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Kessler Investment Group, LLC
Kessler Investment Group, LLC is an independent, SEC-registered investment adviser (RIA) headquartered in Columbus, Indiana. Founded in 2011, the firm employs around 8 professionals and serves individuals (including high-net-worth), as well as other investment advisers. The group emphasizes personalized client service, disciplined portfolio management, and an independent business model that prioritizes clients' interests.
Investment Strategy
Kessler Investment Group pursues a client-centric, actively managed investment approach using individual equities and ETFs. The firm focuses on disciplined portfolio construction, leveraging advanced technology platforms and independent market research. They customize strategies to client risk tolerance, emphasize transparency and communication, and are nimble in adapting portfolio allocations in response to market conditions.
Latest 13F Filing Activity
Kessler Investment Group, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 81 equity positions with a total 13F market value of $233M. The fund increased holdings in Vertiv Holdings Co., Adobe Inc., Roku Inc. among other positions. Kessler Investment Group, LLC reduced exposure to Palantir Technologies Inc., Robinhood MKTS Inc., Howmet Aerospace Inc. among others.
Top Holdings
Equity Positions (81)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
| ALPHABET INC | 6.75% | $15.7M | 64,683 | $142.76 | $243.10 | +$4.5M | |
C CRWD | CROWDSTRIKE HLDGS INC | 5.79% | $13.5M | 27,502 | $357.72 | $490.38 | -$181.9K |
D DELL | DELL TECHNOLOGIES INC | 5.25% | $12.2M | 86,321 | $128.03 | $141.77 | +$1.6M |
R ROKU | ROKU INC | 4.92% | $11.5M | 114,527 | $91.31 | $100.13 | +$4.7M |
A ANET | ARISTA NETWORKS INC | 4.89% | $11.4M | 78,092 | $79.19 | $145.71 | +$3.6M |
Industry Allocation
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