The Analysis of Kessler Investment Group, LLC's Holdings


Currently, Kessler Investment Group, LLC holds 82 types of securities in its portfolio with a total value $232.9M. In the most recent quarter, they have increased their positions in VRT (+43.3K shares, valued at $6.5M), ADBE (+17.9K shares, valued at $6.3M), SOFI (+159.0K shares, valued at $4.2M); decreased their positions in XLF (-28.6K shares, valued at $1.5M), XLB (-6.4K shares, valued at $573.2K), GLD (-1.2K shares, valued at $424.8K); initiated new positions in VRT (+43.3K shares, valued at $6.5M), ADBE (+17.9K shares, valued at $6.3M), SOFI (+159.0K shares, valued at $4.2M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
GOOGL ALPHABET INC64.7K shares1.20%2025-09-302025-10-09history
CRWD CROWDSTRIKE HLDGS INC27.5K shares2.48%2025-09-302025-10-09history
DELL DELL TECHNOLOGIES INC86.3K shares-0.31%2025-09-302025-10-09history
ROKU ROKU INC114.5K shares49.53%2025-09-302025-10-09history
ANET ARISTA NETWORKS INC78.1K shares2.32%2025-09-302025-10-09history
UBER UBER TECHNOLOGIES INC105.8K shares0.87%2025-09-302025-10-09history
NVDA NVIDIA CORPORATION54.7K shares0.71%2025-09-302025-10-09history
GNRC GENERAC HLDGS INC55.7K shares2.43%2025-09-302025-10-09history
Sponsored
EL LAUDER ESTEE COS INC100.2K shares4.61%2025-09-302025-10-09history
AMZN AMAZON COM INC39.3K shares2.46%2025-09-302025-10-09history
HCA HCA HEALTHCARE INC18.7K shares-0.22%2025-09-302025-10-09history
AAPL APPLE INC29.3K shares8.04%2025-09-302025-10-09history
Z ZILLOW GROUP INC94.4K shares1.46%2025-09-302025-10-09history
HIMS HIMS & HERS HEALTH INC122.6K shares6.37%2025-09-302025-10-09history
WFC WELLS FARGO CO NEW80.5K shares1.91%2025-09-302025-10-09history
VRT VERTIV HOLDINGS CO43.3K sharesnew addition2025-09-302025-10-09history
Sponsored
ADBE ADOBE INC17.9K sharesnew addition2025-09-302025-10-09history
OXY OCCIDENTAL PETE CORP124.0K shares3.86%2025-09-302025-10-09history
TOST TOAST INC133.5K shares-0.01%2025-09-302025-10-09history
SOFI SOFI TECHNOLOGIES INC159.0K sharesnew addition2025-09-302025-10-09history
BF.A BROWN FORMAN CORP154.0K sharesnew addition2025-09-302025-10-09history
GOOS CANADA GOOSE HLDGS INC299.4K sharesnew addition2025-09-302025-10-09history
LLY ELI LILLY & CO4.0K shares7.04%2025-09-302025-10-09history
XLK SELECT SECTOR SPDR TR10.0K shares677.01%2025-09-302025-10-09history
Sponsored
GS GOLDMAN SACHS GROUP INC3.4K shares-1.45%2025-09-302025-10-09history
IBM INTERNATIONAL BUSINESS MACHS8.7K shares-0.23%2025-09-302025-10-09history
PM PHILIP MORRIS INTL INC11.8K shares-1.30%2025-09-302025-10-09history
MMM 3M CO12.2K shares0.51%2025-09-302025-10-09history
GLW CORNING INC22.1K shares0.30%2025-09-302025-10-09history
BAC BANK AMERICA CORP32.3K shares0.24%2025-09-302025-10-09history
RCL ROYAL CARIBBEAN GROUP5.0K shares0.00%2025-09-302025-10-09history
IVW ISHARES TR12.3K shares-2.68%2025-09-302025-10-09history
Sponsored
EMR EMERSON ELEC CO10.4K shares-0.25%2025-09-302025-10-09history
BSCQ INVESCO EXCH TRD SLF IDX FD62.8K shares0.09%2025-09-302025-10-09history
IRM IRON MTN INC DEL11.8K shares0.29%2025-09-302025-10-09history
BSCR INVESCO EXCH TRD SLF IDX FD57.1K shares-0.35%2025-09-302025-10-09history
