Kessler Investment Group, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 13, 2026), Kessler Investment Group, LLC reported 81 stock positions worth $234.2 million. Its top holding was CrowdStrike Class A (CRWD) at 8.5% of the portfolio, followed by Generac (GNRC, 6.2%) and Salesforce (CRM, 5.4%). Compared with Q1 2026, it opened 10 new positions, sold out of 8, added to 34 and reduced 35. The biggest buy was a new position in KLA (KLAC) and the biggest sale an exit from Microsoft (MSFT).
- Most Recent 13F
- Q2 2026
- Location
- COLUMBUS, IN
- CIK
- 0001525947
- Portfolio Value
- $234.2M (Q2 2026)
- SEC Filing
- 0001525947-26-000005 ↗ filed Jul 13, 2026
Holdings Value
Holdings 81 stocks · $234.2M
| CRWD CrowdStrike Holdings Inc. Class A | 8.53% | 26,165 | $20.0M | Reduce -4.3% |
| GNRC Generac Holdings Inc. | 6.24% | 49,885 | $14.6M | Reduce -5.1% |
| CRM Salesforce Inc. | 5.45% | 81,446 | $12.8M | Add +68.3% |
| KLAC KLA Corp. | 5.36% | 41,629 | $12.6M | New |
| VRT Vertiv Holdings Co. Class A | 4.85% | 33,957 | $11.4M | Reduce -6.2% |
| ANET Arista Networks Inc. | 4.78% | 65,932 | $11.2M | Reduce -3.1% |
| GEV GE Vernova Inc. | 3.88% | 7,726 | $9.1M | Reduce -1.8% |
| AMZN Amazon.com Inc. | 3.78% | 37,127 | $8.8M | Reduce -2.2% |
| BHP BHP Group Ltd.-Spon ADR filed as BHP BILLITON LIMITED | 3.53% | 99,119 | $8.3M | Reduce -1.8% |
| AAPL Apple Inc. | 3.11% | 25,183 | $7.3M | Reduce -1.7% |
| NOW ServiceNow Inc. | 3.02% | 71,324 | $7.1M | New |
| GOOGL Alphabet Inc. Class A | 2.93% | 19,225 | $6.9M | Reduce -1.7% |
| GLD SPDR Gold Shares | 2.87% | 18,220 | $6.7M | Reduce -0.9% |
| HCA HCA Healthcare Inc. | 2.84% | 17,049 | $6.6M | Reduce -1.7% |
| FCX Freeport-McMoran Inc. | 2.71% | 100,798 | $6.3M | Reduce -1.8% |
| BF.A Brown-Forman Corp. Class A | 2.55% | 218,128 | $6.0M | Reduce -31.2% |
| GLW Corning Inc. | 2.47% | 22,606 | $5.8M | Reduce -1.4% |
| ARQQ Arqit Quantum Inc. | 1.94% | 153,105 | $4.6M | Reduce -2.8% |
| UPS United Parcel Service Class B | 1.89% | 41,202 | $4.4M | New |
| DOCN Digitalocean Holdings Inc. | 1.57% | 23,353 | $3.7M | New |
| GS Goldman Sachs Group Inc. | 1.53% | 3,546 | $3.6M | Reduce -1.2% |
| LLY Eli Lilly & Co. | 1.50% | 2,923 | $3.5M | Reduce -0.6% |
| MSTR Strategy Inc. | 1.48% | 39,932 | $3.5M | Reduce -2.0% |
| RGTI Rigetti Computing Inc. | 1.41% | 170,898 | $3.3M | Add +3.0% |
| LAES Sealsq Corp. | 1.31% | 975,458 | $3.1M | Reduce -1.8% |
| PLTR Palantir Technologies Inc. Class A | 1.21% | 24,244 | $2.8M | Reduce -2.2% |
| RDW Redwire Corp. | 1.20% | 230,133 | $2.8M | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.13% | 9,449 | $2.7M | Reduce -0.5% |
| PM Philip Morris International | 1.04% | 13,498 | $2.4M | Reduce -0.5% |
| XLK SS Technology Select Sector | 0.93% | 11,433 | $2.2M | Add +87.4% |
| BAC Bank of America Corp. | 0.92% | 37,993 | $2.2M | Reduce -0.4% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.79% | 14,594 | $1.8M | Reduce -0.4% |
| EMR Emerson Electric Co. | 0.71% | 11,663 | $1.7M | Reduce -0.5% |
