Kessler Investment Group, LLC
CIK: 0001525947SEC EDGAR →
Portfolio Value
$237.4M
Holdings
86
As of
Q4 2025
New Positions
12
Closed Positions
8
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC | 64,592 | $20.2M | 8.52% |
| 2 | CROWDSTRIKE HLDGS INC | 27,856 | $13.1M | 5.50% |
| 3 | ROKU INC | 116,444 | $12.6M | 5.32% |
| 4 | LAUDER ESTEE COS INC | 101,608 | $10.6M | 4.48% |
| 5 | ARISTA NETWORKS INC | 79,002 | $10.4M | 4.36% |
| 6 | NVIDIA CORPORATION | 54,785 | $10.2M | 4.30% |
| 7 | AMAZON COM INC | 40,036 | $9.2M | 3.89% |
| 8 | HCA HEALTHCARE INC | 18,894 | $8.8M | 3.72% |
| 9 | UBER TECHNOLOGIES INC | 107,738 | $8.8M | 3.71% |
| 10 | CANADA GOOSE HLDGS INC | 678,892 | $8.8M | 3.70% |
Quarterly Changes
New Positions (12)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 18 | $70.7M | 29.8% |
| Communication Services | 5 | $40.1M | 16.9% |
| Financial Services | 26 | $35.4M | 14.9% |
| Consumer Cyclical | 9 | $22.5M | 9.5% |
| Industrials | 7 | $19.3M | 8.2% |
| Unknown | 7 | $18.1M | 7.6% |
| Healthcare | 5 | $16.6M | 7.0% |
| Consumer Defensive | 4 | $12.3M | 5.2% |
| Real Estate | 1 | $970K | 0.4% |
| Basic Materials | 2 | $538K | 0.2% |
| Utilities | 1 | $405K | 0.2% |
| Energy | 1 | $311K | 0.1% |