Kessler Investment Group, LLC

Est. AUM

$234.2M

13F long equity, this entity only

Positions

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	CROWDSTRIKE HLDGS INC	CL A	$20.0M	26165	8.53%	SOLE
2	GENERAC HLDGS INC	COM	$14.6M	49885	6.24%	SOLE
3	SALESFORCE INC	COM	$12.8M	81446	5.45%	SOLE
4	KLA CORP	COM NEW	$12.6M	41629	5.36%	SOLE
5	VERTIV HOLDINGS CO	COM CL A	$11.4M	33957	4.85%	SOLE
6	ARISTA NETWORKS INC	COM SHS	$11.2M	65932	4.78%	SOLE
7	GE VERNOVA INC	COM	$9.1M	7726	3.88%	SOLE
8	AMAZON COM INC	COM	$8.8M	37127	3.78%	SOLE
9	BHP BILLITON LIMITED	SPONSORED ADS	$8.3M	99119	3.53%	SOLE
10	APPLE INC	COM	$7.3M	25183	3.11%	SOLE
11	SERVICENOW INC	COM	$7.1M	71324	3.02%	SOLE
12	ALPHABET INC	CAP STK CL A	$6.9M	19225	2.93%	SOLE
13	SPDR GOLD TR	GOLD SHS	$6.7M	18220	2.87%	SOLE
14	HCA HEALTHCARE INC	COM	$6.6M	17049	2.84%	SOLE
15	FREEPORT MCMORAN INC	CL B	$6.3M	100798	2.71%	SOLE
16	BROWN FORMAN CORP	CL A	$6.0M	218128	2.55%	SOLE
17	CORNING INC	COM	$5.8M	22606	2.47%	SOLE
18	ARQIT QUANTUM INC	COM NEW	$4.5M	153105	1.94%	SOLE
19	UNITED PARCEL SVCS INC	CL B	$4.4M	41202	1.89%	SOLE
20	DIGITALOCEAN HLDGS INC	COM	$3.7M	23353	1.57%	SOLE
21	GOLDMAN SACHS GROUP INC	COM	$3.6M	3546	1.53%	SOLE
22	ELI LILLY & CO	COM	$3.5M	2923	1.50%	SOLE
23	STRATEGY INC	CL A NEW	$3.5M	39932	1.48%	SOLE
24	RIGETTI COMPUTING INC	COMMON STOCK	$3.3M	170898	1.41%	SOLE
25	SEALSQ CORP	ORD SHS	$3.1M	975458	1.31%	SOLE
26	PALANTIR TECHNOLOGIES INC	CL A	$2.8M	24244	1.21%	SOLE
27	REDWIRE CORPORATION	COM	$2.8M	230133	1.20%	SOLE
28	INTERNATIONAL BUSINESS MACHS	COM	$2.7M	9449	1.13%	SOLE
29	PHILIP MORRIS INTL INC	COM	$2.4M	13498	1.04%	SOLE
30	SELECT SECTOR SPDR TR	ST STR TECHN ETF	$2.2M	11433	0.93%	SOLE
31	BANK OF AMER CORP	COM	$2.2M	37993	0.92%	SOLE
32	IRON MTN INC DEL	COM	$1.8M	14594	0.79%	SOLE
33	EMERSON ELEC CO	COM	$1.7M	11663	0.71%	SOLE
34	SELECT SECTOR SPDR TR	ST STR INDL ETF	$1.5M	8295	0.66%	SOLE
35	ISHARES TR	S&P 500 GRWT ETF	$1.5M	11148	0.65%	SOLE
36	INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$1.2M	60890	0.51%	SOLE
37	INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$1.2M	59876	0.50%	SOLE
38	ISHARES TR	ISHARES BIOTECH	$1.1M	5546	0.45%	SOLE
39	SELECT SECTOR SPDR TR	ST STR SVC ETF	$883K	8243	0.38%	SOLE
40	SELECT SECTOR SPDR TR	ST STR FINL ETF	$847K	15794	0.36%	SOLE
41	GAP INC	COM	$831K	44505	0.35%	SOLE
42	SELECT SECTOR SPDR TR	ST STR MATER ETF	$729K	14332	0.31%	SOLE
43	SELECT SECTOR SPDR TR	ST STR CARE ETF	$726K	4578	0.31%	SOLE
44	HEWLETT PACKARD ENTERPRISE C	COM	$698K	15483	0.30%	SOLE
45	CUMMINS INC	COM	$600K	841	0.26%	SOLE
46	STERLING INFRASTRUCTURE INC	COM	$570K	679	0.24%	SOLE
47	SELECT SECTOR SPDR TR	ST STR UTIL ETF	$527K	11613	0.22%	SOLE
48	INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$518K	27882	0.22%	SOLE
49	SELECT SECTOR SPDR TR	ST STR DISCR ETF	$515K	4392	0.22%	SOLE
50	INVESCO EXCH TRD SLF IDX FD	INVSCO 30 CORP	$507K	30489	0.22%	SOLE

1–50 of 81

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.