Filed: 7/13/2026ACC: 0001525947-26-000005
📋 What this filing means
KESSLER INVESTMENT GROUP, LLC filed this quarterly 13F‑HR report disclosing 81 equity positions with a total reported market value of $234.22M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
81
Positions
$234.22M
Total AUM (reported)
3.15M
Total Shares
Allocation by class
COM$105.81M45.2%
CL A$29.16M12.5%
COM NEW$17.59M7.5%
COM CL A$11.37M4.9%
COM SHS$11.20M4.8%
CL B$10.77M4.6%
SPONSORED ADS$8.26M3.5%
Portfolio Concentration
Top 3$47.33M20.2%
4–10$68.60M29.3%
11–25$74.98M32.0%
Rest$43.31M18.5%
Top 3 weight
20.2%
Top 10 weight
49.5%
Voting Authority Distribution
Total shares with voting rights: 3.15M
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
3.15M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole81
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings81
Rows:
CROWDSTRIKE HLDGS INC
SOLEShares26.16K
TypeSH
Market value$19.97M
8.52%
Sole
0.00
Shared
0.00
None
26.16K
GENERAC HLDGS INC
SOLEShares49.88K
TypeSH
Market value$14.61M
6.24%
Sole
0.00
Shared
0.00
None
49.88K
SALESFORCE INC
SOLEShares81.45K
TypeSH
Market value$12.76M
5.45%
Sole
0.00
Shared
0.00
None
81.45K
KLA CORP
SOLEShares41.63K
TypeSH
Market value$12.56M
5.36%
Sole
0.00
Shared
0.00
None
41.63K
VERTIV HOLDINGS CO
SOLEShares33.96K
TypeSH
Market value$11.37M
4.85%
Sole
0.00
Shared
0.00
None
33.96K
ARISTA NETWORKS INC
SOLEShares65.93K
TypeSH
Market value$11.20M
4.78%
Sole
0.00
Shared
0.00
None
65.93K
GE VERNOVA INC
SOLEShares7.73K
TypeSH
Market value$9.08M
3.88%
Sole
0.00
Shared
0.00
None
7.73K
AMAZON COM INC
SOLEShares37.13K
TypeSH
Market value$8.85M
3.78%
Sole
0.00
Shared
0.00
None
37.13K
BHP BILLITON LIMITED
SOLEShares99.12K
TypeSH
Market value$8.26M
3.53%
Sole
0.00
Shared
0.00
None
99.12K
APPLE INC
SOLEShares25.18K
TypeSH
Market value$7.29M
3.11%
Sole
0.00
Shared
0.00
None
25.18K
SERVICENOW INC
SOLEShares71.32K
TypeSH
Market value$7.08M
3.02%
Sole
0.00
Shared
0.00
None
71.32K
ALPHABET INC
SOLEShares19.23K
TypeSH
Market value$6.87M
2.93%
Sole
0.00
Shared
0.00
None
19.23K
SPDR GOLD TR
SOLEShares18.22K
TypeSH
Market value$6.71M
2.87%
Sole
0.00
Shared
0.00
None
18.22K
HCA HEALTHCARE INC
SOLEShares17.05K
TypeSH
Market value$6.65M
2.84%
Sole
0.00
Shared
0.00
None
17.05K
FREEPORT MCMORAN INC
SOLEShares100.80K
TypeSH
Market value$6.34M
2.71%
Sole
0.00
Shared
0.00
None
100.80K
BROWN FORMAN CORP
SOLEShares218.13K
TypeSH
Market value$5.97M
2.55%
Sole
0.00
Shared
0.00
None
218.13K
CORNING INC
SOLEShares22.61K
TypeSH
Market value$5.77M
2.47%
Sole
0.00
Shared
0.00
None
22.61K
ARQIT QUANTUM INC
SOLEShares153.10K
TypeSH
Market value$4.55M
1.94%
Sole
0.00
Shared
0.00
None
153.10K
UNITED PARCEL SVCS INC
SOLEShares41.20K
TypeSH
Market value$4.43M
1.89%
Sole
0.00
Shared
0.00
None
41.20K
DIGITALOCEAN HLDGS INC
