Kessler Investment Group, LLC

COLUMBUS, IN · CIK 1525947 · 13F filing filed 2025-01-30

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

$210.8m reported value +8.3% vs Q3 2024

185positions

42.9%in top 10

6 new 21 added 67 reduced 9 sold out vs Q3 2024

Holdings, Q4 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	51,594	$12.9m6.13%	6.13%	Reduced -1.8k	-1,845 -3.5%
2	ALPHABET INC CAP STK CL A GOOGL	GOOGL	60,372	$11.4m5.42%	5.42%	Added +18.9k	+18,897 45.6%
3	DELL TECHNOLOGIES INC CL C DELL	DELL	79,823	$9.2m4.36%	4.36%	Reduced -595	-595 -0.7%
4	GE VERNOVA INC COM GEV	GEV	27,888	$9.2m4.35%	4.35%	Reduced -1.5k	-1,533 -5.2%
5	TESLA INC COM TSLA	TSLA	22,575	$9.1m4.33%	4.33%	Added +760	+760 3.5%
6	DUPONT DE NEMOURS INC COM DWDP	DWDP	107,891	$8.2m3.90%	3.90%	Reduced -269	-269 -0.2%
7	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	103,884	$7.9m3.73%	3.73%	New
8	GENERAC HLDGS INC COM GNRC	GNRC	50,547	$7.8m3.72%	3.72%	Reduced -2.4k	-2,449 -4.6%
9	AMAZON COM INC COM AMZN	AMZN	34,967	$7.7m3.64%	3.64%	Added +2.0k	+1,996 6.0%
10	AUTODESK INC COM ADSK	ADSK	23,651	$7.0m3.32%	3.32%	Added +538	+538 2.3%
11	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	14,932	$6.9m3.28%	3.28%	Reduced -781	-781 -5.0%
12	NVIDIA CORPORATION COM NVDA	NVDA	50,791	$6.8m3.24%	3.24%	Added +2.9k	+2,864 6.0%
13	DUKE ENERGY CORP NEW COM NEW DUK	DUK	62,808	$6.8m3.21%	3.21%	Added +223	+223 0.4%
14	BIRKENSTOCK HOLDING PLC COM SHS BIRK	BIRK	118,898	$6.7m3.20%	3.20%	New
15	EQUINIX INC COM EQIX	EQIX	7,044	$6.6m3.15%	3.15%	Added +182	+182 2.6%
16	ZILLOW GROUP INC CL C CAP STK Z	Z	86,156	$6.4m3.03%	3.03%	Reduced -19.8k	-19,815 -18.7%
17	CONSTELLATION ENERGY CORP COM CEG	CEG	27,958	$6.3m2.97%	2.97%	Reduced -885	-885 -3.1%
18	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	57,417	$6.1m2.90%	2.90%	New
19	META PLATFORMS INC CL A META	META	9,959	$5.8m2.77%	2.77%	Added +13	+13 0.1%
20	ROKU INC COM CL A ROKU	ROKU	74,743	$5.6m2.64%	2.64%	Reduced -1.2k	-1,225 -1.6%
21	MICROSOFT CORP COM MSFT	MSFT	11,624	$4.9m2.32%	2.32%	Added +79	+79 0.7%
22	ELI LILLY & CO COM LLY	LLY	6,088	$4.7m2.23%	2.23%	Added +401	+401 7.0%
23	TOAST INC CL A TOST	TOST	113,032	$4.1m1.95%	1.95%	New
24	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	47,493	$2.3m1.09%	1.09%	Added +941	+941 2.0%
25	GOLDMAN SACHS GROUP INC COM GS	GS	3,632	$2.1m0.99%	0.99%	Reduced -113	-113 -3.0%
26	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	8,601	$1.9m0.90%	0.90%	Reduced -486	-486 -5.3%
27	3M CO COM MMM	MMM	12,302	$1.6m0.75%	0.75%	Reduced -516	-516 -4.0%
28	PHILIP MORRIS INTL INC COM PM	PM	12,268	$1.5m0.70%	0.70%	Reduced -502	-502 -3.9%
29	BANK AMERICA CORP COM BAC	BAC	32,076	$1.4m0.67%	0.67%	Reduced -1.3k	-1,275 -3.8%
30	ISHARES TR S&P 500 GRWT ETF IVW	IVW	12,741	$1.3m0.61%	0.61%	Reduced -1.1k	-1,143 -8.2%
31	EMERSON ELEC CO COM EMR	EMR	10,429	$1.3m0.61%	0.61%	Reduced -501	-501 -4.6%
32	IRON MTN INC DEL COM IRM	IRM	11,794	$1.2m0.59%	0.59%	Reduced -488	-488 -4.0%
33	KEURIG DR PEPPER INC COM KDP	KDP	36,834	$1.2m0.56%	0.56%	Reduced -1.3k	-1,332 -3.5%
34	ROYAL CARIBBEAN GROUP COM RCL	RCL	4,945	$1.1m0.54%	0.54%	Unchanged
