Institutional Fund
Kessler Investment Group, LLC
Columbus, INCIK 15259475 filings on record
Portfolio Value
$211.30M
Q1 2026
Holdings
79
Reported positions
New Buys
15
Opened this quarter
QoQ Change
-11.0%
from $237.38M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Crowdstrike Hldgs Inc5.1%
- Generac Hldgs Inc4.9%
- Vertiv Holdings Co4.3%
- Salesforce Inc4.3%
- Brown Forman Corp4.0%
- Arista Networks Inc4.0%
- Other73.6%
Portfolio Holdings
79 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Crowdstrike Hldgs Inc | 27.3K | $10.67M | 5.1% | −515 | Reduced |
| 2 | Generac Hldgs Inc | 52.6K | $10.27M | 4.9% | −3.5K | Reduced |
| 3 | Vertiv Holdings Co | 36.2K | $9.07M | 4.3% | −7.7K | Reduced |
| 4 | Salesforce Inc | 48.4K | $9.03M | 4.3% | +48.4K | New |
| 5 | Brown Forman Corp | 316.9K | $8.49M | 4.0% | −11.2K | Reduced |
| 6 | Arista Networks Inc | 68.0K | $8.35M | 4.0% | −11.0K | Reduced |
| 7 | Hca Healthcare Inc | 17.3K | $8.21M | 3.9% | −1.6K | Reduced |
| 8 | Spdr Gold Tr | 18.4K | $7.91M | 3.7% | +16.7K | Added |
| 9 | Amazon Com Inc | 38.0K | $7.91M | 3.7% | −2.1K | Reduced |
| 10 | Bhp Group Ltd | 101.0K | $7.34M | 3.5% | +101.0K | New |
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