Kessler Investment Group, LLC

Q3 2026 13F-HR Holdings

Location
Columbus, IN
Holdings as of
9/30/2026
Date filed
10/8/2026
Form type
13F-HR
Num holdings
82
Total value ($000)
$207,263
Net value change ($000)
-26,961 (-11.5%)
New positions
4
Sold out positions
3
Turnover %
9.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
XLE 8,249 2223.5%
SPACE EXPLORATION TECHN CORP 6,210 NEW
CRM 4,487 35.2%
UPS 3,974 89.7%
NVDA 3,784 NEW
XLK 2,292 105.2%
MSTR 2,245 64.7%
NOW 1,740 24.6%
NKE 1,554 NEW
PLTR 1,321 46.7%
Top Reduces (Value $000, Stocks/ETFs)
GNRC -14,131 -96.7%
CRWD -11,834 -59.3%
ANET -10,929 -97.6%
BF-A -5,968 -100.0%
KLAC -5,209 -41.5%
VRT -3,446 -30.3%
GEV -2,289 -25.2%
GLW -2,187 -37.9%
ARQQ -1,217 -26.7%
XLI -1,150 -74.8%
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