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CIK: 0001525947
Total reported value
$207.3M
$207.3M
81 檔
34.4%
As reported in its official Q2 2026 Form 13F filing, Kessler Investment Group, LLC's tracked investment portfolio stood at $207.3M with 81 total positions.
Kessler Investment Group, LLC executed strategic sector rebalancing during Q2 2026, establishing 10 new positions while fully exiting 8 holdings and trimming 35 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 8.52% | -4.60% | -4.30% | |
| 2 | GNRC | Generac Holdings Inc | Stock-Industrials | 6.24% | -6.01% | -5.11% | |
| 3 | CRM | Salesforce Inc | Stock-Tech | 5.45% | +2.87% | +68.33% | |
| 4 | KLAC | Kla CORP | Stock-Tech | 5.36% | -1.81% | — | |
| 5 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 4.85% | -1.03% | -6.18% | |
| 6 | ANET | Arista Networks Inc | Stock-Tech | 4.78% | -4.65% | -3.08% | |
| 7 | GEV | GE Vernova Inc | Stock-Industrials | 3.88% | -0.60% | -1.83% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.78% | +0.35% | -2.23% | |
| 9 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 3.53% | +0.21% | -1.83% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 3.11% | +0.78% | -1.72% | |
| 11 | NOW | Servicenow Inc | Stock-Tech | 3.02% | +1.24% | — | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.93% | +0.15% | -1.74% | |
| 13 | GLD | Spdr Gold Shares | ETF-Commodities | 2.87% | +0.31% | -0.89% | |
| 14 | HCA | Hca Healthcare Inc | Stock-Healthcare | 2.84% | +0.40% | -1.70% | |
| 15 | FCX | Freeport-mcmoran Inc | Stock-Materials | 2.71% | +0.56% | -1.79% | |
| 16 | BF-A | Brown-forman Corp-class A | Stock-Other | 2.55% | -2.55% | EXIT | |
| 17 | GLW | Corning Inc | Stock-Tech | 2.47% | -0.74% | -1.40% | |
| 18 | ✓ | Arqit Quantum Inc | Stock-Other | 1.94% | -0.33% | -2.83% | |
| 19 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.89% | +2.16% | — | |
| 20 | DOCN | Digitalocean Holdings Inc | Stock-Tech | 1.57% | -0.16% | — | |
| 21 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.53% | -0.02% | -1.23% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.50% | +0.02% | -0.61% | |
| 23 | MSTR | Strategy Inc | Stock-Tech | 1.48% | +1.28% | -2.00% | |
| 24 | RGTI | Rigetti Computing Inc | Stock-Tech | 1.41% | -0.25% | +3.05% | |
| 25 | ✓ | Sealsq CORP | Stock-Other | 1.31% | -0.31% | -1.84% | |
| 26 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.21% | +0.79% | -2.24% | |
| 27 | RDW | Redwire CORP | Stock-Other | 1.20% | -0.10% | — | |
| 28 | IBM | Intl Business Machines CORP | Stock-Tech | 1.13% | -0.13% | -0.48% | |
| 29 | PM | Philip Morris International | Stock-Consumer Staples | 1.04% | +0.20% | -0.49% | |
| 30 | XLK | Ss Technology Select Sector | ETF-Tech | 0.93% | +1.23% | +87.36% | |
| 31 | BAC | Bank Of America CORP | Stock-Financials | 0.92% | +0.08% | -0.42% | |
| 32 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.79% | -0.01% | -0.43% | |
| 33 | EMR | Emerson Electric Co | Stock-Industrials | 0.71% | +0.16% | -0.50% | |
| 34 | XLI | Ss Industrial Select Sector | ETF-Other | 0.66% | -0.47% | +41.58% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.65% | +0.03% | -3.37% | |
| 36 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.51% | +0.06% | +0.84% | |
| 37 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.50% | +0.06% | +0.09% | |
| 38 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.45% | +0.02% | -2.94% | |
| 39 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.38% | +0.38% | +7.41% | |
| 40 | XLF | Ss Financial Select Sector | ETF-Other | 0.36% | +0.03% | -28.75% | |
| 41 | GAP | Gap Inc/the | Stock-Consumer Disc | 0.35% | +0.14% | -0.26% | |
| 42 | XLB | Ss Materials Select Sector | ETF-Other | 0.31% | +0.01% | +41.56% | |
| 43 | XLV | Ss Health Care Select Sector | ETF-Other | 0.31% | +0.13% | — | |
| 44 | HPE | Hewlett Packard Enterprise | Stock-Tech | 0.30% | +0.15% | -0.55% | |
| 45 | CMI | Cummins Inc | Stock-Industrials | 0.26% | -0.07% | +0.84% | |
| 46 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 0.24% | -0.08% | -0.73% | |
| 47 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.22% | -0.22% | EXIT | |
