Q3 2026 13F · SEC CIK 1525947

Kessler Investment Group, LLC

Wealth managerFiled 2026-10-08 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $207.3M
Reported positions: 82
Top holdings a year, 3 yrs: +21.2%
Assets under management: $359.7M

Kessler Investment Group, LLC is a wealth manager that reported 82 positions worth $207.3M in its Q3 2026 13F, filed 2026-10-08. Its largest holdings were Salesforce Inc (CRM, 8.3%), Servicenow Inc (NOW, 4.3%), Select Sector Spdr Tr (XLE, 4.2%). A portfolio copying its top holdings returned 21.2% a year over the last 3 years, against 20.4% for the S&P 500.

Kessler Investment Group, LLC holdings largest 50 of 82 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Kessler Investment Group, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
CRMSalesforce Inc	8.3%	5.4%	75,124	-7.8%	$17.2M
NOWServicenow Inc	4.3%	3.0%	65,825	-7.7%	$8.8M
XLESelect Sector Spdr Tr	4.2%	—	140,170	—	$8.6M
AMZNAmazon Com Inc	4.1%	3.8%	34,363	-7.4%	$8.6M
UPSUnited Parcel Svcs Inc	4.1%	1.9%	89,934	+118.3%	$8.4M
CRWDCrowdstrike Hldgs Inc	3.9%	8.5%	30,724	+17.4%	$8.1M
AAPLApple Inc	3.9%	3.1%	24,203	-3.9%	$8.1M
VRTVertiv Holdings Co	3.8%	4.9%	32,833	-3.3%	$7.9M
BHPBhp Billiton Limited	3.7%	3.5%	91,349	-7.8%	$7.8M
KLACKla Corp	3.5%	5.4%	37,713	-9.4%	$7.4M
GEVGe Vernova Inc	3.3%	3.9%	7,142	-7.6%	$6.8M
FCXFreeport Mcmoran Inc	3.3%	2.7%	96,955	-3.8%	$6.8M
HCAHca Healthcare Inc	3.2%	2.8%	15,728	-7.7%	$6.7M
GLDSpdr Gold Tr	3.2%	2.9%	17,293	-5.1%	$6.6M
GOOGLAlphabet Inc	3.1%	2.9%	18,581	-3.3%	$6.4M
SPCXSpace Exploration Techn Corp	3.0%	—	41,165	—	$6.2M
MSTRStrategy Inc	2.8%	1.5%	37,335	-6.5%	$5.7M
XLKSelect Sector Spdr Tr	2.2%	0.9%	22,833	+99.7%	$4.5M
PLTRPalantir Technologies Inc	2.0%	1.2%	22,187	-8.5%	$4.2M
NVDANvidia Corporation	1.8%	—	16,568	—	$3.8M
GLWCorning Inc	1.7%	2.5%	23,329	+3.2%	$3.6M
ARQQArqit Quantum Inc	1.6%	1.9%	138,545	-9.5%	$3.3M
LLYEli Lilly & Co	1.5%	1.5%	2,724	-6.8%	$3.2M
GSGoldman Sachs Group Inc	1.5%	1.5%	3,484	-1.7%	$3.1M
DOCNDigitalocean Hldgs Inc	1.4%	1.6%	21,957	-6.0%	$2.9M
PMPhilip Morris Intl Inc	1.2%	1.0%	13,443	-0.4%	$2.6M
RGTIRigetti Computing Inc	1.2%	1.4%	152,649	-10.7%	$2.4M
RDWRedwire Corporation	1.1%	1.2%	218,275	-5.2%	$2.3M
IBMInternational Business Machs	1.0%	1.1%	9,449	+0.0%	$2.1M
LAESSealsq Corp	1.0%	1.3%	886,073	-9.2%	$2.1M
BACBank of Amer Corp	1.0%	0.9%	37,927	-0.2%	$2.1M
EMREmerson Elec Co	0.9%	0.7%	11,629	-0.3%	$1.8M
IRMIron Mtn Inc Del	0.8%	0.8%	14,576	-0.1%	$1.6M
XLCSelect Sector Spdr Tr	0.8%	0.4%	14,113	+71.2%	$1.6M
NKENike Inc	0.8%	—	43,894	—	$1.6M
IVWIshares Tr	0.7%	0.7%	9,840	-11.7%	$1.4M
XLYSelect Sector Spdr Tr	0.6%	0.2%	11,988	+173.0%	$1.3M
BSCQInvesco Exch Trd Slf Idx Fd	0.6%	0.5%	60,615	-0.5%	$1.2M
BSCRInvesco Exch Trd Slf Idx Fd	0.6%	0.5%	59,887	+0.0%	$1.2M
GPSGap Inc/the	0.5%	0.4%	44,234	-0.6%	$1.0M
IBBIshares Tr	0.5%	0.5%	4,636	-16.4%	$976K
HPEHewlett Packard Enterprise C	0.5%	0.3%	14,709	-5.0%	$940K
XLVSelect Sector Spdr Tr	0.4%	0.3%	5,436	+18.7%	$916K
XLFSelect Sector Spdr Tr	0.4%	0.4%	15,022	-4.9%	$802K
XLBSelect Sector Spdr Tr	0.3%	0.3%	13,557	-5.4%	$660K
BSCTInvesco Exch Trd Slf Idx Fd	0.2%	0.2%	27,762	-0.4%	$505K
BSCUInvesco Exch Trd Slf Idx Fd	0.2%	0.2%	30,485	-0.0%	$492K
GNRCGenerac Hldgs Inc	0.2%	6.2%	2,298	-95.4%	$476K
VTIVanguard Index Fds	0.2%	—	1,257	—	$470K
NUENucor Corp	0.2%	—	2,009	—	$470K

