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: $207.3M82 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$413K	0.2%Prev: 0.1%	1,579 SH	Increased+141 SH
ALPHABET INC	CAP STK CL A	$6.4M	3.1%Prev: 6.8%	18,581 SH	Decreased-46,102 SH
AMAZON COM INC	COM	$8.6M	4.1%Prev: 3.7%	34,363 SH	Decreased-4,972 SH
AMERICAN EXPRESS CO	COM	$281K	0.1%Prev: 0.2%	924 SH	Decreased-196 SH
AMERICAN WTR WKS CO INC NEW	COM	$324K	0.2%Prev: 0.2%	2,506 SH	Decreased-51 SH
APPLE INC	COM	$8.1M	3.9%Prev: 3.2%	24,203 SH	Increased-5,056 SH
ARISTA NETWORKS INC	COM SHS	$272K	0.1%Prev: 4.9%	1,336 SH	Decreased-76,756 SH
ARQIT QUANTUM INC	COM NEW	$3.3M	1.6%	138,545 SH	New
AT&T INC	COM	$371K	0.2%Prev: 0.2%	15,215 SH	Decreased-3,308 SH
BANK OF AMER CORP	COM	$2.1M	1.0%	37,927 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$384K	0.2%Prev: 0.2%	771 SH	Decreased-183 SH
BHP BILLITON LIMITED	SPONSORED ADS	$7.8M	3.7%	91,349 SH	New
CECO ENVIRONMENTAL CORP	COM	$222K	0.1%	3,185 SH	New
CINCINNATI FINL CORP	COM	$332K	0.2%	2,081 SH	New
CME GROUP INC	COM	$243K	0.1%Prev: 0.1%	928 SH	Decreased-23 SH
COCA COLA CO	COM	$438K	0.2%Prev: 0.1%	5,088 SH	Increased-52 SH
CORNING INC	COM	$3.6M	1.7%Prev: 0.8%	23,329 SH	Increased+1,244 SH
CROWDSTRIKE HLDGS INC	CL A	$8.1M	3.9%Prev: 5.8%	30,724 SH	Decreased+3,222 SH
CUMMINS INC	COM	$394K	0.2%Prev: 0.3%	763 SH	Decreased-926 SH
DEVON ENERGY CORP NEW	COM	$326K	0.2%	7,080 SH	New
DIGITALOCEAN HLDGS INC	COM	$2.9M	1.4%	21,957 SH	New
ELI LILLY & CO	COM	$3.2M	1.5%Prev: 1.3%	2,724 SH	Increased-1,323 SH
EMERSON ELEC CO	COM	$1.8M	0.9%Prev: 0.6%	11,629 SH	Increased+1,254 SH
FIFTH THIRD BANCORP	COM	$364K	0.2%	7,205 SH	New
FREEPORT MCMORAN INC	CL B	$6.8M	3.3%	96,955 SH	New
GAP INC	COM	$1.0M	0.5%Prev: 0.4%	44,234 SH	Increased+4,285 SH
GE VERNOVA INC	COM	$6.8M	3.3%	7,142 SH	New
GENERAC HLDGS INC	COM	$476K	0.2%Prev: 4.0%	2,298 SH	Decreased-53,355 SH
GOLDMAN SACHS GROUP INC	COM	$3.1M	1.5%Prev: 1.2%	3,484 SH	Increased+88 SH
HCA HEALTHCARE INC	COM	$6.7M	3.2%Prev: 3.4%	15,728 SH	Decreased-2,939 SH
HERSHEY CO	COM	$231K	0.1%Prev: 0.1%	1,464 SH	Decreased-98 SH
HEWLETT PACKARD ENTERPRISE C	COM	$940K	0.5%Prev: 0.2%	14,709 SH	Increased-1,681 SH
INTERNATIONAL BUSINESS MACHS	COM	$2.1M	1.0%Prev: 1.0%	9,449 SH	Decreased+791 SH
INVESCO EXCH TRADED FD TR II	S&P SMLCP INFO	$327K	0.2%Prev: 0.1%	4,052 SH	Increased-2,025 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$505K	0.2%Prev: 0.2%	27,762 SH	Decreased-119 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$1.2M	0.6%Prev: 0.5%	60,615 SH	Decreased-2,194 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$1.2M	0.6%Prev: 0.5%	59,887 SH	Increased+2,773 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO 30 CORP	$492K	0.2%	30,485 SH	New
INVESCO QQQ TR	UNIT SER 1	$206K	0.1%	279 SH	New
IRON MTN INC DEL	COM	$1.6M	0.8%Prev: 0.5%	14,576 SH	Increased+2,814 SH
ISHARES TR	ISHARES BIOTECH	$976K	0.5%	4,636 SH	New
ISHARES TR	S&P 500 GRWT ETF	$1.4M	0.7%Prev: 0.6%	9,840 SH	Decreased-2,431 SH
KLA CORP	COM NEW	$7.4M	3.5%	37,713 SH	New
