Kessler Investment Group, LLC

COLUMBUS, IN · CIK 1525947 · 13F filing filed 2025-04-24

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

$204.8m reported value -2.8% vs Q4 2024

216positions

40.1%in top 10

38 new 30 added 56 reduced 7 sold out vs Q4 2024

Holdings, Q1 2025

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	54,151	$12.0m5.87%	5.87%	Added +2.6k	+2,557 5.0%
2	ALPHABET INC CAP STK CL A GOOGL	GOOGL	63,455	$9.8m4.79%	4.79%	Added +3.1k	+3,083 5.1%
3	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	26,520	$9.4m4.57%	4.57%	New
4	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	106,887	$9.0m4.41%	4.41%	Added +3.0k	+3,003 2.9%
5	DELL TECHNOLOGIES INC CL C DELL	DELL	85,740	$7.8m3.82%	3.82%	Added +5.9k	+5,917 7.4%
6	UBER TECHNOLOGIES INC COM UBER	UBER	105,280	$7.7m3.75%	3.75%	New
7	AMAZON COM INC COM AMZN	AMZN	36,941	$7.0m3.43%	3.43%	Added +2.0k	+1,974 5.7%
8	GENERAC HLDGS INC COM GNRC	GNRC	51,739	$6.6m3.20%	3.20%	Added +1.2k	+1,192 2.4%
9	ZILLOW GROUP INC CL C CAP STK Z	Z	94,458	$6.5m3.16%	3.16%	Added +8.3k	+8,302 9.6%
10	HCA HEALTHCARE INC COM HCA	HCA	18,625	$6.4m3.14%	3.14%	New
11	OCCIDENTAL PETE CORP COM OXY	OXY	123,626	$6.1m2.98%	2.98%	Added +122.4k	+122,376 9790.1%
12	NVIDIA CORPORATION COM NVDA	NVDA	54,396	$5.9m2.88%	2.88%	Added +3.6k	+3,605 7.1%
13	ARISTA NETWORKS INC COM SHS ANET	ANET	75,826	$5.9m2.87%	2.87%	New
14	HOWMET AEROSPACE INC COM HWM	HWM	44,891	$5.8m2.84%	2.84%	New
15	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	60,967	$5.8m2.84%	2.84%	Added +3.5k	+3,550 6.2%
16	WELLS FARGO CO NEW COM WFC	WFC	80,546	$5.8m2.82%	2.82%	Added +79.2k	+79,218 5965.2%
17	ARES MANAGEMENT CORPORATION CL A COM STK ARES	ARES	39,283	$5.8m2.81%	2.81%	New
18	ELI LILLY & CO COM LLY	LLY	6,964	$5.8m2.81%	2.81%	Added +876	+876 14.4%
19	ROKU INC COM CL A ROKU	ROKU	79,516	$5.6m2.74%	2.74%	Added +4.8k	+4,773 6.4%
20	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	9,630	$5.3m2.59%	2.59%	New
21	ROBINHOOD MKTS INC COM CL A HOOD	HOOD	122,318	$5.1m2.49%	2.49%	New
22	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	9,937	$4.9m2.40%	2.40%	New
23	PULTE GROUP INC COM PHM	PHM	47,499	$4.9m2.38%	2.38%	New
24	TOAST INC CL A TOST	TOST	132,529	$4.4m2.15%	2.15%	Added +19.5k	+19,497 17.2%
25	HIMS & HERS HEALTH INC COM CL A HIMS	HIMS	118,728	$3.5m1.71%	1.71%	New
26	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	45,165	$2.2m1.10%	1.10%	Reduced -2.3k	-2,328 -4.9%
27	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	8,407	$2.1m1.02%	1.02%	Reduced -194	-194 -2.3%
28	PHILIP MORRIS INTL INC COM PM	PM	11,542	$1.8m0.89%	0.89%	Reduced -726	-726 -5.9%
29	GOLDMAN SACHS GROUP INC COM GS	GS	3,316	$1.8m0.88%	0.88%	Reduced -316	-316 -8.7%
30	3M CO COM MMM	MMM	11,507	$1.7m0.83%	0.83%	Reduced -795	-795 -6.5%
31	BANK AMERICA CORP COM BAC	BAC	30,136	$1.3m0.61%	0.61%	Reduced -1.9k	-1,940 -6.0%
32	INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB BSCQ	BSCQ	61,577	$1.2m0.59%	0.59%	Added +4.0k	+4,035 7.0%
