Kessler Investment Group, LLC

COLUMBUS, IN · CIK 1525947 · 13F filing filed 2026-04-10

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

$211.3m reported value -11.0% vs Q4 2025

79positions

41.3%in top 10

15 new 27 added 36 reduced 22 sold out vs Q4 2025

Holdings, Q1 2026

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	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	27,341	$10.7m5.05%	5.05%	Reduced -515	-515 -1.9%
2	GENERAC HLDGS INC COM GNRC	GNRC	52,572	$10.3m4.86%	4.86%	Reduced -3.5k	-3,528 -6.3%
3	VERTIV HOLDINGS CO COM CL A VRT	VRT	36,195	$9.1m4.29%	4.29%	Reduced -7.7k	-7,726 -17.6%
4	SALESFORCE INC COM CRM	CRM	48,385	$9.0m4.27%	4.27%	New
5	BROWN FORMAN CORP CL A BF.A	BF.A	316,886	$8.5m4.02%	4.02%	Reduced -11.2k	-11,178 -3.4%
6	ARISTA NETWORKS INC COM SHS ANET	ANET	68,026	$8.4m3.95%	3.95%	Reduced -11.0k	-10,976 -13.9%
7	HCA HEALTHCARE INC COM HCA	HCA	17,343	$8.2m3.88%	3.88%	Reduced -1.6k	-1,551 -8.2%
8	SPDR GOLD TR GOLD SHS GLD	GLD	18,384	$7.9m3.74%	3.74%	Added +16.7k	+16,682 980.1%
9	AMAZON COM INC COM AMZN	AMZN	37,975	$7.9m3.74%	3.74%	Reduced -2.1k	-2,061 -5.2%
10	BHP GROUP LTD SPONSORED ADS BHP	BHP	100,963	$7.3m3.48%	3.48%	New
11	MICROSOFT CORP COM MSFT	MSFT	19,296	$7.1m3.38%	3.38%	New
12	GILEAD SCIENCES INC COM GILD	GILD	49,804	$6.9m3.29%	3.29%	New
13	GE VERNOVA INC COM GEV	GEV	7,870	$6.9m3.25%	3.25%	New
14	VULCAN MATLS CO COM VMC	VMC	24,133	$6.6m3.11%	3.11%	New
15	APPLE INC COM AAPL	AAPL	25,624	$6.5m3.08%	3.08%	Reduced -4.0k	-3,989 -13.5%
16	OSHKOSH CORP COM OSK	OSK	43,290	$6.4m3.02%	3.02%	New
17	FREEPORT-MCMORAN INC CL B FCX	FCX	102,638	$6.0m2.86%	2.86%	New
18	ALPHABET INC CAP STK CL A GOOGL	GOOGL	19,565	$5.6m2.66%	2.66%	Reduced -45.0k	-45,027 -69.7%
19	WELLS FARGO CO NEW COM WFC	WFC	69,028	$5.5m2.60%	2.60%	Reduced -12.8k	-12,847 -15.7%
20	ZILLOW GROUP INC CL C CAP STK Z	Z	131,563	$5.4m2.58%	2.58%	Added +34.6k	+34,638 35.7%
21	MICROSTRATEGY INC CL A NEW MSTR	MSTR	40,748	$5.1m2.41%	2.41%	Added +2.7k	+2,706 7.1%
22	TOPBUILD CORP COM BLD	BLD	13,470	$4.7m2.24%	2.24%	New
23	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	24,799	$3.6m1.72%	1.72%	New
24	CORNING INC COM GLW	GLW	22,926	$3.1m1.48%	1.48%	Added +1.1k	+1,077 4.9%
25	GOLDMAN SACHS GROUP INC COM GS	GS	3,590	$3.0m1.44%	1.44%	Added +250	+250 7.5%
26	ELI LILLY & CO COM LLY	LLY	2,941	$2.7m1.28%	1.28%	Reduced -15	-15 -0.5%
27	SEALSQ CORP ORD SHS LAES	LAES	993,779	$2.6m1.23%	1.23%	Added +653.2k	+653,250 191.8%
28	RIGETTI COMPUTING INC COMMON STOCK RGTI	RGTI	165,841	$2.3m1.10%	1.10%	Added +112.9k	+112,854 213.0%
29	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	9,495	$2.3m1.09%	1.09%	Added +956	+956 11.2%
30	PHILIP MORRIS INTL INC COM PM	PM	13,564	$2.2m1.06%	1.06%	Added +1.9k	+1,918 16.5%
31	ARQIT QUANTUM INC COM NEW ARQQ	ARQQ	157,569	$2.1m0.99%	0.99%	Added +109.7k	+109,720 229.3%
32	BANK AMERICA CORP COM BAC	BAC	38,154	$1.9m0.88%	0.88%	Added +6.1k	+6,129 19.1%
33	EMERSON ELEC CO COM EMR	EMR	11,722	$1.5m0.73%	0.73%	Added +1.5k	+1,470 14.3%
34	IRON MTN INC DEL COM IRM	IRM	14,657	$1.5m0.71%	0.71%	Added +3.0k	+2,954 25.2%
35	ISHARES TR S&P 500 GRWT ETF IVW	IVW	11,537	$1.3m0.62%	0.62%	Reduced -46	-46 -0.4%
36	INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB BSCQ	BSCQ	60,385	$1.2m0.56%	0.56%	Reduced -1.4k	-1,394 -2.3%
37	INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB BSCR	BSCR	59,824	$1.2m0.56%	0.56%	Added +3.7k	+3,744 6.7%
38	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	22,167	$1.1m0.52%	0.52%	Added +5.1k	+5,134 30.1%
