Kessler Investment Group, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 22, 2025), Kessler Investment Group, LLC reported 213 stock positions worth $243.5 million. Its top holding was Palantir Technologies Class A (PLTR) at 5.9% of the portfolio, followed by CrowdStrike Class A (CRWD, 5.6%) and Robinhood Markets Class A (HOOD, 4.7%). Compared with Q1 2025, it opened 3 new positions, sold out of 6, added to 45 and reduced 59. The biggest buy was a new position in Estee Lauder Companies Class A (EL) and the biggest sale Apple (AAPL, shares −50%).
- Most Recent 13F
- Q2 2026
- Location
- COLUMBUS, IN
- CIK
- 0001525947
- Portfolio Value
- $243.5M (Q2 2025)
- SEC Filing
- 0001525947-25-000006 ↗ filed Jul 22, 2025
Holdings Value
Holdings 213 stocks · $243.5M
| PLTR Palantir Technologies Inc. Class A | 5.87% | 104,777 | $14.3M | Reduce -2.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 5.61% | 26,837 | $13.7M | Add +1.2% |
| HOOD Robinhood Markets Inc. Class A | 4.70% | 122,349 | $11.5M | Add +0.0% |
| GOOGL Alphabet Inc. Class A | 4.63% | 63,913 | $11.3M | Add +0.7% |
| DELL Dell Technologies -C | 4.36% | 86,588 | $10.6M | Add +1.0% |
| UBER Uber Technologies Inc. | 4.02% | 104,922 | $9.8M | Reduce -0.3% |
| NVDA Nvidia Corp. | 3.52% | 54,326 | $8.6M | Reduce -0.1% |
| AMZN Amazon.com Inc. | 3.46% | 38,390 | $8.4M | Add +3.9% |
| HWM Howmet Aerospace Inc. | 3.43% | 44,875 | $8.4M | Reduce -0.0% |
| ANET Arista Networks Inc. | 3.21% | 76,319 | $7.8M | Add +0.7% |
| GNRC Generac Holdings Inc. | 3.20% | 54,335 | $7.8M | Add +5.0% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 3.18% | 95,782 | $7.7M | New |
| HCA HCA Healthcare Inc. | 2.94% | 18,708 | $7.2M | Add +0.5% |
| SPOT Spotify Technology SA | 2.92% | 9,277 | $7.1M | Reduce -3.7% |
| SHOP Shopify Inc. Class A | 2.87% | 60,498 | $7.0M | Reduce -0.8% |
| ROKU Roku Inc. | 2.76% | 76,589 | $6.7M | Reduce -3.7% |
| ARES Ares Management Corp. Class A | 2.70% | 37,929 | $6.6M | Reduce -3.5% |
| Z Zillow Group Inc. Class C | 2.68% | 93,089 | $6.5M | Reduce -1.4% |
| WFC Wells Fargo & Co. | 2.60% | 78,961 | $6.3M | Reduce -2.0% |
| TOST Toast Inc. Class A | 2.43% | 133,480 | $5.9M | Add +0.7% |
| HIMS Hims & Hers Health Inc. | 2.36% | 115,274 | $5.7M | Reduce -2.9% |
| AAPL Apple Inc. | 2.28% | 27,082 | $5.6M | Reduce -50.0% |
| ISRG Intuitive Surgical Inc. | 2.14% | 9,583 | $5.2M | Reduce -3.6% |
| OXY Occidental Petroleum Corp. | 2.06% | 119,352 | $5.0M | Reduce -3.5% |
| LLY Eli Lilly & Co. | 1.21% | 3,781 | $2.9M | Reduce -45.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.05% | 8,678 | $2.6M | Add +3.2% |
| GS Goldman Sachs Group Inc. | 1.00% | 3,446 | $2.4M | Add +3.9% |
