Kessler Investment Group, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 30, 2025), Kessler Investment Group, LLC reported 185 stock positions worth $210.8 million. Its top holding was Apple (AAPL) at 6.1% of the portfolio, followed by Alphabet Class A (GOOGL, 5.4%) and Dell Technologies -C (DELL, 4.4%). Compared with Q3 2024, it opened 6 new positions, sold out of 9, added to 21 and reduced 67. The biggest buy was a new position in Palantir Technologies Class A (PLTR) and the biggest sale Dynatrace (DT, shares −89%).

Most Recent 13F
Q2 2026
Location
COLUMBUS, IN
CIK
0001525947
Portfolio Value
$210.8M (Q4 2024)
SEC Filing
0001525947-25-000001 ↗ filed Jan 30, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $161.2M Q1 2024 Q2 2024: $185.2M Q2 2024 Q3 2024: $194.5M Q3 2024 Q4 2024: $210.8M $210.8M Q4 2024 Q1 2025: $204.8M Q1 2025 Q2 2025: $243.5M Q2 2025 Q3 2025: $232.9M Q3 2025 Q4 2025: $237.4M Q4 2025 Q1 2026: $211.3M Q1 2026 Q2 2026: $234.2M Q2 2026

Holdings 185 stocks · $210.8M
AAPL Apple Inc. 6.13% 51,594 $12.9M Reduce -3.5%
GOOGL Alphabet Inc. Class A 5.42% 60,372 $11.4M Add +45.6%
DELL Dell Technologies -C 4.36% 79,823 $9.2M Reduce -0.7%
GEV GE Vernova Inc. 4.35% 27,888 $9.2M Reduce -5.2%
TSLA Tesla Inc. 4.33% 22,575 $9.1M Add +3.5%
DD Dupont DE Nemours Inc. 3.90% 107,891 $8.2M Reduce -0.3%
PLTR Palantir Technologies Inc. Class A 3.73% 103,884 $7.9M New
GNRC Generac Holdings Inc. 3.72% 50,547 $7.8M Reduce -4.6%
AMZN Amazon.com Inc. 3.64% 34,967 $7.7M Add +6.0%
ADSK Autodesk Inc. 3.32% 23,651 $7.0M Add +2.3%
MSI Motorola Solutions Inc. 3.27% 14,932 $6.9M Reduce -5.0%
NVDA Nvidia Corp. 3.24% 50,791 $6.8M Add +6.0%
DUK Duke Energy Corp. 3.21% 62,808 $6.8M Add +0.4%
BIRK Birkenstock Holding PLC 3.20% 118,898 $6.7M New
EQIX Equinix Inc. 3.15% 7,044 $6.6M Add +2.6%
Z Zillow Group Inc. Class C 3.03% 86,156 $6.4M Reduce -18.7%
CEG Constellation Energy 2.97% 27,958 $6.3M Reduce -3.1%
SHOP Shopify Inc. Class A 2.90% 57,417 $6.1M New
META Meta Platforms Inc. Class A 2.77% 9,959 $5.8M Add +0.1%
ROKU Roku Inc. 2.64% 74,743 $5.6M Reduce -1.6%
MSFT Microsoft Corp. 2.32% 11,624 $4.9M Add +0.7%
LLY Eli Lilly & Co. 2.23% 6,088 $4.7M Add +7.0%
TOST Toast Inc. Class A 1.95% 113,032 $4.1M New
XLF SS Financial Select Sector 1.09% 47,493 $2.3M Add +2.0%
GS Goldman Sachs Group Inc. 0.99% 3,632 $2.1M Reduce -3.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.90% 8,601 $1.9M Reduce -5.3%
MMM 3M Co. 0.75% 12,302 $1.6M Reduce -4.0%
PM Philip Morris International 0.70% 12,268 $1.5M Reduce -3.9%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.67% 32,076 $1.4M Reduce -3.8%
IVW iShares S&P 500 Growth ETF 0.61% 12,741 $1.3M Reduce -8.2%
EMR Emerson Electric Co. 0.61% 10,429 $1.3M Reduce -4.6%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.59% 11,794 $1.2M Reduce -4.0%
