Kessler Investment Group, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 3, 2026), Kessler Investment Group, LLC reported 86 stock positions worth $237.4 million. Its top holding was Alphabet Class A (GOOGL) at 8.5% of the portfolio, followed by CrowdStrike Class A (CRWD, 5.5%) and Roku (ROKU, 5.3%). Compared with Q3 2025, it opened 12 new positions, sold out of 8, added to 26 and reduced 40. The biggest buy was a new position in Strategy (MSTR) and the biggest sale an exit from Dell Technologies -C (DELL).
- Most Recent 13F
- Q2 2026
- Location
- COLUMBUS, IN
- CIK
- 0001525947
- Portfolio Value
- $237.4M (Q4 2025)
- SEC Filing
- 0001525947-26-000001 ↗ filed Feb 3, 2026
Holdings Value
Holdings 86 stocks · $237.4M
| GOOGL Alphabet Inc. Class A | 8.52% | 64,592 | $20.2M | Reduce -0.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 5.50% | 27,856 | $13.1M | Add +1.3% |
| ROKU Roku Inc. | 5.32% | 116,444 | $12.6M | Add +1.7% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 4.48% | 101,608 | $10.6M | Add +1.4% |
| ANET Arista Networks Inc. | 4.36% | 79,002 | $10.4M | Add +1.2% |
| NVDA Nvidia Corp. | 4.30% | 54,785 | $10.2M | Add +0.1% |
| AMZN Amazon.com Inc. | 3.89% | 40,036 | $9.2M | Add +1.8% |
| HCA HCA Healthcare Inc. | 3.72% | 18,894 | $8.8M | Add +1.2% |
| UBER Uber Technologies Inc. | 3.71% | 107,738 | $8.8M | Add +1.8% |
| GOOS Canada Goose Holdings Inc. | 3.70% | 678,892 | $8.8M | Add +126.8% |
| BF.A Brown-Forman Corp. Class A | 3.64% | 328,064 | $8.6M | Add +113.0% |
| AAPL Apple Inc. | 3.39% | 29,613 | $8.1M | Add +1.2% |
| GNRC Generac Holdings Inc. | 3.22% | 56,100 | $7.7M | Add +0.8% |
| WFC Wells Fargo & Co. | 3.21% | 81,875 | $7.6M | Add +1.7% |
| VRT Vertiv Holdings Co. Class A | 3.00% | 43,921 | $7.1M | Add +1.4% |
| Z Zillow Group Inc. Class C | 2.79% | 96,925 | $6.6M | Add +2.6% |
| ADBE Adobe Inc. | 2.57% | 17,401 | $6.1M | Reduce -2.7% |
| MSTR Strategy Inc. | 2.44% | 38,042 | $5.8M | New |
| TOST Toast Inc. Class A | 1.87% | 125,204 | $4.4M | Reduce -6.2% |
| SOFI Sofi Technologies Inc. | 1.78% | 161,829 | $4.2M | Add +1.8% |
| HIMS Hims & Hers Health Inc. | 1.55% | 113,190 | $3.7M | Reduce -7.7% |
| HOOD Robinhood Markets Inc. Class A | 1.34% | 28,103 | $3.2M | New |
| LLY Eli Lilly & Co. | 1.34% | 2,956 | $3.2M | Reduce -27.0% |
| GS Goldman Sachs Group Inc. | 1.24% | 3,340 | $2.9M | Reduce -1.6% |
| IBB iShares Biotechnology ETF | 1.20% | 16,868 | $2.8M | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.07% | 8,539 | $2.5M | Reduce -1.4% |
| MMM 3M Co. | 0.81% | 12,029 | $1.9M | Reduce -1.1% |
| GLW Corning Inc. | 0.81% | 21,849 | $1.9M | Reduce -1.1% |
| PM Philip Morris International | 0.79% | 11,646 | $1.9M | Reduce -1.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.74% | 32,025 | $1.8M | Reduce -0.9% |
| IVW iShares S&P 500 Growth ETF | 0.60% | 11,583 | $1.4M | Reduce -5.6% |
| RCL Royal Caribbean Cruises Ltd. | 0.59% | 4,987 | $1.4M | No change |
