Kessler Investment Group, LLC

Q3 2025 13F-HR Holdings

Location
Columbus, IN
Holdings as of
9/30/2025
Date filed
10/9/2025
Form type
13F-HR
Num holdings
82
Total value ($000)
$232,904
Net value change ($000)
-10,622 (-4.4%)
New positions
7
Sold out positions
138
Turnover %
38.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2025 Next filing: 2/3/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VRT 6,531 NEW
ADBE 6,306 NEW
ROKU 4,737 70.4%
GOOGL 4,461 39.6%
SOFI 4,200 NEW
BF-A 4,145 NEW
GOOS 4,128 NEW
ANET 3,571 45.7%
XLK 2,502 765.1%
AAPL 1,894 34.1%
Top Reduces (Value $000, Stocks/ETFs)
PLTR -14,283 -100.0%
HOOD -11,456 -100.0%
HWM -8,353 -100.0%
SPOT -7,119 -100.0%
SHOP -6,978 -100.0%
ARES -6,569 -100.0%
ISRG -5,207 -100.0%
XLF -1,475 -61.8%
TOST -1,039 -17.6%
MRK -839 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type