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 $211.3M across 79 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CRWD ($10.7M, 5.05%), GNRC ($10.3M, 4.86%), VRT ($9.1M, 4.29%), CRM ($9.0M, 4.27%), BF/A ($8.5M, 4.02%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CRWD | CROWDSTRIKE HLDGS INC | $10.7M | 5.05% | 27,341 | Trimmed |
| 2 | GNRC | GENERAC HLDGS INC | $10.3M | 4.86% | 52,572 | Trimmed |
| 3 | VRT | VERTIV HOLDINGS CO | $9.1M | 4.29% | 36,195 | Trimmed |
| 4 | CRM | SALESFORCE INC | $9.0M | 4.27% | 48,385 | New |
| 5 | BF/A | BROWN FORMAN CORP | $8.5M | 4.02% | 316,886 | Trimmed |
| 6 | ANET | ARISTA NETWORKS INC | $8.4M | 3.95% | 68,026 | Trimmed |
| 7 | HCA | HCA HEALTHCARE INC | $8.2M | 3.88% | 17,343 | Trimmed |
| 8 | AMZN | AMAZON COM INC | $7.9M | 3.74% | 37,975 | Trimmed |
| 9 | GLD | SPDR GOLD TR | $7.9M | 3.74% | 18,384 | Added |
| 10 | BHP | BHP BILLITON LIMITED | $7.3M | 3.48% | 100,963 | New |
| 11 | MSFT | MICROSOFT CORP | $7.1M | 3.38% | 19,296 | New |
| 12 | GILD | GILEAD SCIENCES INC | $6.9M | 3.29% | 49,804 | New |
| 13 | GEV | GE VERNOVA INC | $6.9M | 3.25% | 7,870 | New |
| 14 | VMC | VULCAN MATLS CO | $6.6M | 3.11% | 24,133 | New |
| 15 | AAPL | APPLE INC | $6.5M | 3.08% | 25,624 | Trimmed |
| 16 | OSK | OSHKOSH CORP | $6.4M | 3.02% | 43,290 | New |
| 17 | FCX | FREEPORT MCMORAN INC | $6.0M | 2.86% | 102,638 | New |
| 18 | GOOGL | ALPHABET INC | $5.6M | 2.66% | 19,565 | Trimmed |
| 19 | WFC | WELLS FARGO & CO | $5.5M | 2.60% | 69,028 | Trimmed |
| 20 | Z | ZILLOW GROUP INC | $5.4M | 2.58% | 131,563 | Added |
| 21 | MSTR | STRATEGY INC | $5.1M | 2.41% | 40,748 | Added |
| 22 | BLD | TOPBUILD COR | $4.7M | 2.24% | 13,470 | New |
| 23 | PLTR | PALANTIR TECHNOLOGIES INC | $3.6M | 1.72% | 24,799 | New |
| 24 | GLW | CORNING INC | $3.1M | 1.48% | 22,926 | Added |
| 25 | GS | GOLDMAN SACHS GROUP INC | $3.0M | 1.44% | 3,590 | Added |
Source: SEC Form 13F filings · as of 2026-03-31