Kessler Investment Group, LLC

COLUMBUS, IN · CIK 1525947 · 13F filing filed 2026-02-03

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

$237.4m reported value +1.9% vs Q3 2025

86positions

47.5%in top 10

12 new 26 added 41 reduced 8 sold out vs Q3 2025

Holdings, Q4 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	64,592	$20.2m8.52%	8.52%	Reduced -91	-91 -0.1%
2	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	27,856	$13.1m5.50%	5.50%	Added +354	+354 1.3%
3	ROKU INC COM CL A ROKU	ROKU	116,444	$12.6m5.32%	5.32%	Added +1.9k	+1,917 1.7%
4	LAUDER ESTEE COS INC CL A EL	EL	101,608	$10.6m4.48%	4.48%	Added +1.4k	+1,412 1.4%
5	ARISTA NETWORKS INC COM SHS ANET	ANET	79,002	$10.4m4.36%	4.36%	Added +910	+910 1.2%
6	NVIDIA CORPORATION COM NVDA	NVDA	54,785	$10.2m4.30%	4.30%	Added +76	+76 0.1%
7	AMAZON COM INC COM AMZN	AMZN	40,036	$9.2m3.89%	3.89%	Added +701	+701 1.8%
8	HCA HEALTHCARE INC COM HCA	HCA	18,894	$8.8m3.72%	3.72%	Added +227	+227 1.2%
9	UBER TECHNOLOGIES INC COM UBER	UBER	107,738	$8.8m3.71%	3.71%	Added +1.9k	+1,900 1.8%
10	CANADA GOOSE HLDGS INC SHS SUB VTG GOOS	GOOS	678,892	$8.8m3.70%	3.70%	Added +379.5k	+379,516 126.8%
11	BROWN FORMAN CORP CL A BF.A	BF.A	328,064	$8.6m3.64%	3.64%	Added +174.0k	+174,045 113.0%
12	APPLE INC COM AAPL	AAPL	29,613	$8.1m3.39%	3.39%	Added +354	+354 1.2%
13	GENERAC HLDGS INC COM GNRC	GNRC	56,100	$7.7m3.22%	3.22%	Added +447	+447 0.8%
14	WELLS FARGO CO NEW COM WFC	WFC	81,875	$7.6m3.21%	3.21%	Added +1.4k	+1,403 1.7%
15	VERTIV HOLDINGS CO COM CL A VRT	VRT	43,921	$7.1m3.00%	3.00%	Added +626	+626 1.4%
16	ZILLOW GROUP INC CL C CAP STK Z	Z	96,925	$6.6m2.79%	2.79%	Added +2.5k	+2,480 2.6%
17	ADOBE INC COM ADBE	ADBE	17,401	$6.1m2.57%	2.57%	Reduced -476	-476 -2.7%
18	MICROSTRATEGY INC CL A NEW MSTR	MSTR	38,042	$5.8m2.44%	2.44%	New
19	TOAST INC CL A TOST	TOST	125,204	$4.4m1.87%	1.87%	Reduced -8.3k	-8,256 -6.2%
20	SOFI TECHNOLOGIES INC COM SOFI	SOFI	161,829	$4.2m1.78%	1.78%	Added +2.9k	+2,871 1.8%
21	HIMS & HERS HEALTH INC COM CL A HIMS	HIMS	113,190	$3.7m1.55%	1.55%	Reduced -9.4k	-9,422 -7.7%
22	ROBINHOOD MKTS INC COM CL A HOOD	HOOD	28,103	$3.2m1.34%	1.34%	New
23	ELI LILLY & CO COM LLY	LLY	2,956	$3.2m1.34%	1.34%	Reduced -1.1k	-1,091 -27.0%
24	GOLDMAN SACHS GROUP INC COM GS	GS	3,340	$2.9m1.24%	1.24%	Reduced -56	-56 -1.6%
25	ISHARES TR ISHARES BIOTECH IBB	IBB	16,868	$2.8m1.20%	1.20%	New
26	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	8,539	$2.5m1.07%	1.07%	Reduced -119	-119 -1.4%
27	3M CO COM MMM	MMM	12,029	$1.9m0.81%	0.81%	Reduced -132	-132 -1.1%
28	CORNING INC COM GLW	GLW	21,849	$1.9m0.81%	0.81%	Reduced -236	-236 -1.1%