| EMR Emerson Electric Co. | 0.57% | 10,252 | $1.4M | Reduce -1.2% |
| LAES Sealsq Corp. | 0.54% | 340,529 | $1.3M | New |
| BSCQ Invesco Bulletshares 2026 CB | 0.51% | 61,779 | $1.2M | Reduce -1.6% |
| RGTI Rigetti Computing Inc. | 0.49% | 52,987 | $1.2M | New |
| BSCR Invesco Bulletshares 2027 CB | 0.47% | 56,080 | $1.1M | Reduce -1.8% |
| KDP Keurig Dr Pepper Inc. | 0.44% | 37,518 | $1.1M | Add +0.1% |
| ARQQ Arqit Quantum Inc. | 0.44% | 47,849 | $1.0M | New |
| GAP The Gap Inc. | 0.42% | 39,091 | $1.0M | Reduce -2.1% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.41% | 11,703 | $971K | Reduce -0.5% |
| XLF SS Financial Select Sector | 0.39% | 17,033 | $933K | Add +0.6% |
| XLI SS Industrial Select Sector | 0.38% | 5,866 | $910K | Add +0.3% |
| XLV SS Health Care Select Sector | 0.38% | 5,760 | $892K | Reduce -0.3% |
| CMI Cummins Inc. | 0.35% | 1,643 | $839K | Reduce -2.7% |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.34% | 18,329 | $799K | Reduce -0.0% |
| XLC SS Comm Select Sector SPDR | 0.31% | 6,181 | $728K | Add +1.0% |
| XLE SS Energy Select Sector | 0.31% | 16,255 | $727K | Add +0.7% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.30% | 16,906 | $722K | No change |
| GLD SPDR Gold Shares | 0.28% | 1,702 | $675K | Reduce -0.1% |
| VRTX Vertex Pharmaceuticals Inc. | 0.26% | 1,373 | $622K | No change |
| BSCT Invesco Bulletshares 2029 CB | 0.22% | 27,418 | $516K | Reduce -1.7% |
| BSCU Invesco Bulletshares 2030 CB | 0.21% | 29,545 | $500K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.20% | 928 | $466K | Reduce -2.7% |
| T AT&T Inc. | 0.19% | 17,904 | $445K | Reduce -3.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.19% | 1,314 | $440K | Add +2.1% |
| USB US Bancorp | 0.18% | 7,909 | $422K | No change |
| NEE Nextera Energy Inc. | 0.17% | 5,052 | $406K | Reduce -4.2% |
| AXP American Express Co. | 0.17% | 1,089 | $403K | Reduce -2.8% |
| CDNS Cadence Design SYS Inc. | 0.17% | 1,272 | $398K | No change |
| HPE Hewlett Packard Enterprise | 0.16% | 15,806 | $380K | Reduce -3.6% |
| SBUX Starbucks Corp. | 0.15% | 4,280 | $360K | Reduce -3.3% |
| MAR Marriott International Class A | 0.14% | 1,109 | $344K | Reduce -2.8% |
| CMA Comerica Inc. | 0.14% | 3,937 | $342K | New |
| PSCT Invesco S&P Smallcap Informa | 0.14% | 6,042 | $342K | Reduce -0.6% |
| XLRE SS Real Estate Select Sector | 0.14% | 8,473 | $342K | Add +0.3% |
| KO The Coca-Cola Co. | 0.14% | 4,863 | $340K | Reduce -5.4% |
| NUE Nucor Corp. | 0.14% | 2,048 | $334K | New |
| CINF Cincinnati Financial Corp. | 0.14% | 2,045 | $334K | New |
| IWM iShares Russell 2000 ETF | 0.14% | 1,344 | $331K | Add +0.1% |
| ORCL Oracle Corp. | 0.14% | 1,686 | $329K | Reduce -2.7% |
| AWK American Water Works Co. Inc. | 0.14% | 2,487 | $325K | Reduce -2.7% |
| ABBV Abbvie Inc. | 0.13% | 1,377 | $315K | Reduce -4.2% |
| WMB Williams Cos Inc. | 0.13% | 5,188 | $312K | Reduce -2.7% |
