Kessler Investment Group, LLC
Kessler Investment Group, LLC reported 81 holdings worth US$234M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 13, 2026
Kessler Investment Group, LLC reported 81 holdings worth US$234M as of Jun 30, 2026. Largest: Crowdstrike Holdings, Inc., Generac Holdings Inc. and Salesforce, Inc. Filed Jul 13, 2026 (Form 13F).
- Holdings
- 81
- Value as reported
- US$234M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Crowdstrike Holdings, Inc. | 26,165 | US$20M | 8.5% |
| Generac Holdings Inc. | 49,885 | US$14.6M | 6.2% |
| Salesforce, Inc. | 81,446 | US$12.8M | 5.4% |
| Kla Corporation | 41,629 | US$12.6M | 5.4% |
| Vertiv Holdings, Llc | 33,957 | US$11.4M | 4.9% |
| Arista Networks, Inc. | 65,932 | US$11.2M | 4.8% |
| Ge Vernova Inc. | 7,726 | US$9.08M | 3.9% |
| Amazon.com, Inc. | 37,127 | US$8.85M | 3.8% |
| Bhp Group Ltd | 99,119 | US$8.26M | 3.5% |
| Apple Inc | 25,183 | US$7.29M | 3.1% |
| Servicenow, Inc. | 71,324 | US$7.08M | 3.0% |
| Alphabet Inc (google) Class C | 19,225 | US$6.87M | 2.9% |
| Hca Healthcare, Inc. | 17,049 | US$6.65M | 2.8% |
| Freeport-mcmoran, Inc. | 101K | US$6.34M | 2.7% |
| Brown Forman Inc | 224K | US$5.97M | 2.5% |
| Corning Incorporated | 22,606 | US$5.77M | 2.5% |
| Arqit Quantum Inc. | 153K | US$4.55M | 1.9% |
| United Parcel Service, Inc. | 41,202 | US$4.43M | 1.9% |
| Digitalocean Holdings, Inc. | 23,353 | US$3.67M | 1.6% |
| Goldman Sachs Group, Inc. (the) | 3,546 | US$3.59M | 1.5% |
| Eli Lilly And Company | 2,923 | US$3.51M | 1.5% |
| Strategy Inc | 39,932 | US$3.47M | 1.5% |
| Rigetti Computing, Inc. | 171K | US$3.3M | 1.4% |
| Sealsq Corp | 975K | US$3.07M | 1.3% |
| Palantir Technologies Inc. | 24,244 | US$2.83M | 1.2% |
| Redwire Corporation | 230K | US$2.81M | 1.2% |
| International Business Machines Corporation | 9,449 | US$2.66M | 1.1% |
| Philip Morris International Inc | 13,498 | US$2.44M | 1.0% |
| Bank Of America Corporation | 37,993 | US$2.16M | 0.92% |
| Iron Mountain Incorporated (delaware) | 14,594 | US$1.84M | 0.79% |
| Emerson Electric Company | 11,663 | US$1.67M | 0.71% |
| Gap, Inc. (the) | 44,505 | US$831K | 0.35% |
| Hewlett Packard Enterprise Company | 15,483 | US$698K | 0.30% |
| Cummins Inc. | 841 | US$600K | 0.26% |
| Sterling Infrastructure, Inc. | 679 | US$570K | 0.24% |
| U.s. Bancorp | 7,909 | US$478K | 0.20% |
| Nucor Corporation | 2,068 | US$461K | 0.20% |
| Fifth Third Bancorp | 7,436 | US$419K | 0.18% |
| Coca-cola Company (the) | 5,108 | US$415K | 0.18% |
| Berkshire Hathaway Inc. | 824 | US$412K | 0.18% |
| Starbucks Corporation | 3,955 | US$404K | 0.17% |
| Marriott International | 1,081 | US$401K | 0.17% |
| Abbvie Inc. | 1,586 | US$399K | 0.17% |
| Williams Companies, Inc. (the) | 5,231 | US$389K | 0.17% |
| Cincinnati Financial Corporation | 2,090 | US$387K | 0.17% |
| Nextera Energy, Inc. | 4,238 | US$372K | 0.16% |
| Polaris Inc. | 5,030 | US$344K | 0.15% |
| At&t Inc. | 16,170 | US$335K | 0.14% |
| American Water Works Company, Inc. | 2,517 | US$331K | 0.14% |
| American Express Company | 931 | US$315K | 0.13% |
| Devon Energy Corporation | 7,074 | US$292K | 0.12% |
| Ceco Environmental Corp. | 3,185 | US$289K | 0.12% |
| Tjx Companies, Inc. (the) | 1,803 | US$273K | 0.12% |
| Paccar Inc. | 2,256 | US$271K | 0.12% |
| The Hershey Company | 1,475 | US$259K | 0.11% |
| Oracle Corporation | 1,694 | US$248K | 0.11% |
| Cme Group Inc. | 932 | US$206K | 0.09% |
| Soundhound Ai, Inc. | 14,686 | US$95,018 | 0.04% |
| Wells Fargo & Company | 0 | US$0 | 0.00% |
| Zillow Group, Inc. | 0 | US$0 | 0.00% |
| Gilead Sciences, Inc. | 0 | US$0 | 0.00% |
| Microsoft Corp. | 0 | US$0 | 0.00% |
| Oshkosh Corporation (holding Company) | 0 | US$0 | 0.00% |
| Topbuild Corp. | 0 | US$0 | 0.00% |
| Vulcan Materials Company (holding Company) | 0 | US$0 | 0.00% |
Source
View original at SEC
Related