KDP Keurig Dr Pepper Inc. 0.56% 36,834 $1.2M Reduce -3.5%
RCL Royal Caribbean Cruises Ltd. 0.54% 4,945 $1.1M No change
BSCR Invesco Bulletshares 2027 CB 0.53% 57,483 $1.1M Reduce -7.9%
BSCQ Invesco Bulletshares 2026 CB 0.53% 57,542 $1.1M Reduce -7.6%
PAYX Paychex Inc. 0.52% 7,817 $1.1M Reduce -3.8%
XLC SS Comm Select Sector SPDR 0.50% 10,901 $1.1M Add +2.8%
GLW Corning Inc. 0.50% 22,042 $1.0M Reduce -2.7%
MRK Merck & Co. Inc. 0.47% 9,908 $986K Reduce -3.1%
HRB H&R Block Inc. filed as BLOCK H & R INC 0.46% 18,327 $968K Reduce -3.7%
XLI SS Industrial Select Sector 0.46% 7,309 $963K Add +2.6%
GAP The Gap Inc. 0.45% 40,129 $948K New
XLRE SS Real Estate Select Sector 0.38% 19,533 $794K Add +2.7%
XLB SS Materials Select Sector 0.36% 8,984 $756K Reduce -0.1%
DT Dynatrace Inc. 0.34% 13,057 $710K Reduce -89.4%
CMI Cummins Inc. 0.30% 1,801 $628K Reduce -5.3%
GRMN Garmin Ltd. 0.26% 2,696 $556K Reduce -6.6%
VRTX Vertex Pharmaceuticals Inc. 0.26% 1,373 $553K Reduce -90.0%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.26% 7,142 $541K Add +2.7%
BSCP Invesco Bulletshares 2025 CB 0.26% 26,133 $540K Reduce -5.0%
SBUX Starbucks Corp. 0.25% 5,733 $523K Add +18.9%
MRSH Marsh & McLennan Cos 0.24% 2,337 $496K Reduce -6.4%
T AT&T Inc. 0.23% 21,123 $481K Add +8.5%
PPG PPG Industries Inc. 0.23% 4,000 $478K Reduce -11.3%
NE Noble Corp. PLC 0.22% 14,877 $467K Reduce -21.6%
HPE Hewlett Packard Enterprise 0.20% 20,225 $432K Add +8.9%
NEE Nextera Energy Inc. 0.19% 5,722 $410K Reduce -6.5%
GPC Genuine Parts Co. 0.18% 3,288 $384K Add +9.0%
USB US Bancorp 0.18% 8,009 $383K No change
CDNS Cadence Design SYS Inc. 0.18% 1,272 $382K Reduce -87.9%
CL Colgate-Palmolive Co. 0.18% 4,154 $378K Reduce -6.6%
KLG WK Kellogg Co. 0.17% 20,147 $362K Reduce -2.7%
KO The Coca-Cola Co. 0.17% 5,695 $355K Reduce -2.4%
IWM iShares Russell 2000 ETF 0.16% 1,569 $347K Reduce -16.4%
XLE SS Energy Select Sector 0.16% 4,024 $345K No change
AOS Smith (a.o.) Corp. 0.15% 4,713 $321K Reduce -6.7%
SOUN Soundhound AI Inc. Class A 0.14% 15,236 $302K Reduce -37.2%
XLK SS Technology Select Sector 0.14% 1,292 $300K No change
ABBV Abbvie Inc. 0.14% 1,643 $292K Reduce -13.9%
BSCT Invesco Bulletshares 2029 CB 0.12% 13,875 $254K New
QCOM Qualcomm Inc. 0.10% 1,387 $213K Reduce -11.9%
TXN Texas Instruments Inc. 0.09% 1,044 $196K Reduce -11.8%
PSCF Invesco S&P Smallcap Financi 0.08% 3,099 $172K Reduce -34.6%
PSCT Invesco S&P Smallcap Informa 0.08% 3,559 $170K Reduce -37.9%
CRM Salesforce Inc. 0.08% 484 $162K Reduce -3.2%
STRL Sterling Infrastructure Inc. 0.06% 782 $132K Reduce -6.6%
F Ford Motor Co. filed as FORD MTR CO 0.06% 11,989 $119K Reduce -5.5%
XLV SS Health Care Select Sector 0.05% 832 $114K No change
