greeksoup/ stock research
Stock research / United States / Funds / Kessler Investment Group, LLC

Kessler Investment Group, LLC

CIK 1525947 · latest 13F filed 8 October 2026 · Read the filing on EDGAR

Kessler Investment Group, LLC reported 82 US-listed holdings worth $207.3 million in its 13F for the quarter ended 30 September 2026, filed 8 October 2026. Its largest: Salesforce, Inc. (8.3%), ServiceNow, Inc. (4.3%) and Select Sector SPDR Trust (4.2%). Against the quarter before, it opened 4 positions, added to 11, trimmed 58 and sold out of 3.

Reported holdings$207.3M-11.5% on Q2 2026
Positions82+1 on Q2 2026
The largest ten43.8%of its reported holdings
Latest 13FQ3 2026filed 8 October 2026
Where the money is
Added toTrimmed
CRM8.3%NOW4.3%XLE4.2%AMZN4.1%UPS4.1%CRWD3.9%AAPL3.9%VRT3.8%BHP3.7%KLAC3.5%GEV3.3%FCX3.3%HCA3.2%GLD3.2%68 more43.2%

The 14 largest of its 82 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q3 2024: $194.5 million in 188 positions$195MQ3 24Q4 2024: $210.8 million in 185 positions$211MQ4 24Q1 2025: $204.8 million in 216 positions$205MQ1 25Q2 2025: $243.5 million in 213 positions$244MQ2 25Q3 2025: $232.9 million in 82 positions$233MQ3 25Q4 2025: $237.4 million in 86 positions$237MQ4 25Q1 2026: $211.3 million in 79 positions$211MQ1 26Q2 2026: $234.2 million in 81 positions$234MQ2 26Q3 2026: $207.3 million in 82 positions$207MQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +40.0% over the 8 quarters to 30 September 2026, against +32.9% for the S&P 500.

Its reported holdingsThe S&P 500
90105120135Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Q3 26Its holdings +40.0%S&P 500 +32.9%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 4Added 11Held 9Trimmed 58Sold out 3
Opened: 4Added: 11Held: 9Trimmed: 58Sold out: 3

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 4

  1. Space Exploration Techn Corp. Class A Com STK SPCX$6.2 million
  2. NVIDIA Corp. NVDA$3.8 million
  3. Nike, Inc. NKE$1.6 million
  4. Microsoft Corp. MSFT$264,144

Added to 11

  1. Select Sector SPDR Trust XLE+133,190 shares · +1908%
  2. United Parcel Service Inc. UPS+48,732 shares · +118%
  3. Technology Select Sector SPDR ETF XLK+11,400 shares · +100%
  4. Select Sector SPDR Trust XLY+7,596 shares · +173%
  5. Select Sector SPDR Trust XLC+5,870 shares · +71%
  6. Select Sector SPDR Trust XLV+858 shares · +19%
  7. Invesco ETFs PSCT+1,757 shares · +77%
  8. Select Sector SPDR Trust XLRE+2,737 shares · +41%

and 3 more in the table below

Trimmed 58

  1. CrowdStrike Holdings, Inc. CRWD-73,936 shares · -71%
  2. Arista Networks, Inc. ANET-64,596 shares · -98%
  3. Generac Holdings Inc. GNRC-47,587 shares · -95%
  4. Salesforce, Inc. CRM-6,322 shares · -8%
  5. Select Sector SPDR Trust XLI-5,978 shares · -72%
  6. KLA Corp. KLAC-3,916 shares · -9%
  7. ServiceNow, Inc. NOW-5,499 shares · -8%
  8. Amazon.com Inc. AMZN-2,764 shares · -7%

