Kessler Investment Group, LLC
Sector Allocation
- Technology45.0%$93.2M
- Financials11.2%$23.3M
- Other10.8%$22.3M
- Industrials10.1%$21.0M
- Materials9.0%$18.6M
- Consumer Discretionary5.8%$12.1M
- Healthcare5.0%$10.3M
- Consumer Staples1.6%$3.2M
- Real Estate0.8%$1.6M
- Energy0.3%$679,951
AUM History
13fpro.ai/research/fund/kessler-investment-group-llc-1525947
Conviction and streaks
Diversifying · top 10 = 43.8%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
CRM
$17.2MNOW
$8.8M- SELECT$8.6M
AMZN
$8.6MUPS
$8.4MCRWD
$8.1MAAPL
$8.1MVRT
$7.9MBHP
$7.8MKLAC
$7.4MGEV
$6.8MFCX
$6.8MHCA
$6.7MGLD
$6.6MGOOGL
$6.4M
SPCX$6.2MMSTR
$5.7M- SELECT$4.5M
PLTR
$4.2MNVDA
$3.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/kessler-investment-group-llc-1525947
Kessler Investment Group, LLC 13F holdings — Q3 2026
$207.3M portfolio (-11.5% QoQ) · 82 holdings · Q3 2026 13F · top 10 are 44% of the stock portfolio
$17.2M
8.3% of stocks
-8%This quarter+8.7%Since filed3 qtrsHeld$8.8M
4.3% of stocks
-8%This quarter+13.2%Since filed2 qtrsHeld- 3
SELECT SECTOR SPDR TR - ST STR ENERG ETF
$8.6M
4.2% of stocks
+1908%This quarter—Since filed—HeldAIQuality—Est. buy— $8.6M
4.1% of stocks
-7%This quarter-2.0%Since filed6+ qtrsHeld$8.4M
4.0% of stocks
+118%This quarter+6.6%Since filed2 qtrsHeld$8.1M
3.9% of stocks
+17%This quarter-0.5%Since filed6+ qtrsHeld$8.1M
3.9% of stocks
-4%This quarter+1.0%Since filed6+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$7.9M
3.8% of stocks
-3%This quarter-18.0%Since filed5 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$7.8M
3.7% of stocks
-8%This quarter-6.7%Since filed3 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$7.4M
3.5% of stocks
-9%This quarter-24.1%Since filed2 qtrsHeld
All holdings — Kessler Investment Group, LLC (Q3 2026)
82 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | GE Vernova Inc. | Industrials | $6.8M | 3.3% | 7,142 | -8% | 3 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | FREEPORT-MCMORAN INC | Materials | $6.8M | 3.3% | 97K | -4% | 3 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | HCA Healthcare, Inc. | Healthcare | $6.7M | 3.2% | 16K | -8% | 6+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | SPDR GOLD TRUSTetf/fund | Financials | $6.6M | 3.2% | 17K | -5% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Alphabet Inc. | Technology | $6.4M | 3.1% | 19K | -3% | 6+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $6.2M | 3.0% | 41K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F |
| 17 | Strategy Inc | Financials | $5.7M | 2.8% | 37K | -7% | 4 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETFetf/fund | — | $4.5M | 2.2% | 23K | +100% | — | — | 13F |
| 19 | Palantir Technologies Inc. | Technology | $4.2M | 2.0% | 22K | -8% | 3 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | NVIDIA CORP | Technology | $3.8M | 1.8% | 17K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | CORNING INC /NY | Materials | $3.6M | 1.7% | 23K | +3% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Arqit Quantum Inc. | Technology | $3.3M | 1.6% | 139K | -10% | 4 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | ELI LILLY & Co | Healthcare | $3.2M | 1.5% | 2,724 | -7% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | GOLDMAN SACHS GROUP INC | Financials | $3.1M | 1.5% | 3,484 | -2% | 6+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | DigitalOcean Holdings, Inc. | Technology | $2.9M | 1.4% | 22K | -6% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $PM | Philip Morris International Inc. | Consumer Staples | $2.6M | 1.2% | 13K | -0.4% | |||