| PII Polaris Inc. | 0.13% | 4,913 | $311K | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.12% | 1,863 | $286K | Reduce -2.7% |
| DT Dynatrace Inc. | 0.12% | 6,506 | $282K | No change |
| HSY The Hershey Co. | 0.12% | 1,521 | $277K | Reduce -2.6% |
| XLB SS Materials Select Sector | 0.11% | 5,874 | $266K | Add +0.9% |
| CME Cme Group Inc. | 0.11% | 925 | $253K | Reduce -2.7% |
| PCAR Paccar Inc. | 0.10% | 2,235 | $245K | Reduce -2.7% |
| QCOM Qualcomm Inc. | 0.10% | 1,381 | $236K | No change |
| GOOG Alphabet Inc. Class C | 0.09% | 695 | $218K | New |
| STRL Sterling Infrastructure Inc. | 0.09% | 691 | $212K | Reduce -11.6% |
| PPG PPG Industries Inc. | 0.09% | 2,000 | $205K | No change |
| SOUN Soundhound AI Inc. Class A | 0.07% | 16,221 | $162K | Add +3.1% |
Portfolio Sells Q3 2025 → Q4 2025
| DELL Dell Technologies -C | Sold out | 0.00% | −5.25 |
| OXY Occidental Petroleum Corp. | Sold out | 0.00% | −2.51 |
| HIMS Hims & Hers Health Inc. | Reduce -7.7% | 1.55% | −1.44 |
| XLK SS Technology Select Sector | Sold out | 0.00% | −1.21 |
| PAYX Paychex Inc. | Sold out | 0.00% | −0.42 |
| BSCP Invesco Bulletshares 2025 CB | Sold out | 0.00% | −0.33 |
| GRMN Garmin Ltd. | Sold out | 0.00% | −0.24 |
| TOST Toast Inc. Class A | Reduce -6.2% | 1.87% | −0.22 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −0.18 |
| ADBE Adobe Inc. | Reduce -2.7% | 2.57% | −0.14 |
| CL Colgate-Palmolive Co. | Sold out | 0.00% | −0.13 |
| IRM Iron Mountain Inc. | Reduce -0.5% | 0.41% | −0.11 |
| ORCL Oracle Corp. | Reduce -2.7% | 0.14% | −0.07 |
| HRB H&R Block Inc. | Reduce -0.0% | 0.34% | −0.06 |
| T AT&T Inc. | Reduce -3.3% | 0.19% | −0.04 |
| IVW iShares S&P 500 Growth ETF | Reduce -5.6% | 0.60% | −0.03 |
| PM Philip Morris International | Reduce -1.1% | 0.79% | −0.03 |
| STRL Sterling Infrastructure Inc. | Reduce -11.6% | 0.09% | −0.02 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -1.6% | 0.51% | −0.02 |
| BSCR Invesco Bulletshares 2027 CB | Reduce -1.8% | 0.47% | −0.02 |
| AWK American Water Works Co. Inc. | Reduce -2.7% | 0.14% | −0.02 |
| WMB Williams Cos Inc. | Reduce -2.7% | 0.13% | −0.01 |
| HPE Hewlett Packard Enterprise | Reduce -3.6% | 0.16% | −0.01 |
| EMR Emerson Electric Co. | Reduce -1.2% | 0.57% | −0.01 |
| ABBV Abbvie Inc. | Reduce -4.2% | 0.13% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.7% | 0.20% | −0.01 |
| SBUX Starbucks Corp. | Reduce -3.3% | 0.15% | −0.01 |
| HSY The Hershey Co. | Reduce -2.6% | 0.12% | −0.01 |
| BSCT Invesco Bulletshares 2029 CB | Reduce -1.7% | 0.22% | −0.01 |
| CME Cme Group Inc. | Reduce -2.7% | 0.11% | −0.00 |
| KO The Coca-Cola Co. | Reduce -5.4% | 0.14% | −0.00 |
| NEE Nextera Energy Inc. | Reduce -4.2% | 0.17% | 0.00 |
| MMM 3M Co. | Reduce -1.1% | 0.81% | +0.00 |
| TJX TJX Companies Inc. | Reduce -2.7% | 0.12% | +0.00 |
| PSCT Invesco S&P Smallcap Informa | Reduce -0.6% | 0.14% | +0.01 |
| PCAR Paccar Inc. | Reduce -2.7% | 0.10% | +0.01 |
| AXP American Express Co. | Reduce -2.8% | 0.17% | +0.01 |
