Filed: 2/3/2026ACC: 0001525947-26-000001
📋 What this filing means
KESSLER INVESTMENT GROUP, LLC filed this quarterly 13F‑HR report disclosing 86 equity positions with a total reported market value of $237.38M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
86
Positions
$237.38M
Total AUM (reported)
3.48M
Total Shares
Allocation by class
COM$101.93M42.9%
CL A$37.12M15.6%
COM CL A$26.60M11.2%
CAP STK CL A$20.22M8.5%
COM SHS$10.35M4.4%
SHS SUB VTG$8.79M3.7%
CL C CAP STK$6.61M2.8%
Portfolio Concentration
Top 3$45.91M19.3%
4–10$66.87M28.2%
11–25$82.06M34.6%
Rest$42.55M17.9%
Top 3 weight
19.3%
Top 10 weight
47.5%
Voting Authority Distribution
Total shares with voting rights: 3.48M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.48M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole86
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings86
Rows:
ALPHABET INC
SOLEShares64.59K
TypeSH
Market value$20.22M
8.52%
Sole
0.00
Shared
0.00
None
64.59K
CROWDSTRIKE HLDGS INC
SOLEShares27.86K
TypeSH
Market value$13.06M
5.50%
Sole
0.00
Shared
0.00
None
27.86K
ROKU INC
SOLEShares116.44K
TypeSH
Market value$12.63M
5.32%
Sole
0.00
Shared
0.00
None
116.44K
LAUDER ESTEE COS INC
SOLEShares101.61K
TypeSH
Market value$10.64M
4.48%
Sole
0.00
Shared
0.00
None
101.61K
ARISTA NETWORKS INC
SOLEShares79K
TypeSH
Market value$10.35M
4.36%
Sole
0.00
Shared
0.00
None
79K
NVIDIA CORPORATION
SOLEShares54.78K
TypeSH
Market value$10.22M
4.30%
Sole
0.00
Shared
0.00
None
54.78K
AMAZON COM INC
SOLEShares40.04K
TypeSH
Market value$9.24M
3.89%
Sole
0.00
Shared
0.00
None
40.04K
HCA HEALTHCARE INC
SOLEShares18.89K
TypeSH
Market value$8.82M
3.72%
Sole
0.00
Shared
0.00
None
18.89K
UBER TECHNOLOGIES INC
SOLEShares107.74K
TypeSH
Market value$8.80M
3.71%
Sole
0.00
Shared
0.00
None
107.74K
CANADA GOOSE HLDGS INC
SOLEShares678.89K
TypeSH
Market value$8.79M
3.70%
Sole
0.00
Shared
0.00
None
678.89K
BROWN FORMAN CORP
SOLEShares328.06K
TypeSH
Market value$8.63M
3.64%
Sole
0.00
Shared
0.00
None
328.06K
APPLE INC
SOLEShares29.61K
TypeSH
Market value$8.05M
3.39%
Sole
0.00
Shared
0.00
None
29.61K
GENERAC HLDGS INC
SOLEShares56.10K
TypeSH
Market value$7.65M
3.22%
Sole
0.00
Shared
0.00
None
56.10K
WELLS FARGO CO NEW
SOLEShares81.88K
TypeSH
Market value$7.63M
3.21%
Sole
0.00
Shared
0.00
None
81.88K
VERTIV HOLDINGS CO
SOLEShares43.92K
TypeSH
Market value$7.12M
3.00%
Sole
0.00
Shared
0.00
None
43.92K
ZILLOW GROUP INC
SOLEShares96.92K
TypeSH
Market value$6.61M
2.79%
Sole
0.00
Shared
0.00
None
96.92K
ADOBE INC
SOLEShares17.40K
TypeSH
Market value$6.09M
2.57%
Sole
0.00
Shared
0.00
None
17.40K
STRATEGY INC
SOLEShares38.04K
TypeSH
Market value$5.78M
2.44%
Sole
0.00
Shared
0.00
None
38.04K
TOAST INC
SOLEShares125.20K
TypeSH
Market value$4.45M
1.87%
Sole
0.00
Shared
0.00
None
125.20K
SOFI TECHNOLOGIES INC