| XLF SS Financial Select Sector | 0.98% | 45,572 | $2.4M | Add +0.9% |
| PM Philip Morris International | 0.89% | 11,936 | $2.2M | Add +3.4% |
| MMM 3M Co. | 0.76% | 12,099 | $1.8M | Add +5.1% |
| RCL Royal Caribbean Cruises Ltd. | 0.64% | 4,987 | $1.6M | Add +0.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.63% | 32,236 | $1.5M | Add +7.0% |
| IVW iShares S&P 500 Growth ETF | 0.57% | 12,609 | $1.4M | Add +1.9% |
| EMR Emerson Electric Co. | 0.57% | 10,401 | $1.4M | Add +5.7% |
| KDP Keurig Dr Pepper Inc. | 0.51% | 37,287 | $1.2M | Add +7.6% |
| BSCQ Invesco Bulletshares 2026 CB | 0.50% | 62,750 | $1.2M | Add +1.9% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.49% | 11,728 | $1.2M | Add +5.8% |
| GLW Corning Inc. | 0.48% | 22,020 | $1.2M | Add +7.1% |
| PAYX Paychex Inc. | 0.46% | 7,761 | $1.1M | Add +5.6% |
| BSCR Invesco Bulletshares 2027 CB | 0.46% | 57,312 | $1.1M | Reduce -0.3% |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.41% | 18,262 | $1.0M | Add +5.9% |
| XLI SS Industrial Select Sector | 0.37% | 6,072 | $896K | Add +1.2% |
| GLD SPDR Gold Shares | 0.36% | 2,898 | $884K | Reduce -2.3% |
| GAP The Gap Inc. | 0.36% | 40,364 | $880K | Add +7.7% |
| MRK Merck & Co. Inc. | 0.34% | 10,597 | $839K | Add +13.4% |
| XLB SS Materials Select Sector | 0.34% | 9,305 | $817K | Add +0.8% |
| BSCP Invesco Bulletshares 2025 CB | 0.30% | 35,049 | $725K | Add +10.0% |
| VRTX Vertex Pharmaceuticals Inc. | 0.25% | 1,373 | $611K | No change |
| XLC SS Comm Select Sector SPDR | 0.25% | 5,630 | $611K | Add +0.5% |
| T AT&T Inc. | 0.22% | 18,352 | $531K | Reduce -3.9% |
| CMI Cummins Inc. | 0.22% | 1,614 | $529K | Reduce -3.4% |
| BSCT Invesco Bulletshares 2029 CB | 0.21% | 27,992 | $523K | Add +17.2% |
| GRMN Garmin Ltd. | 0.20% | 2,306 | $481K | Reduce -4.4% |
| XLRE SS Real Estate Select Sector | 0.19% | 10,963 | $454K | Add +0.6% |
| MRSH Marsh & McLennan Cos | 0.18% | 2,042 | $446K | Reduce -4.9% |
| SBUX Starbucks Corp. | 0.17% | 4,428 | $406K | Reduce -4.0% |
| CDNS Cadence Design SYS Inc. | 0.16% | 1,272 | $392K | No change |
| ORCL Oracle Corp. | 0.16% | 1,733 | $379K | Reduce -2.1% |
| DT Dynatrace Inc. | 0.15% | 6,506 | $359K | Reduce -50.2% |
| USB US Bancorp | 0.15% | 7,909 | $358K | Reduce -1.3% |
| AXP American Express Co. | 0.15% | 1,120 | $357K | Reduce -2.3% |
| KO The Coca-Cola Co. | 0.15% | 5,044 | $357K | Reduce -4.7% |
| AWK American Water Works Co. Inc. | 0.15% | 2,557 | $356K | Reduce -2.1% |
| NEE Nextera Energy Inc. | 0.15% | 5,092 | $353K | Reduce -4.7% |
| XLE SS Energy Select Sector | 0.14% | 4,024 | $341K | No change |
| CL Colgate-Palmolive Co. | 0.14% | 3,697 | $336K | Reduce -4.7% |
| HPE Hewlett Packard Enterprise | 0.14% | 16,390 | $335K | Reduce -5.3% |
