Kessler Investment Group, LLC

COLUMBUS, IN · CIK 1525947 · 13F filing filed 2024-10-21

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

Kindwealth
Others nearbyColumbus, IN, Greenwood, IN

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Columbus, IN (main office)United States	United States	about 3
Greenwood, INUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$194.5m reported value +5.0% vs Q2 2024

188positions

42.7%in top 10

12 new 36 added 43 reduced 19 sold out vs Q2 2024

Holdings, Q3 2024

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLE INC COM AAPL	AAPL	53,439	$12.5m6.40%	6.40%	Added +718	+718 1.4%
2	DUPONT DE NEMOURS INC COM DWDP	DWDP	108,160	$9.6m4.95%	4.95%	Added +1.5k	+1,508 1.4%
3	DELL TECHNOLOGIES INC CL C DELL	DELL	80,418	$9.5m4.90%	4.90%	Added +39.7k	+39,667 97.3%
4	GENERAC HLDGS INC COM GNRC	GNRC	52,996	$8.4m4.33%	4.33%	Added +23	+23 0.0%
5	GE VERNOVA INC COM GEV	GEV	29,421	$7.5m3.86%	3.86%	Reduced -3.3k	-3,303 -10.1%
6	CONSTELLATION ENERGY CORP COM CEG	CEG	28,843	$7.5m3.86%	3.86%	Reduced -425	-425 -1.4%
7	DUKE ENERGY CORP NEW COM NEW DUK	DUK	62,585	$7.2m3.71%	3.71%	Reduced -8	-8 -0.0%
8	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	15,713	$7.1m3.63%	3.63%	Reduced -448	-448 -2.8%
9	ALPHABET INC CAP STK CL A GOOGL	GOOGL	41,475	$6.9m3.54%	3.54%	Added +1.0k	+1,023 2.5%
10	ZILLOW GROUP INC CL C CAP STK Z	Z	105,971	$6.8m3.48%	3.48%	Added +6.0k	+6,037 6.0%
11	DYNATRACE INC COM NEW DT	DT	123,158	$6.6m3.39%	3.39%	New
12	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	13,770	$6.4m3.29%	3.29%	Reduced -268	-268 -1.9%
13	AUTODESK INC COM ADSK	ADSK	23,113	$6.4m3.27%	3.27%	Added +2.9k	+2,859 14.1%
14	AMAZON COM INC COM AMZN	AMZN	32,971	$6.1m3.16%	3.16%	Added +30.4k	+30,377 1171.0%
15	EQUINIX INC COM EQIX	EQIX	6,862	$6.1m3.13%	3.13%	Added +931	+931 15.7%
16	NVIDIA CORPORATION COM NVDA	NVDA	47,927	$5.8m2.99%	2.99%	Added +5.9k	+5,943 14.2%
17	TESLA INC COM TSLA	TSLA	21,815	$5.7m2.93%	2.93%	Added +21.6k	+21,622 11203.1%
18	META PLATFORMS INC CL A META	META	9,946	$5.7m2.93%	2.93%	Added +46	+46 0.5%
19	ROKU INC COM CL A ROKU	ROKU	75,968	$5.7m2.92%	2.92%	Added +13.6k	+13,590 21.8%
20	ELI LILLY & CO COM LLY	LLY	5,687	$5.0m2.59%	2.59%	Added +3.2k	+3,211 129.7%
21	MICROSOFT CORP COM MSFT	MSFT	11,545	$5.0m2.55%	2.55%	Added +640	+640 5.9%
22	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	10,514	$2.8m1.46%	1.46%	Added +1.6k	+1,637 18.4%
23	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	46,552	$2.1m1.08%	1.08%	Added +3.3k	+3,310 7.7%
24	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	9,087	$2.0m1.03%	1.03%	Reduced -120	-120 -1.3%
25	GOLDMAN SACHS GROUP INC COM GS	GS	3,745	$1.9m0.95%	0.95%	Reduced -53	-53 -1.4%
26	3M CO COM MMM	MMM	12,818	$1.8m0.90%	0.90%	Reduced -263	-263 -2.0%
27	PHILIP MORRIS INTL INC COM PM	PM	12,770	$1.6m0.80%	0.80%	Reduced -47	-47 -0.4%
28	IRON MTN INC DEL COM IRM	IRM	12,282	$1.5m0.75%	0.75%	Reduced -48	-48 -0.4%
