Kessler Investment Group, LLC
Kessler Investment Group, LLC reported 82 holdings worth US$207M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 8, 2026
Kessler Investment Group, LLC reported 82 holdings worth US$207M as of Sep 30, 2026. Largest: Salesforce, Inc., Servicenow, Inc. and Amazon.com, Inc. Filed Oct 8, 2026 (Form 13F).
- Holdings
- 82
- Value as reported
- US$207M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Salesforce, Inc. | 75,124 | US$17.2M | 8.3% |
| Servicenow, Inc. | 65,825 | US$8.82M | 4.3% |
| Amazon.com, Inc. | 34,363 | US$8.56M | 4.1% |
| United Parcel Service, Inc. | 89,934 | US$8.4M | 4.1% |
| Crowdstrike Holdings, Inc. | 30,724 | US$8.13M | 3.9% |
| Apple Inc | 24,203 | US$8.06M | 3.9% |
| Vertiv Holdings, Llc | 32,833 | US$7.92M | 3.8% |
| Bhp Group Ltd | 91,349 | US$7.75M | 3.7% |
| Kla Corporation | 37,713 | US$7.35M | 3.5% |
| Ge Vernova Inc. | 7,142 | US$6.79M | 3.3% |
| Freeport-mcmoran, Inc. | 96,955 | US$6.79M | 3.3% |
| Hca Healthcare, Inc. | 15,728 | US$6.71M | 3.2% |
| Alphabet Inc (google) Class C | 18,581 | US$6.39M | 3.1% |
| Space Exploration Technologies Corp | 41,165 | US$6.21M | 3.0% |
| Strategy Inc | 37,335 | US$5.72M | 2.8% |
| Palantir Technologies Inc. | 22,187 | US$4.15M | 2.0% |
| Nvidia Corporation | 16,568 | US$3.78M | 1.8% |
| Corning Incorporated | 23,329 | US$3.59M | 1.7% |
| Arqit Quantum Inc. | 139K | US$3.33M | 1.6% |
| Eli Lilly And Company | 2,724 | US$3.15M | 1.5% |
| Goldman Sachs Group, Inc. (the) | 3,484 | US$3.14M | 1.5% |
| Digitalocean Holdings, Inc. | 21,957 | US$2.93M | 1.4% |
| Philip Morris International Inc | 13,443 | US$2.57M | 1.2% |
| Rigetti Computing, Inc. | 153K | US$2.4M | 1.2% |
| Redwire Corporation | 218K | US$2.28M | 1.1% |
| International Business Machines Corporation | 9,449 | US$2.08M | 1.0% |
| Sealsq Corp | 886K | US$2.07M | 1.0% |
| Bank Of America Corporation | 37,927 | US$2.06M | 1.00% |
| Emerson Electric Company | 11,629 | US$1.8M | 0.87% |
| Iron Mountain Incorporated (delaware) | 14,576 | US$1.62M | 0.78% |
| Nike, Inc. | 43,894 | US$1.55M | 0.75% |
| Gap, Inc. (the) | 44,234 | US$1.01M | 0.49% |
| Hewlett Packard Enterprise Company | 14,709 | US$940K | 0.45% |
| Generac Holdings Inc. | 2,298 | US$476K | 0.23% |
| Nucor Corporation | 2,009 | US$470K | 0.23% |
| U.s. Bancorp | 7,909 | US$457K | 0.22% |
| Coca-cola Company (the) | 5,088 | US$438K | 0.21% |
| Abbvie Inc. | 1,579 | US$413K | 0.20% |
| Cummins Inc. | 763 | US$394K | 0.19% |
| Berkshire Hathaway Inc. | 771 | US$384K | 0.19% |
| Marriott International | 1,076 | US$383K | 0.18% |
| At&t Inc. | 15,215 | US$371K | 0.18% |
| Fifth Third Bancorp | 7,205 | US$364K | 0.18% |
| Starbucks Corporation | 3,775 | US$355K | 0.17% |
| Williams Companies, Inc. (the) | 5,208 | US$354K | 0.17% |
| Cincinnati Financial Corporation | 2,081 | US$332K | 0.16% |
| Sterling Infrastructure, Inc. | 665 | US$327K | 0.16% |
| Devon Energy Corporation | 7,080 | US$326K | 0.16% |
| American Water Works Company, Inc. | 2,506 | US$324K | 0.16% |
| Nextera Energy, Inc. | 4,061 | US$308K | 0.15% |
| American Express Company | 924 | US$281K | 0.14% |
| Arista Networks, Inc. | 1,336 | US$272K | 0.13% |
| Microsoft Corp. | 515 | US$264K | 0.13% |
| Polaris Inc. | 5,009 | US$261K | 0.13% |
| Paccar Inc. | 2,240 | US$246K | 0.12% |
| Cme Group Inc. | 928 | US$243K | 0.12% |
| Tjx Companies, Inc. (the) | 1,789 | US$237K | 0.11% |
| Oracle Corporation | 1,687 | US$232K | 0.11% |
| The Hershey Company | 1,464 | US$231K | 0.11% |
| Ceco Environmental Corp. | 3,185 | US$222K | 0.11% |
| Soundhound Ai, Inc. | 14,686 | US$88,410 | 0.04% |
| Brown Forman Inc | 0 | US$0 | 0.00% |
Source
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