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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.

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)
G
GOOGL
ALPHABET INC6.75%$15.7M64,683$142.76$243.10+$4.5M
C
CRWD
CROWDSTRIKE HLDGS INC5.79%$13.5M27,502$357.72$490.38-$181.9K
D
DELL
DELL TECHNOLOGIES INC5.25%$12.2M86,321$128.03$141.77+$1.6M
R
ROKU
ROKU INC4.92%$11.5M114,527$91.31$100.13+$4.7M
A
ANET
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%