§ 13F · FUND PROFILE
Kessler Investment Group, LLC.
AUM · $234M (13F)Positions · 81Turnover · n/a · Q2Filed · Jul 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$32M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CRWD | CROWDSTRIKE HLDGS INC | 26K | $20M | 8.5% | −4% |
| 2 | GNRC | GENERAC HLDGS INC | 50K | $15M | 6.2% | −5% |
| 3 | CRM | SALESFORCE INC | 81K | $13M | 5.4% | +68% |
| 4 | KLAC | KLA CORP | 42K | $13M | 5.4% | NEW |
| 5 | VRT | VERTIV HOLDINGS CO | 34K | $11M | 4.9% | −6% |
| 6 | ANET | ARISTA NETWORKS INC | 66K | $11M | 4.8% | −3% |
| 7 | GEV | GE VERNOVA INC | 8K | $9M | 3.9% | −2% |
| 8 | AMZN | AMAZON COM INC | 37K | $9M | 3.8% | −2% |
| 9 | BHP | BHP BILLITON LIMITED | 99K | $8M | 3.5% | −2% |
| 10 | AAPL | APPLE INC | 25K | $7M | 3.1% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KESSLER SIGNAL
AC read
Kessler Investment Group, LLC is a Other fund managing $234 million in assets. The fund runs a portfolio of 81 positions.
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