Kessler Investment Group, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 9, 2025), Kessler Investment Group, LLC reported 82 stock positions worth $232.9 million. Its top holding was Alphabet Class A (GOOGL) at 6.8% of the portfolio, followed by CrowdStrike Class A (CRWD, 5.8%) and Dell Technologies -C (DELL, 5.3%). Compared with Q2 2025, it opened 7 new positions, sold out of 138, added to 35 and reduced 21. The biggest buy was a new position in Vertiv Class A (VRT) and the biggest sale an exit from Palantir Technologies Class A (PLTR).
- Most Recent 13F
- Q2 2026
- Location
- COLUMBUS, IN
- CIK
- 0001525947
- Portfolio Value
- $232.9M (Q3 2025)
- SEC Filing
- 0001525947-25-000008 ↗ filed Oct 9, 2025
Holdings Value
Holdings 82 stocks · $232.9M
| GOOGL Alphabet Inc. Class A | 6.75% | 64,683 | $15.7M | Add +1.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 5.79% | 27,502 | $13.5M | Add +2.5% |
| DELL Dell Technologies -C | 5.25% | 86,321 | $12.2M | Reduce -0.3% |
| ROKU Roku Inc. | 4.92% | 114,527 | $11.5M | Add +49.5% |
| ANET Arista Networks Inc. | 4.89% | 78,092 | $11.4M | Add +2.3% |
| UBER Uber Technologies Inc. | 4.45% | 105,838 | $10.4M | Add +0.9% |
| NVDA Nvidia Corp. | 4.38% | 54,709 | $10.2M | Add +0.7% |
| GNRC Generac Holdings Inc. | 4.00% | 55,653 | $9.3M | Add +2.4% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 3.79% | 100,196 | $8.8M | Add +4.6% |
| AMZN Amazon.com Inc. | 3.71% | 39,335 | $8.6M | Add +2.5% |
| HCA HCA Healthcare Inc. | 3.42% | 18,667 | $8.0M | Reduce -0.2% |
| AAPL Apple Inc. | 3.20% | 29,259 | $7.5M | Add +8.0% |
| Z Zillow Group Inc. Class C | 3.12% | 94,445 | $7.3M | Add +1.5% |
| HIMS Hims & Hers Health Inc. | 2.99% | 122,612 | $7.0M | Add +6.4% |
| WFC Wells Fargo & Co. | 2.90% | 80,472 | $6.7M | Add +1.9% |
| VRT Vertiv Holdings Co. Class A | 2.80% | 43,295 | $6.5M | New |
| ADBE Adobe Inc. | 2.71% | 17,877 | $6.3M | New |
| OXY Occidental Petroleum Corp. | 2.51% | 123,963 | $5.9M | Add +3.9% |
| TOST Toast Inc. Class A | 2.09% | 133,460 | $4.9M | Reduce -0.0% |
| SOFI Sofi Technologies Inc. | 1.80% | 158,958 | $4.2M | New |
| BF.A Brown-Forman Corp. Class A | 1.78% | 154,019 | $4.1M | New |
| GOOS Canada Goose Holdings Inc. | 1.77% | 299,376 | $4.1M | New |
| LLY Eli Lilly & Co. | 1.33% | 4,047 | $3.1M | Add +7.0% |
| XLK SS Technology Select Sector | 1.21% | 10,039 | $2.8M | Add +677.0% |
| GS Goldman Sachs Group Inc. | 1.16% | 3,396 | $2.7M | Reduce -1.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.05% | 8,658 | $2.4M | Reduce -0.2% |
| PM Philip Morris International | 0.82% | 11,781 | $1.9M | Reduce -1.3% |
| MMM 3M Co. | 0.81% | 12,161 | $1.9M | Add +0.5% |
| GLW Corning Inc. | 0.78% | 22,085 | $1.8M | Add +0.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.72% | 32,312 | $1.7M | Add +0.2% |
| RCL Royal Caribbean Cruises Ltd. | 0.69% | 4,987 | $1.6M | No change |
| IVW iShares S&P 500 Growth ETF | 0.64% | 12,271 | $1.5M | Reduce -2.7% |
| EMR Emerson Electric Co. | 0.58% | 10,375 | $1.4M | Reduce -0.3% |
