HolderBook

Kessler Investment Group, LLC

Reported holdings as of Q2 2026, from 31 quarterly filings.

CIK
1525947
Reported value
$234.2M
Positions
81
Top 10 weight
49.5%
Filed
2026-07-13
Days after quarter end
13

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
CROWDSTRIKE HLDGS INCCRWD$20.0M26,1658.52%+3.47pp6q-4.3%-$897.5K
GENERAC HLDGS INCGNRC$14.6M49,8856.24%+1.38pp14q-5.1%-$786.8K
SALESFORCE INCCRM$12.8M81,4465.45%+1.17pp2q+68.3%+$5.2M
KLA CORPKLAC$12.6M41,6295.36%-newNEW
VERTIV HOLDINGS COVRT$11.4M33,9574.85%+0.56pp4q-6.2%-$749.3K
ARISTA NETWORKS INCANET$11.2M65,9324.78%+0.83pp6q-3.1%-$355.7K
GE VERNOVA INCGEV$9.1M7,7263.88%+0.62pp2q-1.8%-$169.2K
AMAZON COM INCAMZN$8.8M37,1273.78%+0.03pp21q-2.2%-$202.1K
BHP BILLITON LIMITEDBHP$8.3M99,1193.53%+0.05pp2q-1.8%-$153.6K
APPLE INCAAPL$7.3M25,1833.11%+0.03pp31q-1.7%-$127.6K
SERVICENOW INCNOW$7.1M71,3243.02%-newNEW
ALPHABET INCGOOGL$6.9M19,2252.93%+0.27pp31q-1.7%-$121.5K
SPDR GOLD TRGLD$6.7M18,2202.87%-0.88pp25q-0.9%-$60.4K
HCA HEALTHCARE INCHCA$6.6M17,0492.84%-1.05pp6q-1.7%-$114.6K
FREEPORT-MCMORAN INCFCX$6.3M100,7982.71%-0.15pp2q-1.8%-$115.7K
BROWN FORMAN CORPBFA$6.0M218,1282.55%-1.47pp4q-31.2%-$2.7M
CORNING INCGLW$5.8M22,6062.47%+0.99pp8q-1.4%-$81.7K
ARQIT QUANTUM INCARQQ$4.6M153,1051.94%+0.95pp3q-2.8%-$132.7K
UNITED PARCEL SVCS INCUPS$4.4M41,2021.89%-newNEW
DIGITALOCEAN HLDGS INCDOCN$3.7M23,3531.57%-newNEW
GOLDMAN SACHS GROUP INCGS$3.6M3,5461.53%+0.09pp13q-1.2%-$44.5K
ELI LILLY & COLLY$3.5M2,9231.50%+0.22pp18q-0.6%-$21.6K
STRATEGY INCMSTR$3.5M39,9321.48%-0.92pp3q-2.0%-$70.9K
RIGETTI COMPUTING INCRGTI$3.3M170,8981.41%+0.31pp3q+3.0%+$97.7K
SEALSQ CORPLAES$3.1M975,4581.31%+0.08pp3q-1.8%-$57.7K
PALANTIR TECHNOLOGIES INCPLTR$2.8M24,2441.21%-0.51pp2q-2.2%-$64.8K
REDWIRE CORPORATIONRDW$2.8M230,1331.20%-newNEW
INTERNATIONAL BUSINESS MACHSIBM$2.7M9,4491.13%+0.05pp14qHELD
PHILIP MORRIS INTL INCPM$2.4M13,4981.04%-0.02pp10qHELD
SELECT SECTOR SPDR TRXLK$2.2M11,4330.93%+0.55pp2q+87.4%+$1.0M
BANK OF AMER CORPBAC$2.2M37,9930.92%+0.04pp9qHELD
IRON MTN INC DELIRM$1.8M14,5940.79%+0.08pp9qHELD
EMERSON ELEC COEMR$1.7M11,6630.71%-0.01pp21q-0.5%-$8.4K
SELECT SECTOR SPDR TRXLI$1.5M8,2950.66%+0.21pp21q+41.6%+$451.2K
ISHARES TRIVW$1.5M11,1480.65%+0.04pp31q-3.4%-$53.5K
INVESCO EXCH TRD SLF IDX FDBSCQ$1.2M60,8900.51%-0.05pp16q+0.8%+$9.9K
INVESCO EXCH TRD SLF IDX FDBSCR$1.2M59,8760.50%-0.05pp16qHELD
ISHARES TRIBB$1.1M5,5460.45%-0.01pp3q-2.9%-$32.0K
