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CIK: 0001525947
Total reported value
$234.2M
$234.2M
86 檔
28.6%
The Q4 2025 SEC filing reveals that Kessler Investment Group, LLC held a total portfolio value of $234.2M, covering 86 public equity positions.
In Q4 2025, Kessler Investment Group, LLC displayed an active expansion posture, initiating 12 new positions and adding to 16 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 | 8.52% | +0.27% | -0.14% | |
| 2 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 5.50% | +3.47% | +1.29% | |
| 3 | ROKU | Roku Inc | Stock-Comm Services | 5.32% | — | +1.67% | |
| 4 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 4.48% | — | +1.41% | |
| 5 | ANET | Arista Networks Inc | Stock-Tech | 4.36% | +0.83% | +1.17% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 4.30% | — | +0.14% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.89% | +0.04% | +1.78% | |
| 8 | HCA | Hca Healthcare Inc | Stock-Healthcare | 3.72% | -1.04% | +1.22% | |
| 9 | UBER | Uber Technologies Inc | Stock-Industrials | 3.71% | — | +1.80% | |
| 10 | GOOS | Canada Goose Holdings Inc | Stock-Other | 3.70% | — | +126.77% | |
| 11 | BF-A | Brown-forman Corp-class A | Stock-Other | 3.64% | -1.47% | +113.00% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 3.39% | +0.03% | +1.21% | |
| 13 | GNRC | Generac Holdings Inc | Stock-Industrials | 3.22% | +1.38% | +0.80% | |
| 14 | WFC | Wells Fargo & Co | Stock-Financials | 3.21% | -2.60% | EXIT | |
| 15 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 3.00% | +0.56% | +1.45% | |
| 16 | Z | Zillow Group Inc - C | Stock-Comm Services | 2.79% | -2.58% | EXIT | |
| 17 | ADBE | Adobe Inc | Stock-Tech | 2.57% | — | -2.66% | |
| 18 | MSTR | Strategy Inc | Stock-Tech | 2.44% | -0.93% | — | |
| 19 | TOST | Toast Inc-class A | Stock-Tech | 1.87% | — | -6.19% | |
| 20 | SOFI | Sofi Technologies Inc | Stock-Financials | 1.78% | — | +1.81% | |
| 21 | HIMS | Hims & Hers Health Inc | Stock-Healthcare | 1.55% | — | -7.68% | |
| 22 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 1.34% | — | — | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.34% | +0.22% | -26.96% | |
| 24 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.24% | +0.09% | -1.65% | |
| 25 | IBB | Ishares Biotechnology ETF | ETF-Tech | 1.20% | -0.01% | — | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 1.07% | +0.04% | -1.37% | |
| 27 | MMM | 3m Co | Stock-Industrials | 0.81% | — | -1.09% | |
| 28 | GLW | Corning Inc | Stock-Tech | 0.81% | +0.99% | -1.07% | |
| 29 | PM | Philip Morris International | Stock-Consumer Staples | 0.79% | -0.02% | -1.15% | |
| 30 | BAC | Bank Of America CORP | Stock-Financials | 0.74% | +0.04% | -0.89% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.60% | +0.03% | -5.61% | |
| 32 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.59% | — | — | |
| 33 | EMR | Emerson Electric Co | Stock-Industrials | 0.57% | -0.02% | -1.19% | |
| 34 | ✓ | Sealsq CORP | Stock-Other | 0.54% | +0.08% | — | |
| 35 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.51% | -0.05% | -1.64% | |
| 36 | RGTI | Rigetti Computing Inc | Stock-Tech | 0.49% | +0.31% | — | |
| 37 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.47% | -0.06% | -1.81% | |
| 38 | KDP | Keurig Dr Pepper Inc | Stock-Consumer Staples | 0.44% | — | +0.10% | |
| 39 | ✓ | Arqit Quantum Inc | Stock-Other | 0.44% | +0.95% | — | |
| 40 | GAP | Gap Inc/the | Stock-Consumer Disc | 0.42% | -0.16% | -2.15% | |
| 41 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.41% | +0.08% | -0.50% | |
| 42 | XLF | Ss Financial Select Sector | ETF-Other | 0.39% | -0.16% | +0.59% | |
| 43 | XLI | Ss Industrial Select Sector | ETF-Other | 0.38% | +0.21% | +0.31% | |
| 44 | XLV | Ss Health Care Select Sector | ETF-Other | 0.38% | +0.31% | NEW | |
| 45 | CMI | Cummins Inc | Stock-Industrials | 0.35% | +0.05% | -2.72% | |
| 46 | HRB | H&r Block Inc | Stock-Consumer Disc | 0.34% | — | -0.03% | |
| 47 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.31% | -0.02% | +1.00% | |