| BSCQ Invesco Bulletshares 2026 CB | 0.53% | 62,809 | $1.2M | Add +0.1% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.51% | 11,762 | $1.2M | Add +0.3% |
| BSCR Invesco Bulletshares 2027 CB | 0.48% | 57,114 | $1.1M | Reduce -0.3% |
| PAYX Paychex Inc. | 0.42% | 7,687 | $974K | Reduce -0.9% |
| KDP Keurig Dr Pepper Inc. | 0.41% | 37,480 | $956K | Add +0.5% |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.40% | 18,334 | $927K | Add +0.4% |
| XLF SS Financial Select Sector | 0.39% | 16,933 | $912K | Reduce -62.8% |
| XLI SS Industrial Select Sector | 0.39% | 5,848 | $902K | Reduce -3.7% |
| GAP The Gap Inc. | 0.37% | 39,949 | $855K | Reduce -1.0% |
| XLV SS Health Care Select Sector | 0.35% | 5,777 | $804K | Add +594.4% |
| BSCP Invesco Bulletshares 2025 CB | 0.33% | 36,955 | $765K | Add +5.4% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.32% | 8,456 | $737K | Add +20033.3% |
| XLC SS Comm Select Sector SPDR | 0.31% | 6,120 | $724K | Add +8.7% |
| XLE SS Energy Select Sector | 0.31% | 8,071 | $721K | Add +100.6% |
| CMI Cummins Inc. | 0.31% | 1,689 | $713K | Add +4.7% |
| GLD SPDR Gold Shares | 0.26% | 1,703 | $605K | Reduce -41.2% |
| GRMN Garmin Ltd. | 0.24% | 2,306 | $568K | No change |
| VRTX Vertex Pharmaceuticals Inc. | 0.23% | 1,373 | $538K | No change |
| BSCT Invesco Bulletshares 2029 CB | 0.23% | 27,881 | $524K | Reduce -0.4% |
| T AT&T Inc. | 0.22% | 18,523 | $523K | Add +0.9% |
| ORCL Oracle Corp. | 0.21% | 1,733 | $487K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.21% | 954 | $480K | New |
| CDNS Cadence Design SYS Inc. | 0.19% | 1,272 | $447K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.18% | 1,287 | $422K | New |
| MRSH Marsh & McLennan Cos | 0.18% | 2,039 | $411K | Reduce -0.1% |
| HPE Hewlett Packard Enterprise | 0.17% | 16,390 | $403K | No change |
| NEE Nextera Energy Inc. | 0.17% | 5,271 | $398K | Add +3.5% |
| USB US Bancorp | 0.16% | 7,909 | $382K | No change |
| SBUX Starbucks Corp. | 0.16% | 4,427 | $375K | Reduce -0.0% |
| AXP American Express Co. | 0.16% | 1,120 | $372K | No change |
| XLRE SS Real Estate Select Sector | 0.15% | 8,448 | $356K | Reduce -22.9% |
| AWK American Water Works Co. Inc. | 0.15% | 2,557 | $356K | No change |
| KO The Coca-Cola Co. | 0.15% | 5,140 | $341K | Add +1.9% |
| WMB Williams Cos Inc. | 0.14% | 5,332 | $338K | No change |
| ABBV Abbvie Inc. | 0.14% | 1,438 | $333K | No change |
| IWM iShares Russell 2000 ETF | 0.14% | 1,343 | $325K | Reduce -4.3% |
| PSCT Invesco S&P Smallcap Informa | 0.14% | 6,077 | $323K | Add +68.4% |
| DT Dynatrace Inc. | 0.14% | 6,506 | $315K | No change |
| MAR Marriott International Class A | 0.13% | 1,141 | $297K | No change |
| CL Colgate-Palmolive Co. | 0.13% | 3,698 | $296K | Add +0.0% |
| HSY The Hershey Co. | 0.13% | 1,562 | $292K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.12% | 1,915 | $277K | No change |
| STRL Sterling Infrastructure Inc. | 0.11% | 782 | $266K | No change |
