Kessler Investment Group, LLC

COLUMBUS, IN · CIK 1525947 · 13F filing filed 2025-07-22

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

$243.5m reported value +18.9% vs Q1 2025

213positions

42.8%in top 10

3 new 45 added 59 reduced 6 sold out vs Q1 2025

Holdings, Q2 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	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	104,777	$14.3m5.87%	5.87%	Reduced -2.1k	-2,110 -2.0%
2	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	26,837	$13.7m5.61%	5.61%	Added +317	+317 1.2%
3	ROBINHOOD MKTS INC COM CL A HOOD	HOOD	122,349	$11.5m4.70%	4.70%	Added +31	+31 0.0%
4	ALPHABET INC CAP STK CL A GOOGL	GOOGL	63,913	$11.3m4.63%	4.63%	Added +458	+458 0.7%
5	DELL TECHNOLOGIES INC CL C DELL	DELL	86,588	$10.6m4.36%	4.36%	Added +848	+848 1.0%
6	UBER TECHNOLOGIES INC COM UBER	UBER	104,922	$9.8m4.02%	4.02%	Reduced -358	-358 -0.3%
7	NVIDIA CORPORATION COM NVDA	NVDA	54,326	$8.6m3.52%	3.52%	Reduced -70	-70 -0.1%
8	AMAZON COM INC COM AMZN	AMZN	38,390	$8.4m3.46%	3.46%	Added +1.4k	+1,449 3.9%
9	HOWMET AEROSPACE INC COM HWM	HWM	44,875	$8.4m3.43%	3.43%	Reduced -16	-16 -0.0%
10	ARISTA NETWORKS INC COM SHS ANET	ANET	76,319	$7.8m3.21%	3.21%	Added +493	+493 0.7%
11	GENERAC HLDGS INC COM GNRC	GNRC	54,335	$7.8m3.20%	3.20%	Added +2.6k	+2,596 5.0%
12	LAUDER ESTEE COS INC CL A EL	EL	95,782	$7.7m3.18%	3.18%	New
13	HCA HEALTHCARE INC COM HCA	HCA	18,708	$7.2m2.94%	2.94%	Added +83	+83 0.5%
14	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	9,277	$7.1m2.92%	2.92%	Reduced -353	-353 -3.7%
15	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	60,498	$7.0m2.87%	2.87%	Reduced -469	-469 -0.8%
16	ROKU INC COM CL A ROKU	ROKU	76,589	$6.7m2.76%	2.76%	Reduced -2.9k	-2,927 -3.7%
17	ARES MANAGEMENT CORPORATION CL A COM STK ARES	ARES	37,929	$6.6m2.70%	2.70%	Reduced -1.4k	-1,354 -3.5%
18	ZILLOW GROUP INC CL C CAP STK Z	Z	93,089	$6.5m2.68%	2.68%	Reduced -1.4k	-1,369 -1.4%
19	WELLS FARGO CO NEW COM WFC	WFC	78,961	$6.3m2.60%	2.60%	Reduced -1.6k	-1,585 -2.0%
20	TOAST INC CL A TOST	TOST	133,480	$5.9m2.43%	2.43%	Added +951	+951 0.7%
21	HIMS & HERS HEALTH INC COM CL A HIMS	HIMS	115,274	$5.7m2.36%	2.36%	Reduced -3.5k	-3,454 -2.9%
22	APPLE INC COM AAPL	AAPL	27,082	$5.6m2.28%	2.28%	Reduced -27.1k	-27,069 -50.0%
23	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	9,583	$5.2m2.14%	2.14%	Reduced -354	-354 -3.6%
24	OCCIDENTAL PETE CORP COM OXY	OXY	119,352	$5.0m2.06%	2.06%	Reduced -4.3k	-4,274 -3.5%
25	ELI LILLY & CO COM LLY	LLY	3,781	$2.9m1.21%	1.21%	Reduced -3.2k	-3,183 -45.7%
26	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	8,678	$2.6m1.05%	1.05%	Added +271	+271 3.2%
27	GOLDMAN SACHS GROUP INC COM GS	GS	3,446	$2.4m1.00%	1.00%	Added +130	+130 3.9%
28	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	45,572	$2.4m0.98%	0.98%	Added +407	+407 0.9%
29	PHILIP MORRIS INTL INC COM PM	PM	11,936	$2.2m0.89%	0.89%	Added +394	+394 3.4%
30	3M CO COM MMM	MMM	12,099	$1.8m0.76%	0.76%	Added +592	+592 5.1%
31	ROYAL CARIBBEAN GROUP COM RCL	RCL	4,987	$1.6m0.64%	0.64%	Added +42	+42 0.8%