GOOG Alphabet Inc. Class C 0.05% 580 $110K No change
VFC VF Corp. 0.05% 4,991 $107K Reduce -32.1%
PSCH Invesco S&P Smallcap Health 0.05% 2,362 $105K Reduce -34.5%
SIL Global X Silver Miners ETF 0.05% 3,089 $98K No change
CECO Ceco Environmental Corp. 0.05% 3,185 $96K Reduce -25.4%
PSCI Invesco S&P Smallcap Industr 0.05% 707 $95K Reduce -33.1%
WFC Wells Fargo & Co. 0.04% 1,328 $93K No change
CTVA Corteva Inc. 0.04% 1,581 $90K No change
BSCS Invesco Bulletshares 2028 CB 0.04% 4,279 $86K Add +11.3%
SN Sharkninja Inc. 0.04% 841 $82K Reduce -32.5%
IBKR Interactive Brokers Gro Class A 0.04% 463 $82K Reduce -34.2%
BP BP PLC-Spons ADR 0.04% 2,682 $79K No change
AIT Applied Industrial Tech Inc. 0.04% 323 $77K Reduce -33.0%
FLG Flagstar Bank NA 0.03% 7,627 $71K Reduce -28.2%
PSCM Invesco S&P Smallcap Materia 0.03% 925 $68K Reduce -33.4%
XOM Exxon Mobil Corp. 0.03% 595 $64K No change
STLD Steel Dynamics Inc. 0.03% 559 $64K No change
OXY Occidental Petroleum Corp. 0.03% 1,250 $62K Reduce -13.8%
FL Foot Locker Inc. 0.03% 2,789 $61K Reduce -32.2%
GDX Vaneck Gold Miners ETF 0.03% 1,700 $58K No change
AHR American Healthcare REIT Inc. 0.02% 1,842 $52K No change

Show all 185 holdings

Portfolio Sells Q3 2024 → Q4 2024
DT Dynatrace Inc. Reduce -89.4% 0.34% −3.05
VRTX Vertex Pharmaceuticals Inc. Reduce -90.0% 0.26% −3.03
CDNS Cadence Design SYS Inc. Reduce -87.9% 0.18% −1.28
DD Dupont DE Nemours Inc. Reduce -0.3% 3.90% −1.05
CEG Constellation Energy Reduce -3.1% 2.97% −0.89
GNRC Generac Holdings Inc. Reduce -4.6% 3.72% −0.61
DELL Dell Technologies -C Reduce -0.7% 4.36% −0.54
Z Zillow Group Inc. Class C Reduce -18.7% 3.03% −0.45
BSCO Invesco Bulletshares 2024 CB Sold out 0.00% −0.45
WBA Walgreens Boots Alliance Inc. Sold out 0.00% −0.38
MSI Motorola Solutions Inc. Reduce -5.0% 3.27% −0.36
EOG EOG Resources Inc. Sold out 0.00% −0.33
ROKU Roku Inc. Reduce -1.6% 2.64% −0.28
AAPL Apple Inc. Reduce -3.5% 6.13% −0.27
KDP Keurig Dr Pepper Inc. Reduce -3.5% 0.56% −0.17
HRB H&R Block Inc. Reduce -3.7% 0.46% −0.16
IRM Iron Mountain Inc. Reduce -4.0% 0.59% −0.16
MMM 3M Co. Reduce -4.0% 0.75% −0.15
IBM Intl Business Machines Corp. Reduce -5.3% 0.90% −0.14
NE Noble Corp. PLC Reduce -21.6% 0.22% −0.13
MRK Merck & Co. Inc. Reduce -3.1% 0.47% −0.13
BSCR Invesco Bulletshares 2027 CB Reduce -7.9% 0.53% −0.10
PM Philip Morris International Reduce -3.9% 0.70% −0.10
BSCQ Invesco Bulletshares 2026 CB Reduce -7.6% 0.53% −0.10
XLB SS Materials Select Sector Reduce -0.1% 0.36% −0.09
AOS Smith (a.o.) Corp. Reduce -6.7% 0.15% −0.08
PPG PPG Industries Inc. Reduce -11.3% 0.23% −0.08
NEE Nextera Energy Inc. Reduce -6.5% 0.19% −0.07
IVW iShares S&P 500 Growth ETF Reduce -8.2% 0.61% −0.07
PSCT Invesco S&P Smallcap Informa Reduce -37.9% 0.08% −0.06
CL Colgate-Palmolive Co. Reduce -6.6% 0.18% −0.06