| XLB SS Materials Select Sector | 0.11% | 2,910 | $261K | Reduce -68.7% |
| CME Cme Group Inc. | 0.11% | 951 | $257K | No change |
| SOUN Soundhound AI Inc. Class A | 0.11% | 15,736 | $253K | Add +3.3% |
| QCOM Qualcomm Inc. | 0.10% | 1,381 | $230K | No change |
| PCAR Paccar Inc. | 0.10% | 2,298 | $226K | No change |
| PPG PPG Industries Inc. | 0.09% | 2,000 | $210K | Reduce -20.0% |
Portfolio Sells Q2 2025 → Q3 2025
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −5.87 |
| HOOD Robinhood Markets Inc. Class A | Sold out | 0.00% | −4.70 |
| HWM Howmet Aerospace Inc. | Sold out | 0.00% | −3.43 |
| SPOT Spotify Technology SA | Sold out | 0.00% | −2.92 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −2.87 |
| ARES Ares Management Corp. Class A | Sold out | 0.00% | −2.70 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −2.14 |
| XLF SS Financial Select Sector | Reduce -62.8% | 0.39% | −0.59 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.34 |
| TOST Toast Inc. Class A | Reduce -0.0% | 2.09% | −0.34 |
| XLB SS Materials Select Sector | Reduce -68.7% | 0.11% | −0.22 |
| KLG WK Kellogg Co. | Sold out | 0.00% | −0.12 |
| GLD SPDR Gold Shares | Reduce -41.2% | 0.26% | −0.10 |
| PM Philip Morris International | Reduce -1.3% | 0.82% | −0.07 |
| BSCS Invesco Bulletshares 2028 CB | Sold out | 0.00% | −0.07 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.06 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.06 |
| PSCF Invesco S&P Smallcap Financi | Sold out | 0.00% | −0.05 |
| CTVA Corteva Inc. | Sold out | 0.00% | −0.05 |
| PSCH Invesco S&P Smallcap Health | Sold out | 0.00% | −0.05 |
| PAYX Paychex Inc. | Reduce -0.9% | 0.42% | −0.05 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.04 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −0.04 |
| IBKR Interactive Brokers Gro Class A | Sold out | 0.00% | −0.04 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −0.04 |
| CECO Ceco Environmental Corp. | Sold out | 0.00% | −0.04 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.04 |
| SN Sharkninja Inc. | Sold out | 0.00% | −0.03 |
| XLRE SS Real Estate Select Sector | Reduce -22.9% | 0.15% | −0.03 |
| PSCI Invesco S&P Smallcap Industr | Sold out | 0.00% | −0.03 |
| PSCM Invesco S&P Smallcap Materia | Sold out | 0.00% | −0.03 |
| FLG Flagstar Bank NA | Sold out | 0.00% | −0.03 |
| BP BP PLC-Spons ADR | Sold out | 0.00% | −0.03 |
| AIT Applied Industrial Tech Inc. | Sold out | 0.00% | −0.03 |
| PSCE Invesco S&P Smallcap Energy | Sold out | 0.00% | −0.03 |
| STLD Steel Dynamics Inc. | Sold out | 0.00% | −0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Sold out | 0.00% | −0.03 |
| AHR American Healthcare REIT Inc. | Sold out | 0.00% | −0.03 |
| PPG PPG Industries Inc. | Reduce -20.0% | 0.09% | −0.03 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.02 |
| SHW The Sherwin-Williams Co. | Sold out | 0.00% | −0.02 |
| XEVTX Eaton Vance Tax-Adv DVD Inc. | Sold out | 0.00% | −0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Sold out | 0.00% | −0.02 |
