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CIK: 0001525947
Total reported value
$234.2M
$234.2M
82 檔
27.5%
During the Q3 2025 filing period, Kessler Investment Group, LLC (CIK: 0001525947) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $234.2M across 82 reported positions.
In Q3 2025, Kessler Investment Group, LLC displayed an active expansion posture, initiating 8 new positions and adding to 23 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.75% | +0.27% | +1.20% | |
| 2 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 5.79% | +3.47% | +2.48% | |
| 3 | DELL | Dell Technologies -c | Stock-Tech | 5.25% | — | -0.31% | |
| 4 | ROKU | Roku Inc | Stock-Comm Services | 4.92% | — | +49.53% | |
| 5 | ANET | Arista Networks Inc | Stock-Tech | 4.89% | +0.83% | +2.32% | |
| 6 | UBER | Uber Technologies Inc | Stock-Industrials | 4.45% | — | +0.87% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 4.38% | — | +0.70% | |
| 8 | GNRC | Generac Holdings Inc | Stock-Industrials | 4.00% | +1.38% | +2.43% | |
| 9 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 3.79% | — | +4.61% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.71% | +0.04% | +2.46% | |
| 11 | HCA | Hca Healthcare Inc | Stock-Healthcare | 3.42% | -1.04% | -0.22% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 3.20% | +0.03% | +8.04% | |
| 13 | Z | Zillow Group Inc - C | Stock-Comm Services | 3.12% | -2.58% | EXIT | |
| 14 | HIMS | Hims & Hers Health Inc | Stock-Healthcare | 2.99% | — | +6.37% | |
| 15 | WFC | Wells Fargo & Co | Stock-Financials | 2.90% | -2.60% | EXIT | |
| 16 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 2.80% | +0.56% | — | |
| 17 | ADBE | Adobe Inc | Stock-Tech | 2.71% | — | — | |
| 18 | OXY | Occidental Petroleum CORP | Stock-Energy | 2.51% | — | +3.86% | |
| 19 | TOST | Toast Inc-class A | Stock-Tech | 2.09% | — | -0.01% | |
| 20 | SOFI | Sofi Technologies Inc | Stock-Financials | 1.80% | — | — | |
| 21 | BF-A | Brown-forman Corp-class A | Stock-Other | 1.78% | -1.47% | — | |
| 22 | GOOS | Canada Goose Holdings Inc | Stock-Other | 1.77% | — | — | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.33% | +0.22% | +7.04% | |
| 24 | XLK | Ss Technology Select Sector | ETF-Tech | 1.21% | +0.55% | +677.01% | |
| 25 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.16% | +0.09% | -1.45% | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 1.05% | +0.04% | -0.23% | |
| 27 | PM | Philip Morris International | Stock-Consumer Staples | 0.82% | -0.02% | -1.30% | |
| 28 | MMM | 3m Co | Stock-Industrials | 0.81% | — | +0.51% | |
| 29 | GLW | Corning Inc | Stock-Tech | 0.78% | +0.99% | +0.30% | |
| 30 | BAC | Bank Of America CORP | Stock-Financials | 0.72% | +0.04% | +0.24% | |
| 31 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.69% | — | — | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.64% | +0.03% | -2.68% | |
| 33 | EMR | Emerson Electric Co | Stock-Industrials | 0.58% | -0.02% | -0.25% | |
| 34 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.53% | -0.05% | +0.09% | |
| 35 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.51% | +0.08% | +0.29% | |
| 36 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.48% | -0.06% | -0.35% | |
| 37 | PAYX | Paychex Inc | Stock-Tech | 0.42% | — | -0.95% | |
| 38 | KDP | Keurig Dr Pepper Inc | Stock-Consumer Staples | 0.41% | — | +0.52% | |
| 39 | HRB | H&r Block Inc | Stock-Consumer Disc | 0.40% | — | +0.39% | |
| 40 | XLF | Ss Financial Select Sector | ETF-Other | 0.39% | -0.16% | -62.84% | |
| 41 | XLI | Ss Industrial Select Sector | ETF-Other | 0.39% | +0.21% | -3.69% | |
| 42 | GAP | Gap Inc/the | Stock-Consumer Disc | 0.37% | -0.16% | -1.03% | |
| 43 | XLV | Ss Health Care Select Sector | ETF-Other | 0.35% | +0.31% | NEW | |
| 44 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.33% | — | +5.44% | |
| 45 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.32% | +0.02% | +20033.33% | |
| 46 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.31% | -0.02% | +8.70% | |
| 47 | XLE | Ss Energy Select Sector | ETF-Other | 0.31% | -0.25% | +100.57% | |