29	KEURIG DR PEPPER INC COM KDP	KDP	38,166	$1.4m0.74%	0.74%	Reduced -29	-29 -0.1%
30	ISHARES TR S&P 500 GRWT ETF IVW	IVW	13,884	$1.3m0.68%	0.68%	Reduced -1.8k	-1,776 -11.3%
31	BANK AMERICA CORP COM BAC	BAC	33,351	$1.3m0.68%	0.68%	Reduced -1	-1 0.0%
32	INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB BSCR	BSCR	62,395	$1.2m0.63%	0.63%	Reduced -424	-424 -0.7%
33	INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB BSCQ	BSCQ	62,304	$1.2m0.63%	0.63%	Reduced -512	-512 -0.8%
34	BLOCK H & R INC COM HRB	HRB	19,035	$1.2m0.62%	0.62%	Added +51	+51 0.3%
35	EMERSON ELEC CO COM EMR	EMR	10,930	$1.2m0.61%	0.61%	Reduced -56	-56 -0.5%
36	MERCK & CO INC COM MRK	MRK	10,228	$1.2m0.60%	0.60%	Added +16	+16 0.2%
37	PAYCHEX INC COM PAYX	PAYX	8,122	$1.1m0.56%	0.56%	Added +35	+35 0.4%
38	CORNING INC COM GLW	GLW	22,646	$1.0m0.53%	0.53%	New
39	SELECT SECTOR SPDR TR INDL XLI	XLI	7,121	$964.5k0.50%	0.50%	Added +747	+747 11.7%
40	SELECT SECTOR SPDR TR COMMUNICATION XLC	XLC	10,608	$959.0k0.49%	0.49%	Added +7.1k	+7,067 199.6%
41	ROYAL CARIBBEAN GROUP COM RCL	RCL	4,945	$877.0k0.45%	0.45%	Reduced -39.0k	-38,950 -88.7%
42	INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB BSCO	BSCO	41,433	$875.1k0.45%	0.45%	Added +455	+455 1.1%
43	SELECT SECTOR SPDR TR SBI MATERIALS XLB	XLB	8,994	$866.9k0.45%	0.45%	Reduced -4.3k	-4,287 -32.3%
44	SELECT SECTOR SPDR TR RL EST SEL SEC XLRE	XLRE	19,015	$849.4k0.44%	0.44%	Added +6.2k	+6,221 48.6%
45	WALGREENS BOOTS ALLIANCE INC COM WBA	WBA	82,891	$742.7k0.38%	0.38%	Added +1.4k	+1,444 1.8%
46	NOBLE CORP PLC ORD SHS A NE	NE	18,989	$686.3k0.35%	0.35%	New
47	EOG RES INC COM EOG	EOG	5,264	$647.1k0.33%	0.33%	Reduced -40.1k	-40,101 -88.4%
48	CUMMINS INC COM CMI	CMI	1,902	$615.8k0.32%	0.32%	Added +48	+48 2.6%
49	PPG INDS INC COM PPG	PPG	4,508	$597.1k0.31%	0.31%	Reduced -800	-800 -15.1%
50	INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB BSCP	BSCP	27,505	$568.0k0.29%	0.29%	Reduced -593	-593 -2.1%
51	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	6,952	$561.6k0.29%	0.29%	Reduced -1.7k	-1,681 -19.5%
52	MARSH & MCLENNAN COS INC COM MRSH	MRSH	2,496	$556.8k0.29%	0.29%	Reduced -42	-42 -1.6%
53	NEXTERA ENERGY INC COM NEE	NEE	6,121	$517.4k0.27%	0.27%	Unchanged
54	GARMIN LTD SHS GRMN	GRMN	2,887	$508.2k0.26%	0.26%	Unchanged
55	STARBUCKS CORP COM SBUX	SBUX	4,823	$470.2k0.24%	0.24%	New
56	COLGATE PALMOLIVE CO COM CL	CL	4,448	$461.7k0.24%	0.24%	Reduced -29	-29 -0.7%
57	SMITH A O CORP COM AOS	AOS	5,052	$453.8k0.23%	0.23%	Reduced -35	-35 -0.7%
58	AT&T INC COM T	T	19,464	$428.2k0.22%	0.22%	New
59	GENUINE PARTS CO COM GPC	GPC	3,016	$421.3k0.22%	0.22%	Reduced -158	-158 -5.0%
60	COCA COLA CO COM KO	KO	5,832	$419.1k0.22%	0.22%	Reduced -215	-215 -3.6%
61	ISHARES TR RUSSELL 2000 ETF IWM	IWM	1,876	$414.6k0.21%	0.21%	Added +1.9k	+1,852 7716.7%
62	HEWLETT PACKARD ENTERPRISE C COM HPE	HPE	18,563	$379.8k0.20%	0.20%	New
63	ABBVIE INC COM ABBV	ABBV	1,909	$377.0k0.19%	0.19%	New
64	US BANCORP DEL COM NEW USB	USB	8,009	$366.3k0.19%	0.19%	Unchanged