ABBV Abbvie Inc. Reduce -13.9% 0.14% −0.06
PSCF Invesco S&P Smallcap Financi Reduce -34.6% 0.08% −0.05
MRSH Marsh & McLennan Cos Reduce -6.4% 0.24% −0.05
IWM iShares Russell 2000 ETF Reduce -16.4% 0.16% −0.05
KO The Coca-Cola Co. Reduce -2.4% 0.17% −0.05
PAYX Paychex Inc. Reduce -3.8% 0.52% −0.04
QCOM Qualcomm Inc. Reduce -11.9% 0.10% −0.04
PSCH Invesco S&P Smallcap Health Reduce -34.5% 0.05% −0.04
BSCP Invesco Bulletshares 2025 CB Reduce -5.0% 0.26% −0.04
TXN Texas Instruments Inc. Reduce -11.8% 0.09% −0.03
SN Sharkninja Inc. Reduce -32.5% 0.04% −0.03
GLW Corning Inc. Reduce -2.7% 0.50% −0.03
FLG Flagstar Bank NA Reduce -28.2% 0.03% −0.03
PSCI Invesco S&P Smallcap Industr Reduce -33.1% 0.05% −0.03
FL Foot Locker Inc. Reduce -32.2% 0.03% −0.03
PSCM Invesco S&P Smallcap Materia Reduce -33.4% 0.03% −0.03
VFC VF Corp. Reduce -32.1% 0.05% −0.02
SPY SS SPDR S&P 500 ETF Trust-US Reduce -95.9% 0.00% −0.02
FN Fabrinet Reduce -35.5% 0.02% −0.02

Portfolio Buys Q3 2024 → Q4 2024
PLTR Palantir Technologies Inc. Class A New 3.73% +3.73
BIRK Birkenstock Holding PLC New 3.20% +3.20
SHOP Shopify Inc. Class A New 2.90% +2.90
TOST Toast Inc. Class A New 1.95% +1.95
GOOGL Alphabet Inc. Class A Add +45.6% 5.42% +1.89
TSLA Tesla Inc. Add +3.5% 4.33% +1.39
AMZN Amazon.com Inc. Add +6.0% 3.64% +0.48
GAP The Gap Inc. New 0.45% +0.45
NVDA Nvidia Corp. Add +6.0% 3.24% +0.24
BSCT Invesco Bulletshares 2029 CB New 0.12% +0.12
ADSK Autodesk Inc. Add +2.3% 3.32% +0.04
EQIX Equinix Inc. Add +2.6% 3.15% +0.02
HPE Hewlett Packard Enterprise Add +8.9% 0.20% +0.01
T AT&T Inc. Add +8.5% 0.23% +0.01
XLC SS Comm Select Sector SPDR Add +2.8% 0.50% +0.01
SBUX Starbucks Corp. Add +18.9% 0.25% +0.01
XLF SS Financial Select Sector Add +2.0% 1.09% +0.00
PSCC Invesco S&P Smallcap Consume Add +1137.5% 0.00% +0.00
BSCS Invesco Bulletshares 2028 CB Add +11.3% 0.04% +0.00
XLU St Sr Utl SL SE SPDR ETF-Usd Add +2.7% 0.26% −0.03
GPC Genuine Parts Co. Add +9.0% 0.18% −0.03
XLI SS Industrial Select Sector Add +2.6% 0.46% −0.04
XLRE SS Real Estate Select Sector Add +2.7% 0.38% −0.06
META Meta Platforms Inc. Class A Add +0.1% 2.77% −0.16
MSFT Microsoft Corp. Add +0.7% 2.32% −0.23
LLY Eli Lilly & Co. Add +7.0% 2.23% −0.36
DUK Duke Energy Corp. Add +0.4% 3.21% −0.50

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 81$234.2MCRWD, GNRC, CRM, KLAC, VRT
Q1 2026 79$211.3MCRWD, GNRC, VRT, CRM, BF.A
Q4 2025 86$237.4MGOOGL, CRWD, ROKU, EL, ANET
Q3 2025 82$232.9MGOOGL, CRWD, DELL, ROKU, ANET
Q2 2025 213$243.5MPLTR, CRWD, HOOD, GOOGL, DELL
Q1 2025 216$204.8MAAPL, GOOGL, CRWD, PLTR, DELL
Q4 2024 185$210.8MAAPL, GOOGL, DELL, GEV, TSLA
Q3 2024 188$194.5MAAPL, DD, DELL, GNRC, GEV
Q2 2024 195$185.2MAAPL, DD, GOOGL, GNRC, RCL
Q1 2024 191$161.2MCLF, GNRC, NUE, MRVL, GOOGL