Kessler Investment Group, LLC

COLUMBUS, IN · CIK 1525947 · 13F filing filed 2025-10-09

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

$232.9m reported value -4.4% vs Q2 2025

82positions

47.9%in top 10

7 new 35 added 21 reduced 138 sold out vs Q2 2025

Holdings, Q3 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	ALPHABET INC CAP STK CL A GOOGL	GOOGL	64,683	$15.7m6.75%	6.75%	Added +770	+770 1.2%
2	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	27,502	$13.5m5.79%	5.79%	Added +665	+665 2.5%
3	DELL TECHNOLOGIES INC CL C DELL	DELL	86,321	$12.2m5.25%	5.25%	Reduced -267	-267 -0.3%
4	ROKU INC COM CL A ROKU	ROKU	114,527	$11.5m4.92%	4.92%	Added +37.9k	+37,938 49.5%
5	ARISTA NETWORKS INC COM SHS ANET	ANET	78,092	$11.4m4.89%	4.89%	Added +1.8k	+1,773 2.3%
6	UBER TECHNOLOGIES INC COM UBER	UBER	105,838	$10.4m4.45%	4.45%	Added +916	+916 0.9%
7	NVIDIA CORPORATION COM NVDA	NVDA	54,709	$10.2m4.38%	4.38%	Added +383	+383 0.7%
8	GENERAC HLDGS INC COM GNRC	GNRC	55,653	$9.3m4.00%	4.00%	Added +1.3k	+1,318 2.4%
9	LAUDER ESTEE COS INC CL A EL	EL	100,196	$8.8m3.79%	3.79%	Added +4.4k	+4,414 4.6%
10	AMAZON COM INC COM AMZN	AMZN	39,335	$8.6m3.71%	3.71%	Added +945	+945 2.5%
11	HCA HEALTHCARE INC COM HCA	HCA	18,667	$8.0m3.42%	3.42%	Reduced -41	-41 -0.2%
12	APPLE INC COM AAPL	AAPL	29,259	$7.5m3.20%	3.20%	Added +2.2k	+2,177 8.0%
13	ZILLOW GROUP INC CL C CAP STK Z	Z	94,445	$7.3m3.12%	3.12%	Added +1.4k	+1,356 1.5%
14	HIMS & HERS HEALTH INC COM CL A HIMS	HIMS	122,612	$7.0m2.99%	2.99%	Added +7.3k	+7,338 6.4%
15	WELLS FARGO CO NEW COM WFC	WFC	80,472	$6.7m2.90%	2.90%	Added +1.5k	+1,511 1.9%
16	VERTIV HOLDINGS CO COM CL A VRT	VRT	43,295	$6.5m2.80%	2.80%	New
17	ADOBE INC COM ADBE	ADBE	17,877	$6.3m2.71%	2.71%	New
18	OCCIDENTAL PETE CORP COM OXY	OXY	123,963	$5.9m2.51%	2.51%	Added +4.6k	+4,611 3.9%
19	TOAST INC CL A TOST	TOST	133,460	$4.9m2.09%	2.09%	Reduced -20	-20 -0.0%
20	SOFI TECHNOLOGIES INC COM SOFI	SOFI	158,958	$4.2m1.80%	1.80%	New
21	BROWN FORMAN CORP CL A BF.A	BF.A	154,019	$4.1m1.78%	1.78%	New
22	CANADA GOOSE HLDGS INC SHS SUB VTG GOOS	GOOS	299,376	$4.1m1.77%	1.77%	New
23	ELI LILLY & CO COM LLY	LLY	4,047	$3.1m1.33%	1.33%	Added +266	+266 7.0%
24	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	10,039	$2.8m1.21%	1.21%	Added +8.7k	+8,747 677.0%
25	GOLDMAN SACHS GROUP INC COM GS	GS	3,396	$2.7m1.16%	1.16%	Reduced -50	-50 -1.4%
26	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	8,658	$2.4m1.05%	1.05%	Reduced -20	-20 -0.2%
27	PHILIP MORRIS INTL INC COM PM	PM	11,781	$1.9m0.82%	0.82%	Reduced -155	-155 -1.3%
28	3M CO COM MMM	MMM	12,161	$1.9m0.81%	0.81%	Added +62	+62 0.5%
29	CORNING INC COM GLW	GLW	22,085	$1.8m0.78%	0.78%	Added +65	+65 0.3%
30	BANK AMERICA CORP COM BAC	BAC	32,312	$1.7m0.72%	0.72%	Added +76	+76 0.2%
31	ROYAL CARIBBEAN GROUP COM RCL	RCL	4,987	$1.6m0.69%	0.69%	Unchanged
32	ISHARES TR S&P 500 GRWT ETF IVW	IVW	12,271	$1.5m0.64%	0.64%	Reduced -338	-338 -2.7%
33	EMERSON ELEC CO COM EMR	EMR	10,375	$1.4m0.58%	0.58%	Reduced -26	-26 -0.2%
34	INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB BSCQ	BSCQ	62,809	$1.2m0.53%	0.53%	Added +59	+59 0.1%
35	IRON MTN INC DEL COM IRM	IRM	11,762	$1.2m0.51%	0.51%	Added +34	+34 0.3%
36	INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB BSCR	BSCR	57,114	$1.1m0.48%	0.48%	Reduced -198	-198 -0.3%
37	PAYCHEX INC COM PAYX	PAYX	7,687	$974.4k0.42%	0.42%	Reduced -74	-74 -0.9%
38	KEURIG DR PEPPER INC COM KDP	KDP	37,480	$956.1k0.41%	0.41%	Added +193	+193 0.5%
39	BLOCK H & R INC COM HRB	HRB	18,334	$927.1k0.40%	0.40%	Added +72	+72 0.4%