| XLI SS Industrial Select Sector | 0.66% | 8,295 | $1.5M | Add +41.6% |
| IVW iShares S&P 500 Growth ETF | 0.65% | 11,148 | $1.5M | Reduce -3.4% |
| BSCQ Invesco Bulletshares 2026 CB | 0.51% | 60,890 | $1.2M | Add +0.8% |
| BSCR Invesco Bulletshares 2027 CB | 0.50% | 59,876 | $1.2M | Add +0.1% |
| IBB iShares Biotechnology ETF | 0.45% | 5,546 | $1.1M | Reduce -2.9% |
| XLC SS Comm Select Sector SPDR | 0.38% | 8,243 | $883K | Add +7.4% |
| XLF SS Financial Select Sector | 0.36% | 15,794 | $847K | Reduce -28.8% |
| GAP The Gap Inc. | 0.35% | 44,505 | $831K | Reduce -0.3% |
| XLB SS Materials Select Sector | 0.31% | 14,332 | $729K | Add +41.6% |
| XLV SS Health Care Select Sector | 0.31% | 4,578 | $726K | New |
| HPE Hewlett Packard Enterprise | 0.30% | 15,483 | $698K | Reduce -0.6% |
| CMI Cummins Inc. | 0.26% | 841 | $600K | Add +0.8% |
| STRL Sterling Infrastructure Inc. | 0.24% | 679 | $570K | Reduce -0.7% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.22% | 11,613 | $527K | Add +28.5% |
| BSCT Invesco Bulletshares 2029 CB | 0.22% | 27,882 | $518K | Add +1.4% |
| XLY SS Consumer Disc Select Sect | 0.22% | 4,392 | $515K | New |
| BSCU Invesco Bulletshares 2030 CB | 0.22% | 30,489 | $507K | Add +1.6% |
| USB US Bancorp | 0.20% | 7,909 | $478K | No change |
| NUE Nucor Corp. | 0.20% | 2,068 | $461K | Add +0.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.20% | 1,242 | $460K | Add +0.7% |
| IWM iShares Russell 2000 ETF | 0.18% | 1,429 | $429K | No change |
| FITB Fifth Third Bancorp | 0.18% | 7,436 | $419K | Add +1.0% |
| KO The Coca-Cola Co. | 0.18% | 5,108 | $415K | Add +0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.18% | 824 | $412K | Add +1.2% |
| SBUX Starbucks Corp. | 0.17% | 3,955 | $404K | Add +1.3% |
| MAR Marriott International Class A | 0.17% | 1,081 | $401K | Add +0.6% |
| ABBV Abbvie Inc. | 0.17% | 1,586 | $399K | Add +1.3% |
| WMB Williams Cos Inc. | 0.17% | 5,231 | $389K | Add +1.3% |
| CINF Cincinnati Financial Corp. | 0.17% | 2,090 | $387K | Add +1.5% |
| NEE Nextera Energy Inc. | 0.16% | 4,238 | $372K | Add +1.4% |
| XLE SS Energy Select Sector | 0.16% | 6,980 | $371K | Reduce -50.9% |
| PII Polaris Inc. | 0.15% | 5,030 | $344K | Add +1.4% |
| T AT&T Inc. | 0.14% | 16,170 | $335K | Add +2.0% |
| AWK American Water Works Co. Inc. | 0.14% | 2,517 | $331K | Add +1.6% |
| AXP American Express Co. | 0.13% | 931 | $315K | Add +1.6% |
| XLRE SS Real Estate Select Sector | 0.13% | 6,729 | $296K | Reduce -27.2% |
| DVN Devon Energy Corp. | 0.12% | 7,074 | $292K | Add +1.6% |
| CECO Ceco Environmental Corp. | 0.12% | 3,185 | $289K | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.12% | 1,803 | $273K | Add +1.2% |
| PCAR Paccar Inc. | 0.12% | 2,256 | $271K | Add +1.4% |
| RCL Royal Caribbean Cruises Ltd. | 0.12% | 852 | $271K | Reduce -10.5% |
| HSY The Hershey Co. | 0.11% | 1,475 | $259K | Add +1.4% |
| ORCL Oracle Corp. | 0.11% | 1,694 | $248K | Add +1.1% |
| VXUS Vanguard Total Intl Stock | 0.10% | 2,780 | $238K | Add +4.0% |
| PSCT Invesco S&P Smallcap Informa | 0.09% | 2,295 | $212K | New |
