCINNATI FINL CORP	COM	$324K	0.2%	2,060 SH	New
CME GROUP INC	COM	$272K	0.1%Prev: 11.0%	921 SH	Increased-52 SH
COCA COLA CO	COM	$385K	0.2%Prev: 16.1%	5,063 SH	Increased-231 SH
CORNING INC	COM	$3.1M	1.5%Prev: 39.9%	22,926 SH	Increased+2,374 SH
CROWDSTRIKE HLDGS INC	CL A	$10.7M	5.1%Prev: 396.7%	27,341 SH	Increased+821 SH
CUMMINS INC	COM	$449K	0.2%Prev: 22.2%	834 SH	Decreased-837 SH
DEVON ENERGY CORP NEW	COM	$350K	0.2%	6,962 SH	New
ELI LILLY & CO	COM	$2.7M	1.3%Prev: 244.0%	2,941 SH	Decreased-4,023 SH
EMERSON ELEC CO	COM	$1.5M	0.7%Prev: 45.8%	11,722 SH	Increased+1,880 SH
FIFTH THIRD BANCORP	COM	$342K	0.2%	7,360 SH	New
FIRST TR EXCHANGE-TRADED FD	SHS	$203K	0.1%	3,999 SH	New
FREEPORT MCMORAN INC	CL B	$6.0M	2.9%	102,638 SH	New
GAP INC	COM	$1.1M	0.5%Prev: 32.8%	44,620 SH	Increased+7,147 SH
GE VERNOVA INC	COM	$6.9M	3.3%Prev: 0.8%	7,870 SH	Increased+7,811 SH
GENERAC HLDGS INC	COM	$10.3M	4.9%Prev: 278.0%	52,572 SH	Increased+833 SH
GILEAD SCIENCES INC	COM	$6.9M	3.3%	49,804 SH	New
GOLDMAN SACHS GROUP INC	COM	$3.0M	1.4%Prev: 76.8%	3,590 SH	Increased+274 SH
HCA HEALTHCARE INC	COM	$8.2M	3.9%Prev: 273.0%	17,343 SH	Increased-1,282 SH
HERSHEY CO	COM	$302K	0.1%Prev: 11.6%	1,454 SH	Increased-139 SH
HEWLETT PACKARD ENTERPRISE C	COM	$371K	0.2%Prev: 11.3%	15,568 SH	Increased-1,732 SH
INTERNATIONAL BUSINESS MACHS	COM	$2.3M	1.1%Prev: 88.7%	9,495 SH	Increased+1,088 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$513K	0.2%Prev: 18.8%	27,510 SH	Increased+3,633 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$1.2M	0.6%Prev: 50.9%	60,385 SH	Decreased-1,192 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$1.2M	0.6%Prev: 47.8%	59,824 SH	Increased+2,360 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO 30 CORP	$502K	0.2%	30,013 SH	New
IRON MTN INC DEL	COM	$1.5M	0.7%Prev: 40.4%	14,657 SH	Increased+3,575 SH
ISHARES TR	ISHARES BIOTECH	$965K	0.5%	5,714 SH	New
ISHARES TR	RUSSELL 2000 ETF	$354K	0.2%Prev: 11.7%	1,429 SH	Increased+42 SH
ISHARES TR	S&P 500 GRWT ETF	$1.3M	0.6%Prev: 48.7%	11,537 SH	Increased-840 SH
MARRIOTT INTL INC NEW	CL A	$352K	0.2%Prev: 11.8%	1,075 SH	Increased-89 SH
MICROSOFT CORP	COM	$7.1M	3.4%Prev: 3.4%	19,296 SH	Increased+19,081 SH
NEXTERA ENERGY INC	COM	$388K	0.2%Prev: 16.1%	4,180 SH	Increased-1,163 SH
NUCOR CORP	COM	$349K	0.2%	2,061 SH	New
ORACLE CORP	COM	$246K	0.1%Prev: 10.5%	1,675 SH	Decreased-95 SH
OSHKOSH CORP	COM	$6.4M	3.0%	43,290 SH	New
PACCAR INC	COM	$257K	0.1%Prev: 9.7%	2,225 SH	Increased-129 SH
PALANTIR TECHNOLOGIES INC	CL A	$3.6M	1.7%Prev: 382.7%	24,799 SH	Decreased-82,088 SH