SELECT SECTOR SPDR TRXLC$883.1K8,2430.38%-0.03pp14q+7.4%+$61.0K
SELECT SECTOR SPDR TRXLF$846.7K15,7940.36%-0.16pp31q-28.7%-$341.7K
GAP INCGAP$831.4K44,5050.35%-0.16pp7qHELD
SELECT SECTOR SPDR TRXLB$728.5K14,3320.31%+0.07pp31q+41.6%+$213.9K
SELECT SECTOR SPDR TRXLV$726.3K4,5780.31%-newNEW
HEWLETT PACKARD ENTERPRISE CHPE$698.4K15,4830.30%+0.12pp8q-0.5%-$3.8K
CUMMINS INCCMI$599.8K8410.26%+0.04pp31q+0.8%+$5.0K
STERLING INFRASTRUCTURE INCSTRL$569.9K6790.24%+0.11pp12q-0.7%-$4.2K
SELECT SECTOR SPDR TRXLU$526.5K11,6130.22%+0.03pp31q+28.5%+$116.7K
INVESCO EXCH TRD SLF IDX FDBSCT$517.9K27,8820.22%-0.02pp7q+1.4%+$6.9K
SELECT SECTOR SPDR TRXLY$515.1K4,3920.22%-newNEW
INVESCO EXCH TRD SLF IDX FDBSCU$507.5K30,4890.22%-0.02pp3q+1.6%+$7.9K
US BANCORPUSB$477.7K7,9090.20%+0.01pp10qHELD
NUCOR CORPNUE$460.6K2,0680.20%+0.03pp3qHELD
VANGUARD INDEX FDSVTI$459.5K1,2420.20%+0.01pp4q+0.7%+$3.3K
ISHARES TRIWM$429.3K1,4290.18%+0.02pp10qHELD
FIFTH THIRD BANCORPFITB$419.2K7,4360.18%+0.02pp2q+1.0%+$4.3K
COCA COLA COKO$415.1K5,1080.18%flat31q+0.9%+$3.7K
BERKSHIRE HATHAWAY INC DELBRKB$412.3K8240.18%-0.01pp4q+1.2%+$5.0K
STARBUCKS CORPSBUX$404.2K3,9550.17%+0.01pp8q+1.3%+$5.1K
MARRIOTT INTL INC NEWMAR$400.6K1,0810.17%flat6q+0.6%+$2.2K
ABBVIE INCABBV$399.1K1,5860.17%+0.01pp8q+1.3%+$5.3K
WILLIAMS COS INCWMB$388.9K5,2310.17%-0.01pp6q+1.3%+$5.1K
CINCINNATI FINL CORPCINF$386.9K2,0900.17%+0.01pp3q+1.5%+$5.6K
NEXTERA ENERGY INCNEE$372.0K4,2380.16%-0.02pp11q+1.4%+$5.1K
SELECT SECTOR SPDR TRXLE$370.7K6,9800.16%-0.25pp21q-50.9%-$384.5K
POLARIS INCPII$344.3K5,0300.15%+0.02pp3q+1.4%+$4.8K
AT&T INCT$334.7K16,1700.14%-0.07pp8q+2.0%+$6.5K
AMERICAN WTR WKS CO INC NEWAWK$331.2K2,5170.14%-0.02pp6q+1.6%+$5.1K
AMERICAN EXPRESS COAXP$314.9K9310.13%flat6q+1.6%+$5.1K
SELECT SECTOR SPDR TRXLRE$296.3K6,7290.13%-0.05pp12q-27.2%-$110.8K
DEVON ENERGY CORP NEWDVN$292.3K7,0740.12%-0.04pp2q+1.6%+$4.6K
CECO ENVIRONMENTAL CORPCECO$289.0K3,1850.12%-newNEW
TJX COS INC NEWTJX$273.2K1,8030.12%-0.02pp6q+1.2%+$3.3K
PACCAR INCPCAR$271.0K2,2560.12%-0.01pp6q+1.4%+$3.7K
ROYAL CARIBBEAN GROUPRCL$270.5K8520.12%-0.01pp26q-10.5%-$31.8K
HERSHEY COHSY$258.8K1,4750.11%-0.03pp30q+1.4%+$3.7K
ORACLE CORPORCL$248.3K1,6940.11%-0.01pp6q+1.1%+$2.8K
VANGUARD STAR FDSVXUS$237.6K2,7800.10%flat2q+4.0%+$9.1K
INVESCO EXCH TRADED FD TR IIPSCT$212.1K2,2950.09%-newNEW
CME GROUP INCCME$205.8K9320.09%-0.04pp6q+1.2%+$2.4K
INVESCO QQQ TRQQQ$205.5K2790.09%-newNEW
SOUNDHOUND AI INCSOUN$95.0K14,6860.04%-0.01pp10q-3.9%-$3.9K