What Kessler Investment Group, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.7% /yr; S&P 500 +20.1%
3 years: +21.2% /yr; S&P 500 +20.4%
5 years: +13.9% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$207.3M	82
Q2 2026	$234.2M	81
Q1 2026	$211.3M	79
Q4 2025	$237.4M	86
Q3 2025	$232.9M	82
Q2 2025	$243.5M	213
Q1 2025	$204.8M	216
Q4 2024	$210.8M	185
Q3 2024	$194.5M	188
Q2 2024	$185.2M	195
Q1 2024	$161.2M	191
Q4 2023	$163.3M	166

Questions about Kessler Investment Group, LLC's portfolio

What stocks does Kessler Investment Group, LLC own?

Kessler Investment Group, LLC's latest 13F, for Q3 2026 and filed Oct 8, 2026, lists 82 positions worth $207.3M. The largest are Salesforce Inc (CRM) at 8.3%, Servicenow Inc (NOW) at 4.3%, Select Sector Spdr Tr (XLE) at 4.2%, Amazon Com Inc (AMZN) at 4.1% and United Parcel Svcs Inc (UPS) at 4.1%.

What did Kessler Investment Group, LLC buy last quarter?

In Q3 2026, Kessler Investment Group, LLC added Select Sector Spdr Tr (XLY) (+173.0% shares), United Parcel Svcs Inc (UPS) (+118.3% shares) and Select Sector Spdr Tr (XLK) (+99.7% shares), compared with its Q2 2026 filing.

What did Kessler Investment Group, LLC sell last quarter?

In Q3 2026, Kessler Investment Group, LLC cut from its top 50 Arista Networks Inc (ANET), cut from its top 50 Brown Forman Corp (BF-A), cut from its top 50 Select Sector Spdr Tr (XLI), cut from its top 50 Cummins Inc (CMI), cut from its top 50 Sterling Infrastructure Inc (STRL), Generac Hldgs Inc (GNRC) (-95.4% shares), Ishares Tr (IBB) (-16.4% shares) and Ishares Tr (IVW) (-11.7% shares), compared with its Q2 2026 filing.

How has Kessler Investment Group, LLC's portfolio performed?

A portfolio copying Kessler Investment Group, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +21.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +17.7% against +20.1%. Over 5 years: +13.9% a year against +11.6%.

When is Kessler Investment Group, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Kessler Investment Group, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Kessler Investment Group, LLC manage?

Kessler Investment Group, LLC reported $359.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $207.3M.