39	GAP INC COM GAP	GAP	44,620	$1.1m0.51%	0.51%	Added +5.5k	+5,529 14.1%
40	ISHARES TR ISHARES BIOTECH IBB	IBB	5,714	$964.8k0.46%	0.46%	Reduced -11.2k	-11,154 -66.1%
41	SELECT SECTOR SPDR TR INDL XLI	XLI	5,859	$947.6k0.45%	0.45%	Reduced -7	-7 -0.1%
42	SELECT SECTOR SPDR TR ENERGY XLE	XLE	14,219	$871.1k0.41%	0.41%	Reduced -2.0k	-2,036 -12.5%
43	SELECT SECTOR SPDR TR COMMUNICATION XLC	XLC	7,674	$850.7k0.40%	0.40%	Added +1.5k	+1,493 24.1%
44	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	6,102	$811.0k0.38%	0.38%	New
45	INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 BSCT	BSCT	27,510	$513.3k0.24%	0.24%	Added +92	+92 0.3%
46	SELECT SECTOR SPDR TR SBI MATERIALS XLB	XLB	10,124	$505.9k0.24%	0.24%	Added +4.2k	+4,250 72.3%
47	INVESCO EXCH TRD SLF IDX FD INVSCO 30 CORP BSCU	BSCU	30,013	$501.8k0.24%	0.24%	Added +468	+468 1.6%
48	AT&T INC COM T	T	15,854	$459.6k0.22%	0.22%	Reduced -2.0k	-2,050 -11.4%
49	CUMMINS INC COM CMI	CMI	834	$448.7k0.21%	0.21%	Reduced -809	-809 -49.2%
50	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	9,040	$414.8k0.20%	0.20%	Reduced -7.9k	-7,866 -46.5%
51	US BANCORP DEL COM NEW USB	USB	7,909	$411.3k0.19%	0.19%	Unchanged
52	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	1,233	$395.7k0.19%	0.19%	Reduced -81	-81 -6.2%
53	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	814	$390.1k0.18%	0.18%	Reduced -114	-114 -12.3%
54	NEXTERA ENERGY INC COM NEE	NEE	4,180	$388.2k0.18%	0.18%	Reduced -872	-872 -17.3%
55	COCA COLA CO COM KO	KO	5,063	$385.0k0.18%	0.18%	Added +200	+200 4.1%
56	SELECT SECTOR SPDR TR RL EST SEL SEC XLRE	XLRE	9,245	$377.5k0.18%	0.18%	Added +772	+772 9.1%
57	WILLIAMS COS INC COM WMB	WMB	5,163	$375.8k0.18%	0.18%	Reduced -25	-25 -0.5%
58	HEWLETT PACKARD ENTERPRISE C COM HPE	HPE	15,568	$370.7k0.18%	0.18%	Reduced -238	-238 -1.5%
59	ISHARES TR RUSSELL 2000 ETF IWM	IWM	1,429	$354.4k0.17%	0.17%	Added +85	+85 6.3%
60	MARRIOTT INTL INC NEW CL A MAR	MAR	1,075	$351.6k0.17%	0.17%	Reduced -34	-34 -3.1%
61	DEVON ENERGY CORP NEW COM DVN	DVN	6,962	$350.3k0.17%	0.17%	New
62	STARBUCKS CORP COM SBUX	SBUX	3,905	$349.8k0.17%	0.17%	Reduced -375	-375 -8.8%
63	NUCOR CORP COM NUE	NUE	2,061	$348.5k0.16%	0.16%	Added +13	+13 0.6%
64	FIFTH THIRD BANCORP COM FITB	FITB	7,360	$341.9k0.16%	0.16%	New
65	ABBVIE INC COM ABBV	ABBV	1,565	$340.4k0.16%	0.16%	Added +188	+188 13.7%
66	AMERICAN WTR WKS CO INC NEW COM AWK	AWK	2,478	$337.2k0.16%	0.16%	Reduced -9	-9 -0.4%
67	CINCINNATI FINL CORP COM CINF	CINF	2,060	$324.1k0.15%	0.15%	Added +15	+15 0.7%
68	HERSHEY CO COM HSY	HSY	1,454	$302.3k0.14%	0.14%	Reduced -67	-67 -4.4%
69	TJX COS INC NEW COM TJX	TJX	1,781	$284.4k0.13%	0.13%	Reduced -82	-82 -4.4%
70	STERLING INFRASTRUCTURE INC COM STRL	STRL	684	$278.6k0.13%	0.13%	Reduced -7	-7 -1.0%
71	AMERICAN EXPRESS CO COM AXP	AXP	916	$277.1k0.13%	0.13%	Reduced -173	-173 -15.9%
72	CME GROUP INC COM CME	CME	921	$272.0k0.13%	0.13%	Reduced -4	-4 -0.4%
73	POLARIS INC COM PII	PII	4,960	$270.3k0.13%	0.13%	Added +47	+47 1.0%
74	ROYAL CARIBBEAN GROUP COM RCL	RCL	952	$262.0k0.12%	0.12%	Reduced -4.0k	-4,035 -80.9%
75	PACCAR INC COM PCAR	PCAR	2,225	$257.0k0.12%	0.12%	Reduced -10	-10 -0.5%
76	ORACLE CORP COM ORCL	ORCL	1,675	$246.4k0.12%	0.12%	Reduced -11	-11 -0.7%
77	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	2,673	$206.1k0.10%	0.10%	New
78	FIRST TR MORNINGSTAR DIVID L SHS FDL	FDL	3,999	$203.1k0.10%	0.10%	New
79	SOUNDHOUND AI INC CLASS A COM SOUN	SOUN	15,286	$105.0k0.05%	0.05%	Reduced -935	-935 -5.8%