SOLEShares23.35K
TypeSH
Market value$3.67M
1.57%
Sole
0.00
Shared
0.00
None
23.35K
GOLDMAN SACHS GROUP INC
SOLEShares3.55K
TypeSH
Market value$3.59M
1.53%
Sole
0.00
Shared
0.00
None
3.55K
ELI LILLY & CO
SOLEShares2.92K
TypeSH
Market value$3.51M
1.50%
Sole
0.00
Shared
0.00
None
2.92K
STRATEGY INC
SOLEShares39.93K
TypeSH
Market value$3.47M
1.48%
Sole
0.00
Shared
0.00
None
39.93K
RIGETTI COMPUTING INC
SOLEShares170.90K
TypeSH
Market value$3.30M
1.41%
Sole
0.00
Shared
0.00
None
170.90K
SEALSQ CORP
SOLEShares975.46K
TypeSH
Market value$3.07M
1.31%
Sole
0.00
Shared
0.00
None
975.46K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CROWDSTRIKE HLDGS INCSOLE | CL A | 26.16K | SH | $19.97M 8.52% | 0.00 | 0.00 | 26.16K |
GENERAC HLDGS INCSOLE | COM | 49.88K | SH | $14.61M 6.24% | 0.00 | 0.00 | 49.88K |
SALESFORCE INCSOLE | COM | 81.45K | SH | $12.76M 5.45% | 0.00 | 0.00 | 81.45K |
KLA CORPSOLE | COM NEW | 41.63K | SH | $12.56M 5.36% | 0.00 | 0.00 | 41.63K |
VERTIV HOLDINGS COSOLE | COM CL A | 33.96K | SH | $11.37M 4.85% | 0.00 | 0.00 | 33.96K |
ARISTA NETWORKS INCSOLE | COM SHS | 65.93K | SH | $11.20M 4.78% | 0.00 | 0.00 | 65.93K |
GE VERNOVA INCSOLE | COM | 7.73K | SH | $9.08M 3.88% | 0.00 | 0.00 | 7.73K |
AMAZON COM INCSOLE | COM | 37.13K | SH | $8.85M 3.78% | 0.00 | 0.00 | 37.13K |
BHP BILLITON LIMITEDSOLE | SPONSORED ADS | 99.12K | SH | $8.26M 3.53% | 0.00 | 0.00 | 99.12K |
APPLE INCSOLE | COM | 25.18K | SH | $7.29M 3.11% | 0.00 | 0.00 | 25.18K |
SERVICENOW INCSOLE | COM | 71.32K | SH | $7.08M 3.02% | 0.00 | 0.00 | 71.32K |
ALPHABET INCSOLE | CAP STK CL A | 19.23K | SH | $6.87M 2.93% | 0.00 | 0.00 | 19.23K |
SPDR GOLD TRSOLE | GOLD SHS | 18.22K | SH | $6.71M 2.87% | 0.00 | 0.00 | 18.22K |
HCA HEALTHCARE INCSOLE | COM | 17.05K | SH | $6.65M 2.84% | 0.00 | 0.00 | 17.05K |
FREEPORT MCMORAN INCSOLE | CL B | 100.80K | SH | $6.34M 2.71% | 0.00 | 0.00 | 100.80K |
BROWN FORMAN CORPSOLE | CL A | 218.13K | SH | $5.97M 2.55% | 0.00 | 0.00 | 218.13K |
CORNING INCSOLE | COM | 22.61K | SH | $5.77M 2.47% | 0.00 | 0.00 | 22.61K |
ARQIT QUANTUM INCSOLE | COM NEW | 153.10K | SH | $4.55M 1.94% | 0.00 | 0.00 | 153.10K |
UNITED PARCEL SVCS INCSOLE | CL B | 41.20K | SH | $4.43M 1.89% | 0.00 | 0.00 | 41.20K |
DIGITALOCEAN HLDGS INCSOLE | COM | 23.35K | SH | $3.67M 1.57% | 0.00 | 0.00 | 23.35K |
GOLDMAN SACHS GROUP INCSOLE | COM | 3.55K | SH | $3.59M 1.53% | 0.00 | 0.00 | 3.55K |
ELI LILLY & COSOLE | COM | 2.92K | SH | $3.51M 1.50% | 0.00 | 0.00 | 2.92K |
STRATEGY INCSOLE | CL A NEW | 39.93K | SH | $3.47M 1.48% | 0.00 | 0.00 | 39.93K |
RIGETTI COMPUTING INCSOLE | COMMON STOCK | 170.90K | SH | $3.30M 1.41% | 0.00 | 0.00 | 170.90K |
SEALSQ CORPSOLE | ORD SHS | 975.46K | SH | $3.07M 1.31% | 0.00 | 0.00 | 975.46K |
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