Kessler Investment Group, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 24, 2025), Kessler Investment Group, LLC reported 216 stock positions worth $204.8 million. Its top holding was Apple (AAPL) at 5.9% of the portfolio, followed by Alphabet Class A (GOOGL, 4.8%) and CrowdStrike Class A (CRWD, 4.6%). Compared with Q4 2024, it opened 38 new positions, sold out of 7, added to 30 and reduced 56. The biggest buy was a new position in CrowdStrike Class A (CRWD) and the biggest sale GE Vernova (GEV, shares −100%).
- Most Recent 13F
- Q2 2026
- Location
- COLUMBUS, IN
- CIK
- 0001525947
- Portfolio Value
- $204.8M (Q1 2025)
- SEC Filing
- 0001525947-25-000004 ↗ filed Apr 24, 2025
Holdings Value
Holdings 216 stocks · $204.8M
| AAPL Apple Inc. | 5.87% | 54,151 | $12.0M | Add +5.0% |
| GOOGL Alphabet Inc. Class A | 4.79% | 63,455 | $9.8M | Add +5.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 4.57% | 26,520 | $9.4M | New |
| PLTR Palantir Technologies Inc. Class A | 4.41% | 106,887 | $9.0M | Add +2.9% |
| DELL Dell Technologies -C | 3.82% | 85,740 | $7.8M | Add +7.4% |
| UBER Uber Technologies Inc. | 3.75% | 105,280 | $7.7M | New |
| AMZN Amazon.com Inc. | 3.43% | 36,941 | $7.0M | Add +5.7% |
| GNRC Generac Holdings Inc. | 3.20% | 51,739 | $6.6M | Add +2.4% |
| Z Zillow Group Inc. Class C | 3.16% | 94,458 | $6.5M | Add +9.6% |
| HCA HCA Healthcare Inc. | 3.14% | 18,625 | $6.4M | New |
| OXY Occidental Petroleum Corp. | 2.98% | 123,626 | $6.1M | Add +9790.1% |
| NVDA Nvidia Corp. | 2.88% | 54,396 | $5.9M | Add +7.1% |
| ANET Arista Networks Inc. | 2.87% | 75,826 | $5.9M | New |
| HWM Howmet Aerospace Inc. | 2.84% | 44,891 | $5.8M | New |
| SHOP Shopify Inc. Class A | 2.84% | 60,967 | $5.8M | Add +6.2% |
| WFC Wells Fargo & Co. | 2.82% | 80,546 | $5.8M | Add +5965.2% |
| ARES Ares Management Corp. Class A | 2.81% | 39,283 | $5.8M | New |
| LLY Eli Lilly & Co. | 2.81% | 6,964 | $5.8M | Add +14.4% |
| ROKU Roku Inc. | 2.74% | 79,516 | $5.6M | Add +6.4% |
| SPOT Spotify Technology SA | 2.59% | 9,630 | $5.3M | New |
| HOOD Robinhood Markets Inc. Class A | 2.49% | 122,318 | $5.1M | New |
| ISRG Intuitive Surgical Inc. | 2.40% | 9,937 | $4.9M | New |
| PHM Pultegroup Inc. | 2.38% | 47,499 | $4.9M | New |
| TOST Toast Inc. Class A | 2.15% | 132,529 | $4.4M | Add +17.3% |
| HIMS Hims & Hers Health Inc. | 1.71% | 118,728 | $3.5M | New |
| XLF SS Financial Select Sector | 1.10% | 45,165 | $2.2M | Reduce -4.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.02% | 8,407 | $2.1M | Reduce -2.3% |
| PM Philip Morris International | 0.89% | 11,542 | $1.8M | Reduce -5.9% |
| GS Goldman Sachs Group Inc. | 0.88% | 3,316 | $1.8M | Reduce -8.7% |