29	PHILIP MORRIS INTL INC COM PM	PM	11,646	$1.9m0.79%	0.79%	Reduced -135	-135 -1.1%
30	BANK AMERICA CORP COM BAC	BAC	32,025	$1.8m0.74%	0.74%	Reduced -287	-287 -0.9%
31	ISHARES TR S&P 500 GRWT ETF IVW	IVW	11,583	$1.4m0.60%	0.60%	Reduced -688	-688 -5.6%
32	ROYAL CARIBBEAN GROUP COM RCL	RCL	4,987	$1.4m0.59%	0.59%	Unchanged
33	EMERSON ELEC CO COM EMR	EMR	10,252	$1.4m0.57%	0.57%	Reduced -123	-123 -1.2%
34	SEALSQ CORP ORD SHS LAES	LAES	340,529	$1.3m0.54%	0.54%	New
35	INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB BSCQ	BSCQ	61,779	$1.2m0.51%	0.51%	Reduced -1.0k	-1,030 -1.6%
36	RIGETTI COMPUTING INC COMMON STOCK RGTI	RGTI	52,987	$1.2m0.49%	0.49%	New
37	INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB BSCR	BSCR	56,080	$1.1m0.47%	0.47%	Reduced -1.0k	-1,034 -1.8%
38	KEURIG DR PEPPER INC COM KDP	KDP	37,518	$1.1m0.44%	0.44%	Added +38	+38 0.1%
39	ARQIT QUANTUM INC COM NEW ARQQ	ARQQ	47,849	$1.0m0.44%	0.44%	New
40	GAP INC COM GAP	GAP	39,091	$1.0m0.42%	0.42%	Reduced -858	-858 -2.1%
41	IRON MTN INC DEL COM IRM	IRM	11,703	$970.8k0.41%	0.41%	Reduced -59	-59 -0.5%
42	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	17,033	$932.9k0.39%	0.39%	Added +100	+100 0.6%
43	SELECT SECTOR SPDR TR INDL XLI	XLI	5,866	$910.0k0.38%	0.38%	Added +18	+18 0.3%
44	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	5,760	$891.6k0.38%	0.38%	Reduced -17	-17 -0.3%
45	CUMMINS INC COM CMI	CMI	1,643	$838.7k0.35%	0.35%	Reduced -46	-46 -2.7%
46	BLOCK H & R INC COM HRB	HRB	18,329	$798.8k0.34%	0.34%	Reduced -5	-5 -0.0%
47	SELECT SECTOR SPDR TR COMMUNICATION XLC	XLC	6,181	$727.6k0.31%	0.31%	Added +61	+61 1.0%
48	SELECT SECTOR SPDR TR ENERGY XLE	XLE	16,255	$726.8k0.31%	0.31%	Added +113	+113 0.7%
49	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	16,906	$721.7k0.30%	0.30%	Reduced -6	-6 -0.0%
50	SPDR GOLD TR GOLD SHS GLD	GLD	1,702	$674.5k0.28%	0.28%	Reduced -1	-1 -0.1%
51	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	1,373	$622.5k0.26%	0.26%	Unchanged
52	INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 BSCT	BSCT	27,418	$516.4k0.22%	0.22%	Reduced -463	-463 -1.7%
53	INVESCO EXCH TRD SLF IDX FD INVSCO 30 CORP BSCU	BSCU	29,545	$499.9k0.21%	0.21%	New
54	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	928	$466.5k0.20%	0.20%	Reduced -26	-26 -2.7%
55	AT&T INC COM T	T	17,904	$444.7k0.19%	0.19%	Reduced -619	-619 -3.3%
56	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	1,314	$440.4k0.19%	0.19%	Added +27	+27 2.1%
57	US BANCORP DEL COM NEW USB	USB	7,909	$422.0k0.18%	0.18%	Unchanged
58	NEXTERA ENERGY INC COM NEE	NEE	5,052	$405.6k0.17%	0.17%	Reduced -219	-219 -4.2%
59	AMERICAN EXPRESS CO COM AXP	AXP	1,089	$402.9k0.17%	0.17%	Reduced -31	-31 -2.8%