PHILIP MORRIS INTL INC	COM	$2.2M	1.1%Prev: 77.7%	13,564 SH	Increased+2,022 SH
POLARIS INC	COM	$270K	0.1%	4,960 SH	New
RIGETTI COMPUTING INC	COMMON STOCK	$2.3M	1.1%	165,841 SH	New
ROYAL CARIBBEAN GROUP	COM	$262K	0.1%Prev: 43.1%	952 SH	Decreased-3,993 SH
SALESFORCE INC	COM	$9.0M	4.3%Prev: 4.6%	48,385 SH	Increased+47,985 SH
SEALSQ CORP	ORD SHS	$2.6M	1.2%	993,779 SH	New
SELECT SECTOR SPDR TR	STATE STREET COM	$851K	0.4%	7,674 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$871K	0.4%	14,219 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$1.1M	0.5%	22,167 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$948K	0.4%	5,859 SH	New
SELECT SECTOR SPDR TR	STATE STREET MAT	$506K	0.2%	10,124 SH	New
SELECT SECTOR SPDR TR	STATE STREET REA	$377K	0.2%	9,245 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$811K	0.4%	6,102 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$415K	0.2%	9,040 SH	New
SOUNDHOUND AI INC	CLASS A COM	$105K	0.0%Prev: 5.2%	15,286 SH	Decreased+50 SH
SPDR GOLD TR	GOLD SHS	$7.9M	3.7%Prev: 36.3%	18,384 SH	Increased+15,417 SH
STARBUCKS CORP	COM	$350K	0.2%Prev: 19.2%	3,905 SH	Decreased-705 SH
STERLING INFRASTRUCTURE INC	COM	$279K	0.1%Prev: 3.8%	684 SH	Increased-98 SH
STRATEGY INC	CL A NEW	$5.1M	2.4%	40,748 SH	New
TJX COS INC NEW	COM	$284K	0.1%Prev: 10.1%	1,781 SH	Increased-181 SH
TOPBUILD COR	COM	$4.7M	2.2%	13,470 SH	New
US BANCORP	COM NEW	$411K	0.2%	7,909 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$396K	0.2%	1,233 SH	New
VANGUARD STAR FDS	VG TL INTL STK F	$206K	0.1%	2,673 SH	New
VERTIV HOLDINGS CO	COM CL A	$9.1M	4.3%	36,195 SH	New
VULCAN MATLS CO	COM	$6.6M	3.1%	24,133 SH	New
WELLS FARGO & CO	COM	$5.5M	2.6%	69,028 SH	New
WILLIAMS COS INC	COM	$376K	0.2%Prev: 13.9%	5,163 SH	Increased-304 SH
ZILLOW GROUP INC	CL C CAP STK	$5.4M	2.6%Prev: 274.7%	131,563 SH	Decreased+37,105 SH

Sold (vs prior filing)

3M CO — $1.7M
AGCO CORP — $4K
AIR PRODS & CHEMS INC — $20K
ALCON AG — $5K
ALLIANCEBERNSTEIN HLDG L P — $3K
ALLISON TRANSMISSION HLDGS I — $10K
ALPHABET INC — $91K
ALTRIA GROUP INC — $16K
AMERICAN HEALTHCARE REIT INC — $56K
APPLIED INDL TECHNOLOGIES IN — $73K
ARES CAPITAL CORP — $19K
ARES MANAGEMENT CORPORATION — $5.8M
ASML HOLDING N V — $1K
AURORA CANNABIS INC — $119
AUTODESK INC — $10K
BANCO SANTANDER S.A. — $3K
BICARA THERAPEUTICS INC — $3K
BIRKENSTOCK HOLDING PLC — $10K
BLACKROCK SCIENCE & TECHNOLO — $247
BLACKROCK UTILS INFRASTRUCTU — $272
… and 150 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