Kessler Investment Group, LLC Q4 2025 Filing
Filed February 3, 2026
Portfolio Value
$237.4M
Holdings
86
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (86 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | 64,592 | $20.2M | 8.52% | |
| 2 | CRWDCROWDSTRIKE HLDGS INC | 27,856 | $13.1M | 5.50% | |
| 3 | ROKUROKU INC | 116,444 | $12.6M | 5.32% | |
| 4 | ELLAUDER ESTEE COS INC | 101,608 | $10.6M | 4.48% | |
| 5 | ANETARISTA NETWORKS INC | 79,002 | $10.4M | 4.36% | |
| 6 | NVDANVIDIA CORPORATION | 54,785 | $10.2M | 4.30% | |
| 7 | AMZNAMAZON COM INC | 40,036 | $9.2M | 3.89% | |
| 8 | HCAHCA HEALTHCARE INC | 18,894 | $8.8M | 3.72% | |
| 9 | UBERUBER TECHNOLOGIES INC | 107,738 | $8.8M | 3.71% | |
| 10 | GOOSCANADA GOOSE HLDGS INC | 678,892 | $8.8M | 3.70% | |
| 11 | BF/ABROWN FORMAN CORP | 328,064 | $8.6M | 3.64% | |
| 12 | AAPLAPPLE INC | 29,613 | $8.1M | 3.39% | |
| 13 | GNRCGENERAC HLDGS INC | 56,100 | $7.7M | 3.22% | |
| 14 | WFCWELLS FARGO CO NEW | 81,875 | $7.6M | 3.21% | |
| 15 | VRTVERTIV HOLDINGS CO | 43,921 | $7.1M | 3.00% | |
| 16 | ZZILLOW GROUP INC | 96,925 | $6.6M | 2.79% | |
| 17 | ADBEADOBE INC | 17,401 | $6.1M | 2.57% | |
| 18 | MIGASTRATEGY INC | 38,042 | $5.8M | 2.43% | |
| 19 | TOSTTOAST INC | 125,204 | $4.4M | 1.87% | |
| 20 | SOFISOFI TECHNOLOGIES INC | 161,829 | $4.2M | 1.78% | |
| 21 | HIMSHIMS & HERS HEALTH INC | 113,190 | $3.7M | 1.55% | |
| 22 | HOODROBINHOOD MKTS INC | 28,103 | $3.2M | 1.34% | |
| 23 | LLYELI LILLY & CO | 2,956 | $3.2M | 1.34% | |
| 24 | GSGOLDMAN SACHS GROUP INC | 3,340 | $2.9M | 1.24% | |
| 25 | IBBISHARES TR | 16,868 | $2.8M | 1.20% | |
| 26 | IBMINTERNATIONAL BUSINESS MACHS | 8,539 | $2.5M | 1.07% | |
| 27 | MMM3M CO | 12,029 | $1.9M | 0.81% | |
| 28 | GLWCORNING INC | 21,849 | $1.9M | 0.81% | |
| 29 | 4I1PHILIP MORRIS INTL INC | 11,646 | $1.9M | 0.79% | |
| 30 | BACBANK AMERICA CORP | 32,025 | $1.8M | 0.74% | |
| 31 | IVWISHARES TR | 11,583 | $1.4M | 0.60% | |
| 32 | RCLROYAL CARIBBEAN GROUP | 4,987 | $1.4M | 0.59% | |
| 33 | EMREMERSON ELEC CO | 10,252 | $1.4M | 0.57% | |
| 34 | LAESSEALSQ CORP | 340,529 | $1.3M | 0.54% | |
| 35 | BSCQINVESCO EXCH TRD SLF IDX FD | 61,779 | $1.2M | 0.51% | |
| 36 | RGTIRIGETTI COMPUTING INC | 52,987 | $1.2M | 0.49% | |
| 37 | BSCRINVESCO EXCH TRD SLF IDX FD | 56,080 | $1.1M | 0.47% | |
| 38 | KDPKEURIG DR PEPPER INC | 37,518 | $1.1M | 0.44% | |
| 39 | ARQQARQIT QUANTUM INC | 47,849 | $1.0M | 0.44% | |
| 40 | GAPGAP INC | 39,091 | $1.0M | 0.42% | |
| 41 | IRMIRON MTN INC DEL | 11,703 | $970K | 0.41% | |