SOLEShares161.83K
TypeSH
Market value$4.24M
1.78%
Sole
0.00
Shared
0.00
None
161.83K
HIMS & HERS HEALTH INC
SOLEShares113.19K
TypeSH
Market value$3.68M
1.55%
Sole
0.00
Shared
0.00
None
113.19K
ROBINHOOD MKTS INC
SOLEShares28.10K
TypeSH
Market value$3.18M
1.34%
Sole
0.00
Shared
0.00
None
28.10K
ELI LILLY & CO
SOLEShares2.96K
TypeSH
Market value$3.18M
1.34%
Sole
0.00
Shared
0.00
None
2.96K
GOLDMAN SACHS GROUP INC
SOLEShares3.34K
TypeSH
Market value$2.94M
1.24%
Sole
0.00
Shared
0.00
None
3.34K
ISHARES TR
SOLEShares16.87K
TypeSH
Market value$2.85M
1.20%
Sole
0.00
Shared
0.00
None
16.87K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL A | 64.59K | SH | $20.22M 8.52% | 0.00 | 0.00 | 64.59K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 27.86K | SH | $13.06M 5.50% | 0.00 | 0.00 | 27.86K |
ROKU INCSOLE | COM CL A | 116.44K | SH | $12.63M 5.32% | 0.00 | 0.00 | 116.44K |
LAUDER ESTEE COS INCSOLE | CL A | 101.61K | SH | $10.64M 4.48% | 0.00 | 0.00 | 101.61K |
ARISTA NETWORKS INCSOLE | COM SHS | 79K | SH | $10.35M 4.36% | 0.00 | 0.00 | 79K |
NVIDIA CORPORATIONSOLE | COM | 54.78K | SH | $10.22M 4.30% | 0.00 | 0.00 | 54.78K |
AMAZON COM INCSOLE | COM | 40.04K | SH | $9.24M 3.89% | 0.00 | 0.00 | 40.04K |
HCA HEALTHCARE INCSOLE | COM | 18.89K | SH | $8.82M 3.72% | 0.00 | 0.00 | 18.89K |
UBER TECHNOLOGIES INCSOLE | COM | 107.74K | SH | $8.80M 3.71% | 0.00 | 0.00 | 107.74K |
CANADA GOOSE HLDGS INCSOLE | SHS SUB VTG | 678.89K | SH | $8.79M 3.70% | 0.00 | 0.00 | 678.89K |
BROWN FORMAN CORPSOLE | CL A | 328.06K | SH | $8.63M 3.64% | 0.00 | 0.00 | 328.06K |
APPLE INCSOLE | COM | 29.61K | SH | $8.05M 3.39% | 0.00 | 0.00 | 29.61K |
GENERAC HLDGS INCSOLE | COM | 56.10K | SH | $7.65M 3.22% | 0.00 | 0.00 | 56.10K |
WELLS FARGO CO NEWSOLE | COM | 81.88K | SH | $7.63M 3.21% | 0.00 | 0.00 | 81.88K |
VERTIV HOLDINGS COSOLE | COM CL A | 43.92K | SH | $7.12M 3.00% | 0.00 | 0.00 | 43.92K |
ZILLOW GROUP INCSOLE | CL C CAP STK | 96.92K | SH | $6.61M 2.79% | 0.00 | 0.00 | 96.92K |
ADOBE INCSOLE | COM | 17.40K | SH | $6.09M 2.57% | 0.00 | 0.00 | 17.40K |
STRATEGY INCSOLE | CL A NEW | 38.04K | SH | $5.78M 2.44% | 0.00 | 0.00 | 38.04K |
TOAST INCSOLE | CL A | 125.20K | SH | $4.45M 1.87% | 0.00 | 0.00 | 125.20K |
SOFI TECHNOLOGIES INCSOLE | COM | 161.83K | SH | $4.24M 1.78% | 0.00 | 0.00 | 161.83K |
HIMS & HERS HEALTH INCSOLE | COM CL A | 113.19K | SH | $3.68M 1.55% | 0.00 | 0.00 | 113.19K |
ROBINHOOD MKTS INCSOLE | COM CL A | 28.10K | SH | $3.18M 1.34% | 0.00 | 0.00 | 28.10K |
ELI LILLY & COSOLE | COM | 2.96K | SH | $3.18M 1.34% | 0.00 | 0.00 | 2.96K |
GOLDMAN SACHS GROUP INCSOLE | COM | 3.34K | SH | $2.94M 1.24% | 0.00 | 0.00 | 3.34K |
ISHARES TRSOLE | ISHARES BIOTECH | 16.87K | SH | $2.85M 1.20% | 0.00 | 0.00 | 16.87K |
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