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: $234.2M81 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$399K	0.2%Prev: 0.1%	1,586 SH	Increased+148 SH
ALPHABET INC	CAP STK CL A	$6.9M	2.9%Prev: 4.6%	19,225 SH	Decreased-44,688 SH
AMAZON COM INC	COM	$8.8M	3.8%Prev: 3.5%	37,127 SH	Increased-1,263 SH
AMERICAN EXPRESS CO	COM	$315K	0.1%Prev: 0.1%	931 SH	Decreased-189 SH
AMERICAN WTR WKS CO INC NEW	COM	$331K	0.1%Prev: 0.1%	2,517 SH	Decreased-40 SH
APPLE INC	COM	$7.3M	3.1%Prev: 2.3%	25,183 SH	Increased-1,899 SH
ARISTA NETWORKS INC	COM SHS	$11.2M	4.8%Prev: 3.2%	65,932 SH	Increased-10,387 SH
ARQIT QUANTUM INC	COM NEW	$4.6M	1.9%	153,105 SH	New
AT&T INC	COM	$335K	0.1%Prev: 0.2%	16,170 SH	Decreased-2,182 SH
BANK OF AMER CORP	COM	$2.2M	0.9%	37,993 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$412K	0.2%	824 SH	New
BHP BILLITON LIMITED	SPONSORED ADS	$8.3M	3.5%	99,119 SH	New
BROWN FORMAN CORP	CL A	$6.0M	2.5%	218,128 SH	New
CECO ENVIRONMENTAL CORP	COM	$289K	0.1%Prev: 0.0%	3,185 SH	Increased
CINCINNATI FINL CORP	COM	$387K	0.2%	2,090 SH	New
CME GROUP INC	COM	$206K	0.1%Prev: 0.1%	932 SH	Decreased-19 SH
COCA COLA CO	COM	$415K	0.2%Prev: 0.1%	5,108 SH	Increased+64 SH
CORNING INC	COM	$5.8M	2.5%Prev: 0.5%	22,606 SH	Increased+586 SH
CROWDSTRIKE HLDGS INC	CL A	$20.0M	8.5%Prev: 5.6%	26,165 SH	Increased-672 SH
CUMMINS INC	COM	$600K	0.3%Prev: 0.2%	841 SH	Increased-773 SH
DEVON ENERGY CORP NEW	COM	$292K	0.1%	7,074 SH	New
DIGITALOCEAN HLDGS INC	COM	$3.7M	1.6%	23,353 SH	New
ELI LILLY & CO	COM	$3.5M	1.5%Prev: 1.2%	2,923 SH	Increased-858 SH
EMERSON ELEC CO	COM	$1.7M	0.7%Prev: 0.6%	11,663 SH	Increased+1,262 SH
FIFTH THIRD BANCORP	COM	$419K	0.2%	7,436 SH	New
FREEPORT MCMORAN INC	CL B	$6.3M	2.7%	100,798 SH	New
GAP INC	COM	$831K	0.4%Prev: 0.4%	44,505 SH	Decreased+4,141 SH
GE VERNOVA INC	COM	$9.1M	3.9%Prev: 0.0%	7,726 SH	Increased+7,712 SH
GENERAC HLDGS INC	COM	$14.6M	6.2%Prev: 3.2%	49,885 SH	Increased-4,450 SH
GOLDMAN SACHS GROUP INC	COM	$3.6M	1.5%Prev: 1.0%	3,546 SH	Increased+100 SH
HCA HEALTHCARE INC	COM	$6.6M	2.8%Prev: 2.9%	17,049 SH	Decreased-1,659 SH
HERSHEY CO	COM	$259K	0.1%Prev: 0.1%	1,475 SH	Decreased-87 SH
HEWLETT PACKARD ENTERPRISE C	COM	$698K	0.3%Prev: 0.1%	15,483 SH	Increased-907 SH
INTERNATIONAL BUSINESS MACHS	COM	$2.7M	1.1%Prev: 1.1%	9,449 SH	Increased+771 SH
INVESCO EXCH TRADED FD TR II	S&P SMLCP INFO	$212K	0.1%Prev: 0.1%	2,295 SH	Increased-1,314 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$518K	0.2%Prev: 0.2%	27,882 SH	Decreased-110 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$1.2M	0.5%Prev: 0.5%	60,890 SH	Decreased-1,860 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$1.2M	0.5%Prev: 0.5%	59,876 SH	Increased+2,564 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO 30 CORP	$507K	0.2%	30,489 SH	New
INVESCO QQQ TR	UNIT SER 1	$205K	0.1%	279 SH	New
IRON MTN INC DEL	COM	$1.8M	0.8%Prev: 0.5%	14,594 SH	Increased+2,866 SH
ISHARES TR	ISHARES BIOTECH	$1.1M	0.5%	5,546 SH	New
ISHARES TR	RUSSELL 2000 ETF	$429K	0.2%Prev: 0.1%	1,429 SH	Increased+26 SH