| CME Cme Group Inc. | 0.09% | 932 | $206K | Add +1.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.09% | 279 | $205K | New |
| SOUN Soundhound AI Inc. Class A | 0.04% | 14,686 | $95K | Reduce -3.9% |
Portfolio Sells Q1 2026 → Q2 2026
| MSFT Microsoft Corp. | Sold out | 0.00% | −3.38 |
| GILD Gilead Sciences Inc. | Sold out | 0.00% | −3.29 |
| VMC Vulcan Materials Co. | Sold out | 0.00% | −3.11 |
| OSK Oshkosh Corp. | Sold out | 0.00% | −3.02 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −2.60 |
| Z Zillow Group Inc. Class C | Sold out | 0.00% | −2.58 |
| BLD Topbuild Corp. | Sold out | 0.00% | −2.24 |
| BF.A Brown-Forman Corp. Class A | Reduce -31.2% | 2.55% | −1.47 |
| HCA HCA Healthcare Inc. | Reduce -1.7% | 2.84% | −1.05 |
| MSTR Strategy Inc. | Reduce -2.0% | 1.48% | −0.92 |
| GLD SPDR Gold Shares | Reduce -0.9% | 2.87% | −0.88 |
| PLTR Palantir Technologies Inc. Class A | Reduce -2.2% | 1.21% | −0.51 |
| XLE SS Energy Select Sector | Reduce -50.9% | 0.16% | −0.25 |
| XLF SS Financial Select Sector | Reduce -28.8% | 0.36% | −0.16 |
| GAP The Gap Inc. | Reduce -0.3% | 0.35% | −0.16 |
| FCX Freeport-McMoran Inc. | Reduce -1.8% | 2.71% | −0.15 |
| FDL First Trust Morn DVD Lead Inc. | Sold out | 0.00% | −0.10 |
| XLRE SS Real Estate Select Sector | Reduce -27.2% | 0.13% | −0.05 |
| PM Philip Morris International | Reduce -0.5% | 1.04% | −0.02 |
| EMR Emerson Electric Co. | Reduce -0.5% | 0.71% | −0.01 |
| SOUN Soundhound AI Inc. Class A | Reduce -3.9% | 0.04% | −0.01 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -10.5% | 0.12% | −0.01 |
| IBB iShares Biotechnology ETF | Reduce -2.9% | 0.45% | −0.01 |
| AAPL Apple Inc. | Reduce -1.7% | 3.11% | +0.03 |
| AMZN Amazon.com Inc. | Reduce -2.2% | 3.78% | +0.03 |
| IVW iShares S&P 500 Growth ETF | Reduce -3.4% | 0.65% | +0.04 |
| BAC Bank of America Corp. | Reduce -0.4% | 0.92% | +0.04 |
| IBM Intl Business Machines Corp. | Reduce -0.5% | 1.13% | +0.05 |
| BHP BHP Group Ltd.-Spon ADR | Reduce -1.8% | 3.53% | +0.05 |
| IRM Iron Mountain Inc. | Reduce -0.4% | 0.79% | +0.08 |
| LAES Sealsq Corp. | Reduce -1.8% | 1.31% | +0.08 |
| GS Goldman Sachs Group Inc. | Reduce -1.2% | 1.53% | +0.09 |
| STRL Sterling Infrastructure Inc. | Reduce -0.7% | 0.24% | +0.11 |
| HPE Hewlett Packard Enterprise | Reduce -0.6% | 0.30% | +0.12 |
| LLY Eli Lilly & Co. | Reduce -0.6% | 1.50% | +0.22 |
| GOOGL Alphabet Inc. Class A | Reduce -1.7% | 2.93% | +0.27 |
| VRT Vertiv Holdings Co. Class A | Reduce -6.2% | 4.85% | +0.56 |
| GEV GE Vernova Inc. | Reduce -1.8% | 3.88% | +0.62 |
| ANET Arista Networks Inc. | Reduce -3.1% | 4.78% | +0.83 |
| ARQQ Arqit Quantum Inc. | Reduce -2.8% | 1.94% | +0.95 |
| GLW Corning Inc. | Reduce -1.4% | 2.47% | +0.99 |
| GNRC Generac Holdings Inc. | Reduce -5.1% | 6.24% | +1.38 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -4.3% | 8.53% | +3.47 |
Portfolio Buys Q1 2026 → Q2 2026
| KLAC KLA Corp. | New | 5.36% | +5.36 |
| NOW ServiceNow Inc. | New | 3.02% | +3.02 |