| 42 | XLFSELECT SECTOR SPDR TR | 17,033 | $932K | 0.39% | |
| 43 | XLISELECT SECTOR SPDR TR | 5,866 | $909K | 0.38% | |
| 44 | XLVSELECT SECTOR SPDR TR | 5,760 | $891K | 0.38% | |
| 45 | CMICUMMINS INC | 1,643 | $838K | 0.35% | |
| 46 | HRBBLOCK H & R INC | 18,329 | $798K | 0.34% | |
| 47 | XLCSELECT SECTOR SPDR TR | 6,181 | $727K | 0.31% | |
| 48 | XLESELECT SECTOR SPDR TR | 16,255 | $726K | 0.31% | |
| 49 | XLUSELECT SECTOR SPDR TR | 16,906 | $721K | 0.30% | |
| 50 | GQ9SPDR GOLD TR | 1,702 | $674K | 0.28% | |
| 51 | VRTXVERTEX PHARMACEUTICALS INC | 1,373 | $622K | 0.26% | |
| 52 | BSCTINVESCO EXCH TRD SLF IDX FD | 27,418 | $516K | 0.22% | |
| 53 | BSCUINVESCO EXCH TRD SLF IDX FD | 29,545 | $499K | 0.21% | |
| 54 | BRK/BBERKSHIRE HATHAWAY INC DEL | 928 | $466K | 0.20% | |
| 55 | TAT&T INC | 17,904 | $444K | 0.19% | |
| 56 | VTIVANGUARD INDEX FDS | 1,314 | $440K | 0.19% | |
| 57 | USBUS BANCORP DEL | 7,909 | $422K | 0.18% | |
| 58 | NEENEXTERA ENERGY INC | 5,052 | $405K | 0.17% | |
| 59 | AXPAMERICAN EXPRESS CO | 1,089 | $402K | 0.17% | |
| 60 | CDNSCADENCE DESIGN SYSTEM INC | 1,272 | $397K | 0.17% | |
| 61 | HPEHEWLETT PACKARD ENTERPRISE C | 15,806 | $379K | 0.16% | |
| 62 | SBUXSTARBUCKS CORP | 4,280 | $360K | 0.15% | |
| 63 | MARMARRIOTT INTL INC NEW | 1,109 | $344K | 0.14% | |
| 64 | CMACOMERICA INC | 3,937 | $342K | 0.14% | |
| 65 | PSCTINVESCO EXCH TRADED FD TR II | 6,042 | $342K | 0.14% | |
| 66 | XLRESELECT SECTOR SPDR TR | 8,473 | $341K | 0.14% | |
| 67 | KOCOCA COLA CO | 4,863 | $339K | 0.14% | |
| 68 | NUENUCOR CORP | 2,048 | $334K | 0.14% | |
| 69 | CINFCINCINNATI FINL CORP | 2,045 | $333K | 0.14% | |
| 70 | IWMISHARES TR | 1,344 | $330K | 0.14% | |
| 71 | ORCLORACLE CORP | 1,686 | $328K | 0.14% | |
| 72 | AWCAMERICAN WTR WKS CO INC NEW | 2,487 | $324K | 0.14% | |
| 73 | ABBVABBVIE INC | 1,377 | $314K | 0.13% | |
| 74 | WMBWILLIAMS COS INC | 5,188 | $311K | 0.13% | |
| 75 | PIIPOLARIS INC | 4,913 | $310K | 0.13% | |
| 76 | TJXTJX COS INC NEW | 1,863 | $286K | 0.12% | |
| 77 | DTDYNATRACE INC | 6,506 | $281K | 0.12% | |
| 78 | HSYHERSHEY CO | 1,521 | $276K | 0.12% | |
| 79 | XLBSELECT SECTOR SPDR TR | 5,874 | $266K | 0.11% | |
| 80 | CMECME GROUP INC | 925 | $252K | 0.11% | |
| 81 | PCARPACCAR INC | 2,235 | $244K | 0.10% | |
| 82 | QCOMQUALCOMM INC | 1,381 | $236K | 0.10% | |
| 83 | GOOGALPHABET INC | 695 | $218K | 0.09% | |
| 84 | STRLSTERLING INFRASTRUCTURE INC | 691 | $211K | 0.09% | |
| 85 | PPGPPG INDS INC | 2,000 | $204K | 0.09% | |
| 86 | SOUNSOUNDHOUND AI INC | 16,221 | $161K | 0.07% |