Kessler Investment Group, LLC Q2 2025 Filing
Filed July 22, 2025
Portfolio Value
$243.5B
Holdings
213
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (213 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PLTRPALANTIR TECHNOLOGIES INC | 104,777 | $14.3B | 5.87% | |
| 2 | CRWDCROWDSTRIKE HLDGS INC | 26,837 | $13.7B | 5.61% | |
| 3 | HOODROBINHOOD MKTS INC | 122,349 | $11.5B | 4.70% | |
| 4 | GOOGLALPHABET INC | 63,913 | $11.3B | 4.63% | |
| 5 | DELLDELL TECHNOLOGIES INC | 86,588 | $10.6B | 4.36% | |
| 6 | UBERUBER TECHNOLOGIES INC | 104,922 | $9.8B | 4.02% | |
| 7 | NVDANVIDIA CORPORATION | 54,326 | $8.6B | 3.52% | |
| 8 | AMZNAMAZON COM INC | 38,390 | $8.4B | 3.46% | |
| 9 | HWMHOWMET AEROSPACE INC | 44,875 | $8.4B | 3.43% | |
| 10 | ANETARISTA NETWORKS INC | 76,319 | $7.8B | 3.21% | |
| 11 | GNRCGENERAC HLDGS INC | 54,335 | $7.8B | 3.20% | |
| 12 | ELLAUDER ESTEE COS INC | 95,782 | $7.7B | 3.18% | |
| 13 | HCAHCA HEALTHCARE INC | 18,708 | $7.2B | 2.94% | |
| 14 | SPOTSPOTIFY TECHNOLOGY S A | 9,277 | $7.1B | 2.92% | |
| 15 | SHOPSHOPIFY INC | 60,498 | $7.0B | 2.87% | |
| 16 | ROKUROKU INC | 76,589 | $6.7B | 2.76% | |
| 17 | ARESARES MANAGEMENT CORPORATION | 37,929 | $6.6B | 2.70% | |
| 18 | ZZILLOW GROUP INC | 93,089 | $6.5B | 2.68% | |
| 19 | WFCWELLS FARGO CO NEW | 78,961 | $6.3B | 2.60% | |
| 20 | TOSTTOAST INC | 133,480 | $5.9B | 2.43% | |
| 21 | HIMSHIMS & HERS HEALTH INC | 115,274 | $5.7B | 2.36% | |
| 22 | AAPLAPPLE INC | 27,082 | $5.6B | 2.28% | |
| 23 | ISRGINTUITIVE SURGICAL INC | 9,583 | $5.2B | 2.14% | |
| 24 | OXYOCCIDENTAL PETE CORP | 119,352 | $5.0B | 2.06% | |
| 25 | LLYELI LILLY & CO | 3,781 | $2.9B | 1.21% | |
| 26 | IBMINTERNATIONAL BUSINESS MACHS | 8,678 | $2.6B | 1.05% | |
| 27 | GSGOLDMAN SACHS GROUP INC | 3,446 | $2.4B | 1.00% | |
| 28 | XLFSELECT SECTOR SPDR TR | 45,572 | $2.4B | 0.98% | |
| 29 | 4I1PHILIP MORRIS INTL INC | 11,936 | $2.2B | 0.89% | |
| 30 | MMM3M CO | 12,099 | $1.8B | 0.76% | |
| 31 | RCLROYAL CARIBBEAN GROUP | 4,987 | $1.6B | 0.64% | |
| 32 | BACBANK AMERICA CORP | 32,236 | $1.5B | 0.63% | |
| 33 | IVWISHARES TR | 12,609 | $1.4B | 0.57% | |
| 34 | EMREMERSON ELEC CO | 10,401 | $1.4B | 0.57% | |
| 35 | KDPKEURIG DR PEPPER INC | 37,287 | $1.2B | 0.51% | |
| 36 | BSCQINVESCO EXCH TRD SLF IDX FD | 62,750 | $1.2B | 0.50% | |
| 37 | IRMIRON MTN INC DEL | 11,728 | $1.2B | 0.49% | |
| 38 | GLWCORNING INC | 22,020 | $1.2B | 0.48% | |
| 39 | PAYXPAYCHEX INC | 7,761 | $1.1B | 0.46% | |
| 40 | BSCRINVESCO EXCH TRD SLF IDX FD | 57,312 | $1.1B | 0.46% | |
| 41 | HRBBLOCK H & R INC | 18,262 | $1.0B | 0.41% | |
| 42 | XLISELECT SECTOR SPDR TR | 6,072 | $895.8M | 0.37% | |
| 43 | GQ9SPDR GOLD TR | 2,898 | $883.6M | 0.36% | |
| 44 | GAPGAP INC | 40,364 | $880.3M | 0.36% | |
| 45 | MRKMERCK & CO INC | 10,597 | $838.9M | 0.34% | |
| 46 | XLBSELECT SECTOR SPDR TR | 9,305 | $817.1M | 0.34% | |
| 47 | BSCPINVESCO EXCH TRD SLF IDX FD | 35,049 | $724.8M | 0.30% | |
| 48 | VRTXVERTEX PHARMACEUTICALS INC | 1,373 | $611.3M | 0.25% | |
| 49 | XLCSELECT SECTOR SPDR TR | 5,630 | $611.0M | 0.25% | |
