Kessler Investment Group, LLC Q3 2025 Filing
Filed October 9, 2025
Portfolio Value
$232.9B
Holdings
82
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (82 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | 64,683 | $15.7B | 6.75% | |
| 2 | CRWDCROWDSTRIKE HLDGS INC | 27,502 | $13.5B | 5.79% | |
| 3 | DELLDELL TECHNOLOGIES INC | 86,321 | $12.2B | 5.25% | |
| 4 | ROKUROKU INC | 114,527 | $11.5B | 4.92% | |
| 5 | ANETARISTA NETWORKS INC | 78,092 | $11.4B | 4.89% | |
| 6 | UBERUBER TECHNOLOGIES INC | 105,838 | $10.4B | 4.45% | |
| 7 | NVDANVIDIA CORPORATION | 54,709 | $10.2B | 4.38% | |
| 8 | GNRCGENERAC HLDGS INC | 55,653 | $9.3B | 4.00% | |
| 9 | ELLAUDER ESTEE COS INC | 100,196 | $8.8B | 3.79% | |
| 10 | AMZNAMAZON COM INC | 39,335 | $8.6B | 3.71% | |
| 11 | HCAHCA HEALTHCARE INC | 18,667 | $8.0B | 3.42% | |
| 12 | AAPLAPPLE INC | 29,259 | $7.5B | 3.20% | |
| 13 | ZZILLOW GROUP INC | 94,445 | $7.3B | 3.12% | |
| 14 | HIMSHIMS & HERS HEALTH INC | 122,612 | $7.0B | 2.99% | |
| 15 | WFCWELLS FARGO CO NEW | 80,472 | $6.7B | 2.90% | |
| 16 | VRTVERTIV HOLDINGS CO | 43,295 | $6.5B | 2.80% | |
| 17 | ADBEADOBE INC | 17,877 | $6.3B | 2.71% | |
| 18 | OXYOCCIDENTAL PETE CORP | 123,963 | $5.9B | 2.51% | |
| 19 | TOSTTOAST INC | 133,460 | $4.9B | 2.09% | |
| 20 | SOFISOFI TECHNOLOGIES INC | 158,958 | $4.2B | 1.80% | |
| 21 | BF/ABROWN FORMAN CORP | 154,019 | $4.1B | 1.78% | |
| 22 | GOOSCANADA GOOSE HLDGS INC | 299,376 | $4.1B | 1.77% | |
| 23 | LLYELI LILLY & CO | 4,047 | $3.1B | 1.33% | |
| 24 | XLKSELECT SECTOR SPDR TR | 10,039 | $2.8B | 1.21% | |
| 25 | GSGOLDMAN SACHS GROUP INC | 3,396 | $2.7B | 1.16% | |
| 26 | IBMINTERNATIONAL BUSINESS MACHS | 8,658 | $2.4B | 1.05% | |
| 27 | 4I1PHILIP MORRIS INTL INC | 11,781 | $1.9B | 0.82% | |
| 28 | MMM3M CO | 12,161 | $1.9B | 0.81% | |
| 29 | GLWCORNING INC | 22,085 | $1.8B | 0.78% | |
| 30 | BACBANK AMERICA CORP | 32,312 | $1.7B | 0.72% | |
| 31 | RCLROYAL CARIBBEAN GROUP | 4,987 | $1.6B | 0.69% | |
| 32 | IVWISHARES TR | 12,271 | $1.5B | 0.64% | |
| 33 | EMREMERSON ELEC CO | 10,375 | $1.4B | 0.58% | |
| 34 | BSCQINVESCO EXCH TRD SLF IDX FD | 62,809 | $1.2B | 0.53% | |
| 35 | IRMIRON MTN INC DEL | 11,762 | $1.2B | 0.51% | |
| 36 | BSCRINVESCO EXCH TRD SLF IDX FD | 57,114 | $1.1B | 0.48% | |
| 37 | PAYXPAYCHEX INC | 7,687 | $974.4M | 0.42% | |
| 38 | KDPKEURIG DR PEPPER INC | 37,480 | $956.1M | 0.41% | |
| 39 | HRBBLOCK H & R INC | 18,334 | $927.1M | 0.40% | |
| 40 | XLFSELECT SECTOR SPDR TR | 16,933 | $912.2M | 0.39% | |
