Kessler Investment Group, LLC Top Holdings and 13F Report (2026) About Kessler Investment Group, LLCInvestment ActivityKessler Investment Group, LLC has $234.22 million in total holdings as of June 30, 2026.Kessler Investment Group, LLC owns shares of 81 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 16.98% of the portfolio was purchased this quarter.About 21.75% of the portfolio was sold this quarter.This quarter, Kessler Investment Group, LLC has purchased 79 new stocks and bought additional shares in 34 stocks.Kessler Investment Group, LLC sold shares of 35 stocks and completely divested from 8 stocks this quarter.Largest Holdings CrowdStrike $19,967,558Generac $14,606,827Salesforce $12,759,330KLA $12,559,886Vertiv $11,369,483 Largest New Holdings this Quarter 482480100 - KLA $12,559,886 Holding81762P102 - ServiceNow $7,081,047 Holding911312106 - United Parcel Service $4,429,215 Holding25402D102 - DIGITALOCEAN HLDGS INC $3,667,122 Holding75776W103 - Redwire $2,814,527 Holding Largest Purchases this Quarter KLA 41,629 shares (about $12.56M)ServiceNow 71,324 shares (about $7.08M)Salesforce 33,061 shares (about $5.18M)United Parcel Service 41,202 shares (about $4.43M)DIGITALOCEAN HLDGS INC 23,353 shares (about $3.67M) Largest Sales this Quarter Brown Forman 98,758 shares (about $2.70M)CrowdStrike 1,176 shares (about $897.45K)Generac 2,687 shares (about $786.78K)Vertiv 2,238 shares (about $749.33K)Energy Select Sector SPDR Fund 7,239 shares (about $384.46K) Sector Allocation Over TimeMap of 500 Largest Holdings ofKessler Investment Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCRWDCrowdStrike$19,967,558$897,453 â–¼-4.3%26,1658.5%Computer and TechnologyGNRCGenerac$14,606,827$786,780 â–¼-5.1%49,8856.2%IndustrialsCRMSalesforce$12,759,330$5,179,336 â–²68.3%81,4465.4%Computer and TechnologyKLACKLA$12,559,886$12,559,886 â–²New Holding41,6295.4%Computer and TechnologyVRTVertiv$11,369,483$749,327 â–¼-6.2%33,9574.9%Computer and TechnologyARISTA NETWORKS INC$11,200,528$355,729 â–¼-3.1%65,9324.8%COM SHSGE VERNOVA INC$9,076,968$169,180 â–¼-1.8%7,7263.9%COMAMZNAmazon.com$8,848,849$202,112 â–¼-2.2%37,1273.8%Retail/WholesaleBHPBHP Group$8,257,604$153,624 â–¼-1.8%99,1193.5%Basic MaterialsAAPLApple$7,286,953$127,608 â–¼-1.7%25,1833.1%Computer and TechnologyNOWServiceNow$7,081,047$7,081,047 â–²New Holding71,3243.0%Computer and TechnologyGOOGLAlphabet$6,870,438$121,506 â–¼-1.7%19,2252.9%Computer and TechnologyGLDSPDR Gold Shares$6,711,884$60,414 â–¼-0.9%18,2202.9%FinanceHCAHCA Healthcare$6,647,235$114,628 â–¼-1.7%17,0492.8%MedicalFCXFreeport-McMoRan$6,339,186$115,718 â–¼-1.8%100,7982.7%Basic MaterialsBF.ABrown Forman$5,967,982$2,702,019 â–¼-31.2%218,1282.5%Consumer StaplesGLWCorning$5,774,251$81,738 â–¼-1.4%22,6062.5%Computer and TechnologyARQIT QUANTUM INC$4,550,281$132,670 â–¼-2.8%153,1051.9%COM NEWUPSUnited Parcel Service$4,429,215$4,429,215 â–²New Holding41,2021.9%TransportationDIGITALOCEAN HLDGS INC$3,667,122$3,667,122 â–²New Holding23,3531.6%COMGSThe Goldman Sachs Group$3,586,318$44,500 â–¼-1.2%3,5461.5%FinanceLLYEli Lilly and Company$3,505,934$21,590 â–¼-0.6%2,9231.5%MedicalMSTRStrategy$3,471,289$70,935 â–¼-2.0%39,9321.5%Computer and TechnologyRGTIRigetti Computing$3,301,749$97,701 â–²3.0%170,8981.4%Computer and TechnologyLAESSEALSQ$3,072,693$57,711 â–¼-1.8%975,4581.3%Computer and TechnologyPALANTIR TECHNOLOGIES INC$2,828,547$64,752 â–¼-2.2%24,2441.2%CL ARDWRedwire$2,814,527$2,814,527 â–²New Holding230,1331.2%AerospaceIBMInternational Business Machines$2,657,153$12,936 â–¼-0.5%9,4491.1%Computer and TechnologyPMPhilip Morris International$2,441,923$11,940 â–¼-0.5%13,4981.0%Consumer StaplesXLKTechnology Select Sector SPDR Fund$2,178,215$1,015,662 â–²87.4%11,4330.9%ETFBACBank of America$2,164,841$9,174 â–¼-0.4%37,9930.9%FinanceIRMIron Mountain$1,843,368$7,958 â–¼-0.4%14,5940.8%Business ServicesEMREmerson