| LLY Eli Lilly & Co. | Reduce -27.0% | 1.34% | +0.01 |
| IBM Intl Business Machines Corp. | Reduce -1.4% | 1.07% | +0.02 |
| MAR Marriott International Class A | Reduce -2.8% | 0.14% | +0.02 |
| GLD SPDR Gold Shares | Reduce -0.1% | 0.28% | +0.02 |
| BAC Bank of America Corp. | Reduce -0.9% | 0.74% | +0.03 |
| GLW Corning Inc. | Reduce -1.1% | 0.81% | +0.03 |
| XLV SS Health Care Select Sector | Reduce -0.3% | 0.38% | +0.03 |
| CMI Cummins Inc. | Reduce -2.7% | 0.35% | +0.05 |
| GAP The Gap Inc. | Reduce -2.1% | 0.42% | +0.05 |
| GS Goldman Sachs Group Inc. | Reduce -1.6% | 1.24% | +0.08 |
| GOOGL Alphabet Inc. Class A | Reduce -0.1% | 8.52% | +1.77 |
Portfolio Buys Q3 2025 → Q4 2025
| MSTR Strategy Inc. | New | 2.44% | +2.44 |
| GOOS Canada Goose Holdings Inc. | Add +126.8% | 3.70% | +1.93 |
| BF.A Brown-Forman Corp. Class A | Add +113.0% | 3.64% | +1.86 |
| HOOD Robinhood Markets Inc. Class A | New | 1.34% | +1.34 |
| IBB iShares Biotechnology ETF | New | 1.20% | +1.20 |
| EL Estee Lauder Companies Class A | Add +1.4% | 4.48% | +0.69 |
| LAES Sealsq Corp. | New | 0.54% | +0.54 |
| RGTI Rigetti Computing Inc. | New | 0.49% | +0.49 |
| ARQQ Arqit Quantum Inc. | New | 0.44% | +0.44 |
| ROKU Roku Inc. | Add +1.7% | 5.32% | +0.40 |
| WFC Wells Fargo & Co. | Add +1.7% | 3.21% | +0.32 |
| HCA HCA Healthcare Inc. | Add +1.2% | 3.72% | +0.30 |
| BSCU Invesco Bulletshares 2030 CB | New | 0.21% | +0.21 |
| VRT Vertiv Holdings Co. Class A | Add +1.4% | 3.00% | +0.19 |
| AAPL Apple Inc. | Add +1.2% | 3.39% | +0.19 |
| AMZN Amazon.com Inc. | Add +1.8% | 3.89% | +0.18 |
| CMA Comerica Inc. | New | 0.14% | +0.14 |
| CINF Cincinnati Financial Corp. | New | 0.14% | +0.14 |
| NUE Nucor Corp. | New | 0.14% | +0.14 |
| PII Polaris Inc. | New | 0.13% | +0.13 |
| GOOG Alphabet Inc. Class C | New | 0.09% | +0.09 |
| KDP Keurig Dr Pepper Inc. | Add +0.1% | 0.44% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.1% | 0.19% | +0.00 |
| XLF SS Financial Select Sector | Add +0.6% | 0.39% | +0.00 |
| XLB SS Materials Select Sector | Add +0.9% | 0.11% | +0.00 |
| IWM iShares Russell 2000 ETF | Add +0.1% | 0.14% | −0.00 |
| XLE SS Energy Select Sector | Add +0.7% | 0.31% | −0.00 |
| XLI SS Industrial Select Sector | Add +0.3% | 0.38% | −0.00 |
| XLC SS Comm Select Sector SPDR | Add +1.0% | 0.31% | −0.00 |
| XLRE SS Real Estate Select Sector | Add +0.3% | 0.14% | −0.01 |
| SOFI Sofi Technologies Inc. | Add +1.8% | 1.78% | −0.02 |
| SOUN Soundhound AI Inc. Class A | Add +3.1% | 0.07% | −0.04 |
| NVDA Nvidia Corp. | Add +0.1% | 4.30% | −0.08 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +1.3% | 5.50% | −0.29 |
| Z Zillow Group Inc. Class C | Add +2.6% | 2.79% | −0.34 |
| ANET Arista Networks Inc. | Add +1.2% | 4.36% | −0.52 |
| UBER Uber Technologies Inc. | Add +1.8% | 3.71% | −0.74 |
| GNRC Generac Holdings Inc. | Add +0.8% | 3.22% | −0.78 |
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 |