Kessler Investment Group, LLC

COLUMBUS, IN · CIK 1525947 · 13F filing filed 2026-07-13

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

$234.2m reported value +10.9% vs Q1 2026

81positions

49.5%in top 10

10 new 34 added 35 reduced 8 sold out vs Q1 2026

Holdings, Q2 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	26,165	$20.0m8.52%	8.52%	Reduced -1.2k	-1,176 -4.3%
2	GENERAC HLDGS INC COM GNRC	GNRC	49,885	$14.6m6.24%	6.24%	Reduced -2.7k	-2,687 -5.1%
3	SALESFORCE INC COM CRM	CRM	81,446	$12.8m5.45%	5.45%	Added +33.1k	+33,061 68.3%
4	KLA CORP COM NEW KLAC	KLAC	41,629	$12.6m5.36%	5.36%	New
5	VERTIV HOLDINGS CO COM CL A VRT	VRT	33,957	$11.4m4.85%	4.85%	Reduced -2.2k	-2,238 -6.2%
6	ARISTA NETWORKS INC COM SHS ANET	ANET	65,932	$11.2m4.78%	4.78%	Reduced -2.1k	-2,094 -3.1%
7	GE VERNOVA INC COM GEV	GEV	7,726	$9.1m3.88%	3.88%	Reduced -144	-144 -1.8%
8	AMAZON COM INC COM AMZN	AMZN	37,127	$8.8m3.78%	3.78%	Reduced -848	-848 -2.2%
9	BHP GROUP LTD SPONSORED ADS BHP	BHP	99,119	$8.3m3.53%	3.53%	Reduced -1.8k	-1,844 -1.8%
10	APPLE INC COM AAPL	AAPL	25,183	$7.3m3.11%	3.11%	Reduced -441	-441 -1.7%
11	SERVICENOW INC COM NOW	NOW	71,324	$7.1m3.02%	3.02%	New
12	ALPHABET INC CAP STK CL A GOOGL	GOOGL	19,225	$6.9m2.93%	2.93%	Reduced -340	-340 -1.7%
13	SPDR GOLD TR GOLD SHS GLD	GLD	18,220	$6.7m2.87%	2.87%	Reduced -164	-164 -0.9%
14	HCA HEALTHCARE INC COM HCA	HCA	17,049	$6.6m2.84%	2.84%	Reduced -294	-294 -1.7%
15	FREEPORT-MCMORAN INC CL B FCX	FCX	100,798	$6.3m2.71%	2.71%	Reduced -1.8k	-1,840 -1.8%
16	BROWN FORMAN CORP CL A BF.A	BF.A	218,128	$6.0m2.55%	2.55%	Reduced -98.8k	-98,758 -31.2%
17	CORNING INC COM GLW	GLW	22,606	$5.8m2.47%	2.47%	Reduced -320	-320 -1.4%
18	ARQIT QUANTUM INC COM NEW ARQQ	ARQQ	153,105	$4.6m1.94%	1.94%	Reduced -4.5k	-4,464 -2.8%
19	UNITED PARCEL SERVICE INC CL B UPS	UPS	41,202	$4.4m1.89%	1.89%	New
20	DIGITALOCEAN HLDGS INC COM DOCN	DOCN	23,353	$3.7m1.57%	1.57%	New
21	GOLDMAN SACHS GROUP INC COM GS	GS	3,546	$3.6m1.53%	1.53%	Reduced -44	-44 -1.2%
22	ELI LILLY & CO COM LLY	LLY	2,923	$3.5m1.50%	1.50%	Reduced -18	-18 -0.6%
23	MICROSTRATEGY INC CL A NEW MSTR	MSTR	39,932	$3.5m1.48%	1.48%	Reduced -816	-816 -2.0%
24	RIGETTI COMPUTING INC COMMON STOCK RGTI	RGTI	170,898	$3.3m1.41%	1.41%	Added +5.1k	+5,057 3.0%
25	SEALSQ CORP ORD SHS LAES	LAES	975,458	$3.1m1.31%	1.31%	Reduced -18.3k	-18,321 -1.8%
26	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	24,244	$2.8m1.21%	1.21%	Reduced -555	-555 -2.2%
27	REDWIRE CORPORATION COM RDW	RDW	230,133	$2.8m1.20%	1.20%	New
