Kessler Investment Group, LLC
COLUMBUS, IN · CIK 1525947 · 13F filing filed 2022-10-17
SEC-registered investment adviser since 2010 · limited liability company
- Assets managed$359.7m
- Staff8 · 4 in investment roles
- Main clients (by assets)High net worth individuals 55%, Individuals 31%, Other advisers 10%
- Websitekesslerig.com
- Form ADV · 2026-03-27SEC adviser record
$121.2m
reported value
188positions
48.3%in top 10
—no comparable previous quarter
Holdings, Q3 2022
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| BANK AMERICA CORP BAC | $10.0m8.29% | — |
| AIRBNB INC ABNB | $7.2m5.97% | — |
| JOHNSON & JOHNSON JNJ | $6.2m5.15% | — |
| AMAZON COM INC AMZN | $5.8m4.80% | — |
| CHENIERE ENERGY INC LNG | $5.3m4.35% | — |
| CORTEVA INC CTVA | $5.2m4.30% | — |
| CF INDS HLDGS INC CF | $4.9m4.01% | — |
| SCHLUMBERGER LTD SLB | $4.8m4.00% | — |
| EXXON MOBIL CORP XOM | $4.6m3.79% | — |
| PAYPAL HLDGS INC PYPL | $4.5m3.67% | — |
| META PLATFORMS INC META | $4.1m3.37% | — |
| DOCUSIGN INC DOCU | $3.7m3.07% | — |
| ALPHABET INC GOOGL | $3.6m2.95% | — |
| NETFLIX INC NFLX | $3.2m2.67% | — |
| MICROSOFT CORP MSFT | $3.1m2.53% | — |
| APPLE INC AAPL | $3.1m2.53% | — |
| PFIZER INC PFE | $2.5m2.09% | — |
| INVESCO EXCH TRD SLF IDX FD BSCR | $2.2m1.85% | — |
| VALERO ENERGY CORP VLO | $2.2m1.83% | — |
| INVESCO EXCH TRD SLF IDX FD BSCQ | $2.2m1.78% | — |
| ZILLOW GROUP INC Z | $2.0m1.62% | — |
| INVESCO EXCH TRD SLF IDX FD BSCM | $1.9m1.58% | — |
| INVESCO EXCH TRD SLF IDX FD BSCO | $1.7m1.37% | — |
| INVESCO EXCH TRD SLF IDX FD BSJO | $1.5m1.25% | — |
| INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB | $1.5m1.23% | — |
| FIFTH THIRD BANCORP FITB | $1.3m1.11% | — |
| SOUTHERN CO SO | $1.3m1.11% | — |
| BROWN FORMAN CORP BF.A | $1.3m1.04% | — |
| SPDR SER TR XBI | $1.2m1.01% | — |
| PNC FINL SVCS GROUP INC PNC | $1.1m0.93% | — |
| VERIZON COMMUNICATIONS INC VZ | $989.0k0.82% | — |
| FASTENAL CO FAST | $917.0k0.76% | — |
| EMERSON ELEC CO EMR | $885.0k0.73% | — |
| ISHARES TR IVW | $833.0k0.69% | — |
| SELECT SECTOR SPDR TR XLU | $742.0k0.61% | — |
| DIAMOND OFFSHORE DRILLING IN DO | $733.0k0.60% | — |
| SELECT SECTOR SPDR TR XLY | $638.0k0.53% | — |
| SELECT SECTOR SPDR TR XLC | $589.0k0.49% | — |
| INVESCO EXCH TRD SLF IDX FD BSCP | $581.0k0.48% | — |
| INVESCO EXCH TRD SLF IDX FD BSDE | $521.0k0.43% | — |
| SELECT SECTOR SPDR TR XLF | $466.0k0.38% | — |
| SELECT SECTOR SPDR TR XLB | $455.0k0.38% | — |
| SELECT SECTOR SPDR TR XLRE | $372.0k0.31% | — |
| SELECT SECTOR SPDR TR XLP | $321.0k0.26% | — |