PAYX PAYCHEX INC7.7K shares-0.95%2025-09-302025-10-09history
KDP KEURIG DR PEPPER INC37.5K shares0.52%2025-09-302025-10-09history
HRB BLOCK H & R INC18.3K shares0.39%2025-09-302025-10-09history
XLF SELECT SECTOR SPDR TR16.9K shares-62.84%2025-09-302025-10-09history
Sponsored
XLI SELECT SECTOR SPDR TR5.8K shares-3.69%2025-09-302025-10-09history
GAP GAP INC39.9K shares-1.03%2025-09-302025-10-09history
XLV SELECT SECTOR SPDR TR5.8K shares594.35%2025-09-302025-10-09history
BSCP INVESCO EXCH TRD SLF IDX FD37.0K shares5.44%2025-09-302025-10-09history
XLU SELECT SECTOR SPDR TR8.5K shares20033.33%2025-09-302025-10-09history
XLC SELECT SECTOR SPDR TR6.1K shares8.70%2025-09-302025-10-09history
XLE SELECT SECTOR SPDR TR8.1K shares100.57%2025-09-302025-10-09history
CMI CUMMINS INC1.7K shares4.65%2025-09-302025-10-09history
Sponsored
GLD SPDR GOLD TR1.7K shares-41.24%2025-09-302025-10-09history
GRMN GARMIN LTD2.3K shares0.00%2025-09-302025-10-09history
VRTX VERTEX PHARMACEUTICALS INC1.4K shares0.00%2025-09-302025-10-09history
BSCT INVESCO EXCH TRD SLF IDX FD27.9K shares-0.40%2025-09-302025-10-09history
T AT&T INC18.5K shares0.93%2025-09-302025-10-09history
ORCL ORACLE CORP1.7K shares0.00%2025-09-302025-10-09history
BRK.B BERKSHIRE HATHAWAY INC DEL954 sharesnew addition2025-09-302025-10-09history
CDNS CADENCE DESIGN SYSTEM INC1.3K shares0.00%2025-09-302025-10-09history
Sponsored
VTI VANGUARD INDEX FDS1.3K sharesnew addition2025-09-302025-10-09history
MMC MARSH & MCLENNAN COS INC2.0K shares-0.15%2025-09-302025-10-09history
HPE HEWLETT PACKARD ENTERPRISE C16.4K shares0.00%2025-09-302025-10-09history
NEE NEXTERA ENERGY INC5.3K shares3.52%2025-09-302025-10-09history
USB US BANCORP DEL7.9K shares0.00%2025-09-302025-10-09history
SBUX STARBUCKS CORP4.4K shares-0.02%2025-09-302025-10-09history
AXP AMERICAN EXPRESS CO1.1K shares0.00%2025-09-302025-10-09history
XLRE SELECT SECTOR SPDR TR8.4K shares-22.94%2025-09-302025-10-09history
Sponsored
AWK AMERICAN WTR WKS CO INC NEW2.6K shares0.00%2025-09-302025-10-09history
KO COCA COLA CO5.1K shares1.90%2025-09-302025-10-09history
WMB WILLIAMS COS INC5.3K shares0.00%2025-09-302025-10-09history
ABBV ABBVIE INC1.4K shares0.00%2025-09-302025-10-09history
IWM ISHARES TR1.3K shares-4.28%2025-09-302025-10-09history
PSCT INVESCO EXCH TRADED FD TR II6.1K shares68.38%2025-09-302025-10-09history
DT DYNATRACE INC6.5K shares0.00%2025-09-302025-10-09history
MAR MARRIOTT INTL INC NEW1.1K shares0.00%2025-09-302025-10-09history
Sponsored
CL COLGATE PALMOLIVE CO3.7K shares0.03%2025-09-302025-10-09history
HSY HERSHEY CO1.6K shares0.00%2025-09-302025-10-09history
TJX TJX COS INC NEW1.9K shares0.00%2025-09-302025-10-09history
STRL STERLING INFRASTRUCTURE INC782 shares0.00%2025-09-302025-10-09history
XLB SELECT SECTOR SPDR TR2.9K shares-68.73%2025-09-302025-10-09history
CME CME GROUP INC951 shares0.00%2025-09-302025-10-09history
SOUN SOUNDHOUND AI INC15.7K shares3.28%2025-09-302025-10-09history
QCOM QUALCOMM INC1.4K shares0.00%2025-09-302025-10-09history
Sponsored
PCAR PACCAR INC2.3K shares0.00%2025-09-302025-10-09history
PPG PPG INDS INC2.0K shares-20.00%2025-09-302025-10-09history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available