28	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	9,449	$2.7m1.13%	1.13%	Reduced -46	-46 -0.5%
29	PHILIP MORRIS INTL INC COM PM	PM	13,498	$2.4m1.04%	1.04%	Reduced -66	-66 -0.5%
30	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	11,433	$2.2m0.93%	0.93%	Added +5.3k	+5,331 87.4%
31	BANK AMERICA CORP COM BAC	BAC	37,993	$2.2m0.92%	0.92%	Reduced -161	-161 -0.4%
32	IRON MTN INC DEL COM IRM	IRM	14,594	$1.8m0.79%	0.79%	Reduced -63	-63 -0.4%
33	EMERSON ELEC CO COM EMR	EMR	11,663	$1.7m0.71%	0.71%	Reduced -59	-59 -0.5%
34	SELECT SECTOR SPDR TR INDL XLI	XLI	8,295	$1.5m0.66%	0.66%	Added +2.4k	+2,436 41.6%
35	ISHARES TR S&P 500 GRWT ETF IVW	IVW	11,148	$1.5m0.65%	0.65%	Reduced -389	-389 -3.4%
36	INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB BSCQ	BSCQ	60,890	$1.2m0.51%	0.51%	Added +505	+505 0.8%
37	INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB BSCR	BSCR	59,876	$1.2m0.50%	0.50%	Added +52	+52 0.1%
38	ISHARES TR ISHARES BIOTECH IBB	IBB	5,546	$1.1m0.45%	0.45%	Reduced -168	-168 -2.9%
39	SELECT SECTOR SPDR TR COMMUNICATION XLC	XLC	8,243	$883.1k0.38%	0.38%	Added +569	+569 7.4%
40	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	15,794	$846.7k0.36%	0.36%	Reduced -6.4k	-6,373 -28.8%
41	GAP INC COM GAP	GAP	44,505	$831.4k0.35%	0.35%	Reduced -115	-115 -0.3%
42	SELECT SECTOR SPDR TR SBI MATERIALS XLB	XLB	14,332	$728.5k0.31%	0.31%	Added +4.2k	+4,208 41.6%
43	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	4,578	$726.3k0.31%	0.31%	New
44	HEWLETT PACKARD ENTERPRISE C COM HPE	HPE	15,483	$698.4k0.30%	0.30%	Reduced -85	-85 -0.6%
45	CUMMINS INC COM CMI	CMI	841	$599.8k0.26%	0.26%	Added +7	+7 0.8%
46	STERLING INFRASTRUCTURE INC COM STRL	STRL	679	$569.9k0.24%	0.24%	Reduced -5	-5 -0.7%
47	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	11,613	$526.5k0.22%	0.22%	Added +2.6k	+2,573 28.5%
48	INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 BSCT	BSCT	27,882	$517.9k0.22%	0.22%	Added +372	+372 1.4%
49	SELECT SECTOR SPDR TR SBI CONS DISCR XLY	XLY	4,392	$515.1k0.22%	0.22%	New
50	INVESCO EXCH TRD SLF IDX FD INVSCO 30 CORP BSCU	BSCU	30,489	$507.5k0.22%	0.22%	Added +476	+476 1.6%
51	US BANCORP DEL COM NEW USB	USB	7,909	$477.7k0.20%	0.20%	Unchanged
52	NUCOR CORP COM NUE	NUE	2,068	$460.6k0.20%	0.20%	Added +7	+7 0.3%
53	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	1,242	$459.5k0.20%	0.20%	Added +9	+9 0.7%
54	ISHARES TR RUSSELL 2000 ETF IWM	IWM	1,429	$429.3k0.18%	0.18%	Unchanged
55	FIFTH THIRD BANCORP COM FITB	FITB	7,436	$419.2k0.18%	0.18%	Added +76	+76 1.0%