| 48 | CMI | Cummins Inc | Stock-Industrials | 0.31% | +0.05% | +4.65% | |
| 49 | GLD | Spdr Gold Shares | ETF-Commodities | 0.26% | -0.87% | -41.24% | |
| 50 | GRMN | Garmin Ltd. | Stock-Tech | 0.24% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ROKU | Roku Inc | +2.2% | +49.53% | Add |
| 2 | ANET | Arista Networks Inc | +2% | +2.32% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +2% | +1.20% | Add |
| 4 | NVDA | Nvidia CORP | +1.5% | +0.70% | Add |
| 5 | DELL | Dell Technologies -c | +1.4% | -0.31% | Add |
| 6 | HIMS | Hims & Hers Health Inc | +1.3% | +6.37% | Add |
| 7 | CRWD | Crowdstrike Holdings Inc - A | +1.2% | +2.48% | Add |
| 8 | XLK | Ss Technology Select Sector | +1.1% | +677.01% | Add |
| 9 | GNRC | Generac Holdings Inc | +0.8% | +2.43% | Add |
| 10 | UBER | Uber Technologies Inc | +0.7% | +0.87% | Add |
| 11 | GLW | Corning Inc | +0.3% | +0.30% | Add |
| 12 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.3% | +20033.33% | Add |
| 13 | XLV | Ss Health Care Select Sector | +0.3% | +594.35% | Add |
| 14 | AMZN | Amazon.com Inc | +0.3% | +2.46% | Add |
| 15 | HCA | Hca Healthcare Inc | +0.3% | -0.22% | Add |
| 16 | GS | Goldman Sachs Group Inc | +0.3% | -1.45% | Add |
| 17 | RCL | Royal Caribbean Cruises Ltd. | +0.2% | — | Add |
| 18 | XLE | Ss Energy Select Sector | +0.1% | +100.57% | Add |
| 19 | BAC | Bank Of America CORP | +0.1% | +0.24% | Add |
| 20 | WFC | Wells Fargo & Co | +0.1% | +1.91% | Trim |
| 21 | IVW | Ishares S&p 500 Growth ETF | +0.1% | -2.68% | Trim |
| 22 | EMR | Emerson Electric Co | +0.1% | -0.25% | Add |
| 23 | IRM | Iron Mountain Inc | 0% | +0.29% | Add |
| 24 | IBM | Intl Business Machines CORP | 0% | -0.23% | Add |
| 25 | Z | Zillow Group Inc - C | 0% | +1.46% | Trim |
| 26 | TOST | Toast Inc-class A | -0.1% | -0.01% | Add |
| 27 | DT | Dynatrace Inc | -0.2% | — | Trim |
| 28 | GLD | Spdr Gold Shares | -0.2% | -41.24% | Trim |
| 29 | XLB | Ss Materials Select Sector | -0.3% | -68.73% | Trim |
| 30 | XLF | Ss Financial Select Sector | -0.7% | -62.84% | Trim |
| 31 | LLY | Eli Lilly & Co | -1.5% | +7.04% | Trim |
| 32 | AAPL | Apple Inc | -2.7% | +8.04% | Trim |
| 33 | PLTR | Palantir Technologies Inc-a | — | EXIT | Sold out |
| 34 | EL | Estee Lauder Companies-cl A | — | NEW | New buy |
| 35 | VRT | Vertiv Holdings Co-a | — | NEW | New buy |
| 36 | ADBE | Adobe Inc | — | NEW | New buy |
| 37 | HWM | Howmet Aerospace Inc | — | EXIT | Sold out |
| 38 | SHOP | Shopify Inc - Class A | — | EXIT | Sold out |
| 39 | ARES | Ares Management CORP - A | — | EXIT | Sold out |
| 40 | SPOT | Spotify Technology S.A. | — | EXIT | Sold out |
| 41 | HOOD | Robinhood Markets Inc - A | — | EXIT | Sold out |
| 42 | ISRG | Intuitive Surgical Inc | — | EXIT | Sold out |
| 43 | PHM | Pultegroup Inc | — | EXIT | Sold out |
| 44 | SOFI | Sofi Technologies Inc | — | NEW | New buy |
| 45 | BF-A | Brown-forman Corp-class A | — | NEW | New buy |
| 46 | GOOS | Canada Goose Holdings Inc | — | NEW | New buy |
| 47 | MRK | Merck & Co. Inc. | — | EXIT | Sold out |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 49 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 50 | KLG | Wk Kellogg Co | — | EXIT | Sold out |
According to official SEC Form 13F filings, Kessler Investment Group, LLC reported a total U.S. public equity portfolio value of $234.2M across 82 disclosed positions in Q3 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 GOOGL, CRWD, DELL) accounted for 27.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
EL
市值: $8.8M
Top Position Liquidated / Trimmed
PLTR
前期市值: $9.0M
During Q3 2025, Kessler Investment Group, LLC's top holdings by market value included GOOGL (6.8%)、CRWD (5.8%)、DELL (5.3%). The largest single position, GOOGL, represented 6.8% of total portfolio value.
In Q3 2025, Kessler Investment Group, LLC made 50 total portfolio adjustments, initiating 8 new buys, adding to 23 positions, trimming 9 holdings, and fully liquidating 10 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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