KESSLER INVESTMENT GROUP, LLC

PrivateCIK: 1525947
Location

COLUMBUS, IN

81
Positions
$234.22M
Total AUM (reported)
3.15M
Total Shares

Allocation by class

TOTAL AUM$234.22M81 positions
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 320.2%4–1029.3%11–2532.0%Rest18.5%TOP 1049.5%0%100%
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

SOLE
CL A
Shares26.16K
TypeSH
Market value$19.97M
8.52%
Sole
0.00
Shared
0.00
None
26.16K

GENERAC HLDGS INC

SOLE
COM
Shares49.88K
TypeSH
Market value$14.61M
6.24%
Sole
0.00
Shared
0.00
None
49.88K

SALESFORCE INC

SOLE
COM
Shares81.45K
TypeSH
Market value$12.76M
5.45%
Sole
0.00
Shared
0.00
None
81.45K

KLA CORP

SOLE
COM NEW
Shares41.63K
TypeSH
Market value$12.56M
5.36%
Sole
0.00
Shared
0.00
None
41.63K

VERTIV HOLDINGS CO

SOLE
COM CL A
Shares33.96K
TypeSH
Market value$11.37M
4.85%
Sole
0.00
Shared
0.00
None
33.96K

ARISTA NETWORKS INC

SOLE
COM SHS
Shares65.93K
TypeSH
Market value$11.20M
4.78%
Sole
0.00
Shared
0.00
None
65.93K

GE VERNOVA INC

SOLE
COM
Shares7.73K
TypeSH
Market value$9.08M
3.88%
Sole
0.00
Shared
0.00
None
7.73K

AMAZON COM INC

SOLE
COM
Shares37.13K
TypeSH
Market value$8.85M
3.78%
Sole
0.00
Shared
0.00
None
37.13K

BHP BILLITON LIMITED

SOLE
SPONSORED ADS
Shares99.12K
TypeSH
Market value$8.26M
3.53%
Sole
0.00
Shared
0.00
None
99.12K

APPLE INC

SOLE
COM
Shares25.18K
TypeSH
Market value$7.29M
3.11%
Sole
0.00
Shared
0.00
None
25.18K

SERVICENOW INC

SOLE
COM
Shares71.32K
TypeSH
Market value$7.08M
3.02%
Sole
0.00
Shared
0.00
None
71.32K

ALPHABET INC

SOLE
CAP STK CL A
Shares19.23K
TypeSH
Market value$6.87M
2.93%
Sole
0.00
Shared
0.00
None
19.23K

SPDR GOLD TR

SOLE
GOLD SHS
Shares18.22K
TypeSH
Market value$6.71M
2.87%
Sole
0.00
Shared
0.00
None
18.22K

HCA HEALTHCARE INC

SOLE
COM
Shares17.05K
TypeSH
Market value$6.65M
2.84%
Sole
0.00
Shared
0.00
None
17.05K

FREEPORT MCMORAN INC

SOLE
CL B
Shares100.80K
TypeSH
Market value$6.34M
2.71%
Sole
0.00
Shared
0.00
None
100.80K

BROWN FORMAN CORP

SOLE
CL A
Shares218.13K
TypeSH
Market value$5.97M
2.55%
Sole
0.00
Shared
0.00
None
218.13K

CORNING INC

SOLE
COM
Shares22.61K
TypeSH
Market value$5.77M
2.47%
Sole
0.00
Shared
0.00
None
22.61K

ARQIT QUANTUM INC

SOLE
COM NEW
Shares153.10K
TypeSH
Market value$4.55M
1.94%
Sole
0.00
Shared
0.00
None
153.10K

UNITED PARCEL SVCS INC

SOLE
CL B
Shares41.20K
TypeSH
Market value$4.43M
1.89%
Sole
0.00
Shared
0.00
None
41.20K

DIGITALOCEAN HLDGS INC

SOLE
COM
Shares23.35K
TypeSH
Market value$3.67M
1.57%
Sole
0.00
Shared
0.00
None
23.35K

GOLDMAN SACHS GROUP INC

SOLE
COM
Shares3.55K
TypeSH
Market value$3.59M
1.53%
Sole
0.00
Shared
0.00
None
3.55K

ELI LILLY & CO

SOLE
COM
Shares2.92K
TypeSH
Market value$3.51M
1.50%
Sole
0.00
Shared
0.00
None
2.92K

STRATEGY INC

SOLE
CL A NEW
Shares39.93K
TypeSH
Market value$3.47M
1.48%
Sole
0.00
Shared
0.00
None
39.93K

RIGETTI COMPUTING INC

SOLE
COMMON STOCK
Shares170.90K
TypeSH
Market value$3.30M
1.41%
Sole
0.00
Shared
0.00
None
170.90K

SEALSQ CORP

SOLE
ORD SHS
Shares975.46K
TypeSH
Market value$3.07M
1.31%
Sole
0.00
Shared
0.00
None
975.46K
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