Electric$1,669,558$8,446 â–¼-0.5%11,6630.7%IndustrialsXLIIndustrial Select Sector SPDR Fund$1,536,544$451,238 â–²41.6%8,2950.7%ETFIVWiShares S&P 500 Growth ETF$1,533,230$53,501 â–¼-3.4%11,1480.7%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$1,188,877$9,860 â–²0.8%60,8900.5%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$1,174,474$1,020 â–²0.1%59,8760.5%ETFIBBiShares Biotechnology ETF$1,054,794$31,952 â–¼-2.9%5,5460.5%FinanceXLCCommunication Services Select Sector SPDR Fund$883,073$60,957 â–²7.4%8,2430.4%ETFXLFFinancial Select Sector SPDR Fund$846,733$341,663 â–¼-28.7%15,7940.4%ETFGAP INC$831,353$2,148 â–¼-0.3%44,5050.4%COMXLBMaterials Select Sector SPDR Fund$728,512$213,897 â–²41.6%14,3320.3%ETFXLVHealth Care Select Sector SPDR Fund$726,345$726,345 â–²New Holding4,5780.3%ETFHPEHewlett Packard Enterprise$698,438$3,834 â–¼-0.5%15,4830.3%Computer and TechnologyCMICummins$599,810$4,992 â–²0.8%8410.3%Auto/Tires/TrucksSTRLSterling Infrastructure$569,925$4,197 â–¼-0.7%6790.2%ConstructionXLUUtilities Select Sector SPDR Fund$526,533$116,660 â–²28.5%11,6130.2%ETFBSCTInvesco BulletShares 2029 Corporate Bond ETF$517,908$6,910 â–²1.4%27,8820.2%ETFXLYConsumer Discretionary Select Sector SPDR Fund$515,094$515,094 â–²New Holding4,3920.2%FinanceBSCUInvesco BulletShares 2030 Corporate Bond ETF$507,490$7,923 â–²1.6%30,4890.2%ManufacturingUSBU.S. Bancorp$477,7040.0%7,9090.2%FinanceNUENucor$460,647$1,559 â–²0.3%2,0680.2%Basic MaterialsVTIVanguard Total Stock Market ETF$459,535$3,330 â–²0.7%1,2420.2%ETFIWMiShares Russell 2000 ETF$429,3430.0%1,4290.2%FinanceFITBFifth Third Bancorp$419,167$4,284 â–²1.0%7,4360.2%FinanceKOCocaCola$415,127$3,657 â–²0.9%5,1080.2%Consumer StaplesBRK.BBerkshire Hathaway$412,321$5,004 â–²1.2%8240.2%FinanceSBUXStarbucks$404,161$5,109 â–²1.3%3,9550.2%Retail/WholesaleMARMarriott International$400,608$2,224 â–²0.6%1,0810.2%Consumer DiscretionaryABBVAbbVie$399,101$5,284 â–²1.3%1,5860.2%MedicalWMBWilliams Companies$388,873$5,055 â–²1.3%5,2310.2%EnergyCINFCincinnati Financial$386,943$5,554 â–²1.5%2,0900.2%FinanceNEENextEra Energy$371,969$5,091 â–²1.4%4,2380.2%UtilitiesXLEEnergy Select Sector SPDR Fund$370,707$384,462 â–¼-50.9%6,9800.2%ETFPIIPolaris$344,253$4,791 â–²1.4%5,0300.1%Auto/Tires/TrucksTAT&T$334,719$6,541 â–²2.0%16,1700.1%Computer and TechnologyAWKAmerican Water Works$331,187$5,132 â–²1.6%2,5170.1%UtilitiesAXPAmerican Express$314,911$5,074 â–²1.6%9310.1%FinanceXLREReal Estate Select Sector SPDR Fund$296,278$110,780 â–¼-27.2%6,7290.1%ETFDVNDevon Energy$292,298$4,628 â–²1.6%7,0740.1%EnergyCECOCECO Environmental$289,007$289,007 â–²New Holding3,1850.1%IndustrialsTJXTJX Companies$273,154$3,333 â–²1.2%1,8030.1%Retail/WholesalePCARPACCAR$270,991$3,724 â–²1.4%2,2560.1%Auto/Tires/TrucksRCLRoyal Caribbean Cruises$270,536$31,753 â–¼-10.5%8520.1%Consumer DiscretionaryHSYHershey$258,789$3,684 â–²1.4%1,4750.1%Consumer StaplesORCLOracle$248,256$2,784 â–²1.1%1,6940.1%Computer and TechnologyVXUSVanguard Total International Stock ETF$237,626$9,146 â–²4.0%2,7800.1%ETFPSCTInvesco S&P SmallCap Information Technology ETF$212,087$212,087 â–²New Holding2,2950.1%ETFCMECME Group$205,814$2,429 â–²1.2%9320.1%FinanceQQQInvesco QQQ$205,456$205,456 â–²New Holding2790.1%FinanceSOUNSoundHound AI$95,018$3,882 â–¼-3.9%14,6860.0%Computer and TechnologyMSFTMicrosoft$0$7,142,800 â–¼-100.0%00.0%Computer and TechnologyGILDGilead Sciences$0$6,941,183 â–¼-100.0%00.0%MedicalVMCVulcan Materials$0$6,571,416 â–¼-100.0%00.0%ConstructionOSKOshkosh$0$6,372,721 â–¼-100.0%00.0%Auto/Tires/TrucksWFCWells Fargo & Company$0$5,495,319 â–¼-100.0%00.0%FinanceZZillow Group$0$5,444,077 â–¼-100.0%00.0%Computer and TechnologyBLDTopBuild$0$4,732,011 â–¼-100.0%00.0%ConstructionFDLFirst Trust Morningstar Dividend Leaders Index Fund$0$203,149 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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