32	BANK AMERICA CORP COM BAC	BAC	32,236	$1.5m0.63%	0.63%	Added +2.1k	+2,100 7.0%
33	ISHARES TR S&P 500 GRWT ETF IVW	IVW	12,609	$1.4m0.57%	0.57%	Added +232	+232 1.9%
34	EMERSON ELEC CO COM EMR	EMR	10,401	$1.4m0.57%	0.57%	Added +559	+559 5.7%
35	KEURIG DR PEPPER INC COM KDP	KDP	37,287	$1.2m0.51%	0.51%	Added +2.6k	+2,635 7.6%
36	INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB BSCQ	BSCQ	62,750	$1.2m0.50%	0.50%	Added +1.2k	+1,173 1.9%
37	IRON MTN INC DEL COM IRM	IRM	11,728	$1.2m0.49%	0.49%	Added +646	+646 5.8%
38	CORNING INC COM GLW	GLW	22,020	$1.2m0.48%	0.48%	Added +1.5k	+1,468 7.1%
39	PAYCHEX INC COM PAYX	PAYX	7,761	$1.1m0.46%	0.46%	Added +413	+413 5.6%
40	INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB BSCR	BSCR	57,312	$1.1m0.46%	0.46%	Reduced -152	-152 -0.3%
41	BLOCK H & R INC COM HRB	HRB	18,262	$1.0m0.41%	0.41%	Added +1.0k	+1,017 5.9%
42	SELECT SECTOR SPDR TR INDL XLI	XLI	6,072	$895.8k0.37%	0.37%	Added +72	+72 1.2%
43	SPDR GOLD TR GOLD SHS GLD	GLD	2,898	$883.6k0.36%	0.36%	Reduced -69	-69 -2.3%
44	GAP INC COM GAP	GAP	40,364	$880.3k0.36%	0.36%	Added +2.9k	+2,891 7.7%
45	MERCK & CO INC COM MRK	MRK	10,597	$838.9k0.34%	0.34%	Added +1.3k	+1,256 13.4%
46	SELECT SECTOR SPDR TR SBI MATERIALS XLB	XLB	9,305	$817.1k0.34%	0.34%	Added +75	+75 0.8%
47	INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB BSCP	BSCP	35,049	$724.8k0.30%	0.30%	Added +3.2k	+3,190 10.0%
48	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	1,373	$611.3k0.25%	0.25%	Unchanged
49	SELECT SECTOR SPDR TR COMMUNICATION XLC	XLC	5,630	$611.0k0.25%	0.25%	Added +26	+26 0.5%
50	AT&T INC COM T	T	18,352	$531.1k0.22%	0.22%	Reduced -752	-752 -3.9%
51	CUMMINS INC COM CMI	CMI	1,614	$528.6k0.22%	0.22%	Reduced -57	-57 -3.4%
52	INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 BSCT	BSCT	27,992	$523.5k0.21%	0.21%	Added +4.1k	+4,115 17.2%
53	GARMIN LTD SHS GRMN	GRMN	2,306	$481.3k0.20%	0.20%	Reduced -105	-105 -4.4%
54	SELECT SECTOR SPDR TR RL EST SEL SEC XLRE	XLRE	10,963	$454.1k0.19%	0.19%	Added +68	+68 0.6%
55	MARSH & MCLENNAN COS INC COM MRSH	MRSH	2,042	$446.5k0.18%	0.18%	Reduced -105	-105 -4.9%
56	STARBUCKS CORP COM SBUX	SBUX	4,428	$405.7k0.17%	0.17%	Reduced -182	-182 -4.0%
57	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	1,272	$392.0k0.16%	0.16%	Unchanged
58	ORACLE CORP COM ORCL	ORCL	1,733	$378.9k0.16%	0.16%	Reduced -37	-37 -2.1%
59	DYNATRACE INC COM NEW DT	DT	6,506	$359.2k0.15%	0.15%	Reduced -6.6k	-6,551 -50.2%
60	US BANCORP DEL COM NEW USB	USB	7,909	$357.9k0.15%	0.15%	Reduced -100	-100 -1.2%
61	AMERICAN EXPRESS CO COM AXP	AXP	1,120	$357.3k0.15%	0.15%	Reduced -26	-26 -2.3%
62	COCA COLA CO COM KO	KO	5,044	$356.9k0.15%	0.15%	Reduced -250	-250 -4.7%
63	AMERICAN WTR WKS CO INC NEW COM AWK	AWK	2,557	$355.7k0.15%	0.15%	Reduced -55	-55 -2.1%
64	NEXTERA ENERGY INC COM NEE	NEE	5,092	$353.5k0.15%	0.15%	Reduced -251	-251 -4.7%
65	SELECT SECTOR SPDR TR ENERGY XLE	XLE	4,024	$341.3k0.14%	0.14%	Unchanged
66	COLGATE PALMOLIVE CO COM CL	CL	3,697	$336.1k0.14%	0.14%	Reduced -183	-183 -4.7%
67	HEWLETT PACKARD ENTERPRISE C COM HPE	HPE	16,390	$335.2k0.14%	0.14%	Reduced -910	-910 -5.3%