| MMM 3M Co. | 0.83% | 11,507 | $1.7M | Reduce -6.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.61% | 30,136 | $1.3M | Reduce -6.0% |
| BSCQ Invesco Bulletshares 2026 CB | 0.59% | 61,577 | $1.2M | Add +7.0% |
| KDP Keurig Dr Pepper Inc. | 0.58% | 34,652 | $1.2M | Reduce -5.9% |
| IVW iShares S&P 500 Growth ETF | 0.56% | 12,377 | $1.1M | Reduce -2.9% |
| PAYX Paychex Inc. | 0.55% | 7,348 | $1.1M | Reduce -6.0% |
| BSCR Invesco Bulletshares 2027 CB | 0.55% | 57,464 | $1.1M | Reduce -0.0% |
| EMR Emerson Electric Co. | 0.53% | 9,842 | $1.1M | Reduce -5.6% |
| RCL Royal Caribbean Cruises Ltd. | 0.50% | 4,945 | $1.0M | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.47% | 11,082 | $953K | Reduce -6.0% |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.46% | 17,245 | $947K | Reduce -5.9% |
| GLW Corning Inc. | 0.46% | 20,552 | $941K | Reduce -6.8% |
| GLD SPDR Gold Shares | 0.42% | 2,967 | $855K | Add +8141.7% |
| MRK Merck & Co. Inc. | 0.41% | 9,341 | $838K | Reduce -5.7% |
| XLB SS Materials Select Sector | 0.39% | 9,230 | $794K | Add +2.7% |
| XLI SS Industrial Select Sector | 0.38% | 6,000 | $786K | Reduce -17.9% |
| GAP The Gap Inc. | 0.38% | 37,473 | $772K | Reduce -6.6% |
| VRTX Vertex Pharmaceuticals Inc. | 0.33% | 1,373 | $666K | No change |
| BSCP Invesco Bulletshares 2025 CB | 0.32% | 31,859 | $659K | Add +21.9% |
| DT Dynatrace Inc. | 0.30% | 13,057 | $616K | No change |
| XLC SS Comm Select Sector SPDR | 0.26% | 5,604 | $541K | Reduce -48.6% |
| T AT&T Inc. | 0.26% | 19,104 | $540K | Reduce -9.6% |
| MRSH Marsh & McLennan Cos | 0.26% | 2,147 | $524K | Reduce -8.1% |
| CMI Cummins Inc. | 0.26% | 1,671 | $524K | Reduce -7.2% |
| GRMN Garmin Ltd. | 0.26% | 2,411 | $524K | Reduce -10.6% |
| XLRE SS Real Estate Select Sector | 0.22% | 10,895 | $456K | Reduce -44.2% |
| SBUX Starbucks Corp. | 0.22% | 4,610 | $452K | Reduce -19.6% |
| BSCT Invesco Bulletshares 2029 CB | 0.22% | 23,877 | $442K | Add +72.1% |
| AWK American Water Works Co. Inc. | 0.19% | 2,612 | $385K | New |
| PPG PPG Industries Inc. | 0.19% | 3,500 | $383K | Reduce -12.5% |
| KO The Coca-Cola Co. | 0.19% | 5,294 | $379K | Reduce -7.0% |
| NEE Nextera Energy Inc. | 0.18% | 5,343 | $379K | Reduce -6.6% |
| XLE SS Energy Select Sector | 0.18% | 4,024 | $376K | No change |
| KLG WK Kellogg Co. | 0.18% | 18,814 | $375K | Reduce -6.6% |
| CL Colgate-Palmolive Co. | 0.18% | 3,880 | $364K | Reduce -6.6% |
| USB US Bancorp | 0.17% | 8,009 | $338K | No change |
| WMB Williams Cos Inc. | 0.16% | 5,467 | $327K | New |
| CDNS Cadence Design SYS Inc. | 0.16% | 1,272 | $324K | No change |
| ABBV Abbvie Inc. | 0.16% | 1,522 | $319K | Reduce -7.4% |
| AXP American Express Co. | 0.15% | 1,146 | $308K | New |