| 41 | XLISELECT SECTOR SPDR TR | 5,848 | $902.0M | 0.39% | |
| 42 | GAPGAP INC | 39,949 | $854.5M | 0.37% | |
| 43 | XLVSELECT SECTOR SPDR TR | 5,777 | $804.0M | 0.35% | |
| 44 | BSCPINVESCO EXCH TRD SLF IDX FD | 36,955 | $764.6M | 0.33% | |
| 45 | XLUSELECT SECTOR SPDR TR | 8,456 | $737.4M | 0.32% | |
| 46 | XLCSELECT SECTOR SPDR TR | 6,120 | $724.4M | 0.31% | |
| 47 | XLESELECT SECTOR SPDR TR | 8,071 | $721.1M | 0.31% | |
| 48 | CMICUMMINS INC | 1,689 | $713.4M | 0.31% | |
| 49 | GQ9SPDR GOLD TR | 1,703 | $605.4M | 0.26% | |
| 50 | GRMNGARMIN LTD | 2,306 | $567.8M | 0.24% | |
| 51 | VRTXVERTEX PHARMACEUTICALS INC | 1,373 | $537.7M | 0.23% | |
| 52 | BSCTINVESCO EXCH TRD SLF IDX FD | 27,881 | $524.4M | 0.23% | |
| 53 | TAT&T INC | 18,523 | $523.1M | 0.22% | |
| 54 | ORCLORACLE CORP | 1,733 | $487.4M | 0.21% | |
| 55 | BRK/BBERKSHIRE HATHAWAY INC DEL | 954 | $479.6M | 0.21% | |
| 56 | CDNSCADENCE DESIGN SYSTEM INC | 1,272 | $446.8M | 0.19% | |
| 57 | VTIVANGUARD INDEX FDS | 1,287 | $422.4M | 0.18% | |
| 58 | MRSHMARSH & MCLENNAN COS INC | 2,039 | $410.9M | 0.18% | |
| 59 | HPEHEWLETT PACKARD ENTERPRISE C | 16,390 | $402.5M | 0.17% | |
| 60 | NEENEXTERA ENERGY INC | 5,271 | $397.9M | 0.17% | |
| 61 | USBUS BANCORP DEL | 7,909 | $382.2M | 0.16% | |
| 62 | SBUXSTARBUCKS CORP | 4,427 | $374.5M | 0.16% | |
| 63 | AXPAMERICAN EXPRESS CO | 1,120 | $372.0M | 0.16% | |
| 64 | XLRESELECT SECTOR SPDR TR | 8,448 | $355.9M | 0.15% | |
| 65 | AWCAMERICAN WTR WKS CO INC NEW | 2,557 | $355.9M | 0.15% | |
| 66 | KOCOCA COLA CO | 5,140 | $340.9M | 0.15% | |
| 67 | WMBWILLIAMS COS INC | 5,332 | $337.8M | 0.15% | |
| 68 | ABBVABBVIE INC | 1,438 | $333.0M | 0.14% | |
| 69 | IWMISHARES TR | 1,343 | $325.0M | 0.14% | |
| 70 | PSCTINVESCO EXCH TRADED FD TR II | 6,077 | $322.6M | 0.14% | |
| 71 | DTDYNATRACE INC | 6,506 | $315.2M | 0.14% | |
| 72 | MARMARRIOTT INTL INC NEW | 1,141 | $297.2M | 0.13% | |
| 73 | CLCOLGATE PALMOLIVE CO | 3,698 | $295.6M | 0.13% | |
| 74 | HSYHERSHEY CO | 1,562 | $292.2M | 0.13% | |
| 75 | TJXTJX COS INC NEW | 1,915 | $276.8M | 0.12% | |
| 76 | STRLSTERLING INFRASTRUCTURE INC | 782 | $265.6M | 0.11% | |
| 77 | XLBSELECT SECTOR SPDR TR | 2,910 | $260.8M | 0.11% | |
| 78 | CMECME GROUP INC | 951 | $257.0M | 0.11% | |
| 79 | SOUNSOUNDHOUND AI INC | 15,736 | $253.0M | 0.11% | |
| 80 | QCOMQUALCOMM INC | 1,381 | $229.7M | 0.10% | |
| 81 | PCARPACCAR INC | 2,298 | $225.9M | 0.10% | |
| 82 | PPGPPG INDS INC | 2,000 | $210.2M | 0.09% |