Sold out since Q4 2025

Security	Ticker	Shares held before	Value then
ROKU INC ROKU	ROKU	116,444	$12.6m116.4k shares
LAUDER ESTEE COS INC EL	EL	101,608	$10.6m101.6k shares
NVIDIA CORPORATION NVDA	NVDA	54,785	$10.2m54.8k shares
UBER TECHNOLOGIES INC UBER	UBER	107,738	$8.8m107.7k shares
CANADA GOOSE HLDGS INC GOOS	GOOS	678,892	$8.8m678.9k shares
ADOBE INC ADBE	ADBE	17,401	$6.1m17.4k shares
TOAST INC TOST	TOST	125,204	$4.4m125.2k shares
SOFI TECHNOLOGIES INC SOFI	SOFI	161,829	$4.2m161.8k shares
HIMS & HERS HEALTH INC HIMS	HIMS	113,190	$3.7m113.2k shares
ROBINHOOD MKTS INC HOOD	HOOD	28,103	$3.2m28.1k shares
3M CO MMM	MMM	12,029	$1.9m12.0k shares
KEURIG DR PEPPER INC KDP	KDP	37,518	$1.1m37.5k shares
SELECT SECTOR SPDR TR XLV	XLV	5,760	$891.6k5.8k shares
BLOCK H & R INC HRB	HRB	18,329	$798.8k18.3k shares
VERTEX PHARMACEUTICALS INC VRTX	VRTX	1,373	$622.5k1.4k shares
CADENCE DESIGN SYSTEM INC CDNS	CDNS	1,272	$397.6k1.3k shares
COMERICA INC CMA	CMA	3,937	$342.2k3.9k shares
INVESCO EXCH TRADED FD TR II PSCT	PSCT	6,042	$342.0k6.0k shares
DYNATRACE INC DT	DT	6,506	$282.0k6.5k shares
QUALCOMM INC QCOM	QCOM	1,381	$236.2k1.4k shares
ALPHABET INC GOOG	GOOG	695	$218.1k695 shares
PPG INDS INC PPG	PPG	2,000	$204.9k2.0k shares