60	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	1,272	$397.6k0.17%	0.17%	Unchanged
61	HEWLETT PACKARD ENTERPRISE C COM HPE	HPE	15,806	$379.7k0.16%	0.16%	Reduced -584	-584 -3.6%
62	STARBUCKS CORP COM SBUX	SBUX	4,280	$360.4k0.15%	0.15%	Reduced -147	-147 -3.3%
63	MARRIOTT INTL INC NEW CL A MAR	MAR	1,109	$344.1k0.14%	0.14%	Reduced -32	-32 -2.8%
64	COMERICA INC COM CMA	CMA	3,937	$342.2k0.14%	0.14%	New
65	INVESCO EXCH TRADED FD TR II S&P SMLCP INFO PSCT	PSCT	6,042	$342.0k0.14%	0.14%	Reduced -35	-35 -0.6%
66	SELECT SECTOR SPDR TR RL EST SEL SEC XLRE	XLRE	8,473	$341.9k0.14%	0.14%	Added +25	+25 0.3%
67	COCA COLA CO COM KO	KO	4,863	$340.0k0.14%	0.14%	Reduced -277	-277 -5.4%
68	NUCOR CORP COM NUE	NUE	2,048	$334.0k0.14%	0.14%	New
69	CINCINNATI FINL CORP COM CINF	CINF	2,045	$334.0k0.14%	0.14%	New
70	ISHARES TR RUSSELL 2000 ETF IWM	IWM	1,344	$330.8k0.14%	0.14%	Added +1	+1 0.1%
71	ORACLE CORP COM ORCL	ORCL	1,686	$328.6k0.14%	0.14%	Reduced -47	-47 -2.7%
72	AMERICAN WTR WKS CO INC NEW COM AWK	AWK	2,487	$324.6k0.14%	0.14%	Reduced -70	-70 -2.7%
73	ABBVIE INC COM ABBV	ABBV	1,377	$314.6k0.13%	0.13%	Reduced -61	-61 -4.2%
74	WILLIAMS COS INC COM WMB	WMB	5,188	$311.9k0.13%	0.13%	Reduced -144	-144 -2.7%
75	POLARIS INC COM PII	PII	4,913	$310.7k0.13%	0.13%	New
76	TJX COS INC NEW COM TJX	TJX	1,863	$286.2k0.12%	0.12%	Reduced -52	-52 -2.7%
77	DYNATRACE INC COM NEW DT	DT	6,506	$282.0k0.12%	0.12%	Unchanged
78	HERSHEY CO COM HSY	HSY	1,521	$276.8k0.12%	0.12%	Reduced -41	-41 -2.6%
79	SELECT SECTOR SPDR TR SBI MATERIALS XLB	XLB	5,874	$266.4k0.11%	0.11%	Added +54	+54 0.9%
80	CME GROUP INC COM CME	CME	925	$252.6k0.11%	0.11%	Reduced -26	-26 -2.7%
81	PACCAR INC COM PCAR	PCAR	2,235	$244.8k0.10%	0.10%	Reduced -63	-63 -2.7%
82	QUALCOMM INC COM QCOM	QCOM	1,381	$236.2k0.10%	0.10%	Unchanged
83	ALPHABET INC CAP STK CL C GOOG	GOOG	695	$218.1k0.09%	0.09%	New
84	STERLING INFRASTRUCTURE INC COM STRL	STRL	691	$211.6k0.09%	0.09%	Reduced -91	-91 -11.6%
85	PPG INDS INC COM PPG	PPG	2,000	$204.9k0.09%	0.09%	Unchanged
86	SOUNDHOUND AI INC CLASS A COM SOUN	SOUN	16,221	$161.7k0.07%	0.07%	Added +485	+485 3.1%

Sold out since Q3 2025

Security	Ticker	Shares held before	Value then
DELL TECHNOLOGIES INC DELL	DELL	86,321	$12.2m86.3k shares
OCCIDENTAL PETE CORP OXY	OXY	123,963	$5.9m124.0k shares
SELECT SECTOR SPDR TR XLK	XLK	20,078	$2.8m20.1k shares
PAYCHEX INC PAYX	PAYX	7,687	$974.4k7.7k shares
INVESCO EXCH TRD SLF IDX FD BSCP	BSCP	36,955	$764.6k37.0k shares
GARMIN LTD GRMN	GRMN	2,306	$567.8k2.3k shares
MARSH & MCLENNAN COS INC MRSH	MRSH	2,039	$410.9k2.0k shares
COLGATE PALMOLIVE CO CL	CL	3,698	$295.6k3.7k shares