MARRIOTT INTL INC NEW	CL A	$383K	0.2%Prev: 0.1%	1,076 SH	Increased-65 SH
MICROSOFT CORP	COM	$264K	0.1%	515 SH	New
NEXTERA ENERGY INC	COM	$308K	0.1%Prev: 0.2%	4,061 SH	Decreased-1,210 SH
NIKE INC	CL B	$1.6M	0.7%	43,894 SH	New
NUCOR CORP	COM	$470K	0.2%	2,009 SH	New
NVIDIA CORPORATION	COM	$3.8M	1.8%Prev: 4.4%	16,568 SH	Decreased-38,141 SH
ORACLE CORP	COM	$232K	0.1%Prev: 0.2%	1,687 SH	Decreased-46 SH
PACCAR INC	COM	$246K	0.1%Prev: 0.1%	2,240 SH	Increased-58 SH
PALANTIR TECHNOLOGIES INC	CL A	$4.2M	2.0%	22,187 SH	New
PHILIP MORRIS INTL INC	COM	$2.6M	1.2%Prev: 0.8%	13,443 SH	Increased+1,662 SH
POLARIS INC	COM	$261K	0.1%	5,009 SH	New
REDWIRE CORPORATION	COM	$2.3M	1.1%	218,275 SH	New
RIGETTI COMPUTING INC	COMMON STOCK	$2.4M	1.2%	152,649 SH	New
ROYAL CARIBBEAN GROUP	COM	$227K	0.1%Prev: 0.7%	852 SH	Decreased-4,135 SH
SALESFORCE INC	COM	$17.2M	8.3%	75,124 SH	New
SEALSQ CORP	ORD SHS	$2.1M	1.0%	886,073 SH	New
SELECT SECTOR SPDR TR	ST STR CARE ETF	$916K	0.4%	5,436 SH	New
SELECT SECTOR SPDR TR	ST STR DISCR ETF	$1.3M	0.6%	11,988 SH	New
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$8.6M	4.2%	140,170 SH	New
SELECT SECTOR SPDR TR	ST STR FINL ETF	$802K	0.4%	15,022 SH	New
SELECT SECTOR SPDR TR	ST STR INDL ETF	$387K	0.2%	2,317 SH	New
SELECT SECTOR SPDR TR	ST STR MATER ETF	$660K	0.3%	13,557 SH	New
SELECT SECTOR SPDR TR	ST STR REAL ETF	$387K	0.2%	9,466 SH	New
SELECT SECTOR SPDR TR	ST STR SVC ETF	$1.6M	0.8%	14,113 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$4.5M	2.2%	22,833 SH	New
SERVICENOW INC	COM	$8.8M	4.3%	65,825 SH	New
SOUNDHOUND AI INC	CLASS A COM	$88K	0.0%Prev: 0.1%	14,686 SH	Decreased-1,050 SH
SPACE EXPLORATION TECHN CORP	CLASS A COM STK	$6.2M	3.0%	41,165 SH	New
SPDR GOLD TR	GOLD SHS	$6.6M	3.2%Prev: 0.3%	17,293 SH	Increased+15,590 SH
STARBUCKS CORP	COM	$355K	0.2%Prev: 0.2%	3,775 SH	Decreased-652 SH
STERLING INFRASTRUCTURE INC	COM	$327K	0.2%Prev: 0.1%	665 SH	Increased-117 SH
STRATEGY INC	CL A NEW	$5.7M	2.8%	37,335 SH	New
TJX COS INC NEW	COM	$237K	0.1%Prev: 0.1%	1,789 SH	Decreased-126 SH
UNITED PARCEL SVCS INC	CL B	$8.4M	4.1%	89,934 SH	New
US BANCORP	COM NEW	$457K	0.2%	7,909 SH	New
VANGUARD INDEX FDS	MRNGSTR TTL STK	$470K	0.2%	1,257 SH	New
VANGUARD STAR FDS	VG TL INTL STK F	$239K	0.1%	2,809 SH	New
VERTIV HOLDINGS CO	COM CL A	$7.9M	3.8%Prev: 2.8%	32,833 SH	Increased-10,462 SH
WILLIAMS COS INC	COM	$354K	0.2%Prev: 0.1%	5,208 SH	Increased-124 SH

Sold (vs prior filing)

3M CO — $1.9M
ADOBE INC — $6.3M
BANK AMERICA CORP — $1.7M
BLOCK H & R INC — $927K
BROWN FORMAN CORP — $4.1M
CADENCE DESIGN SYSTEM INC — $447K
CANADA GOOSE HLDGS INC — $4.1M
COLGATE PALMOLIVE CO — $296K
DELL TECHNOLOGIES INC — $12.2M
DYNATRACE INC — $315K
GARMIN LTD — $568K
HIMS & HERS HEALTH INC — $7.0M
INVESCO EXCH TRD SLF IDX FD — $765K
ISHARES TR — $325K
KEURIG DR PEPPER INC — $956K
LAUDER ESTEE COS INC — $8.8M
MARSH & MCLENNAN COS INC — $411K
OCCIDENTAL PETE CORP — $5.9M
PAYCHEX INC — $974K
PPG INDS INC — $210K
… and 19 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