| WMB Williams Cos Inc. | 0.14% | 5,332 | $335K | Reduce -2.5% |
| XLK SS Technology Select Sector | 0.13% | 1,292 | $327K | No change |
| MAR Marriott International Class A | 0.13% | 1,141 | $312K | Reduce -2.0% |
| IWM iShares Russell 2000 ETF | 0.12% | 1,403 | $303K | Add +1.1% |
| KLG WK Kellogg Co. | 0.12% | 17,905 | $285K | Reduce -4.8% |
| PPG PPG Industries Inc. | 0.12% | 2,500 | $284K | Reduce -28.6% |
| ABBV Abbvie Inc. | 0.11% | 1,438 | $267K | Reduce -5.5% |
| CME Cme Group Inc. | 0.11% | 951 | $262K | Reduce -2.3% |
| HSY The Hershey Co. | 0.11% | 1,562 | $259K | Reduce -1.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.10% | 1,915 | $236K | Reduce -2.4% |
| QCOM Qualcomm Inc. | 0.09% | 1,381 | $220K | Add +16.9% |
| PCAR Paccar Inc. | 0.09% | 2,298 | $218K | Reduce -2.4% |
| STRL Sterling Infrastructure Inc. | 0.07% | 782 | $180K | No change |
| BSCS Invesco Bulletshares 2028 CB | 0.07% | 8,568 | $176K | Add +17.4% |
| PSCT Invesco S&P Smallcap Informa | 0.07% | 3,609 | $167K | Add +3.9% |
| SOUN Soundhound AI Inc. Class A | 0.07% | 15,236 | $163K | No change |
| META Meta Platforms Inc. Class A | 0.06% | 214 | $158K | Reduce -10.5% |
| XOM Exxon Mobil Corp. | 0.06% | 1,245 | $134K | Add +25.1% |
| PSCF Invesco S&P Smallcap Financi | 0.05% | 2,345 | $127K | Add +1.8% |
| CTVA Corteva Inc. | 0.05% | 1,514 | $113K | Reduce -4.2% |
| XLV SS Health Care Select Sector | 0.05% | 832 | $112K | No change |
| PSCH Invesco S&P Smallcap Health | 0.05% | 2,793 | $112K | Add +1.4% |
| CRM Salesforce Inc. | 0.04% | 400 | $109K | No change |
| GOOG Alphabet Inc. Class C | 0.04% | 580 | $103K | No change |
| IBKR Interactive Brokers Gro Class A | 0.04% | 1,852 | $103K | No change |
| MSFT Microsoft Corp. | 0.04% | 201 | $100K | Reduce -6.5% |
| CECO Ceco Environmental Corp. | 0.04% | 3,185 | $90K | No change |
| TSLA Tesla Inc. | 0.04% | 276 | $88K | Reduce -11.5% |
| SN Sharkninja Inc. | 0.03% | 841 | $83K | No change |
| PSCI Invesco S&P Smallcap Industr | 0.03% | 608 | $82K | Add +4.1% |
| PSCM Invesco S&P Smallcap Materia | 0.03% | 1,168 | $81K | Add +5.9% |
| FLG Flagstar Bank NA | 0.03% | 7,627 | $81K | No change |
| BP BP PLC-Spons ADR | 0.03% | 2,682 | $80K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -50.0% | 2.28% | −3.59 |
| PHM Pultegroup Inc. | Sold out | 0.00% | −2.38 |
| LLY Eli Lilly & Co. | Reduce -45.7% | 1.21% | −1.60 |
| OXY Occidental Petroleum Corp. | Reduce -3.5% | 2.06% | −0.92 |
| Z Zillow Group Inc. Class C | Reduce -1.4% | 2.68% | −0.49 |
| ISRG Intuitive Surgical Inc. | Reduce -3.6% | 2.14% | −0.27 |
| WFC Wells Fargo & Co. | Reduce -2.0% | 2.60% | −0.23 |
| DT Dynatrace Inc. | Reduce -50.2% | 0.15% | −0.15 |