65	WK KELLOGG CO COM SHS KLG	KLG	20,713	$354.4k0.18%	0.18%	Added +20.7k	+20,712 2071200.0%
66	SELECT SECTOR SPDR TR ENERGY XLE	XLE	4,024	$353.3k0.18%	0.18%	Unchanged
67	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	1,292	$291.7k0.15%	0.15%	Unchanged
68	INVESCO EXCH TRADED FD TR II S&P SMLCP INFO PSCT	PSCT	5,734	$274.6k0.14%	0.14%	Added +5.4k	+5,426 1761.7%
69	QUALCOMM INC COM QCOM	QCOM	1,574	$267.7k0.14%	0.14%	Unchanged
70	INVESCO EXCH TRADED FD TR II S&P SMLCP FINL PSCF	PSCF	4,738	$262.4k0.13%	0.13%	Added +4.3k	+4,282 939.0%
71	TEXAS INSTRS INC COM TXN	TXN	1,184	$244.6k0.13%	0.13%	Unchanged
72	INVESCO EXCH TRADED FD TR II S&P SMLCP HELT PSCH	PSCH	3,607	$166.5k0.09%	0.09%	Added +3.4k	+3,353 1320.1%
73	V F CORP COM VFC	VFC	7,350	$146.6k0.08%	0.08%	Reduced -2.0k	-1,997 -21.4%
74	INVESCO EXCH TRADED FD TR II S&P SMLCP INDL PSCI	PSCI	1,057	$140.0k0.07%	0.07%	Added +979	+979 1255.1%
75	SALESFORCE INC COM CRM	CRM	500	$136.9k0.07%	0.07%	Unchanged
76	SHARKNINJA INC COM SHS SN	SN	1,246	$135.5k0.07%	0.07%	Reduced -423	-423 -25.3%
77	FORD MTR CO COM F	F	12,684	$133.9k0.07%	0.07%	Reduced -1.6k	-1,567 -11.0%
78	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	832	$128.2k0.07%	0.07%	Unchanged
79	STERLING INFRASTRUCTURE INC COM STRL	STRL	837	$121.4k0.06%	0.06%	Unchanged
80	CECO ENVIRONMENTAL CORP COM CECO	CECO	4,270	$120.4k0.06%	0.06%	Reduced -2.9k	-2,896 -40.4%
81	FLAGSTAR FINANCIAL INC COM NEW FLG	FLG	10,618	$119.2k0.06%	0.06%	New
82	SOUNDHOUND AI INC CLASS A COM SOUN	SOUN	24,261	$113.1k0.06%	0.06%	Reduced -9.6k	-9,551 -28.2%
83	INVESCO EXCH TRADED FD TR II S&P SMLCP MATL PSCM	PSCM	1,388	$111.5k0.06%	0.06%	Added +1.2k	+1,198 630.5%
84	GLOBAL X FDS GLOBAL X SILVER SIL	SIL	3,089	$108.4k0.06%	0.06%	Unchanged
85	APPLIED INDL TECHNOLOGIES IN COM AIT	AIT	482	$107.5k0.06%	0.06%	Reduced -160	-160 -24.9%
86	FOOT LOCKER INC COM FL	FL	4,113	$106.3k0.05%	0.05%	Reduced -3.5k	-3,500 -46.0%
87	INTERACTIVE BROKERS GROUP IN COM CL A IBKR	IBKR	704	$98.1k0.05%	0.05%	Reduced -266	-266 -27.4%
88	ALPHABET INC CAP STK CL C GOOG	GOOG	580	$97.0k0.05%	0.05%	Unchanged
89	CORTEVA INC COM CTVA	CTVA	1,581	$92.9k0.05%	0.05%	Unchanged
90	FABRINET SHS FN	FN	358	$84.6k0.04%	0.04%	Reduced -127	-127 -26.2%
91	BP PLC SPONSORED ADR BP	BP	2,682	$84.2k0.04%	0.04%	Unchanged
92	INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 BSCS	BSCS	3,844	$79.0k0.04%	0.04%	Reduced -14	-14 -0.4%
93	WELLS FARGO CO NEW COM WFC	WFC	1,328	$75.0k0.04%	0.04%	Unchanged
94	OCCIDENTAL PETE CORP COM OXY	OXY	1,450	$74.7k0.04%	0.04%	Unchanged
95	STEEL DYNAMICS INC COM STLD	STLD	559	$70.5k0.04%	0.04%	Unchanged
96	EXXON MOBIL CORP COM XOM	XOM	595	$69.7k0.04%	0.04%	Unchanged
97	INVESCO EXCH TRADED FD TR II S&P SMLCP UTIL PSCU	PSCU	1,135	$68.7k0.04%	0.04%	Added +918	+918 423.0%
98	VANECK ETF TRUST GOLD MINERS ETF GDX	GDX	1,700	$67.7k0.03%	0.03%	Unchanged
99	SHERWIN WILLIAMS CO COM SHW	SHW	150	$57.3k0.03%	0.03%	Unchanged
100	EATON VANCE TAX ADVT DIV INC COM XEVTX	XEVTX	2,144	$52.9k0.03%	0.03%	Unchanged