40	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	16,933	$912.2k0.39%	0.39%	Reduced -28.6k	-28,639 -62.8%
41	SELECT SECTOR SPDR TR INDL XLI	XLI	5,848	$902.0k0.39%	0.39%	Reduced -224	-224 -3.7%
42	GAP INC COM GAP	GAP	39,949	$854.5k0.37%	0.37%	Reduced -415	-415 -1.0%
43	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	5,777	$804.0k0.35%	0.35%	Added +4.9k	+4,945 594.4%
44	INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB BSCP	BSCP	36,955	$764.6k0.33%	0.33%	Added +1.9k	+1,906 5.4%
45	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	8,456	$737.4k0.32%	0.32%	Added +8.4k	+8,414 20033.3%
46	SELECT SECTOR SPDR TR COMMUNICATION XLC	XLC	6,120	$724.4k0.31%	0.31%	Added +490	+490 8.7%
47	SELECT SECTOR SPDR TR ENERGY XLE	XLE	8,071	$721.1k0.31%	0.31%	Added +4.0k	+4,047 100.6%
48	CUMMINS INC COM CMI	CMI	1,689	$713.4k0.31%	0.31%	Added +75	+75 4.7%
49	SPDR GOLD TR GOLD SHS GLD	GLD	1,703	$605.4k0.26%	0.26%	Reduced -1.2k	-1,195 -41.2%
50	GARMIN LTD SHS GRMN	GRMN	2,306	$567.8k0.24%	0.24%	Unchanged
51	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	1,373	$537.7k0.23%	0.23%	Unchanged
52	INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 BSCT	BSCT	27,881	$524.4k0.23%	0.23%	Reduced -111	-111 -0.4%
53	AT&T INC COM T	T	18,523	$523.1k0.22%	0.22%	Added +171	+171 0.9%
54	ORACLE CORP COM ORCL	ORCL	1,733	$487.4k0.21%	0.21%	Unchanged
55	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	954	$479.6k0.21%	0.21%	New
56	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	1,272	$446.8k0.19%	0.19%	Unchanged
57	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	1,287	$422.4k0.18%	0.18%	New
58	MARSH & MCLENNAN COS INC COM MRSH	MRSH	2,039	$410.9k0.18%	0.18%	Reduced -3	-3 -0.1%
59	HEWLETT PACKARD ENTERPRISE C COM HPE	HPE	16,390	$402.5k0.17%	0.17%	Unchanged
60	NEXTERA ENERGY INC COM NEE	NEE	5,271	$397.9k0.17%	0.17%	Added +179	+179 3.5%
61	US BANCORP DEL COM NEW USB	USB	7,909	$382.2k0.16%	0.16%	Unchanged
62	STARBUCKS CORP COM SBUX	SBUX	4,427	$374.5k0.16%	0.16%	Reduced -1	-1 -0.0%
63	AMERICAN EXPRESS CO COM AXP	AXP	1,120	$372.0k0.16%	0.16%	Unchanged
64	SELECT SECTOR SPDR TR RL EST SEL SEC XLRE	XLRE	8,448	$355.9k0.15%	0.15%	Reduced -2.5k	-2,515 -22.9%
65	AMERICAN WTR WKS CO INC NEW COM AWK	AWK	2,557	$355.9k0.15%	0.15%	Unchanged
66	COCA COLA CO COM KO	KO	5,140	$340.9k0.15%	0.15%	Added +96	+96 1.9%
67	WILLIAMS COS INC COM WMB	WMB	5,332	$337.8k0.15%	0.15%	Unchanged
68	ABBVIE INC COM ABBV	ABBV	1,438	$333.0k0.14%	0.14%	Unchanged
69	ISHARES TR RUSSELL 2000 ETF IWM	IWM	1,343	$325.0k0.14%	0.14%	Reduced -60	-60 -4.3%
70	INVESCO EXCH TRADED FD TR II S&P SMLCP INFO PSCT	PSCT	6,077	$322.6k0.14%	0.14%	Added +2.5k	+2,468 68.4%
71	DYNATRACE INC COM NEW DT	DT	6,506	$315.2k0.14%	0.14%	Unchanged
72	MARRIOTT INTL INC NEW CL A MAR	MAR	1,141	$297.2k0.13%	0.13%	Unchanged
73	COLGATE PALMOLIVE CO COM CL	CL	3,698	$295.6k0.13%	0.13%	Added +1	+1 0.0%
74	HERSHEY CO COM HSY	HSY	1,562	$292.2k0.13%	0.13%	Unchanged
75	TJX COS INC NEW COM TJX	TJX	1,915	$276.8k0.12%	0.12%	Unchanged
76	STERLING INFRASTRUCTURE INC COM STRL	STRL	782	$265.6k0.11%	0.11%	Unchanged
77	SELECT SECTOR SPDR TR SBI MATERIALS XLB	XLB	2,910	$260.8k0.11%	0.11%	Reduced -6.4k	-6,395 -68.7%
78	CME GROUP INC COM CME	CME	951	$257.0k0.11%	0.11%	Unchanged
79	SOUNDHOUND AI INC CLASS A COM SOUN	SOUN	15,736	$253.0k0.11%	0.11%	Added +500	+500 3.3%
80	QUALCOMM INC COM QCOM	QCOM	1,381	$229.7k0.10%	0.10%	Unchanged
81	PACCAR INC COM PCAR	PCAR	2,298	$225.9k0.10%	0.10%	Unchanged
82	PPG INDS INC COM PPG	PPG	2,000	$210.2k0.09%	0.09%	Reduced -500	-500 -20.0%