68	WILLIAMS COS INC COM WMB	WMB	5,332	$334.9k0.14%	0.14%	Reduced -135	-135 -2.5%
69	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	1,292	$327.2k0.13%	0.13%	Unchanged
70	MARRIOTT INTL INC NEW CL A MAR	MAR	1,141	$311.7k0.13%	0.13%	Reduced -23	-23 -2.0%
71	ISHARES TR RUSSELL 2000 ETF IWM	IWM	1,403	$302.8k0.12%	0.12%	Added +16	+16 1.1%
72	WK KELLOGG CO COM SHS KLG	KLG	17,905	$285.4k0.12%	0.12%	Reduced -909	-909 -4.8%
73	PPG INDS INC COM PPG	PPG	2,500	$284.4k0.12%	0.12%	Reduced -1.0k	-1,000 -28.6%
74	ABBVIE INC COM ABBV	ABBV	1,438	$266.9k0.11%	0.11%	Reduced -84	-84 -5.5%
75	CME GROUP INC COM CME	CME	951	$262.1k0.11%	0.11%	Reduced -22	-22 -2.3%
76	HERSHEY CO COM HSY	HSY	1,562	$259.2k0.11%	0.11%	Reduced -31	-31 -1.9%
77	TJX COS INC NEW COM TJX	TJX	1,915	$236.5k0.10%	0.10%	Reduced -47	-47 -2.4%
78	QUALCOMM INC COM QCOM	QCOM	1,381	$219.9k0.09%	0.09%	Added +200	+200 16.9%
79	PACCAR INC COM PCAR	PCAR	2,298	$218.4k0.09%	0.09%	Reduced -56	-56 -2.4%
80	STERLING INFRASTRUCTURE INC COM STRL	STRL	782	$180.4k0.07%	0.07%	Unchanged
81	INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 BSCS	BSCS	8,568	$175.6k0.07%	0.07%	Added +1.3k	+1,272 17.4%
82	INVESCO EXCH TRADED FD TR II S&P SMLCP INFO PSCT	PSCT	3,609	$166.9k0.07%	0.07%	Added +136	+136 3.9%
83	SOUNDHOUND AI INC CLASS A COM SOUN	SOUN	15,236	$163.5k0.07%	0.07%	Unchanged
84	META PLATFORMS INC CL A META	META	214	$158.0k0.06%	0.06%	Reduced -25	-25 -10.5%
85	EXXON MOBIL CORP COM XOM	XOM	1,245	$134.2k0.06%	0.06%	Added +250	+250 25.1%
86	INVESCO EXCH TRADED FD TR II S&P SMLCP FINL PSCF	PSCF	2,345	$127.3k0.05%	0.05%	Added +42	+42 1.8%
87	CORTEVA INC COM CTVA	CTVA	1,514	$112.8k0.05%	0.05%	Reduced -67	-67 -4.2%
88	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	832	$112.2k0.05%	0.05%	Unchanged
89	INVESCO EXCH TRADED FD TR II S&P SMLCP HELT PSCH	PSCH	2,793	$111.9k0.05%	0.05%	Added +40	+40 1.4%
90	SALESFORCE INC COM CRM	CRM	400	$109.1k0.04%	0.04%	Unchanged
91	ALPHABET INC CAP STK CL C GOOG	GOOG	580	$102.9k0.04%	0.04%	Unchanged
92	INTERACTIVE BROKERS GROUP IN COM CL A IBKR	IBKR	1,852	$102.6k0.04%	0.04%	Unchanged
93	MICROSOFT CORP COM MSFT	MSFT	201	$100.0k0.04%	0.04%	Reduced -14	-14 -6.5%
94	CECO ENVIRONMENTAL CORP COM CECO	CECO	3,185	$90.2k0.04%	0.04%	Unchanged
95	TESLA INC COM TSLA	TSLA	276	$87.7k0.04%	0.04%	Reduced -36	-36 -11.5%
96	SHARKNINJA INC COM SHS SN	SN	841	$83.3k0.03%	0.03%	Unchanged
97	INVESCO EXCH TRADED FD TR II S&P SMLCP INDL PSCI	PSCI	608	$81.5k0.03%	0.03%	Added +24	+24 4.1%
98	INVESCO EXCH TRADED FD TR II S&P SMLCP MATL PSCM	PSCM	1,168	$81.0k0.03%	0.03%	Added +65	+65 5.9%
99	FLAGSTAR FINANCIAL INC COM NEW FLG	FLG	7,627	$80.8k0.03%	0.03%	Unchanged
100	BP PLC SPONSORED ADR BP	BP	2,682	$80.3k0.03%	0.03%	Unchanged

Sold out since Q1 2025

Security	Ticker	Shares held before	Value then
PULTE GROUP INC PHM	PHM	47,499	$4.9m47.5k shares
FOOT LOCKER INC FL	FL	2,789	$39.3k2.8k shares
CSX CORP CSX	CSX	1,100	$32.4k1.1k shares
ENTERPRISE PRODS PARTNERS L EPD	EPD	129	$4.4k129 shares
UGI CORP NEW UGI	UGI	91	$3.0k91 shares
QURATE RETAIL INC		36	$736 shares