35	INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB BSCR	BSCR	57,483	$1.1m0.53%	0.53%	Reduced -4.9k	-4,912 -7.9%
36	INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB BSCQ	BSCQ	57,542	$1.1m0.53%	0.53%	Reduced -4.8k	-4,762 -7.6%
37	PAYCHEX INC COM PAYX	PAYX	7,817	$1.1m0.52%	0.52%	Reduced -305	-305 -3.8%
38	SELECT SECTOR SPDR TR COMMUNICATION XLC	XLC	10,901	$1.1m0.50%	0.50%	Added +293	+293 2.8%
39	CORNING INC COM GLW	GLW	22,042	$1.0m0.50%	0.50%	Reduced -604	-604 -2.7%
40	MERCK & CO INC COM MRK	MRK	9,908	$985.6k0.47%	0.47%	Reduced -320	-320 -3.1%
41	BLOCK H & R INC COM HRB	HRB	18,327	$968.4k0.46%	0.46%	Reduced -708	-708 -3.7%
42	SELECT SECTOR SPDR TR INDL XLI	XLI	7,309	$963.0k0.46%	0.46%	Added +188	+188 2.6%
43	GAP INC COM GAP	GAP	40,129	$948.2k0.45%	0.45%	New
44	SELECT SECTOR SPDR TR RL EST SEL SEC XLRE	XLRE	19,533	$794.4k0.38%	0.38%	Added +518	+518 2.7%
45	SELECT SECTOR SPDR TR SBI MATERIALS XLB	XLB	8,984	$756.0k0.36%	0.36%	Reduced -10	-10 -0.1%
46	DYNATRACE INC COM NEW DT	DT	13,057	$709.6k0.34%	0.34%	Reduced -110.1k	-110,101 -89.4%
47	CUMMINS INC COM CMI	CMI	1,801	$627.8k0.30%	0.30%	Reduced -101	-101 -5.3%
48	GARMIN LTD SHS GRMN	GRMN	2,696	$556.1k0.26%	0.26%	Reduced -191	-191 -6.6%
49	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	1,373	$552.9k0.26%	0.26%	Reduced -12.4k	-12,397 -90.0%
50	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	7,142	$540.6k0.26%	0.26%	Added +190	+190 2.7%
51	INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB BSCP	BSCP	26,133	$539.6k0.26%	0.26%	Reduced -1.4k	-1,372 -5.0%
52	STARBUCKS CORP COM SBUX	SBUX	5,733	$523.1k0.25%	0.25%	Added +910	+910 18.9%
53	MARSH & MCLENNAN COS INC COM MRSH	MRSH	2,337	$496.4k0.24%	0.24%	Reduced -159	-159 -6.4%
54	AT&T INC COM T	T	21,123	$481.0k0.23%	0.23%	Added +1.7k	+1,659 8.5%
55	PPG INDS INC COM PPG	PPG	4,000	$477.8k0.23%	0.23%	Reduced -508	-508 -11.3%
56	NOBLE CORP PLC ORD SHS A NE	NE	14,877	$467.1k0.22%	0.22%	Reduced -4.1k	-4,112 -21.6%
57	HEWLETT PACKARD ENTERPRISE C COM HPE	HPE	20,225	$431.8k0.20%	0.20%	Added +1.7k	+1,662 8.9%
58	NEXTERA ENERGY INC COM NEE	NEE	5,722	$410.2k0.19%	0.19%	Reduced -399	-399 -6.5%
59	GENUINE PARTS CO COM GPC	GPC	3,288	$383.9k0.18%	0.18%	Added +272	+272 9.0%
60	US BANCORP DEL COM NEW USB	USB	8,009	$383.1k0.18%	0.18%	Unchanged
61	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	1,272	$382.2k0.18%	0.18%	Reduced -9.2k	-9,242 -87.9%
62	COLGATE PALMOLIVE CO COM CL	CL	4,154	$377.6k0.18%	0.18%	Reduced -294	-294 -6.6%
63	WK KELLOGG CO COM SHS KLG	KLG	20,147	$362.4k0.17%	0.17%	Reduced -566	-566 -2.7%
64	COCA COLA CO COM KO	KO	5,695	$354.6k0.17%	0.17%	Reduced -137	-137 -2.4%
65	ISHARES TR RUSSELL 2000 ETF IWM	IWM	1,569	$346.7k0.16%	0.16%	Reduced -307	-307 -16.4%
66	SELECT SECTOR SPDR TR ENERGY XLE	XLE	4,024	$344.7k0.16%	0.16%	Unchanged
67	SMITH A O CORP COM AOS	AOS	4,713	$321.5k0.15%	0.15%	Reduced -339	-339 -6.7%
68	SOUNDHOUND AI INC CLASS A COM SOUN	SOUN	15,236	$302.3k0.14%	0.14%	Reduced -9.0k	-9,025 -37.2%
69	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	1,292	$300.5k0.14%	0.14%	Unchanged
70	ABBVIE INC COM ABBV	ABBV	1,643	$292.0k0.14%	0.14%	Reduced -266	-266 -13.9%
