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Kessler Investment Group, LLC Portfolio
$207.3M across 82 positions as of 2026-09-30, with 44% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+9.9%
-4.6% a year vs the S&P 500
3 years
+24.4%
+3.1% a year vs the S&P 500
5 years
+13.9%
+1.7% a year vs the S&P 500
Quarters ahead
12 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +3.4% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +15.7% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -8.4% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +0.3% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +13.3% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +21.6% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -8.4% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +4.4% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| CRMSalesforce Inc | $17.2M | 8.3% | 75,124 |
| NOWServiceNow Inc | $8.8M | 4.3% | 65,825 |
| XLEState Street Energy Select Sector SPDR ETF | $8.6M | 4.2% | 140,170 |
| AMZNAmazon.com Inc | $8.6M | 4.1% | 34,363 |
| UPSUnited Parcel Service Inc | $8.4M | 4.1% | 89,934 |
| CRWDCrowdStrike Holdings Inc | $8.1M | 3.9% | 30,724 |
| AAPLApple Inc | $8.1M | 3.9% | 24,203 |
| VRTVertiv Holdings Co | $7.9M | 3.8% | 32,833 |
| BHPBHP Group Ltd | $7.8M | 3.7% | 91,349 |
| KLACKLA Corp | $7.4M | 3.5% | 37,713 |
| GEVGE Vernova Inc | $6.8M | 3.3% | 7,142 |
| FCXFreeport-McMoRan Inc | $6.8M | 3.3% | 96,955 |
| HCAHCA Healthcare Inc | $6.7M | 3.2% | 15,728 |
| GLDSPDR Gold Shares | $6.6M | 3.2% | 17,293 |
| GOOGLAlphabet Inc | $6.4M | 3.1% | 18,581 |
| SPCXSpace Exploration Technologies Corp | $6.2M | 3.0% | 41,165 |
| MSTRStrategy Inc | $5.7M | 2.8% | 37,335 |
| XLKState Street Technology Select Sector SPDR ETF | $4.5M | 2.2% | 22,833 |
| PLTRPalantir Technologies Inc | $4.2M | 2.0% | 22,187 |
| NVDANVIDIA Corp | $3.8M | 1.8% | 16,568 |
| GLWCorning Inc | $3.6M | 1.7% | 23,329 |
| ARQIT QUANTUM INC | $3.3M | 1.6% | 138,545 |
| LLYEli Lilly and Co | $3.2M | 1.5% | 2,724 |
| GSGoldman Sachs Group Inc | $3.1M | 1.5% | 3,484 |
| DIGITALOCEAN HLDGS INC | $2.9M | 1.4% | 21,957 |
| PMPhilip Morris International Inc | $2.6M | 1.2% | 13,443 |
| RGTIRigetti Computing, Inc. - Common stock | $2.4M | 1.2% | 152,649 |
| REDWIRE CORPORATION | $2.3M | 1.1% | 218,275 |
| IBMInternational Business Machines Corp | $2.1M | 1.0% | 9,449 |
| SEALSQ CORP | $2.1M | 1.0% | 886,073 |
| BACBank of America Corp | $2.1M | 1.0% | 37,927 |
| EMREmerson Electric Co | $1.8M | 0.9% | 11,629 |
| IRMIron Mountain Inc | $1.6M | 0.8% | 14,576 |
| XLCThe Communication Services Select Sector SPDR Fund | $1.6M | 0.8% | 14,113 |
| NKENike Inc | $1.6M | 0.7% | 43,894 |
| IVWiShares S&P 500 Growth ETF | $1.4M | 0.7% | 9,840 |
| XLYSPDR Select Sector Fund - Consumer Discretionary | $1.3M | 0.6% | 11,988 |
| BSCQINVESCO EXCH TRD SLF IDX FD | $1.2M | 0.6% | 60,615 |
| INVESCO EXCH TRD SLF IDX FD | $1.2M | 0.6% | 59,887 |
| GAPGap Inc | $1M | 0.5% | 44,234 |
| IBBiShares Nasdaq Biotechnology Index Fund | $976K | 0.5% | 4,636 |
| HPEHewlett Packard Enterprise Co | $939.8K | 0.5% | 14,709 |
| XLVState Street Health Care Select Sector SPDR ETF | $915.5K | 0.4% | 5,436 |
| XLFState Street Financial Select Sector SPDR ETF | $802.2K | 0.4% | 15,022 |
| XLBMaterials Select Sector SPDR | $660.2K | 0.3% | 13,557 |
| INVESCO EXCH TRD SLF IDX FD | $505.3K | 0.2% | 27,762 |
| INVESCO EXCH TRD SLF IDX FD | $492K | 0.2% | 30,485 |
| GNRCGenerac Holdings Inc | $475.6K | 0.2% | 2,298 |
| VTIVanguard Total Stock Market ETF | $470.3K | 0.2% | 1,257 |
| NUENucor Corp | $469.6K | 0.2% | 2,009 |
| USBUS Bancorp | $456.8K | 0.2% | 7,909 |
| KOCoca-Cola Co | $438K | 0.2% | 5,088 |
| ABBVAbbVie Inc | $413.1K | 0.2% | 1,579 |
| CMICummins Inc | $394.1K | 0.2% | 763 |
| XLREReal Estate Select Sector SPDR Fund | $387.3K | 0.2% | 9,466 |
| XLIState Street Industrial Select Sector SPDR ETF | $386.9K | 0.2% | 2,317 |
| BRK.BBerkshire Hathaway Inc | $383.9K | 0.2% | 771 |
| MARMarriott International Inc | $382.7K | 0.2% | 1,076 |
| TAT&T Inc | $371.2K | 0.2% | 15,215 |
| FITBFifth Third Bancorp | $364.4K | 0.2% | 7,205 |
| SBUXStarbucks Corp | $354.7K | 0.2% | 3,775 |
| WMBWilliams Companies Inc | $354K | 0.2% | 5,208 |
| CINFCincinnati Financial Corp | $331.6K | 0.2% | 2,081 |
| INVESCO EXCH TRADED FD TR II | $327.5K | 0.2% | 4,052 |
| STRLSterling Infrastructure Inc | $327K | 0.2% | 665 |
| DVNDevon Energy Corp | $326K | 0.2% | 7,080 |
| AWKAmerican Water Works Co Inc | $324.5K | 0.2% | 2,506 |
| NEENextera Energy Inc | $307.6K | 0.1% | 4,061 |
| AXPAmerican Express Co | $281K | 0.1% | 924 |
| ANETArista Networks Inc | $272K | 0.1% | 1,336 |
| MSFTMicrosoft Corp | $264.1K | 0.1% | 515 |
| PIIPolaris Inc | $261.2K | 0.1% | 5,009 |
| PCARPaccar Inc | $246K | 0.1% | 2,240 |
| CMECME Group Inc | $243.1K | 0.1% | 928 |
| VXUSVanguard Total International Stock ETF | $238.7K | 0.1% | 2,809 |
| TJXTJX Companies Inc | $236.7K | 0.1% | 1,789 |
| ORCLOracle Corp | $231.6K | 0.1% | 1,687 |
| HSYHershey Co | $230.7K | 0.1% | 1,464 |
| ROYAL CARIBBEAN GROUP | $226.5K | 0.1% | 852 |
| CECOCECO Environmental Corp | $221.8K | 0.1% | 3,185 |
| QQQInvesco QQQ Trust, Series 1 | $206.4K | 0.1% | 279 |
| SOUNSoundHound AI Inc | $88.4K | 0.0% | 14,686 |
Quarter ending 2026-09-30.
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