56	COCA COLA CO COM KO	KO	5,108	$415.1k0.18%	0.18%	Added +45	+45 0.9%
57	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	824	$412.3k0.18%	0.18%	Added +10	+10 1.2%
58	STARBUCKS CORP COM SBUX	SBUX	3,955	$404.2k0.17%	0.17%	Added +50	+50 1.3%
59	MARRIOTT INTL INC NEW CL A MAR	MAR	1,081	$400.6k0.17%	0.17%	Added +6	+6 0.6%
60	ABBVIE INC COM ABBV	ABBV	1,586	$399.1k0.17%	0.17%	Added +21	+21 1.3%
61	WILLIAMS COS INC COM WMB	WMB	5,231	$388.9k0.17%	0.17%	Added +68	+68 1.3%
62	CINCINNATI FINL CORP COM CINF	CINF	2,090	$386.9k0.17%	0.17%	Added +30	+30 1.5%
63	NEXTERA ENERGY INC COM NEE	NEE	4,238	$372.0k0.16%	0.16%	Added +58	+58 1.4%
64	SELECT SECTOR SPDR TR ENERGY XLE	XLE	6,980	$370.7k0.16%	0.16%	Reduced -7.2k	-7,239 -50.9%
65	POLARIS INC COM PII	PII	5,030	$344.3k0.15%	0.15%	Added +70	+70 1.4%
66	AT&T INC COM T	T	16,170	$334.7k0.14%	0.14%	Added +316	+316 2.0%
67	AMERICAN WTR WKS CO INC NEW COM AWK	AWK	2,517	$331.2k0.14%	0.14%	Added +39	+39 1.6%
68	AMERICAN EXPRESS CO COM AXP	AXP	931	$314.9k0.13%	0.13%	Added +15	+15 1.6%
69	SELECT SECTOR SPDR TR RL EST SEL SEC XLRE	XLRE	6,729	$296.3k0.13%	0.13%	Reduced -2.5k	-2,516 -27.2%
70	DEVON ENERGY CORP NEW COM DVN	DVN	7,074	$292.3k0.12%	0.12%	Added +112	+112 1.6%
71	CECO ENVIRONMENTAL CORP COM CECO	CECO	3,185	$289.0k0.12%	0.12%	New
72	TJX COS INC NEW COM TJX	TJX	1,803	$273.2k0.12%	0.12%	Added +22	+22 1.2%
73	PACCAR INC COM PCAR	PCAR	2,256	$271.0k0.12%	0.12%	Added +31	+31 1.4%
74	ROYAL CARIBBEAN GROUP COM RCL	RCL	852	$270.5k0.12%	0.12%	Reduced -100	-100 -10.5%
75	HERSHEY CO COM HSY	HSY	1,475	$258.8k0.11%	0.11%	Added +21	+21 1.4%
76	ORACLE CORP COM ORCL	ORCL	1,694	$248.3k0.11%	0.11%	Added +19	+19 1.1%
77	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	2,780	$237.6k0.10%	0.10%	Added +107	+107 4.0%
78	INVESCO EXCH TRADED FD TR II S&P SMLCP INFO PSCT	PSCT	2,295	$212.1k0.09%	0.09%	New
79	CME GROUP INC COM CME	CME	932	$205.8k0.09%	0.09%	Added +11	+11 1.2%
80	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	279	$205.5k0.09%	0.09%	New
81	SOUNDHOUND AI INC CLASS A COM SOUN	SOUN	14,686	$95.0k0.04%	0.04%	Reduced -600	-600 -3.9%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
MICROSOFT CORP MSFT	MSFT	19,296	$7.1m19.3k shares
GILEAD SCIENCES INC GILD	GILD	49,804	$6.9m49.8k shares
VULCAN MATLS CO VMC	VMC	24,133	$6.6m24.1k shares
OSHKOSH CORP OSK	OSK	43,290	$6.4m43.3k shares
WELLS FARGO CO NEW WFC	WFC	69,028	$5.5m69.0k shares
ZILLOW GROUP INC Z	Z	131,563	$5.4m131.6k shares
TOPBUILD CORP BLD	BLD	13,470	$4.7m13.5k shares
FIRST TR MORNINGSTAR DIVID L FDL	FDL	3,999	$203.1k4.0k shares