| MAR Marriott International Class A | 0.14% | 1,164 | $277K | New |
| IWM iShares Russell 2000 ETF | 0.14% | 1,387 | $277K | Reduce -11.6% |
| HSY The Hershey Co. | 0.13% | 1,593 | $272K | Add +2024.0% |
| HPE Hewlett Packard Enterprise | 0.13% | 17,300 | $267K | Reduce -14.5% |
| XLK SS Technology Select Sector | 0.13% | 1,292 | $267K | No change |
| CME Cme Group Inc. | 0.13% | 973 | $258K | New |
| ORCL Oracle Corp. | 0.12% | 1,770 | $247K | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.12% | 1,962 | $239K | New |
| PCAR Paccar Inc. | 0.11% | 2,354 | $229K | New |
| QCOM Qualcomm Inc. | 0.09% | 1,181 | $181K | Reduce -14.8% |
| BSCS Invesco Bulletshares 2028 CB | 0.07% | 7,296 | $148K | Add +70.5% |
| PSCT Invesco S&P Smallcap Informa | 0.07% | 3,473 | $139K | Reduce -2.4% |
| META Meta Platforms Inc. Class A | 0.07% | 239 | $138K | Reduce -97.6% |
| SOUN Soundhound AI Inc. Class A | 0.06% | 15,236 | $124K | No change |
| PSCF Invesco S&P Smallcap Financi | 0.06% | 2,303 | $122K | Reduce -25.7% |
| XLV SS Health Care Select Sector | 0.06% | 832 | $121K | No change |
| PSCH Invesco S&P Smallcap Health | 0.06% | 2,753 | $119K | Add +16.6% |
| XOM Exxon Mobil Corp. | 0.06% | 995 | $118K | Add +67.2% |
| CRM Salesforce Inc. | 0.05% | 400 | $107K | Reduce -17.4% |
| CTVA Corteva Inc. | 0.05% | 1,581 | $99K | No change |
| BP BP PLC-Spons ADR | 0.04% | 2,682 | $91K | No change |
| GOOG Alphabet Inc. Class C | 0.04% | 580 | $91K | No change |
| FLG Flagstar Bank NA | 0.04% | 7,627 | $89K | No change |
| STRL Sterling Infrastructure Inc. | 0.04% | 782 | $89K | No change |
| TSLA Tesla Inc. | 0.04% | 312 | $81K | Reduce -98.6% |
| MSFT Microsoft Corp. | 0.04% | 215 | $81K | Reduce -98.2% |
| VFC VF Corp. | 0.04% | 4,991 | $77K | No change |
| IBKR Interactive Brokers Gro Class A | 0.04% | 463 | $77K | No change |
| PSCM Invesco S&P Smallcap Materia | 0.04% | 1,103 | $74K | Add +19.2% |
| AIT Applied Industrial Tech Inc. | 0.04% | 323 | $73K | No change |
| CECO Ceco Environmental Corp. | 0.04% | 3,185 | $73K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| GEV GE Vernova Inc. | Reduce -99.8% | 0.01% | −4.34 |
| TSLA Tesla Inc. | Reduce -98.6% | 0.04% | −4.29 |
| DD Dupont DE Nemours Inc. | Reduce -99.8% | 0.01% | −3.90 |
| ADSK Autodesk Inc. | Reduce -99.8% | 0.01% | −3.31 |
| MSI Motorola Solutions Inc. | Reduce -99.8% | 0.01% | −3.27 |
| DUK Duke Energy Corp. | Reduce -99.5% | 0.02% | −3.19 |
| BIRK Birkenstock Holding PLC | Reduce -99.8% | 0.00% | −3.19 |
| EQIX Equinix Inc. | Reduce -99.8% | 0.00% | −3.15 |
| CEG Constellation Energy | Reduce -99.8% | 0.01% | −2.96 |
| META Meta Platforms Inc. Class A | Reduce -97.6% | 0.07% | −2.70 |
