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CIK: 0001525947
Total reported value
$234.2M
$234.2M
213 檔
26.2%
At the close of Q2 2025, Kessler Investment Group, LLC disclosed equity holdings valued at approximately $234.2M, spread across 213 reported holdings.
During Q2 2025, Kessler Investment Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 213 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 5.87% | -0.51% | -1.97% | |
| 2 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 5.61% | +3.47% | +1.20% | |
| 3 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 4.70% | — | +0.03% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.63% | +0.27% | +0.72% | |
| 5 | DELL | Dell Technologies -c | Stock-Tech | 4.36% | — | +0.99% | |
| 6 | UBER | Uber Technologies Inc | Stock-Industrials | 4.02% | — | -0.34% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.52% | — | -0.13% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.46% | +0.04% | +3.92% | |
| 9 | HWM | Howmet Aerospace Inc | Stock-Industrials | 3.43% | — | -0.04% | |
| 10 | ANET | Arista Networks Inc | Stock-Tech | 3.21% | +0.83% | +0.65% | |
| 11 | GNRC | Generac Holdings Inc | Stock-Industrials | 3.20% | +1.38% | +5.02% | |
| 12 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 3.18% | — | — | |
| 13 | HCA | Hca Healthcare Inc | Stock-Healthcare | 2.94% | -1.04% | +0.45% | |
| 14 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 2.92% | — | -3.67% | |
| 15 | SHOP | Shopify Inc - Class A | Stock-Tech | 2.87% | — | -0.77% | |
| 16 | ROKU | Roku Inc | Stock-Comm Services | 2.76% | — | -3.68% | |
| 17 | ARES | Ares Management CORP - A | Stock-Financials | 2.70% | — | -3.45% | |
| 18 | Z | Zillow Group Inc - C | Stock-Comm Services | 2.68% | -2.58% | EXIT | |
| 19 | WFC | Wells Fargo & Co | Stock-Financials | 2.60% | -2.60% | EXIT | |
| 20 | TOST | Toast Inc-class A | Stock-Tech | 2.43% | — | +0.72% | |
| 21 | HIMS | Hims & Hers Health Inc | Stock-Healthcare | 2.36% | — | -2.91% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 2.28% | +0.03% | -49.99% | |
| 23 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.14% | — | -3.56% | |
| 24 | OXY | Occidental Petroleum CORP | Stock-Energy | 2.06% | — | -3.46% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.21% | +0.22% | -45.71% | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 1.05% | +0.04% | +3.22% | |
| 27 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.00% | +0.09% | +3.92% | |
| 28 | XLF | Ss Financial Select Sector | ETF-Other | 0.98% | -0.16% | +0.90% | |
| 29 | PM | Philip Morris International | Stock-Consumer Staples | 0.89% | -0.02% | +3.41% | |
| 30 | MMM | 3m Co | Stock-Industrials | 0.76% | — | +5.14% | |
| 31 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.64% | — | +0.85% | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 0.63% | +0.04% | +6.97% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.57% | +0.03% | +1.87% | |
| 34 | EMR | Emerson Electric Co | Stock-Industrials | 0.57% | -0.02% | +5.68% | |
| 35 | KDP | Keurig Dr Pepper Inc | Stock-Consumer Staples | 0.51% | — | +7.60% | |
| 36 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.50% | -0.05% | +1.90% | |
| 37 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.49% | +0.08% | +5.83% | |
| 38 | GLW | Corning Inc | Stock-Tech | 0.48% | +0.99% | +7.14% | |
| 39 | PAYX | Paychex Inc | Stock-Tech | 0.46% | — | +5.62% | |
| 40 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.46% | -0.06% | -0.26% | |
| 41 | HRB | H&r Block Inc | Stock-Consumer Disc | 0.41% | — | +5.90% | |
| 42 | XLI | Ss Industrial Select Sector | ETF-Other | 0.37% | +0.21% | +1.20% | |
| 43 | GLD | Spdr Gold Shares | ETF-Commodities | 0.36% | -0.87% | -2.33% | |
| 44 | GAP | Gap Inc/the | Stock-Consumer Disc | 0.36% | -0.16% | +7.71% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.34% | — | +13.45% | |
| 46 | XLB | Ss Materials Select Sector | ETF-Other | 0.34% | +0.07% | +0.81% | |
| 47 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.30% | — | +10.01% | |
| 48 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.25% | — | — | |
| 49 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.25% | -0.02% | +0.46% | |
| 50 | T | At&t Inc | Stock-Comm Services | 0.22% | -0.08% | -3.94% |
According to official SEC Form 13F filings, Kessler Investment Group, LLC reported a total U.S. public equity portfolio value of $234.2M across 213 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including PLTR, CRWD, HOOD) accounted for 26.2% of total reported equity market value during Q2 2025.
During Q2 2025, Kessler Investment Group, LLC's top holdings by market value included PLTR (5.9%)、CRWD (5.6%)、HOOD (4.7%). The largest single position, PLTR, represented 5.9% of total portfolio value.
In Q2 2025, Kessler Investment Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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