Kessler Investment Group, LLC

Q2 2026 13F-HR Holdings

Location
Columbus, IN
Holdings as of
6/30/2026
Date filed
7/13/2026
Form type
13F-HR
Num holdings
81
Total value ($000)
$234,224
Net value change ($000)
+22,927 (10.9%)
New positions
10
Sold out positions
8
Turnover %
32.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
KLAC 12,560 NEW
CRWD 9,294 87.1%
NOW 7,081 NEW
UPS 4,429 NEW
GNRC 4,338 42.2%
CRM 3,727 41.3%
DOCN 3,667 NEW
ANET 2,849 34.1%
RDW 2,815 NEW
GLW 2,657 85.2%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -7,143 -100.0%
GILD -6,941 -100.0%
VMC -6,571 -100.0%
OSK -6,373 -100.0%
WFC -5,495 -100.0%
ZG -5,444 -100.0%
BLD -4,732 -100.0%
BF-A -2,521 -29.7%
MSTR -1,614 -31.7%
HCA -1,560 -19.0%
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