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Kessler Investment Group, LLC

CIK:0001525947
Investment Adviser
$300M AUM
82 holdings
Columbus, IN, USA
Founded:2011
8 employees
Latest filing:Sep 30, 2025

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 Buys
V
VRTVERTIV HOLDINGS CO
+$6.5M
A
ADBEADOBE INC
+$6.3M
R
ROKUROKU INC
+$4.7M
G
GOOGLALPHABET INC
+$4.5M
S
SOFISOFI TECHNOLOGIES INC
+$4.2M
Top Sells
P
PLTRPALANTIR TECHNOLOGIES INC
-$14.3M
H
HOODROBINHOOD MKTS INC
-$11.5M
H
HWMHOWMET AEROSPACE INC
-$8.4M
S
SPOTSPOTIFY TECHNOLOGY S A
-$7.1M
S
SHOPSHOPIFY INC
-$7.0M

Top Holdings

G
GOOGLALPHABET INC
+6.8%$15.7M
C
CRWDCROWDSTRIKE HLDGS INC
+5.8%$13.5M
D
DELLDELL TECHNOLOGIES INC
+5.3%$12.2M
R
ROKUROKU INC
+4.9%$11.5M
A
ANETARISTA NETWORKS INC
+4.9%$11.4M

Equity Positions (81)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
ALPHABET INC6.75%$15.7M64,683$142.76$243.10+$4.5M
CROWDSTRIKE HLDGS INC5.79%$13.5M27,502$357.72$490.38-$181.9K
DELL TECHNOLOGIES INC5.25%$12.2M86,321$128.03$141.77+$1.6M
ROKU INC4.92%$11.5M114,527$91.31$100.13+$4.7M
ARISTA NETWORKS INC4.89%$11.4M78,092$79.19$145.71+$3.6M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+9.1%
ELECTRONIC COMPUTERS
+8.5%
SERVICES-BUSINESS SERVICES, NEC
+7.6%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+6.8%
CABLE & OTHER PAY TELEVISION SERVICES
+4.9%