| 27 | $RGTI | Rigetti Computing, Inc. | Technology | $2.4M | 1.2% | 153K | -11% | |||
| 28 | $RDW | Redwire Corp | Industrials | $2.3M | 1.1% | 218K | -5% | |||
| 29 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $2.1M | 1.0% | 9,449 | — | |||
| 30 | $LAES | SEALSQ Corp | Technology | $2.1M | 1.0% | 886K | -9% | |||
| 31 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $2.1M | 1.0% | 38K | -0.2% | |||
| 32 | $EMR | EMERSON ELECTRIC CO | Industrials | $1.8M | 0.9% | 12K | -0.3% | |||
| 33 | $IRM | IRON MOUNTAIN INC | Real Estate | $1.6M | 0.8% | 15K | -0.1% | |||
| 34 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | — | $1.6M | 0.8% | 14K | +71% | |||
| 35 | $NKE | NIKE, Inc. | Consumer Discretionary | $1.6M | 0.8% | 44K | New | |||
| 36 | — | ISHARES TR - S&P 500 GRWT ETF | — | $1.4M | 0.7% | 9,840 | -12% | |||
| 37 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | — | $1.3M | 0.6% | 12K | +173% | |||
| 38 | $IVZ | Invesco Ltd. | Financials | $1.2M | 0.6% | 61K | -0.5% | |||
| 39 | $IVZ | Invesco Ltd. | Financials | $1.2M | 0.6% | 60K | +0.0% | |||
| 40 | $GAP | GAP INC | Consumer Discretionary | $1.0M | 0.5% | 44K | -0.6% | |||
| 41 | — | ISHARES TR - ISHARES BIOTECH | — | $976K | 0.5% | 4,636 | -16% | |||
| 42 | $HPE | Hewlett Packard Enterprise Co | Technology | $940K | 0.5% | 15K | -5% | |||
| 43 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $916K | 0.4% | 5,436 | +19% | |||
| 44 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $802K | 0.4% | 15K | -5% | |||
| 45 | — | SELECT SECTOR SPDR TR - ST STR MATER ETF | — | $660K | 0.3% | 14K | -5% | |||
| 46 | $IVZ | Invesco Ltd. | Financials | $505K | 0.2% | 28K | -0.4% | |||
| 47 | $IVZ | Invesco Ltd. | Financials | $492K | 0.2% | 30K | -0.0% | |||
| 48 | $GNRC | GENERAC HOLDINGS INC. | Technology | $476K | 0.2% | 2,298 | -95% | |||
| 49 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $470K | 0.2% | 1,257 | +1% | |||
| 50 | $NUE | NUCOR CORP | Materials | $470K | 0.2% | 2,009 | -3% | |||
| 51 | $USB | US BANCORP \DE\ | Financials | $457K | 0.2% | 7,909 | — | |||
| 52 | $KO | COCA COLA CO | Consumer Staples | $438K | 0.2% | 5,088 | -0.4% | |||
| 53 | $ABBV | AbbVie Inc. | Healthcare | $413K | 0.2% | 1,579 | -0.4% | |||
| 54 | $CMI | CUMMINS INC | Industrials | $394K | 0.2% | 763 | -9% | |||
| 55 | $STT | STATE STREET CORP | Financials | $387K | 0.2% | 9,466 | +41% | |||
| 56 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $387K | 0.2% | 2,317 | -72% | |||
| 57 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $384K | 0.2% | 771 | -6% | |||
| 58 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $383K | 0.2% | 1,076 | -0.5% | |||
| 59 | $T | AT&T INC. | Communication Services | $371K | 0.2% | 15K | -6% | |||
| 60 | $FITB | FIFTH THIRD BANCORP | Financials | $364K | 0.2% | 7,205 | -3% | |||
| 61 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $355K | 0.2% | 3,775 | -5% | |||
| 62 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $354K | 0.2% | 5,208 | -0.4% | |||
| 63 | $CINF | CINCINNATI FINANCIAL CORP | Financials | $332K | 0.2% | 2,081 | -0.4% | |||
| 64 | — | INVESCO EXCH TRADED FD TR II - S&P SMLCP INFO | — | $327K | 0.2% | 4,052 | +77% | |||
| 65 | $STRL | STERLING INFRASTRUCTURE, INC. | Industrials | $327K | 0.2% | 665 | -2% | |||
| 66 | $DVN | DEVON ENERGY CORP/DE | Energy | $326K | 0.2% | 7,080 | +0.1% | |||