33	KEURIG DR PEPPER INC COM KDP	KDP	34,652	$1.2m0.58%	0.58%	Reduced -2.2k	-2,182 -5.9%
34	ISHARES TR S&P 500 GRWT ETF IVW	IVW	12,377	$1.1m0.56%	0.56%	Reduced -364	-364 -2.9%
35	PAYCHEX INC COM PAYX	PAYX	7,348	$1.1m0.55%	0.55%	Reduced -469	-469 -6.0%
36	INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB BSCR	BSCR	57,464	$1.1m0.55%	0.55%	Reduced -19	-19 -0.0%
37	EMERSON ELEC CO COM EMR	EMR	9,842	$1.1m0.53%	0.53%	Reduced -587	-587 -5.6%
38	ROYAL CARIBBEAN GROUP COM RCL	RCL	4,945	$1.0m0.50%	0.50%	Unchanged
39	IRON MTN INC DEL COM IRM	IRM	11,082	$953.5k0.47%	0.47%	Reduced -712	-712 -6.0%
40	BLOCK H & R INC COM HRB	HRB	17,245	$946.9k0.46%	0.46%	Reduced -1.1k	-1,082 -5.9%
41	CORNING INC COM GLW	GLW	20,552	$940.9k0.46%	0.46%	Reduced -1.5k	-1,490 -6.8%
42	SPDR GOLD TR GOLD SHS GLD	GLD	2,967	$855.1k0.42%	0.42%	Added +2.9k	+2,931 8141.7%
43	MERCK & CO INC COM MRK	MRK	9,341	$838.4k0.41%	0.41%	Reduced -567	-567 -5.7%
44	SELECT SECTOR SPDR TR SBI MATERIALS XLB	XLB	9,230	$793.6k0.39%	0.39%	Added +246	+246 2.7%
45	SELECT SECTOR SPDR TR INDL XLI	XLI	6,000	$786.5k0.38%	0.38%	Reduced -1.3k	-1,309 -17.9%
46	GAP INC COM GAP	GAP	37,473	$772.3k0.38%	0.38%	Reduced -2.7k	-2,656 -6.6%
47	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	1,373	$665.7k0.33%	0.33%	Unchanged
48	INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB BSCP	BSCP	31,859	$658.8k0.32%	0.32%	Added +5.7k	+5,726 21.9%
49	DYNATRACE INC COM NEW DT	DT	13,057	$615.6k0.30%	0.30%	Unchanged
50	SELECT SECTOR SPDR TR COMMUNICATION XLC	XLC	5,604	$540.5k0.26%	0.26%	Reduced -5.3k	-5,297 -48.6%
51	AT&T INC COM T	T	19,104	$540.3k0.26%	0.26%	Reduced -2.0k	-2,019 -9.6%
52	MARSH & MCLENNAN COS INC COM MRSH	MRSH	2,147	$523.9k0.26%	0.26%	Reduced -190	-190 -8.1%
53	CUMMINS INC COM CMI	CMI	1,671	$523.8k0.26%	0.26%	Reduced -130	-130 -7.2%
54	GARMIN LTD SHS GRMN	GRMN	2,411	$523.5k0.26%	0.26%	Reduced -285	-285 -10.6%
55	SELECT SECTOR SPDR TR RL EST SEL SEC XLRE	XLRE	10,895	$456.0k0.22%	0.22%	Reduced -8.6k	-8,638 -44.2%
56	STARBUCKS CORP COM SBUX	SBUX	4,610	$452.2k0.22%	0.22%	Reduced -1.1k	-1,123 -19.6%
57	INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 BSCT	BSCT	23,877	$442.4k0.22%	0.22%	Added +10.0k	+10,002 72.1%
58	AMERICAN WTR WKS CO INC NEW COM AWK	AWK	2,612	$385.3k0.19%	0.19%	New
59	PPG INDS INC COM PPG	PPG	3,500	$382.7k0.19%	0.19%	Reduced -500	-500 -12.5%
60	COCA COLA CO COM KO	KO	5,294	$379.2k0.19%	0.19%	Reduced -401	-401 -7.0%
61	NEXTERA ENERGY INC COM NEE	NEE	5,343	$378.8k0.18%	0.18%	Reduced -379	-379 -6.6%
62	SELECT SECTOR SPDR TR ENERGY XLE	XLE	4,024	$376.1k0.18%	0.18%	Unchanged
63	WK KELLOGG CO COM SHS KLG	KLG	18,814	$375.0k0.18%	0.18%	Reduced -1.3k	-1,333 -6.6%
64	COLGATE PALMOLIVE CO COM CL	CL	3,880	$363.6k0.18%	0.18%	Reduced -274	-274 -6.6%
65	US BANCORP DEL COM NEW USB	USB	8,009	$338.1k0.17%	0.17%	Unchanged
66	WILLIAMS COS INC COM WMB	WMB	5,467	$326.7k0.16%	0.16%	New
67	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	1,272	$323.5k0.16%	0.16%	Unchanged
