Kessler Investment Group, LLC

Q1 2026 13F-HR Holdings

Location
Columbus, IN
Holdings as of
3/31/2026
Date filed
4/10/2026
Form type
13F-HR
Num holdings
79
Total value ($000)
$211,297
Net value change ($000)
-26,080 (-11.0%)
New positions
15
Sold out positions
22
Turnover %
69.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/3/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
CRM 9,032 NEW
BHP 7,344 NEW
GLD 7,235 1071.9%
MSFT 7,143 NEW
GILD 6,941 NEW
GEV 6,870 NEW
VMC 6,571 NEW
OSK 6,373 NEW
FCX 6,033 NEW
BLD 4,732 NEW
Top Reduces (Value $000, Stocks/ETFs)
GOOGL -14,591 -72.2%
ROKU -12,633 -100.0%
EL -10,640 -100.0%
NVDA -10,217 -100.0%
UBER -8,803 -100.0%
GOOS -8,792 -100.0%
ADBE -6,090 -100.0%
TOST -4,446 -100.0%
SOFI -4,237 -100.0%
HIMS -3,675 -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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type