| 50 | TAT&T INC | 18,352 | $531.1M | 0.22% | |
| 51 | CMICUMMINS INC | 1,614 | $528.6M | 0.22% | |
| 52 | BSCTINVESCO EXCH TRD SLF IDX FD | 27,992 | $523.5M | 0.21% | |
| 53 | GRMNGARMIN LTD | 2,306 | $481.3M | 0.20% | |
| 54 | XLRESELECT SECTOR SPDR TR | 10,963 | $454.1M | 0.19% | |
| 55 | MRSHMARSH & MCLENNAN COS INC | 2,042 | $446.5M | 0.18% | |
| 56 | SBUXSTARBUCKS CORP | 4,428 | $405.7M | 0.17% | |
| 57 | CDNSCADENCE DESIGN SYSTEM INC | 1,272 | $392.0M | 0.16% | |
| 58 | ORCLORACLE CORP | 1,733 | $378.9M | 0.16% | |
| 59 | DTDYNATRACE INC | 6,506 | $359.2M | 0.15% | |
| 60 | USBUS BANCORP DEL | 7,909 | $357.9M | 0.15% | |
| 61 | AXPAMERICAN EXPRESS CO | 1,120 | $357.3M | 0.15% | |
| 62 | KOCOCA COLA CO | 5,044 | $356.9M | 0.15% | |
| 63 | AWCAMERICAN WTR WKS CO INC NEW | 2,557 | $355.7M | 0.15% | |
| 64 | NEENEXTERA ENERGY INC | 5,092 | $353.5M | 0.15% | |
| 65 | XLESELECT SECTOR SPDR TR | 4,024 | $341.3M | 0.14% | |
| 66 | CLCOLGATE PALMOLIVE CO | 3,697 | $336.1M | 0.14% | |
| 67 | HPEHEWLETT PACKARD ENTERPRISE C | 16,390 | $335.2M | 0.14% | |
| 68 | WMBWILLIAMS COS INC | 5,332 | $334.9M | 0.14% | |
| 69 | XLKSELECT SECTOR SPDR TR | 1,292 | $327.2M | 0.13% | |
| 70 | MARMARRIOTT INTL INC NEW | 1,141 | $311.7M | 0.13% | |
| 71 | IWMISHARES TR | 1,403 | $302.8M | 0.12% | |
| 72 | KLGWK KELLOGG CO | 17,905 | $285.4M | 0.12% | |
| 73 | PPGPPG INDS INC | 2,500 | $284.4M | 0.12% | |
| 74 | ABBVABBVIE INC | 1,438 | $266.9M | 0.11% | |
| 75 | CMECME GROUP INC | 951 | $262.1M | 0.11% | |
| 76 | HSYHERSHEY CO | 1,562 | $259.2M | 0.11% | |
| 77 | TJXTJX COS INC NEW | 1,915 | $236.5M | 0.10% | |
| 78 | QCOMQUALCOMM INC | 1,381 | $219.9M | 0.09% | |
| 79 | PCARPACCAR INC | 2,298 | $218.4M | 0.09% | |
| 80 | STRLSTERLING INFRASTRUCTURE INC | 782 | $180.4M | 0.07% | |
| 81 | BSCSINVESCO EXCH TRD SLF IDX FD | 8,568 | $175.6M | 0.07% | |
| 82 | PSCTINVESCO EXCH TRADED FD TR II | 3,609 | $166.9M | 0.07% | |
| 83 | SOUNSOUNDHOUND AI INC | 15,236 | $163.5M | 0.07% | |
| 84 | METAMETA PLATFORMS INC | 214 | $158.0M | 0.06% | |
| 85 | XOMEXXON MOBIL CORP | 1,245 | $134.2M | 0.06% | |
| 86 | PSCFINVESCO EXCH TRADED FD TR II | 2,345 | $127.3M | 0.05% | |
| 87 | CTVACORTEVA INC | 1,514 | $112.8M | 0.05% | |
| 88 | XLVSELECT SECTOR SPDR TR | 832 | $112.2M | 0.05% | |
| 89 | PSCHINVESCO EXCH TRADED FD TR II | 2,793 | $111.9M | 0.05% | |
| 90 | CRMSALESFORCE INC | 400 | $109.1M | 0.04% | |
| 91 | GOOGALPHABET INC | 580 | $102.9M | 0.04% | |
| 92 | IBKRINTERACTIVE BROKERS GROUP IN | 1,852 | $102.6M | 0.04% | |
| 93 | MSFTMICROSOFT CORP | 201 | $100.0M | 0.04% | |
| 94 | CECOCECO ENVIRONMENTAL CORP | 3,185 | $90.2M | 0.04% | |
| 95 | TSLATESLA INC | 276 | $87.7M | 0.04% | |
| 96 | SNSHARKNINJA INC | 841 | $83.3M | 0.03% | |
| 97 | KLMNINVESCO EXCH TRADED FD TR II | 608 | $81.5M | 0.03% | |
| 98 | PSCMINVESCO EXCH TRADED FD TR II | 1,168 | $81.0M | 0.03% | |
| 99 | QC10FLAGSTAR FINANCIAL INC | 7,627 | $80.8M | 0.03% | |
| 100 | BPBP PLC | 2,682 | $80.3M | 0.03% |
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