Kessler Investment Group, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $235 Million distributed in 213 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Palantir Technologies Inc. with a value of $14.3M, Crowd Strike Holdings, Inc. with a value of $13.7M, Robinhood Markets, Inc. with a value of $11.5M, Alphabet Inc. with a value of $11.3M, and Dell Technologies Inc. with a value of $10.6M.

Examining the 13F form we can see an increase of $36.8M in the current position value, from $198M to 235M.

Below you can find more details about Kessler Investment Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $235 Million
Technology: $93.1 Million
Communication Services: $32.4 Million
Industrials: $21.5 Million
Financial Services: $18.5 Million
Consumer Defensive: $17.9 Million
Healthcare: $17.1 Million
ETFs: $13.2 Million
Consumer Cyclical: $12.9 Million
Other: $8.04 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 213
  • Current Value $235 Million
  • Prior Value $198 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 59 stocks
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