KESSLER INVESTMENT GROUP, LLC

PrivateCIK: 1525947
Location

COLUMBUS, IN

79
Positions
$211.30M
Total AUM (reported)
3.18M
Total Shares

Allocation by class

TOTAL AUM$211.30M79 positions
COM$112.69M53.3%
CL A$23.14M11.0%
COM CL A$9.07M4.3%
COM SHS$8.35M4.0%
GOLD SHS$7.91M3.7%
SPONSORED ADS$7.34M3.5%
CL B$6.03M2.9%

Portfolio Concentration

Top 314.2%4–1027.1%11–2539.1%Rest19.6%TOP 1041.3%0%100%
Top 3$30.01M14.2%
4–10$57.24M27.1%
11–25$82.60M39.1%
Rest$41.44M19.6%

Top 3 weight

14.2%

Top 10 weight

41.3%

Voting Authority Distribution

Total shares with voting rights: 3.18M

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

3.18M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole79
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings79
Rows:

CROWDSTRIKE HLDGS INC

SOLE
CL A
Shares27.34K
TypeSH
Market value$10.67M
5.05%
Sole
0.00
Shared
0.00
None
27.34K

GENERAC HLDGS INC

SOLE
COM
Shares52.57K
TypeSH
Market value$10.27M
4.86%
Sole
0.00
Shared
0.00
None
52.57K

VERTIV HOLDINGS CO

SOLE
COM CL A
Shares36.20K
TypeSH
Market value$9.07M
4.29%
Sole
0.00
Shared
0.00
None
36.20K

SALESFORCE INC

SOLE
COM
Shares48.38K
TypeSH
Market value$9.03M
4.27%
Sole
0.00
Shared
0.00
None
48.38K

BROWN FORMAN CORP

SOLE
CL A
Shares316.89K
TypeSH
Market value$8.49M
4.02%
Sole
0.00
Shared
0.00
None
316.89K

ARISTA NETWORKS INC

SOLE
COM SHS
Shares68.03K
TypeSH
Market value$8.35M
3.95%
Sole
0.00
Shared
0.00
None
68.03K

HCA HEALTHCARE INC

SOLE
COM
Shares17.34K
TypeSH
Market value$8.21M
3.88%
Sole
0.00
Shared
0.00
None
17.34K

SPDR GOLD TR

SOLE
GOLD SHS
Shares18.38K
TypeSH
Market value$7.91M
3.74%
Sole
0.00
Shared
0.00
None
18.38K

AMAZON COM INC

SOLE
COM
Shares37.98K
TypeSH
Market value$7.91M
3.74%
Sole
0.00
Shared
0.00
None
37.98K

BHP BILLITON LIMITED

SOLE
SPONSORED ADS
Shares100.96K
TypeSH
Market value$7.34M
3.48%
Sole
0.00
Shared
0.00
None
100.96K

MICROSOFT CORP

SOLE
COM
Shares19.30K
TypeSH
Market value$7.14M
3.38%
Sole
0.00
Shared
0.00
None
19.30K

GILEAD SCIENCES INC

SOLE
COM
Shares49.80K
TypeSH
Market value$6.94M
3.29%
Sole
0.00
Shared
0.00
None
49.80K

GE VERNOVA INC

SOLE
COM
Shares7.87K
TypeSH
Market value$6.87M
3.25%
Sole
0.00
Shared
0.00
None
7.87K

VULCAN MATLS CO

SOLE
COM
Shares24.13K
TypeSH
Market value$6.57M
3.11%
Sole
0.00
Shared
0.00
None
24.13K

APPLE INC

SOLE
COM
Shares25.62K
TypeSH
Market value$6.50M
3.08%
Sole
0.00
Shared
0.00
None
25.62K

OSHKOSH CORP

SOLE
COM
Shares43.29K
TypeSH
Market value$6.37M
3.02%
Sole
0.00
Shared
0.00
None
43.29K

FREEPORT MCMORAN INC

SOLE
CL B
Shares102.64K
TypeSH
Market value$6.03M
2.86%
Sole
0.00
Shared
0.00
None
102.64K

ALPHABET INC

SOLE
CAP STK CL A
Shares19.57K
TypeSH
Market value$5.63M
2.66%
Sole
0.00
Shared
0.00
None
19.57K

WELLS FARGO & CO

SOLE
COM
Shares69.03K
TypeSH
Market value$5.50M
2.60%
Sole
0.00
Shared
0.00
None
69.03K

ZILLOW GROUP INC

SOLE
CL C CAP STK
Shares131.56K
TypeSH
Market value$5.44M
2.58%
Sole
0.00
Shared
0.00
None
131.56K

STRATEGY INC

SOLE
CL A NEW
Shares40.75K
TypeSH
Market value$5.09M
2.41%
Sole
0.00
Shared
0.00
None
40.75K

TOPBUILD COR

SOLE
COM
Shares13.47K
TypeSH
Market value$4.73M
2.24%
Sole
0.00
Shared
0.00
None
13.47K

PALANTIR TECHNOLOGIES INC

SOLE
CL A
Shares24.80K
TypeSH
Market value$3.63M
1.72%
Sole
0.00
Shared
0.00
None
24.80K

CORNING INC

SOLE
COM
Shares22.93K
TypeSH
Market value$3.12M
1.48%
Sole
0.00
Shared
0.00
None
22.93K

GOLDMAN SACHS GROUP INC

SOLE
COM
Shares3.59K
TypeSH
Market value$3.04M
1.44%
Sole
0.00
Shared
0.00
None
3.59K
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