Kessler Investment Group, LLC
SEC Form 13F institutional filer · CIK 0001525947
13F-HR · 61 reported holdings · 2026-03-31
Reported long-US-equity value
$0.17B
Top-10 concentration
52.1%
Kessler Investment Group, LLC — $165M AUM allocation strategy
Kessler Investment Group, LLC files SEC Form 13F and reports $165M of long US equity value across 61 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 29.3%, followed by Industrials 15.8% and Health Care 9.2%.
The top 10 holdings account for 52% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Kessler Investment Group, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$165M
total across 61 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
52% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$BAC +6.13K sh · +$98.6K+$XLF +5.13K sh · +$161K+$XLB +4.25K sh · +$240K
Biggest trims (shares)
−$GOOG −45K sh · −$14.6M−$WFC −12.8K sh · −$2.14M−$BF.B −11.2K sh · −$142K
Exited to nil (held last quarter, gone now)
$NVDA ($10.2M last qtr)$UBER ($8.8M last qtr)$ADBE ($6.09M last qtr)$HOOD ($3.18M last qtr)$MMM ($1.93M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Systems Software10.8%—
- Heavy Electrical Equipment10.4%—
- Application Software7.7%—
- Electrical Components & Equipment5.5%—
- Distillers & Vintners5.1%—
- Communications Equipment5.0%—
- Health Care Facilities5.0%—
- Broadline Retail4.8%—
- Other holdings45.7%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $CRWD | CrowdStrike Holdings Inc | 27.3K | $10.7M | -515 | 6.5% |
| $GNRC | Generac Holdlings Inc | 52.6K | $10.3M | -3.53K | 6.2% |
| $VRT | Vertiv Holdings LLC | 36.2K | $9.07M | -7.73K | 5.5% |
| $CRM | Salesforce Inc | 48.4K | $9.03M | — | 5.5% |
| $BF.B | Brown-Forman Corporation Class B | 317K | $8.49M | -11.2K | 5.1% |
| $ANET | Arista Networks Inc | 68K | $8.35M | -11K | 5.1% |
| $HCA | HCA Healthcare Inc | 17.3K | $8.21M | -1.55K | 5.0% |
| $AMZN | Amazon.com Inc | 38K | $7.91M | -2.06K | 4.8% |
| $MSFT | Microsoft Corporation | 19.3K | $7.14M | — | 4.3% |
| $GILD | Gilead Sciences Inc | 49.8K | $6.94M | — | 4.2% |
…and 51 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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