| MSFT Microsoft Corp. | Reduce -98.2% | 0.04% | −2.29 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -99.7% | 0.00% | −0.26 |
| XLC SS Comm Select Sector SPDR | Reduce -48.6% | 0.26% | −0.24 |
| NE Noble Corp. PLC | Sold out | 0.00% | −0.22 |
| GPC Genuine Parts Co. | Reduce -96.9% | 0.01% | −0.18 |
| XLRE SS Real Estate Select Sector | Reduce -44.2% | 0.22% | −0.15 |
| AOS Smith (a.o.) Corp. | Reduce -96.9% | 0.00% | −0.15 |
| IRM Iron Mountain Inc. | Reduce -6.0% | 0.47% | −0.12 |
| GS Goldman Sachs Group Inc. | Reduce -8.7% | 0.88% | −0.10 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.09 |
| EMR Emerson Electric Co. | Reduce -5.6% | 0.53% | −0.09 |
| HPE Hewlett Packard Enterprise | Reduce -14.5% | 0.13% | −0.07 |
| XLI SS Industrial Select Sector | Reduce -17.9% | 0.38% | −0.07 |
| GAP The Gap Inc. | Reduce -6.6% | 0.38% | −0.07 |
| MRK Merck & Co. Inc. | Reduce -5.7% | 0.41% | −0.06 |
| F Ford Motor Co. | Sold out | 0.00% | −0.06 |
| BAC Bank of America Corp. | Reduce -6.0% | 0.61% | −0.05 |
| IVW iShares S&P 500 Growth ETF | Reduce -2.9% | 0.56% | −0.05 |
| SIL Global X Silver Miners ETF | Sold out | 0.00% | −0.05 |
| CMI Cummins Inc. | Reduce -7.2% | 0.26% | −0.04 |
| PPG PPG Industries Inc. | Reduce -12.5% | 0.19% | −0.04 |
| GLW Corning Inc. | Reduce -6.8% | 0.46% | −0.04 |
| IWM iShares Russell 2000 ETF | Reduce -11.6% | 0.14% | −0.03 |
| SBUX Starbucks Corp. | Reduce -19.6% | 0.22% | −0.03 |
| GDX Vaneck Gold Miners ETF | Sold out | 0.00% | −0.03 |
| CRM Salesforce Inc. | Reduce -17.4% | 0.05% | −0.02 |
| PSCF Invesco S&P Smallcap Financi | Reduce -25.7% | 0.06% | −0.02 |
| PSCT Invesco S&P Smallcap Informa | Reduce -2.4% | 0.07% | −0.01 |
| QCOM Qualcomm Inc. | Reduce -14.8% | 0.09% | −0.01 |
| PSCI Invesco S&P Smallcap Industr | Reduce -17.4% | 0.03% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -6.6% | 0.18% | −0.01 |
| GRMN Garmin Ltd. | Reduce -10.6% | 0.26% | −0.01 |
| EPD Enterprise Products Partners | Reduce -80.5% | 0.00% | −0.01 |
| CL Colgate-Palmolive Co. | Reduce -6.6% | 0.18% | −0.00 |
| PSCU Invesco S&P S C U&C Ser ETF | Reduce -3.5% | 0.02% | −0.00 |
| XBI SS SPDR S&P Biotech ETF | Sold out | 0.00% | −0.00 |
| MO Altria Group Inc. | Reduce -21.1% | 0.01% | −0.00 |
| PSCC Invesco S&P Smallcap Consume | Reduce -8.6% | 0.00% | −0.00 |
| FTSM First Trust Enh Short Mat FD | Reduce -40.0% | 0.00% | −0.00 |
| ZOMDF Zomedica Corp. | Sold out | 0.00% | 0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| CRWD CrowdStrike Holdings Inc. Class A | New | 4.57% | +4.57 |
| UBER Uber Technologies Inc. | New | 3.75% | +3.75 |
| HCA HCA Healthcare Inc. | New | 3.14% | +3.14 |
| OXY Occidental Petroleum Corp. | Add +9790.1% | 2.98% | +2.95 |