71	INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 BSCT	BSCT	13,875	$254.5k0.12%	0.12%	New
72	QUALCOMM INC COM QCOM	QCOM	1,387	$213.1k0.10%	0.10%	Reduced -187	-187 -11.9%
73	TEXAS INSTRS INC COM TXN	TXN	1,044	$195.8k0.09%	0.09%	Reduced -140	-140 -11.8%
74	INVESCO EXCH TRADED FD TR II S&P SMLCP FINL PSCF	PSCF	3,099	$171.5k0.08%	0.08%	Reduced -1.6k	-1,639 -34.6%
75	INVESCO EXCH TRADED FD TR II S&P SMLCP INFO PSCT	PSCT	3,559	$169.9k0.08%	0.08%	Reduced -2.2k	-2,175 -37.9%
76	SALESFORCE INC COM CRM	CRM	484	$161.8k0.08%	0.08%	Reduced -16	-16 -3.2%
77	STERLING INFRASTRUCTURE INC COM STRL	STRL	782	$131.7k0.06%	0.06%	Reduced -55	-55 -6.6%
78	FORD MTR CO COM F	F	11,989	$118.7k0.06%	0.06%	Reduced -695	-695 -5.5%
79	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	832	$114.5k0.05%	0.05%	Unchanged
80	ALPHABET INC CAP STK CL C GOOG	GOOG	580	$110.5k0.05%	0.05%	Unchanged
81	V F CORP COM VFC	VFC	4,991	$107.1k0.05%	0.05%	Reduced -2.4k	-2,359 -32.1%
82	INVESCO EXCH TRADED FD TR II S&P SMLCP HELT PSCH	PSCH	2,362	$104.6k0.05%	0.05%	Reduced -1.2k	-1,245 -34.5%
83	GLOBAL X FDS GLOBAL X SILVER SIL	SIL	3,089	$98.1k0.05%	0.05%	Unchanged
84	CECO ENVIRONMENTAL CORP COM CECO	CECO	3,185	$96.3k0.05%	0.05%	Reduced -1.1k	-1,085 -25.4%
85	INVESCO EXCH TRADED FD TR II S&P SMLCP INDL PSCI	PSCI	707	$95.0k0.05%	0.05%	Reduced -350	-350 -33.1%
86	WELLS FARGO CO NEW COM WFC	WFC	1,328	$93.3k0.04%	0.04%	Unchanged
87	CORTEVA INC COM CTVA	CTVA	1,581	$90.1k0.04%	0.04%	Unchanged
88	INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 BSCS	BSCS	4,279	$86.1k0.04%	0.04%	Added +435	+435 11.3%
89	SHARKNINJA INC COM SHS SN	SN	841	$81.9k0.04%	0.04%	Reduced -405	-405 -32.5%
90	INTERACTIVE BROKERS GROUP IN COM CL A IBKR	IBKR	463	$81.8k0.04%	0.04%	Reduced -241	-241 -34.2%
91	BP PLC SPONSORED ADR BP	BP	2,682	$79.3k0.04%	0.04%	Unchanged
92	APPLIED INDL TECHNOLOGIES IN COM AIT	AIT	323	$77.3k0.04%	0.04%	Reduced -159	-159 -33.0%
93	FLAGSTAR FINANCIAL INC COM NEW FLG	FLG	7,627	$71.2k0.03%	0.03%	Reduced -3.0k	-2,991 -28.2%
94	INVESCO EXCH TRADED FD TR II S&P SMLCP MATL PSCM	PSCM	925	$68.2k0.03%	0.03%	Reduced -463	-463 -33.4%
95	EXXON MOBIL CORP COM XOM	XOM	595	$64.0k0.03%	0.03%	Unchanged
96	STEEL DYNAMICS INC COM STLD	STLD	559	$63.8k0.03%	0.03%	Unchanged
97	OCCIDENTAL PETE CORP COM OXY	OXY	1,250	$61.8k0.03%	0.03%	Reduced -200	-200 -13.8%
98	FOOT LOCKER INC COM FL	FL	2,789	$60.7k0.03%	0.03%	Reduced -1.3k	-1,324 -32.2%
99	VANECK ETF TRUST GOLD MINERS ETF GDX	GDX	1,700	$57.6k0.03%	0.03%	Unchanged
100	AMERICAN HEALTHCARE REIT INC COM SHS AHR	AHR	1,842	$52.4k0.02%	0.02%	Unchanged

Sold out since Q3 2024

Security	Ticker	Shares held before	Value then
INVESCO EXCH TRD SLF IDX FD BSCO	BSCO	41,433	$875.1k41.4k shares
WALGREENS BOOTS ALLIANCE INC WBA	WBA	82,891	$742.7k82.9k shares
EOG RES INC EOG	EOG	5,264	$647.1k5.3k shares
MARTEN TRANS LTD MRTN	MRTN	1,458	$25.8k1.5k shares
GLOBAL X FDS SNSR	SNSR	379	$13.2k379 shares
GLOBAL X FDS BOTZ	BOTZ	190	$6.1k190 shares
CATERPILLAR INC CAT	CAT	7	$2.7k7 shares
SCHWAB STRATEGIC TR SCHG	SCHG	48	$1.2k48 shares
SPDR SERIES TRUST SPTM	SPTM	8	$5608 shares