| PSCU Invesco S&P S C U&C Ser ETF | Sold out | 0.00% | −0.02 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.01 |
| IDEV iShares Core MSCI Dev MKTS | Sold out | 0.00% | −0.01 |
| SCHV Schwab US Large-Cap Value | Sold out | 0.00% | −0.01 |
| IEMG iShares Core MSCI Emerging | Sold out | 0.00% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Sold out | 0.00% | −0.01 |
| SPDW Ste STR SPDR PT DW Eu ETF | Sold out | 0.00% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| VRT Vertiv Holdings Co. Class A | New | 2.80% | +2.80 |
| ADBE Adobe Inc. | New | 2.71% | +2.71 |
| ROKU Roku Inc. | Add +49.5% | 4.92% | +2.16 |
| GOOGL Alphabet Inc. Class A | Add +1.2% | 6.75% | +2.13 |
| SOFI Sofi Technologies Inc. | New | 1.80% | +1.80 |
| BF.A Brown-Forman Corp. Class A | New | 1.78% | +1.78 |
| GOOS Canada Goose Holdings Inc. | New | 1.77% | +1.77 |
| ANET Arista Networks Inc. | Add +2.3% | 4.89% | +1.68 |
| XLK SS Technology Select Sector | Add +677.0% | 1.21% | +1.08 |
| AAPL Apple Inc. | Add +8.0% | 3.20% | +0.92 |
| NVDA Nvidia Corp. | Add +0.7% | 4.38% | +0.86 |
| GNRC Generac Holdings Inc. | Add +2.4% | 4.00% | +0.80 |
| HIMS Hims & Hers Health Inc. | Add +6.4% | 2.99% | +0.63 |
| EL Estee Lauder Companies Class A | Add +4.6% | 3.79% | +0.61 |
| OXY Occidental Petroleum Corp. | Add +3.9% | 2.51% | +0.46 |
| Z Zillow Group Inc. Class C | Add +1.5% | 3.12% | +0.45 |
| UBER Uber Technologies Inc. | Add +0.9% | 4.45% | +0.43 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +20033.3% | 0.32% | +0.32 |
| GLW Corning Inc. | Add +0.3% | 0.78% | +0.30 |
| XLV SS Health Care Select Sector | Add +594.4% | 0.35% | +0.30 |
| WFC Wells Fargo & Co. | Add +1.9% | 2.90% | +0.30 |
| AMZN Amazon.com Inc. | Add +2.5% | 3.71% | +0.25 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.21% | +0.21 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.18% | +0.18 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +2.5% | 5.79% | +0.18 |
| XLE SS Energy Select Sector | Add +100.6% | 0.31% | +0.17 |
| LLY Eli Lilly & Co. | Add +7.0% | 1.33% | +0.12 |
| BAC Bank of America Corp. | Add +0.2% | 0.72% | +0.09 |
| CMI Cummins Inc. | Add +4.7% | 0.31% | +0.09 |
| PSCT Invesco S&P Smallcap Informa | Add +68.4% | 0.14% | +0.07 |
| XLC SS Comm Select Sector SPDR | Add +8.7% | 0.31% | +0.06 |
| MMM 3M Co. | Add +0.5% | 0.81% | +0.05 |
| SOUN Soundhound AI Inc. Class A | Add +3.3% | 0.11% | +0.04 |
| BSCP Invesco Bulletshares 2025 CB | Add +5.4% | 0.33% | +0.03 |
| NEE Nextera Energy Inc. | Add +3.5% | 0.17% | +0.03 |
| BSCQ Invesco Bulletshares 2026 CB | Add +0.1% | 0.53% | +0.02 |
| IRM Iron Mountain Inc. | Add +0.3% | 0.51% | +0.02 |
| T AT&T Inc. | Add +0.9% | 0.22% | +0.01 |
| KO The Coca-Cola Co. | Add +1.9% | 0.15% | −0.00 |
| CL Colgate-Palmolive Co. | Add +0.0% | 0.13% | −0.01 |
| HRB H&R Block Inc. | Add +0.4% | 0.40% | −0.01 |
| KDP Keurig Dr Pepper Inc. | Add +0.5% | 0.41% | −0.10 |
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 |