and 50 more in the table below

Sold out of 3

  1. Brown Forman Corp. BFA$6.0 million last quarter
  2. Select Sector SPDR Trust XLU$526,533 last quarter
  3. iShares Russell 2000 ETF IWM$429,343 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Salesforce, Inc. CRM75.1K$17.2 million8.32%-6.3K
ServiceNow, Inc. NOW65.8K$8.8 million4.26%-5.5K
Select Sector SPDR Trust XLE140.2K$8.6 million4.16%+133.2K
Amazon.com Inc. AMZN34.4K$8.6 million4.13%-2.8K
United Parcel Service Inc. UPS89.9K$8.4 million4.05%+48.7K
CrowdStrike Holdings, Inc. CRWD30.7K$8.1 million3.92%-73.9K
Apple Inc. AAPL24.2K$8.1 million3.89%-980
Vertiv Holdings Co. VRT32.8K$7.9 million3.82%-1.1K
BHP Group Limited BHP91.3K$7.8 million3.74%-7.8K
KLA Corp. KLAC37.7K$7.4 million3.55%-3.9K
GE Vernova Inc. GEV7.1K$6.8 million3.28%-584
Freeport-McMoRan Inc. FCX97.0K$6.8 million3.27%-3.8K
HCA Healthcare, Inc. HCA15.7K$6.7 million3.24%-1.3K
SPDR Gold Trust GLD17.3K$6.6 million3.18%-927
Alphabet Inc. GOOGL18.6K$6.4 million3.08%-644
Space Exploration Techn Corp. Class A Com STK SPCX41.2K$6.2 million3.00%new
Microstrategy Inc. MSTR37.3K$5.7 million2.76%-2.6K
Technology Select Sector SPDR ETF XLK22.8K$4.5 million2.16%+11.4K
Palantir Technologies Inc. PLTR22.2K$4.2 million2.00%-2.1K
NVIDIA Corp. NVDA16.6K$3.8 million1.83%new
Corning Inc. GLW23.3K$3.6 million1.73%+723
Arqit Quantum Inc. ARQQ138.5K$3.3 million1.61%-14.6K
Eli Lilly & Co. LLY2.7K$3.2 million1.52%-199
Goldman Sachs Group Inc. GS3.5K$3.1 million1.51%-62
DigitalOcean Holdings, Inc. DOCN22.0K$2.9 million1.41%-1.4K
Philip Morris International Inc. PM13.4K$2.6 million1.24%-55
Rigetti Computing Inc. RGTI152.6K$2.4 million1.16%-18.2K
Redwire Corporation RDW218.3K$2.3 million1.10%-11.9K
International Business Machines Corp. IBM9.4K$2.1 million1.00%no change
Sealsq Corp. LAES886.1K$2.1 million1.00%-89.4K
Bank of America Corp. BAC37.9K$2.1 million1.00%-66
Emerson Electric Co. EMR11.6K$1.8 million0.87%-34
Iron Mountain Inc. IRM14.6K$1.6 million0.78%-18
Select Sector SPDR Trust XLC14.1K$1.6 million0.76%+5.9K
Nike, Inc. NKE43.9K$1.6 million0.75%new
iShares S&P Growth Index FD IVW9.8K$1.4 million0.68%-1.3K
Select Sector SPDR Trust XLY12.0K$1.3 million0.63%+7.6K
Invesco Exch TRD SLF Idx FD BSCQ60.6K$1.2 million0.57%-275
Invesco ETFs BSCR59.9K$1.2 million0.56%+11
Gap Inc. GAP44.2K$1.0 million0.49%-271
iShares Trust IBB4.6K$976,0170.47%-910
Hewlett Packard Enterprise Co. HPE14.7K$939,7580.45%-774
Select Sector SPDR Trust XLV5.4K$915,5310.44%+858
Financial Select Sector SPDR ETF XLF15.0K$802,1920.39%-772
Select Sector SPDR Trust XLB13.6K$660,2420.32%-775
Invesco Exch TRD SLF Idx FD BSCT27.8K$505,2680.24%-120
Invesco Exch TRD SLF Idx FD BSCU30.5K$492,0280.24%-4
Generac Holdings Inc. GNRC2.3K$475,5710.23%-47.6K
VG Totl STK Vprs VTI1.3K$470,3150.23%+15
Nucor Corp. NUE2.0K$469,6040.23%-59
U.S. Bancorp USB7.9K$456,8240.22%no change
Coca-Cola Co. KO5.1K$437,9750.21%-20
AbbVie Inc. ABBV1.6K$413,0510.20%-7
Cummins Inc. CMI763$394,1430.19%-78
Select Sector SPDR Trust XLRE9.5K$387,2540.19%+2.7K
Select Sector SPDR Trust XLI2.3K$386,9470.19%-6.0K
Berkshire Hathaway Inc. Class B BRKB771$383,9190.19%-53
Marriott International Inc. MAR1.1K$382,7010.18%-5
AT&T Inc. T15.2K$371,2460.18%-955
Fifth Third Bancorp FITB7.2K$364,4290.18%-231
Starbucks Corp. SBUX3.8K$354,6990.17%-180
Williams Companies, Inc. WMB5.2K$353,9880.17%-23
Cincinnati Financial Corp. CINF2.1K$331,6490.16%-9
Invesco ETFs PSCT4.1K$327,4830.16%+1.8K
Sterling Infrastructure, Inc. STRL665$327,0340.16%-14
Devon Energy Corp. DVN7.1K$325,9630.16%+6
American Water Works Company, Inc. AWK2.5K$324,4520.16%-11
NextEra Energy Inc. NEE4.1K$307,5800.15%-177
American Express Co. AXP924$280,9880.14%-7
Arista Networks, Inc. ANET1.3K$271,9960.13%-64.6K
Microsoft Corp. MSFT515$264,1440.13%new
Polaris Inc. PII5.0K$261,2190.13%-21
Paccar Inc. PCAR2.2K$245,9740.12%-16
CME Group Inc. CME928$243,1170.12%-4
Vanguard Star FDS VXUS2.8K$238,6700.12%+29
TJX Companies Inc. TJX1.8K$236,7030.11%-14
Oracle Corp. ORCL1.7K$231,6250.11%-7
Hershey Co. HSY1.5K$230,7410.11%-11
Royal Caribbean Cruises Ltd. RCL852$226,5130.11%no change
Ceco Environmental Corp. Com CECO3.2K$221,8030.11%no change
Invesco QQQ Trust QQQ279$206,3960.10%no change
Soundhound Ai Inc. SOUN14.7K$88,4100.04%no change
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 3 it sold out of are in the box above.