| ANET Arista Networks Inc. | New | 2.87% | +2.87 |
| HWM Howmet Aerospace Inc. | New | 2.84% | +2.84 |
| ARES Ares Management Corp. Class A | New | 2.81% | +2.81 |
| WFC Wells Fargo & Co. | Add +5965.2% | 2.82% | +2.78 |
| SPOT Spotify Technology SA | New | 2.59% | +2.59 |
| HOOD Robinhood Markets Inc. Class A | New | 2.49% | +2.49 |
| ISRG Intuitive Surgical Inc. | New | 2.40% | +2.40 |
| PHM Pultegroup Inc. | New | 2.38% | +2.38 |
| HIMS Hims & Hers Health Inc. | New | 1.71% | +1.71 |
| PLTR Palantir Technologies Inc. Class A | Add +2.9% | 4.41% | +0.68 |
| LLY Eli Lilly & Co. | Add +14.4% | 2.81% | +0.58 |
| GLD SPDR Gold Shares | Add +8141.7% | 0.42% | +0.41 |
| TOST Toast Inc. Class A | Add +17.3% | 2.15% | +0.19 |
| AWK American Water Works Co. Inc. | New | 0.19% | +0.19 |
| WMB Williams Cos Inc. | New | 0.16% | +0.16 |
| AXP American Express Co. | New | 0.15% | +0.15 |
| Z Zillow Group Inc. Class C | Add +9.6% | 3.16% | +0.14 |
| MAR Marriott International Class A | New | 0.14% | +0.14 |
| HSY The Hershey Co. | Add +2024.0% | 0.13% | +0.13 |
| CME Cme Group Inc. | New | 0.13% | +0.13 |
| ORCL Oracle Corp. | New | 0.12% | +0.12 |
| TJX TJX Companies Inc. | New | 0.12% | +0.12 |
| PCAR Paccar Inc. | New | 0.11% | +0.11 |
| ROKU Roku Inc. | Add +6.4% | 2.74% | +0.10 |
| BSCT Invesco Bulletshares 2029 CB | Add +72.1% | 0.22% | +0.10 |
| BSCP Invesco Bulletshares 2025 CB | Add +21.9% | 0.32% | +0.07 |
| BSCQ Invesco Bulletshares 2026 CB | Add +7.0% | 0.59% | +0.06 |
| BSCS Invesco Bulletshares 2028 CB | Add +70.5% | 0.07% | +0.03 |
| XLB SS Materials Select Sector | Add +2.7% | 0.39% | +0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.03% | +0.03 |
| PG The Procter & Gamble Co. | Add +4125.0% | 0.03% | +0.03 |
| XOM Exxon Mobil Corp. | Add +67.2% | 0.06% | +0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.02% | +0.02 |
| PSCE Invesco S&P Smallcap Energy | Add +140.7% | 0.03% | +0.02 |
| CSX CSX Corp. | New | 0.02% | +0.02 |
| SCHV Schwab US Large-Cap Value | New | 0.01% | +0.01 |
| IDEV iShares Core MSCI Dev MKTS | New | 0.01% | +0.01 |
| IEMG iShares Core MSCI Emerging | New | 0.01% | +0.01 |
| VEA Vanguard Ftse Developed ETF | New | 0.01% | +0.01 |
| SPDW Ste STR SPDR PT DW Eu ETF | New | 0.01% | +0.01 |
| DIS The Walt Disney Co. | Add +274.0% | 0.01% | +0.01 |
| PSCH Invesco S&P Smallcap Health | Add +16.6% | 0.06% | +0.01 |
| ENB Enbridge Inc. | New | 0.01% | +0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | New | 0.00% | +0.00 |
| PSCM Invesco S&P Smallcap Materia | Add +19.2% | 0.04% | +0.00 |
| PSCD Invesco S&P Smallcap Consume | Add +267.7% | 0.01% | +0.00 |
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 |