Kessler Investment Group, LLC
79 holdingsFiling period: 2026-03-31Current AUM: $233.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CRWD | CROWDSTRIKE HLDGS INC | 27.3K | $10.7M | $20.9M | 8.93% | -515 | 2026-03-31 |
| 2 | GNRC | GENERAC HLDGS INC | 52.6K | $10.3M | $10.4M | 4.43% | -3,528 | 2026-03-31 |
| 3 | VRT | VERTIV HOLDINGS CO | 36.2K | $9.1M | $8.7M | 3.74% | -7,726 | 2026-03-31 |
| 4 | CRM | SALESFORCE INC | 48.4K | $9.0M | $8.9M | 3.81% | -- | 2026-03-31 |
| 5 | BF/A | BROWN FORMAN CORP | 316.9K | $8.5M | $8.5M | 3.63% | -11,178 | 2026-03-31 |
| 6 | ANET | ARISTA NETWORKS INC | 68.0K | $8.4M | $12.3M | 5.25% | -10,976 | 2026-03-31 |
| 7 | HCA | HCA HEALTHCARE INC | 17.3K | $8.2M | $7.0M | 2.99% | -1,551 | 2026-03-31 |
| 8 | GLD | SPDR GOLD TR | 18.4K | $7.9M | $6.8M | 2.92% | +16.7K | 2026-03-31 |
| 9 | AMZN | AMAZON COM INC | 38.0K | $7.9M | $10.3M | 4.41% | -2,061 | 2026-03-31 |
| 10 | BHP | BHP BILLITON LIMITED | 101.0K | $7.3M | $8.5M | 3.65% | -- | 2026-03-31 |
| 11 | MSFT | MICROSOFT CORP | 19.3K | $7.1M | $9.0M | 3.84% | -- | 2026-03-31 |
| 12 | GILD | GILEAD SCIENCES INC | 49.8K | $6.9M | $6.5M | 2.78% | -- | 2026-03-31 |
| 13 | GEV | GE VERNOVA INC | 7.9K | $6.9M | $7.8M | 3.34% | -- | 2026-03-31 |
| 14 | VMC | VULCAN MATLS CO | 24.1K | $6.6M | $6.5M | 2.77% | -- | 2026-03-31 |
| 15 | AAPL | APPLE INC | 25.6K | $6.5M | $7.9M | 3.39% | -3,989 | 2026-03-31 |
| 16 | OSK | OSHKOSH CORP | 43.3K | $6.4M | $6.2M | 2.64% | -- | 2026-03-31 |
| 17 | FCX | FREEPORT MCMORAN INC | 102.6K | $6.0M | $6.4M | 2.75% | -- | 2026-03-31 |
| 18 | GOOGL | ALPHABET INC | 19.6K | $5.6M | $7.0M | 2.98% | -45,027 | 2026-03-31 |
| 19 | WFC | WELLS FARGO & CO | 69.0K | $5.5M | $6.0M | 2.55% | -12,847 | 2026-03-31 |
| 20 | Z | ZILLOW GROUP INC | 131.6K | $5.4M | $4.5M | 1.92% | +34.6K | 2026-03-31 |
| 21 | MSTR | STRATEGY INC | 40.7K | $5.1M | $3.8M | 1.63% | +2.7K | 2026-03-31 |
| 22 | BLD | TOPBUILD COR | 13.5K | $4.7M | $4.7M | 2.03% | -- | 2026-03-31 |
| 23 | PLTR | PALANTIR TECHNOLOGIES INC | 24.8K | $3.6M | $3.1M | 1.31% | -- | 2026-03-31 |
| 24 | GLW | CORNING INC | 22.9K | $3.1M | $3.2M | 1.36% | +1.1K | 2026-03-31 |
| 25 | GS | GOLDMAN SACHS GROUP INC | 3.6K | $3.0M | $3.7M | 1.56% | +250 | 2026-03-31 |
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