Kessler Investment Group, LLC

Q4 2025 13F-HR Holdings

Location
Columbus, IN
Holdings as of
12/31/2025
Date filed
2/3/2026
Form type
13F-HR
Num holdings
86
Total value ($000)
$237,377
Net value change ($000)
+4,473 (1.9%)
New positions
12
Sold out positions
8
Turnover %
17.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/9/2025 Next filing: 4/10/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
MSTR 5,780 NEW
GOOS 4,664 113.0%
GOOGL 4,493 28.6%
BF-A 4,486 108.2%
HOOD 3,178 NEW
IBB 2,847 NEW
EL 1,811 20.5%
LAES 1,287 NEW
RGTI 1,174 NEW
ROKU 1,165 10.2%
Top Reduces (Value $000, Stocks/ETFs)
DELL -12,238 -100.0%
OXY -5,857 -100.0%
HIMS -3,280 -47.2%
XLK -2,829 -100.0%
GNRC -1,666 -17.9%
UBER -1,566 -15.1%
ANET -1,027 -9.0%
PAYX -974 -100.0%
BSCP -765 -100.0%
ZG -665 -9.1%
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