68	ABBVIE INC COM ABBV	ABBV	1,522	$318.9k0.16%	0.16%	Reduced -121	-121 -7.4%
69	AMERICAN EXPRESS CO COM AXP	AXP	1,146	$308.3k0.15%	0.15%	New
70	MARRIOTT INTL INC NEW CL A MAR	MAR	1,164	$277.3k0.14%	0.14%	New
71	ISHARES TR RUSSELL 2000 ETF IWM	IWM	1,387	$276.7k0.14%	0.14%	Reduced -182	-182 -11.6%
72	HERSHEY CO COM HSY	HSY	1,593	$272.5k0.13%	0.13%	Added +1.5k	+1,518 2024.0%
73	HEWLETT PACKARD ENTERPRISE C COM HPE	HPE	17,300	$266.9k0.13%	0.13%	Reduced -2.9k	-2,925 -14.5%
74	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	1,292	$266.8k0.13%	0.13%	Unchanged
75	CME GROUP INC COM CME	CME	973	$258.1k0.13%	0.13%	New
76	ORACLE CORP COM ORCL	ORCL	1,770	$247.5k0.12%	0.12%	New
77	TJX COS INC NEW COM TJX	TJX	1,962	$239.0k0.12%	0.12%	New
78	PACCAR INC COM PCAR	PCAR	2,354	$229.2k0.11%	0.11%	New
79	QUALCOMM INC COM QCOM	QCOM	1,181	$181.4k0.09%	0.09%	Reduced -206	-206 -14.8%
80	INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 BSCS	BSCS	7,296	$148.5k0.07%	0.07%	Added +3.0k	+3,017 70.5%
81	INVESCO EXCH TRADED FD TR II S&P SMLCP INFO PSCT	PSCT	3,473	$139.2k0.07%	0.07%	Reduced -86	-86 -2.4%
82	META PLATFORMS INC CL A META	META	239	$137.8k0.07%	0.07%	Reduced -9.7k	-9,720 -97.6%
83	SOUNDHOUND AI INC CLASS A COM SOUN	SOUN	15,236	$123.7k0.06%	0.06%	Unchanged
84	INVESCO EXCH TRADED FD TR II S&P SMLCP FINL PSCF	PSCF	2,303	$122.0k0.06%	0.06%	Reduced -796	-796 -25.7%
85	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	832	$121.5k0.06%	0.06%	Unchanged
86	INVESCO EXCH TRADED FD TR II S&P SMLCP HELT PSCH	PSCH	2,753	$119.2k0.06%	0.06%	Added +391	+391 16.6%
87	EXXON MOBIL CORP COM XOM	XOM	995	$118.3k0.06%	0.06%	Added +400	+400 67.2%
88	SALESFORCE INC COM CRM	CRM	400	$107.3k0.05%	0.05%	Reduced -84	-84 -17.4%
89	CORTEVA INC COM CTVA	CTVA	1,581	$99.5k0.05%	0.05%	Unchanged
90	BP PLC SPONSORED ADR BP	BP	2,682	$90.6k0.04%	0.04%	Unchanged
91	ALPHABET INC CAP STK CL C GOOG	GOOG	580	$90.6k0.04%	0.04%	Unchanged
92	FLAGSTAR FINANCIAL INC COM NEW FLG	FLG	7,627	$88.6k0.04%	0.04%	Unchanged
93	STERLING INFRASTRUCTURE INC COM STRL	STRL	782	$88.5k0.04%	0.04%	Unchanged
94	TESLA INC COM TSLA	TSLA	312	$80.9k0.04%	0.04%	Reduced -22.3k	-22,263 -98.6%
95	MICROSOFT CORP COM MSFT	MSFT	215	$80.7k0.04%	0.04%	Reduced -11.4k	-11,409 -98.2%
96	V F CORP COM VFC	VFC	4,991	$77.5k0.04%	0.04%	Unchanged
97	INTERACTIVE BROKERS GROUP IN COM CL A IBKR	IBKR	463	$76.7k0.04%	0.04%	Unchanged
98	INVESCO EXCH TRADED FD TR II S&P SMLCP MATL PSCM	PSCM	1,103	$73.6k0.04%	0.04%	Added +178	+178 19.2%
99	APPLIED INDL TECHNOLOGIES IN COM AIT	AIT	323	$72.8k0.04%	0.04%	Unchanged
100	CECO ENVIRONMENTAL CORP COM CECO	CECO	3,185	$72.6k0.04%	0.04%	Unchanged

Sold out since Q4 2024

Security	Ticker	Shares held before	Value then
NOBLE CORP PLC NE	NE	14,877	$467.1k14.9k shares
TEXAS INSTRS INC TXN	TXN	1,044	$195.8k1.0k shares
FORD MTR CO F	F	11,989	$118.7k12.0k shares
GLOBAL X FDS SIL	SIL	3,089	$98.1k3.1k shares
VANECK ETF TRUST GDX	GDX	1,700	$57.6k1.7k shares
SPDR SER TR XBI	XBI	16	$1.5k16 shares
ZOMEDICA CORP ZOMDF	ZOMDF	340	$41340 shares