ISHARES TR	S&P 500 GRWT ETF	$1.5M	0.7%Prev: 0.6%	11,148 SH	Increased-1,461 SH
KLA CORP	COM NEW	$12.6M	5.4%	41,629 SH	New
MARRIOTT INTL INC NEW	CL A	$401K	0.2%Prev: 0.1%	1,081 SH	Increased-60 SH
NEXTERA ENERGY INC	COM	$372K	0.2%Prev: 0.1%	4,238 SH	Increased-854 SH
NUCOR CORP	COM	$461K	0.2%	2,068 SH	New
ORACLE CORP	COM	$248K	0.1%Prev: 0.2%	1,694 SH	Decreased-39 SH
PACCAR INC	COM	$271K	0.1%Prev: 0.1%	2,256 SH	Increased-42 SH
PALANTIR TECHNOLOGIES INC	CL A	$2.8M	1.2%Prev: 5.9%	24,244 SH	Decreased-80,533 SH
PHILIP MORRIS INTL INC	COM	$2.4M	1.0%Prev: 0.9%	13,498 SH	Increased+1,562 SH
POLARIS INC	COM	$344K	0.1%	5,030 SH	New
REDWIRE CORPORATION	COM	$2.8M	1.2%	230,133 SH	New
RIGETTI COMPUTING INC	COMMON STOCK	$3.3M	1.4%	170,898 SH	New
ROYAL CARIBBEAN GROUP	COM	$271K	0.1%Prev: 0.6%	852 SH	Decreased-4,135 SH
SALESFORCE INC	COM	$12.8M	5.4%Prev: 0.0%	81,446 SH	Increased+81,046 SH
SEALSQ CORP	ORD SHS	$3.1M	1.3%	975,458 SH	New
SELECT SECTOR SPDR TR	ST STR CARE ETF	$726K	0.3%	4,578 SH	New
SELECT SECTOR SPDR TR	ST STR DISCR ETF	$515K	0.2%	4,392 SH	New
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$371K	0.2%	6,980 SH	New
SELECT SECTOR SPDR TR	ST STR FINL ETF	$847K	0.4%	15,794 SH	New
SELECT SECTOR SPDR TR	ST STR INDL ETF	$1.5M	0.7%	8,295 SH	New
SELECT SECTOR SPDR TR	ST STR MATER ETF	$729K	0.3%	14,332 SH	New
SELECT SECTOR SPDR TR	ST STR REAL ETF	$296K	0.1%	6,729 SH	New
SELECT SECTOR SPDR TR	ST STR SVC ETF	$883K	0.4%	8,243 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$2.2M	0.9%	11,433 SH	New
SELECT SECTOR SPDR TR	ST STR UTIL ETF	$527K	0.2%	11,613 SH	New
SERVICENOW INC	COM	$7.1M	3.0%	71,324 SH	New
SOUNDHOUND AI INC	CLASS A COM	$95K	0.0%Prev: 0.1%	14,686 SH	Decreased-550 SH
SPDR GOLD TR	GOLD SHS	$6.7M	2.9%Prev: 0.4%	18,220 SH	Increased+15,322 SH
STARBUCKS CORP	COM	$404K	0.2%Prev: 0.2%	3,955 SH	Decreased-473 SH
STERLING INFRASTRUCTURE INC	COM	$570K	0.2%Prev: 0.1%	679 SH	Increased-103 SH
STRATEGY INC	CL A NEW	$3.5M	1.5%	39,932 SH	New
TJX COS INC NEW	COM	$273K	0.1%Prev: 0.1%	1,803 SH	Increased-112 SH
UNITED PARCEL SVCS INC	CL B	$4.4M	1.9%	41,202 SH	New
US BANCORP	COM NEW	$478K	0.2%	7,909 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$460K	0.2%	1,242 SH	New
VANGUARD STAR FDS	VG TL INTL STK F	$238K	0.1%	2,780 SH	New
VERTIV HOLDINGS CO	COM CL A	$11.4M	4.9%	33,957 SH	New
WILLIAMS COS INC	COM	$389K	0.2%Prev: 0.1%	5,231 SH	Increased-101 SH

Sold (vs prior filing)

3M CO — $1.8M
AGCO CORP — $4K
AIR PRODS & CHEMS INC — $13K
ALCON AG — $5K
ALLIANCEBERNSTEIN HLDG L P — $3K
ALLISON TRANSMISSION HLDGS I — $10K
ALPHABET INC — $103K
ALTRIA GROUP INC — $15K
AMERICAN HEALTHCARE REIT INC — $68K
APPLIED INDL TECHNOLOGIES IN — $75K
ARES CAPITAL CORP — $18K
ARES MANAGEMENT CORPORATION — $6.6M
ASML HOLDING N V — $2K
AURORA CANNABIS INC — $114
AUTODESK INC — $3K
BANCO SANTANDER S.A. — $4K
BANK AMERICA CORP — $1.5M
BICARA THERAPEUTICS INC — $2K
BIRKENSTOCK HOLDING PLC — $3K
BLACKROCK SCIENCE & TECHNOLO — $286
… and 148 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