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Kessler Investment Group, Llc

Portfolio Manager
Kessler Investment Group, LLC
Performance
-12.01% (2026 Q1)
AUM (13F)
$211.30M
# of Holdings
79
Performance Rank
Allocation (Top 20)
71.11%

Kessler Investment Group, Llc Holdings Map

Top 50 Kessler Investment Group, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
CRWD
CROWDSTRIKE HLDGS INC
5.05%27.3K$10.7M
-1.85%(-515)
2025-Q1: 26.5K shares2025-Q2: 26.8K shares2025-Q3: 27.5K shares2025-Q4: 27.9K shares2026-Q1: 27.3K shares
$225.96(+110.89%)
2026-03-31
GNRC
GENERAC HLDGS INC
4.86%52.6K$10.3M
-6.29%(-3.53K)
2025-Q1: 51.7K shares2025-Q2: 54.3K shares2025-Q3: 55.7K shares2025-Q4: 56.1K shares2026-Q1: 52.6K shares
$111.63(+136.21%)
2026-03-31
VRT
VERTIV HOLDINGS CO
4.29%36.2K$9.1M
-17.59%(-7.73K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 43.3K shares2025-Q4: 43.9K shares2026-Q1: 36.2K shares
$139.87(+143.80%)
2026-03-31
CRM
SALESFORCE INC
4.27%48.4K$9.0Mnew2025-Q1: 400 shares2025-Q2: 400 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 48.4K shares
$225.65(-17.13%)
2026-03-31
BF.A
BROWN FORMAN CORP
4.02%316.9K$8.5M
-3.41%(-11.18K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 154.0K shares2025-Q4: 328.1K shares2026-Q1: 316.9K shares
$26.88(-0.12%)
2026-03-31
ANET
ARISTA NETWORKS INC
3.95%68.0K$8.4M
-13.89%(-10.98K)
2025-Q1: 75.8K shares2025-Q2: 76.3K shares2025-Q3: 78.1K shares2025-Q4: 79.0K shares2026-Q1: 68.0K shares
$55.26(+208.03%)
2026-03-31
HCA
HCA HEALTHCARE INC
3.88%17.3K$8.2M
-8.21%(-1.55K)
2025-Q1: 18.6K shares2025-Q2: 18.7K shares2025-Q3: 18.7K shares2025-Q4: 18.9K shares2026-Q1: 17.3K shares
$324.51(+32.13%)
2026-03-31
GLD
SPDR GOLD TR
3.74%18.4K$7.9M
+980.14%(+16.68K)
2025-Q1: 3.0K shares2025-Q2: 2.9K shares2025-Q3: 1.7K shares2025-Q4: 1.7K shares2026-Q1: 18.4K shares
$399.48(+4.70%)
2026-03-31
AMZN
AMAZON COM INC
3.74%38.0K$7.9M
-5.15%(-2.06K)
2025-Q1: 36.9K shares2025-Q2: 38.4K shares2025-Q3: 39.3K shares2025-Q4: 40.0K shares2026-Q1: 38.0K shares
$187.87(+45.61%)
2026-03-31
BHP
BHP BILLITON LIMITED
3.48%101.0K$7.3Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 101.0K shares
$66.55(+19.06%)
2026-03-31

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