Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Kessler Investment Group, LLC (CIK 1525947) reported $234.2M across 81 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: CRWD ($20.0M, 8.52%), GNRC ($14.6M, 6.24%), CRM ($12.8M, 5.45%), KLAC ($12.6M, 5.36%), VRT ($11.4M, 4.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CRWD | CROWDSTRIKE HLDGS INC | $20.0M | 8.52% | 26,165 | Trimmed |
| 2 | GNRC | GENERAC HLDGS INC | $14.6M | 6.24% | 49,885 | Trimmed |
| 3 | CRM | SALESFORCE INC | $12.8M | 5.45% | 81,446 | Added |
| 4 | KLAC | KLA CORP | $12.6M | 5.36% | 41,629 | New |
| 5 | VRT | VERTIV HOLDINGS CO | $11.4M | 4.85% | 33,957 | Trimmed |
| 6 | ANET | ARISTA NETWORKS INC | $11.2M | 4.78% | 65,932 | Trimmed |
| 7 | GEV | GE VERNOVA INC | $9.1M | 3.88% | 7,726 | Trimmed |
| 8 | AMZN | AMAZON COM INC | $8.8M | 3.78% | 37,127 | Trimmed |
| 9 | BHP | BHP BILLITON LIMITED | $8.3M | 3.53% | 99,119 | Trimmed |
| 10 | AAPL | APPLE INC | $7.3M | 3.11% | 25,183 | Trimmed |
| 11 | NOW | SERVICENOW INC | $7.1M | 3.02% | 71,324 | New |
| 12 | GOOGL | ALPHABET INC | $6.9M | 2.93% | 19,225 | Trimmed |
| 13 | GLD | SPDR GOLD TR | $6.7M | 2.87% | 18,220 | Trimmed |
| 14 | HCA | HCA HEALTHCARE INC | $6.6M | 2.84% | 17,049 | Trimmed |
| 15 | FCX | FREEPORT MCMORAN INC | $6.3M | 2.71% | 100,798 | Trimmed |
| 16 | BFA | BROWN FORMAN CORP | $6.0M | 2.55% | 218,128 | Trimmed |
| 17 | GLW | CORNING INC | $5.8M | 2.47% | 22,606 | Trimmed |
| 18 | ARQQ | ARQIT QUANTUM INC | $4.6M | 1.94% | 153,105 | Trimmed |
| 19 | UPS | UNITED PARCEL SVCS INC | $4.4M | 1.89% | 41,202 | New |
| 20 | DOCN | DIGITALOCEAN HLDGS INC | $3.7M | 1.57% | 23,353 | New |
| 21 | GS | GOLDMAN SACHS GROUP INC | $3.6M | 1.53% | 3,546 | Trimmed |
| 22 | LLY | ELI LILLY & CO | $3.5M | 1.50% | 2,923 | Trimmed |
| 23 | MSTR | STRATEGY INC | $3.5M | 1.48% | 39,932 | Trimmed |
| 24 | RGTI | RIGETTI COMPUTING INC | $3.3M | 1.41% | 170,898 | Added |
| 25 | LAES | SEALSQ CORP | $3.1M | 1.31% | 975,458 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30