| ARES Ares Management Corp. Class A | Reduce -3.5% | 2.70% | −0.12 |
| BSCR Invesco Bulletshares 2027 CB | Reduce -0.3% | 0.46% | −0.09 |
| MRSH Marsh & McLennan Cos | Reduce -4.9% | 0.18% | −0.07 |
| PPG PPG Industries Inc. | Reduce -28.6% | 0.12% | −0.07 |
| KLG WK Kellogg Co. | Reduce -4.8% | 0.12% | −0.07 |
| GRMN Garmin Ltd. | Reduce -4.4% | 0.20% | −0.06 |
| GLD SPDR Gold Shares | Reduce -2.3% | 0.36% | −0.05 |
| SBUX Starbucks Corp. | Reduce -4.0% | 0.17% | −0.05 |
| ABBV Abbvie Inc. | Reduce -5.5% | 0.11% | −0.05 |
| T AT&T Inc. | Reduce -3.9% | 0.22% | −0.05 |
| AWK American Water Works Co. Inc. | Reduce -2.1% | 0.15% | −0.04 |
| NEE Nextera Energy Inc. | Reduce -4.7% | 0.15% | −0.04 |
| CL Colgate-Palmolive Co. | Reduce -4.7% | 0.14% | −0.04 |
| CMI Cummins Inc. | Reduce -3.4% | 0.22% | −0.04 |
| KO The Coca-Cola Co. | Reduce -4.7% | 0.15% | −0.04 |
| VFC VF Corp. | Reduce -61.8% | 0.01% | −0.03 |
| HSY The Hershey Co. | Reduce -1.9% | 0.11% | −0.03 |
| PCAR Paccar Inc. | Reduce -2.4% | 0.09% | −0.02 |
| WMB Williams Cos Inc. | Reduce -2.5% | 0.14% | −0.02 |
| TJX TJX Companies Inc. | Reduce -2.4% | 0.10% | −0.02 |
| FL Foot Locker Inc. | Sold out | 0.00% | −0.02 |
| CME Cme Group Inc. | Reduce -2.3% | 0.11% | −0.02 |
| USB US Bancorp | Reduce -1.3% | 0.15% | −0.02 |
| CSX CSX Corp. | Sold out | 0.00% | −0.02 |
| DUK Duke Energy Corp. | Reduce -90.4% | 0.00% | −0.02 |
| FN Fabrinet | Reduce -68.8% | 0.01% | −0.01 |
| MAR Marriott International Class A | Reduce -2.0% | 0.13% | −0.01 |
| DD Dupont DE Nemours Inc. | Reduce -75.1% | 0.00% | −0.01 |
| GEV GE Vernova Inc. | Reduce -76.3% | 0.00% | −0.01 |
| MSI Motorola Solutions Inc. | Reduce -74.2% | 0.00% | −0.01 |
| GPC Genuine Parts Co. | Reduce -75.3% | 0.00% | −0.00 |
| APD Air Products & Chemicals Inc. | Reduce -31.9% | 0.01% | −0.00 |
| XEVTX Eaton Vance Tax-Adv DVD Inc. | Reduce -5.6% | 0.02% | −0.00 |
| AXP American Express Co. | Reduce -2.3% | 0.15% | −0.00 |
| ADSK Autodesk Inc. | Reduce -75.0% | 0.00% | −0.00 |
| EQIX Equinix Inc. | Reduce -75.0% | 0.00% | −0.00 |
| AOS Smith (a.o.) Corp. | Reduce -75.3% | 0.00% | −0.00 |
| BIRK Birkenstock Holding PLC | Reduce -75.1% | 0.00% | −0.00 |
| TSLA Tesla Inc. | Reduce -11.5% | 0.04% | −0.00 |
| CEG Constellation Energy | Reduce -75.0% | 0.00% | −0.00 |
| META Meta Platforms Inc. Class A | Reduce -10.5% | 0.06% | −0.00 |
| CTVA Corteva Inc. | Reduce -4.2% | 0.05% | −0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| EL Estee Lauder Companies Class A | New | 3.18% | +3.18 |
| HOOD Robinhood Markets Inc. Class A | Add +0.0% | 4.70% | +2.22 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +1.2% | 5.61% | +1.05 |
| DELL Dell Technologies -C | Add +1.0% | 4.36% | +0.54 |