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Software & IT Services 26.2%Semiconductors & Electronics 17.0%Computer Hardware 9.3%Mining & Metals 8.9%Instruments & Controls 5.4%Capital Markets 4.5%Retail & Consumer 4.4%Food, Drink & Tobacco 3.9%Banks & Lending 2.9%Healthcare Services 2.8%Transport & Logistics 2.0%Biotech & Pharma 1.7%Other sectors 4.2%Not classified 6.8%
 
SectorValueShare
Software & IT Services$61.4M26.2%
Semiconductors & Electronics$39.8M17.0%
Computer Hardware$21.8M9.3%
Mining & Metals$20.8M8.9%
Instruments & Controls$12.6M5.4%
Capital Markets$10.5M4.5%
Retail & Consumer$10.4M4.4%
Food, Drink & Tobacco$9.1M3.9%
Banks & Lending$6.8M2.9%
Healthcare Services$6.6M2.8%
Transport & Logistics$4.7M2.0%
Biotech & Pharma$3.9M1.7%
Other sectors$9.9M4.2%
Not classified$15.9M6.8%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$234.2M81103230849.5%13
Q1 2026$211.3M791526302241.3%10
Q4 2025$237.4M86122236847.5%34
Q3 2025$232.9M827291213847.9%9
Q2 2025$243.5M21334255642.8%22
Q1 2025$204.8M216383055740.1%24
Q4 2024$210.8M18561965942.9%30
Q3 2024$194.5M1881231361942.7%21
Q2 2024$185.2M1951943371538.7%18
Q1 2024$161.2M1914847322338.5%22
Q4 2023$163.3M1662029441541.5%38
Q3 2023$119.4M161950271849.1%18
Q2 2023$142.1M1701542302349.4%24
Q1 2023$148.2M1783652291041.8%14
Q4 2022$94.5M1521035543950.1%31
Q3 2022$121.2M181196144848.3%17
Q2 2022$114.0M1701350461948.2%25
Q1 2022$172.3M1763035513042.2%20
Q4 2021$177.8M1764528551842.7%47
Q3 2021$140.9M1493529391745.5%21
Q2 2021$125.9M1312841121050.2%22
Q1 2021$75.9M1131913291769.6%41
Q4 2020$93.3M1111915291656.7%34
Q3 2020$89.2M1082122282360.5%14
Q2 2020$82.2M1102224192055.7%21
Q1 2020$76.3M1082021412055.6%22
Q4 2019$97.2M1082325221555.2%9
Q3 2019$89.6M1001239292950.3%21
Q2 2019$95.2M1171226501342.9%23
Q1 2019$100.2M1182338301045.5%16
Q4 2018$77.3M105000057.3%11

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.