| 67 | $AWK | American Water Works Company, Inc. | Utilities | $324K | 0.2% | 2,506 | -0.4% | |||
| 68 | $NEE | NEXTERA ENERGY INC | Utilities | $308K | 0.1% | 4,061 | -4% | |||
| 69 | $AXP | AMERICAN EXPRESS CO | Financials | $281K | 0.1% | 924 | -0.8% | |||
| 70 | $ANET | Arista Networks, Inc. | Technology | $272K | 0.1% | 1,336 | -98% | |||
| 71 | $MSFT | MICROSOFT CORP | Technology | $264K | 0.1% | 515 | New | |||
| 72 | $PII | Polaris Inc. | Industrials | $261K | 0.1% | 5,009 | -0.4% | |||
| 73 | $PCAR | PACCAR INC | Industrials | $246K | 0.1% | 2,240 | -0.7% | |||
| 74 | $CME | CME GROUP INC. | Financials | $243K | 0.1% | 928 | -0.4% | |||
| 75 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $239K | 0.1% | 2,809 | +1% | |||
| 76 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $237K | 0.1% | 1,789 | -0.8% | |||
| 77 | $ORCL | ORACLE CORP | Technology | $232K | 0.1% | 1,687 | -0.4% | |||
| 78 | $HSY | HERSHEY CO | Consumer Staples | $231K | 0.1% | 1,464 | -0.7% | |||
| 79 | $RCL | ROYAL CARIBBEAN CRUISES LTD | Industrials | $227K | 0.1% | 852 | — | |||
| 80 | $CECO | CECO ENVIRONMENTAL CORP | Industrials | $222K | 0.1% | 3,185 | — | |||
| 81 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $206K | 0.1% | 279 | — | |||
| 82 | $SOUN | SOUNDHOUND AI, INC. | Technology | $88K | 0.0% | 15K | — |
What changed in Q3 2026
Against the previous quarter's 13F: 4 new, 14 added to, 58 trimmed, 3 sold out. Share-count changes; largest moves by dollar size first.
New positions (4)
Added to (14)
- SELECT SECTOR SPDR TR - ST STR ENERG ETF+1908%
now $8.6M
now $8.4M · held 2 qtrs, 2 adds in a row
- SELECT SECTOR SPDR TR - ST STR TECHN ETF+100%
now $4.5M
now $8.1M · held 6+ qtrs
- SELECT SECTOR SPDR TR - ST STR DISCR ETF+173%
now $1.3M
- SELECT SECTOR SPDR TR - ST STR SVC ETF+71%
now $1.6M
+8 more in the Excel export
Trimmed (58)
$ANETArista Networks, Inc.-98%
now $272K · held 6+ qtrs, 3 trims in a row
$GNRCGENERAC HOLDINGS INC.-95%
now $476K · held 6+ qtrs, 3 trims in a row
now $17.2M · held 3 qtrs
- SELECT SECTOR SPDR TR - ST STR INDL ETF-72%
now $387K
now $7.4M · held 2 qtrs
now $8.8M · held 2 qtrs
+52 more in the Excel export
Sold out (3)
$BF-ABROWN FORMAN CORPwas $6.0M
held 4 qtrs
- SELECT SECTOR SPDR TR - ST STR UTIL ETFwas $527K
- ISHARES TR - RUSSELL 2000 ETFwas $429K
Holdings by quarter
Every 13F Kessler Investment Group, LLC has filed, 42 earlier quarters. Pick one to see what it held then.
Is it too late to follow Kessler Investment Group?
Q3 2026 13F filed with the SEC on Oct 8, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Kessler Investment Group's top 20 holdings: 71/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-1.8%
Value-weighted move of the 10 largest stock positions
Turnover
13%
Last quarter; 79% over the last 4
Top 10 weight
44%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
54%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Kessler Investment Group, LLC disclosed 82 positions worth $207.3M in its Form 13F-HR for Q3 2026, led by $CRM (Salesforce, Inc.) at 8.3% of the equity portfolio, followed by $NOW. During the quarter the fund opened 4 new positions and exited 3 — including a new stake in $SPCX and a full exit from $BF-A. The portfolio is most concentrated in Technology (45.0% of disclosed assets). All figures are sourced directly from Kessler Investment Group, LLC’s Form 13F-HR filing with the SEC under CIK 1525947.
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