| ANET Arista Networks Inc. | Add +0.7% | 3.21% | +0.34 |
| TOST Toast Inc. Class A | Add +0.7% | 2.43% | +0.28 |
| RCL Royal Caribbean Cruises Ltd. | Add +0.8% | 0.64% | +0.15 |
| GS Goldman Sachs Group Inc. | Add +3.9% | 1.00% | +0.12 |
| EMR Emerson Electric Co. | Add +5.7% | 0.57% | +0.04 |
| IBM Intl Business Machines Corp. | Add +3.2% | 1.05% | +0.03 |
| IRM Iron Mountain Inc. | Add +5.8% | 0.49% | +0.03 |
| AMZN Amazon.com Inc. | Add +3.9% | 3.46% | +0.03 |
| GLW Corning Inc. | Add +7.1% | 0.48% | +0.02 |
| BAC Bank of America Corp. | Add +7.0% | 0.63% | +0.01 |
| IVW iShares S&P 500 Growth ETF | Add +1.9% | 0.57% | +0.01 |
| LMBS First Trust Low Duration Opp | New | 0.01% | +0.01 |
| FTSM First Trust Enh Short Mat FD | Add +1666.7% | 0.01% | +0.01 |
| QCOM Qualcomm Inc. | Add +16.9% | 0.09% | +0.00 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +100.0% | 0.00% | +0.00 |
| PSCT Invesco S&P Smallcap Informa | Add +3.9% | 0.07% | +0.00 |
| NMAX Newsmax Inc. | New | 0.00% | 0.00 |
| PSCI Invesco S&P Smallcap Industr | Add +4.1% | 0.03% | −0.00 |
| BSCS Invesco Bulletshares 2028 CB | Add +17.4% | 0.07% | −0.00 |
| BSCT Invesco Bulletshares 2029 CB | Add +17.2% | 0.21% | −0.00 |
| PM Philip Morris International | Add +3.4% | 0.89% | −0.00 |
| XOM Exxon Mobil Corp. | Add +25.1% | 0.06% | −0.00 |
| PSCM Invesco S&P Smallcap Materia | Add +5.9% | 0.03% | −0.00 |
| PSCU Invesco S&P S C U&C Ser ETF | Add +0.1% | 0.02% | −0.00 |
| PSCE Invesco S&P Smallcap Energy | Add +13.6% | 0.03% | −0.00 |
| GNRC Generac Holdings Inc. | Add +5.0% | 3.20% | −0.01 |
| PSCF Invesco S&P Smallcap Financi | Add +1.8% | 0.05% | −0.01 |
| IWM iShares Russell 2000 ETF | Add +1.1% | 0.12% | −0.01 |
| PSCH Invesco S&P Smallcap Health | Add +1.4% | 0.05% | −0.01 |
| XLC SS Comm Select Sector SPDR | Add +0.5% | 0.25% | −0.01 |
| GAP The Gap Inc. | Add +7.7% | 0.36% | −0.02 |
| XLI SS Industrial Select Sector | Add +1.2% | 0.37% | −0.02 |
| BSCP Invesco Bulletshares 2025 CB | Add +10.0% | 0.30% | −0.02 |
| XLRE SS Real Estate Select Sector | Add +0.6% | 0.19% | −0.04 |
| HRB H&R Block Inc. | Add +5.9% | 0.41% | −0.05 |
| XLB SS Materials Select Sector | Add +0.8% | 0.34% | −0.05 |
| MRK Merck & Co. Inc. | Add +13.4% | 0.34% | −0.07 |
| MMM 3M Co. | Add +5.1% | 0.76% | −0.07 |
| KDP Keurig Dr Pepper Inc. | Add +7.6% | 0.51% | −0.07 |
| BSCQ Invesco Bulletshares 2026 CB | Add +1.9% | 0.50% | −0.08 |
| PAYX Paychex Inc. | Add +5.6% | 0.46% | −0.09 |
| XLF SS Financial Select Sector | Add +0.9% | 0.98% | −0.12 |
| GOOGL Alphabet Inc. Class A | Add +0.7% | 4.63% | −0.17 |
| HCA HCA Healthcare Inc. | Add +0.5% | 2.94% | −0.20 |
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 |