Sold out since Q2 2024

Security	Ticker	Shares held before	Value then
MARVELL TECHNOLOGY INC MRVL	MRVL	78,184	$5.5m78.2k shares
FREEPORT-MCMORAN INC FCX	FCX	112,014	$5.4m112.0k shares
CLEVELAND-CLIFFS INC NEW CLF	CLF	312,068	$4.8m312.1k shares
SNAP ON INC SNA	SNA	17,789	$4.6m17.8k shares
DOLLAR GEN CORP NEW DG	DG	34,783	$4.6m34.8k shares
DIAMOND OFFSHORE DRILLING IN DO	DO	83,150	$1.3m83.2k shares
SELECT SECTOR SPDR TR XLP	XLP	12,658	$969.4k12.7k shares
PERMIAN RESOURCES CORP PR	PR	22,366	$361.2k22.4k shares
TIMKEN CO TKR	TKR	4,312	$345.5k4.3k shares
ADVANCED DRAIN SYS INC DEL WMS	WMS	1,372	$220.1k1.4k shares
CHAMPION HOMES INC SKY	SKY	2,225	$150.7k2.2k shares
OTIS WORLDWIDE CORP OTIS	OTIS	1,487	$143.1k1.5k shares
MEDPACE HLDGS INC MEDP	MEDP	286	$117.8k286 shares
GETTY IMAGES HOLDINGS INC GETYQ	GETYQ	31,580	$103.0k31.6k shares
CHEVRON CORP NEW CVX	CVX	125	$19.6k125 shares
ABBOTT LABS ABT	ABT	170	$17.7k170 shares
DEXCOM INC DXCM	DXCM	125	$14.2k125 shares
NUCOR CORP NUE	NUE	47	$7.4k47 shares
MOLSON COORS BEVERAGE CO TAP	TAP	126	$6.4k126 shares