Sold out since Q2 2025

Security	Ticker	Shares held before	Value then
PALANTIR TECHNOLOGIES INC PLTR	PLTR	104,777	$14.3m104.8k shares
ROBINHOOD MKTS INC HOOD	HOOD	122,349	$11.5m122.3k shares
HOWMET AEROSPACE INC HWM	HWM	44,875	$8.4m44.9k shares
SPOTIFY TECHNOLOGY S A SPOT	SPOT	9,277	$7.1m9.3k shares
SHOPIFY INC SHOP	SHOP	60,498	$7.0m60.5k shares
ARES MANAGEMENT CORPORATION ARES	ARES	37,929	$6.6m37.9k shares
INTUITIVE SURGICAL INC ISRG	ISRG	9,583	$5.2m9.6k shares
MERCK & CO INC MRK	MRK	10,597	$838.9k10.6k shares
WK KELLOGG CO KLG	KLG	17,905	$285.4k17.9k shares
INVESCO EXCH TRD SLF IDX FD BSCS	BSCS	8,568	$175.6k8.6k shares
META PLATFORMS INC META	META	214	$158.0k214 shares
EXXON MOBIL CORP XOM	XOM	1,245	$134.2k1.2k shares
INVESCO EXCH TRADED FD TR II PSCF	PSCF	2,345	$127.3k2.3k shares
CORTEVA INC CTVA	CTVA	1,514	$112.8k1.5k shares
INVESCO EXCH TRADED FD TR II PSCH	PSCH	2,793	$111.9k2.8k shares
SALESFORCE INC CRM	CRM	400	$109.1k400 shares
ALPHABET INC GOOG	GOOG	580	$102.9k580 shares
INTERACTIVE BROKERS GROUP IN IBKR	IBKR	1,852	$102.6k1.9k shares
MICROSOFT CORP MSFT	MSFT	201	$100.0k201 shares
CECO ENVIRONMENTAL CORP CECO	CECO	3,185	$90.2k3.2k shares
TESLA INC TSLA	TSLA	276	$87.7k276 shares
SHARKNINJA INC SN	SN	841	$83.3k841 shares
INVESCO EXCH TRADED FD TR II PSCI	PSCI	608	$81.5k608 shares
INVESCO EXCH TRADED FD TR II PSCM	PSCM	1,168	$81.0k1.2k shares
FLAGSTAR FINANCIAL INC FLG	FLG	7,627	$80.8k7.6k shares