| GENUINE PARTS CO GPC | $279.0k0.23% | — |
| SELECT SECTOR SPDR TR XLI | $255.0k0.21% | — |
| UNITEDHEALTH GROUP INC UNH | $250.0k0.21% | — |
| ABBVIE INC ABBV | $248.0k0.20% | — |
| PIONEER NAT RES CO PXD | $245.0k0.20% | — |
| CUMMINS INC CMI | $243.0k0.20% | — |
| GENERAL DYNAMICS CORP GD | $230.0k0.19% | — |
| MARSH & MCLENNAN COS INC MRSH | $229.0k0.19% | — |
| SERVICE CORP INTL SCI | $228.0k0.19% | — |
| AES CORP AES | $227.0k0.19% | — |
| RPM INTL INC RPM | $223.0k0.18% | — |
| SNOWFLAKE INC SNOW | $212.0k0.17% | — |
| ELI LILLY & CO LLY | $206.0k0.17% | — |
| REGIONS FINANCIAL CORP NEW RF | $192.0k0.16% | — |
| OCCIDENTAL PETE CORP OXY | $189.0k0.16% | — |
| SELECT SECTOR SPDR TR XLK | $186.0k0.15% | — |
| FIRST MERCHANTS CORP FRME | $179.0k0.15% | — |
| TEXAS INSTRS INC TXN | $171.0k0.14% | — |
| CATERPILLAR INC CAT | $170.0k0.14% | — |
| SPDR GOLD TR GLD | $167.0k0.14% | — |
| 3M CO MMM | $160.0k0.13% | — |
| CAPRI HOLDINGS LIMITED CPRI | $159.0k0.13% | — |
| ISHARES SILVER TR SLV | $158.0k0.13% | — |
| SILVERGATE CAP CORP SICP | $157.0k0.13% | — |
| MERCHANTS BANCORP IND MBIN | $154.0k0.13% | — |
| ADVANCED DRAIN SYS INC DEL WMS | $147.0k0.12% | — |
| STEEL DYNAMICS INC STLD | $147.0k0.12% | — |
| COCA COLA CO KO | $141.0k0.12% | — |
| ARCHER DANIELS MIDLAND CO ADM | $138.0k0.11% | — |
| ROBLOX CORP RBLX | $131.0k0.11% | — |
| AGCO CORP AGCO | $128.0k0.11% | — |
| FOOT LOCKER INC FL | $122.0k0.10% | — |
| WILLSCOT HLDGS CORP WSC | $115.0k0.09% | — |
| FLEX LNG LTD FLNG | $114.0k0.09% | — |
| PELOTON INTERACTIVE INC PTON | $113.0k0.09% | — |
| BUNGE LIMITED BG | $109.0k0.09% | — |
| SHAKE SHACK INC SHAK | $102.0k0.08% | — |
| WELLS FARGO CO NEW WFC | $99.0k0.08% | — |
| OLIN CORP OLN | $91.0k0.08% | — |
| OLLIES BARGAIN OUTLET HLDGS OLLI | $88.0k0.07% | — |
| SELECT SECTOR SPDR TR XLV | $88.0k0.07% | — |
| BEAM THERAPEUTICS INC BEAM | $83.0k0.07% | — |
| FATE THERAPEUTICS INC FATE | $82.0k0.07% | — |
| SELECT SECTOR SPDR TR XLE | $82.0k0.07% | — |
| INTREPID POTASH INC IPI | $81.0k0.07% | — |
| EASTGROUP PPTYS INC EGP | $80.0k0.07% | — |
| LUCID GROUP INC CCIV | $80.0k0.07% | — |
| SALESFORCE INC CRM | $80.0k0.07% | — |
| LEVI STRAUSS & CO NEW LEVI | $77.0k0.06% | — |
| CHEGG INC CHGG | $74.0k0.06% | — |
| EASTMAN CHEM CO EMN | $70.0k0.06% | — |
| BEYOND MEAT INC COM | $64.0k0.05% | — |
| AIR PRODS & CHEMS INC APD | $56.0k0.05% | — |
| ALPHABET INC GOOG | $56.0k0.05% | — |
| OLD NATL BANCORP IND ONB | $44.0k0.04% | — |
| TESLA INC TSLA | $42.0k0.03% | — |