| UPS United Parcel Service Class B | New | 1.89% | +1.89 |
| DOCN Digitalocean Holdings Inc. | New | 1.57% | +1.57 |
| RDW Redwire Corp. | New | 1.20% | +1.20 |
| CRM Salesforce Inc. | Add +68.3% | 5.45% | +1.17 |
| XLK SS Technology Select Sector | Add +87.4% | 0.93% | +0.55 |
| XLV SS Health Care Select Sector | New | 0.31% | +0.31 |
| RGTI Rigetti Computing Inc. | Add +3.0% | 1.41% | +0.31 |
| XLY SS Consumer Disc Select Sect | New | 0.22% | +0.22 |
| XLI SS Industrial Select Sector | Add +41.6% | 0.66% | +0.21 |
| CECO Ceco Environmental Corp. | New | 0.12% | +0.12 |
| PSCT Invesco S&P Smallcap Informa | New | 0.09% | +0.09 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.09% | +0.09 |
| XLB SS Materials Select Sector | Add +41.6% | 0.31% | +0.07 |
| CMI Cummins Inc. | Add +0.8% | 0.26% | +0.04 |
| NUE Nucor Corp. | Add +0.3% | 0.20% | +0.03 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +28.5% | 0.22% | +0.03 |
| PII Polaris Inc. | Add +1.4% | 0.15% | +0.02 |
| FITB Fifth Third Bancorp | Add +1.0% | 0.18% | +0.02 |
| CINF Cincinnati Financial Corp. | Add +1.5% | 0.17% | +0.01 |
| ABBV Abbvie Inc. | Add +1.3% | 0.17% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.7% | 0.20% | +0.01 |
| SBUX Starbucks Corp. | Add +1.3% | 0.17% | +0.01 |
| MAR Marriott International Class A | Add +0.6% | 0.17% | +0.00 |
| VXUS Vanguard Total Intl Stock | Add +4.0% | 0.10% | +0.00 |
| AXP American Express Co. | Add +1.6% | 0.13% | +0.00 |
| KO The Coca-Cola Co. | Add +0.9% | 0.18% | −0.01 |
| PCAR Paccar Inc. | Add +1.4% | 0.12% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.2% | 0.18% | −0.01 |
| ORCL Oracle Corp. | Add +1.1% | 0.11% | −0.01 |
| WMB Williams Cos Inc. | Add +1.3% | 0.17% | −0.01 |
| TJX TJX Companies Inc. | Add +1.2% | 0.12% | −0.02 |
| AWK American Water Works Co. Inc. | Add +1.6% | 0.14% | −0.02 |
| BSCU Invesco Bulletshares 2030 CB | Add +1.6% | 0.22% | −0.02 |
| BSCT Invesco Bulletshares 2029 CB | Add +1.4% | 0.22% | −0.02 |
| NEE Nextera Energy Inc. | Add +1.4% | 0.16% | −0.02 |
| XLC SS Comm Select Sector SPDR | Add +7.4% | 0.38% | −0.03 |
| HSY The Hershey Co. | Add +1.4% | 0.11% | −0.03 |
| CME Cme Group Inc. | Add +1.2% | 0.09% | −0.04 |
| DVN Devon Energy Corp. | Add +1.6% | 0.12% | −0.04 |
| BSCQ Invesco Bulletshares 2026 CB | Add +0.8% | 0.51% | −0.05 |
| BSCR Invesco Bulletshares 2027 CB | Add +0.1% | 0.50% | −0.05 |
| T AT&T Inc. | Add +2.0% | 0.14% | −0.07 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 81 | $234.2M | CRWD, GNRC, CRM, KLAC, VRT |
| Q1 2026 | 79 | $211.3M | CRWD, GNRC, VRT, CRM, BF.A |
| Q4 2025 | 86 | $237.4M | GOOGL, CRWD, ROKU, EL, ANET |
| Q3 2025 | 82 | $232.9M | GOOGL, CRWD, DELL, ROKU, ANET |
| Q2 2025 | 213 | $243.5M | PLTR, CRWD, HOOD, GOOGL, DELL |
| Q1 2025 | 216 | $204.8M | AAPL, GOOGL, CRWD, PLTR, DELL |
| Q4 2024 | 185 | $210.8M | AAPL, GOOGL, DELL, GEV, TSLA |
| Q3 2024 | 188 | $194.5M | AAPL, DD, DELL, GNRC, GEV |
| Q2 2024 | 195 | $185.2M | AAPL, DD, GOOGL, GNRC, RCL |
| Q1 2024 | 191 | $161.2M | CLF, GNRC, NUE, MRVL, GOOGL |