| 48 | XLE | Ss Energy Select Sector | ETF-Other | 0.31% | -0.25% | +101.40% | |
| 49 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.30% | +0.02% | +99.93% | |
| 50 | GLD | Spdr Gold Shares | ETF-Commodities | 0.28% | -0.87% | -0.06% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOS | Canada Goose Holdings Inc | +1.9% | +126.77% | Add |
| 2 | BF-A | Brown-forman Corp-class A | +1.9% | +113.00% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +1.8% | -0.14% | Trim |
| 4 | EL | Estee Lauder Companies-cl A | +0.7% | +1.41% | Add |
| 5 | ROKU | Roku Inc | +0.4% | +1.67% | Add |
| 6 | WFC | Wells Fargo & Co | +0.3% | +1.74% | Add |
| 7 | HCA | Hca Healthcare Inc | +0.3% | +1.22% | Add |
| 8 | VRT | Vertiv Holdings Co-a | +0.2% | +1.45% | Add |
| 9 | AAPL | Apple Inc | +0.2% | +1.21% | Add |
| 10 | AMZN | Amazon.com Inc | +0.2% | +1.78% | Add |
| 11 | GS | Goldman Sachs Group Inc | +0.1% | -1.65% | Trim |
| 12 | GAP | Gap Inc/the | +0.1% | -2.15% | Trim |
| 13 | CMI | Cummins Inc | 0% | -2.72% | Trim |
| 14 | GLW | Corning Inc | 0% | -1.07% | Trim |
| 15 | KDP | Keurig Dr Pepper Inc | 0% | +0.10% | Add |
| 16 | BAC | Bank Of America CORP | 0% | -0.89% | Trim |
| 17 | LLY | Eli Lilly & Co | 0% | -26.96% | Trim |
| 18 | SOUN | Soundhound Ai Inc-a | 0% | +3.08% | Add |
| 19 | HRB | H&r Block Inc | -0.1% | -0.03% | Trim |
| 20 | ORCL | Oracle CORP | -0.1% | -2.71% | Trim |
| 21 | IRM | Iron Mountain Inc | -0.1% | -0.50% | Trim |
| 22 | RCL | Royal Caribbean Cruises Ltd. | -0.1% | — | Unchanged |
| 23 | ADBE | Adobe Inc | -0.1% | -2.66% | Trim |
| 24 | TOST | Toast Inc-class A | -0.2% | -6.19% | Trim |
| 25 | CRWD | Crowdstrike Holdings Inc - A | -0.3% | +1.29% | Add |
| 26 | Z | Zillow Group Inc - C | -0.3% | +2.63% | Add |
| 27 | ANET | Arista Networks Inc | -0.5% | +1.17% | Add |
| 28 | UBER | Uber Technologies Inc | -0.7% | +1.80% | Add |
| 29 | GNRC | Generac Holdings Inc | -0.8% | +0.80% | Add |
| 30 | HIMS | Hims & Hers Health Inc | -1.4% | -7.68% | Trim |
| 31 | DELL | Dell Technologies -c | — | EXIT | Sold out |
| 32 | OXY | Occidental Petroleum CORP | — | EXIT | Sold out |
| 33 | MSTR | Strategy Inc | — | NEW | New buy |
| 34 | HOOD | Robinhood Markets Inc - A | — | NEW | New buy |
| 35 | IBB | Ishares Biotechnology ETF | — | NEW | New buy |
| 36 | XLK | Ss Technology Select Sector | — | EXIT | Sold out |
| 37 | ✓ | Sealsq CORP | — | NEW | New buy |
| 38 | RGTI | Rigetti Computing Inc | — | NEW | New buy |
| 39 | ✓ | Arqit Quantum Inc | — | NEW | New buy |
| 40 | PAYX | Paychex Inc | — | EXIT | Sold out |
| 41 | BSCP | Invesco Bulletshares 2025 Cb | — | EXIT | Sold out |
| 42 | GRMN | Garmin Ltd. | — | EXIT | Sold out |
| 43 | BSCU | Invesco Bulletshares 2030 Cb | — | NEW | New buy |
| 44 | MRSH | Marsh & Mclennan Cos | — | EXIT | Sold out |
| 45 | CMA | Comerica Inc | — | NEW | New buy |
| 46 | NUE | Nucor CORP | — | NEW | New buy |
| 47 | CINF | Cincinnati Financial CORP | — | NEW | New buy |
| 48 | PII | Polaris Inc | — | NEW | New buy |
| 49 | CL | Colgate-palmolive Co | — | EXIT | Sold out |
| 50 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
According to official SEC Form 13F filings, Kessler Investment Group, LLC reported a total U.S. public equity portfolio value of $234.2M across 86 disclosed positions in Q4 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, ROKU) accounted for 28.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
MSTR
市值: $5.8M
Top Position Liquidated / Trimmed
DELL
前期市值: $12.2M
During Q4 2025, Kessler Investment Group, LLC's top holdings by market value included GOOGL (8.5%)、CRWD (5.5%)、ROKU (5.3%). The largest single position, GOOGL, represented 8.5% of total portfolio value.
In Q4 2025, Kessler Investment Group, LLC made 49 total portfolio adjustments, initiating 12 new buys, adding to 16 positions, trimming 13 holdings, and fully liquidating 8 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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