| 48 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 0.22% | +0.02% | +1.35% | |
| 49 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.22% | +0.41% | — | |
| 50 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 0.22% | +0.02% | +1.59% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | KLAC | Kla CORP | +5.4% | NEW | New buy |
| 2 | CRWD | Crowdstrike Holdings Inc - A | +3.5% | -4.30% | Trim |
| 3 | NOW | Servicenow Inc | +3% | NEW | New buy |
| 4 | UPS | United Parcel Service-cl B | +1.9% | NEW | New buy |
| 5 | DOCN | Digitalocean Holdings Inc | +1.6% | NEW | New buy |
| 6 | GNRC | Generac Holdings Inc | +1.4% | -5.11% | Trim |
| 7 | RDW | Redwire CORP | +1.2% | NEW | New buy |
| 8 | CRM | Salesforce Inc | +1.2% | +68.33% | Add |
| 9 | GLW | Corning Inc | +1% | -1.40% | Trim |
| 10 | ✓ | Arqit Quantum Inc | +1% | -2.83% | Trim |
| 11 | ANET | Arista Networks Inc | +0.8% | -3.08% | Trim |
| 12 | GEV | GE Vernova Inc | +0.6% | -1.83% | Trim |
| 13 | VRT | Vertiv Holdings Co-a | +0.6% | -6.18% | Trim |
| 14 | XLK | Ss Technology Select Sector | +0.6% | +87.36% | Add |
| 15 | RGTI | Rigetti Computing Inc | +0.3% | +3.05% | Add |
| 16 | XLV | Ss Health Care Select Sector | +0.3% | NEW | New buy |
| 17 | GOOGL | Alphabet Inc-cl A | +0.3% | -1.74% | Trim |
| 18 | LLY | Eli Lilly & Co | +0.2% | -0.61% | Trim |
| 19 | XLY | Ss Consumer Disc Select Sect | +0.2% | NEW | New buy |
| 20 | XLI | Ss Industrial Select Sector | +0.2% | +41.58% | Add |
| 21 | HPE | Hewlett Packard Enterprise | +0.1% | -0.55% | Trim |
| 22 | CECO | Ceco Environmental CORP | +0.1% | NEW | New buy |
| 23 | STRL | Sterling Infrastructure Inc | +0.1% | -0.73% | Trim |
| 24 | GS | Goldman Sachs Group Inc | +0.1% | -1.23% | Trim |
| 25 | PSCT | Invesco S&p Smallcap Informa | +0.1% | NEW | New buy |
| 26 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | NEW | New buy |
| 27 | ✓ | Sealsq CORP | +0.1% | -1.84% | Trim |
| 28 | IRM | Iron Mountain Inc | +0.1% | -0.43% | Trim |
| 29 | XLB | Ss Materials Select Sector | +0.1% | +41.56% | Add |
| 30 | BHP | Bhp Group Ltd-spon Adr | +0.1% | -1.83% | Trim |
| 31 | CMI | Cummins Inc | +0.1% | +0.84% | Add |
| 32 | AMZN | Amazon.com Inc | 0% | -2.23% | Trim |
| 33 | IBM | Intl Business Machines CORP | 0% | -0.48% | Trim |
| 34 | BAC | Bank Of America CORP | 0% | -0.42% | Trim |
| 35 | NUE | Nucor CORP | 0% | +0.34% | Add |
| 36 | AAPL | Apple Inc | 0% | -1.72% | Trim |
| 37 | IVW | Ishares S&p 500 Growth ETF | 0% | -3.37% | Trim |
| 38 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | +28.46% | Add |
| 39 | FITB | Fifth Third Bancorp | 0% | +1.03% | Add |
| 40 | PII | Polaris Inc | 0% | +1.41% | Add |
| 41 | CINF | Cincinnati Financial CORP | 0% | +1.46% | Add |
| 42 | IWM | Ishares Russell 2000 ETF | 0% | — | Unchanged |
| 43 | USB | US Bancorp | 0% | — | Unchanged |
| 44 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.73% | Add |
| 45 | ABBV | Abbvie Inc | 0% | +1.34% | Add |
| 46 | SBUX | Starbucks CORP | — | +1.28% | Add |
| 47 | MAR | Marriott International -cl A | — | +0.56% | Add |
| 48 | AXP | American Express Co | — | +1.64% | Add |
| 49 | VXUS | Vanguard Total Intl Stock | — | +4.00% | Add |
| 50 | KO | Coca-cola Co/the | — | +0.89% | Add |
According to official SEC Form 13F filings, Kessler Investment Group, LLC reported a total U.S. public equity portfolio value of $207.3M across 81 disclosed positions in Q2 2026.
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 CRWD, GNRC, CRM) accounted for 34.4% of total reported equity market value during Q2 2026.
Top New Position Initiated
KLAC
市值: $12.6M
Top Position Liquidated / Trimmed
MSFT
前期市值: $7.1M
During Q2 2026, Kessler Investment Group, LLC's top holdings by market value included CRWD (8.5%)、GNRC (6.2%)、CRM (5.5%). The largest single position, CRWD, represented 8.5% of total portfolio value.
In Q2 2026, Kessler Investment Group, LLC made 87 total portfolio adjustments, initiating 10 new buys, adding to 34 positions, trimming 35 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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