Kessler Investment Group, LLC holds a focused book of 81 stocks worth $234.2M as of Q2 2026 (disclosed Jul 13, 2026, a ~13-day 13F lag). This quarter they opened Kla Corp and trimmed Crowdstrike Holdings Inc - A. Their largest long position is Crowdstrike Holdings Inc - A at 9% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
91% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Kessler Investment Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Morgan Stanley | 80 / 80 | $322.5B |
| UBS Group AG | 80 / 80 | $86.1B |
| Wells Fargo & Company | 80 / 80 | $85.5B |
| Royal Bank Of Canada | 80 / 80 | $83.9B |
| Raymond James Financial Inc | 80 / 80 | $49.6B |
| Jones Financial Companies LLLP | 80 / 80 | $11.7B |
| Osaic Holdings, Inc. | 80 / 80 | $11.3B |
| Allworth Financial LP | 80 / 80 | $4.5B |
Ranked by the share of each fund's own book sitting in the names it shares with Kessler Investment Group, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Crowdstrike Hldgs Inc CL A | $20.0M | 26.2K | 8.5% | ▼−4.3% Reduced · −1K sh | |
| 2 | Generac Hldgs Inc COM | $14.6M | 49.9K | 6.2% | ▼−5.1% Reduced · −3K sh | |
| 3 | Salesforce Inc COM | $12.8M | 81.4K | 5.4% | ▲+68% Added · +33K sh | |
| 4 | Kla Corp COM NEW | $12.6M | 41.6K | 5.4% | ▲New New position | |
| 5 | Vertiv Holdings Co COM CL A | $11.4M | 34.0K | 4.9% | ▼−6.2% Reduced · −2K sh | |
| 6 | Arista Networks Inc COM SHS | $11.2M | 65.9K | 4.8% | ▼−3.1% Reduced · −2K sh | |
| 7 | Ge Vernova Inc COM | $9.1M | 7.7K | 3.9% | ▼−1.8% Reduced · −144 sh | |
| 8 | Amazon Com Inc COM | $8.8M | 37.1K | 3.8% | ▼−2.2% Reduced · −848 sh | |
| 9 | BHP Billiton Limited SPONSORED ADS | $8.3M | 99.1K | 3.5% | ▼−1.8% Reduced · −2K sh | |
| 10 | Apple Inc COM | $7.3M | 25.2K | 3.1% | ▼−1.7% Reduced · −441 sh | |
| 11 | Servicenow Inc COM | $7.1M | 71.3K | 3.0% | ▲New New position | |
| 12 | Alphabet Inc CAP STK CL A | $6.9M | 19.2K | 2.9% | ▼−1.7% Reduced · −340 sh | |
| 13 | SPDR Gold TR GOLD SHS | $6.7M | 18.2K | 2.9% | ▼−0.9% Reduced · −164 sh | |
| 14 | Hca Healthcare Inc COM | $6.6M | 17.0K | 2.8% | ▼−1.7% Reduced · −294 sh | |
| 15 | Freeport McMoran Inc CL B | $6.3M | 100.8K | 2.7% | ▼−1.8% Reduced · −2K sh | |
| 16 | Brown Forman Corp CL A | $6.0M | 218.1K | 2.5% | ▼−31% Reduced · −99K sh | |
| 17 | Corning Inc COM | $5.8M | 22.6K | 2.5% | ▼−1.4% Reduced · −320 sh | |
| 18 | Arqit Quantum Inc COM NEW | $4.6M | 153.1K | 1.9% | ▼−2.8% Reduced · −4K sh | |
| 19 | United Parcel Svcs Inc CL B | $4.4M | 41.2K | 1.9% | ▲New New position | |
| 20 | Digitalocean Hldgs Inc COM | $3.7M | 23.4K | 1.6% | ▲New New position | |
| 21 | Goldman Sachs Group Inc COM | $3.6M | 3.5K | 1.5% | ▼−1.2% Reduced · −44 sh | |
| 22 | Eli Lilly & Co COM | $3.5M | 2.9K | 1.5% | ▼−0.6% Reduced · −18 sh | |
| 23 | Strategy Inc CL A NEW | $3.5M | 39.9K | 1.5% | ▼−2.0% Reduced · −816 sh | |
| 24 | Rigetti Computing Inc COMMON STOCK | $3.3M | 170.9K | 1.4% | ▲+3.0% Added · +5K sh | |
| 25 | Sealsq Corp ORD SHS | $3.1M | 975.5K | 1.3% | ▼−1.8% Reduced · −18K sh | |
| 26 | Palantir Technologies Inc CL A | $2.8M | 24.2K | 1.2% | ▼−2.2% Reduced · −555 sh | |
| 27 | Redwire Corporation COM | $2.8M | 230.1K | 1.2% | ▲New New position | |
| 28 | International Business Machs COM | $2.7M | 9.4K | 1.1% | ▼−0.5% Reduced · −46 sh | |
| 29 | Philip Morris Intl Inc COM | $2.4M | 13.5K | 1.0% | ▼−0.5% Reduced · −66 sh | |
| 30 | Select Sector SPDR TR ST STR TECHN ETF | $2.2M | 11.4K | 0.9% | ▲+87% Added · +5K sh | |
| 31 | Bank Of Amer Corp COM | $2.2M | 38.0K | 0.9% | ▼−0.4% Reduced · −161 sh | |
| 32 | Iron MTN Inc Del COM | $1.8M | 14.6K | 0.8% | ▼−0.4% Reduced · −63 sh | |
| 33 | Emerson Elec Co COM | $1.7M | 11.7K | 0.7% | ▼−0.5% Reduced · −59 sh | |
| 34 | Select Sector SPDR TR ST STR INDL ETF | $1.5M | 8.3K | 0.7% | ▲+42% Added · +2K sh | |
| 35 | Ishares TR S&P 500 GRWT ETF | $1.5M | 11.1K | 0.7% | ▼−3.4% Reduced · −389 sh | |
| 36 | Invesco Exch TRD SLF Idx FD BULSHS 2026 CB | $1.2M | 60.9K | 0.5% | ▲+0.8% Added · +505 sh | |
| 37 | Invesco Exch TRD SLF Idx FD BULSHS 2027 CB | $1.2M | 59.9K | 0.5% | ▲+0.1% Added · +52 sh | |
| 38 | Ishares TR ISHARES BIOTECH | $1.1M | 5.5K | 0.5% | ▼−2.9% Reduced · −168 sh | |
| 39 | Select Sector SPDR TR ST STR SVC ETF | $883K | 8.2K | 0.4% | ▲+7.4% Added · +569 sh | |
| 40 | Select Sector SPDR TR ST STR FINL ETF | $847K | 15.8K | 0.4% | ▼−29% Reduced · −6K sh | |
| 41 | Gap Inc COM | $831K | 44.5K | 0.4% | ▼−0.3% Reduced · −115 sh | |
| 42 | Select Sector SPDR TR ST STR MATER ETF | $729K | 14.3K | 0.3% | ▲+42% Added · +4K sh | |
| 43 | Select Sector SPDR TR ST STR CARE ETF | $726K | 4.6K | 0.3% | ▲New New position | |
| 44 | Hewlett Packard Enterprise C COM | $698K | 15.5K | 0.3% | ▼−0.5% Reduced · −85 sh | |
| 45 | Cummins Inc COM | $600K | 841 | 0.3% | ▲+0.8% Added · +7 sh | |
| 46 | Sterling Infrastructure Inc COM | $570K | 679 | 0.2% | ▼−0.7% Reduced · −5 sh | |
| 47 | Select Sector SPDR TR ST STR UTIL ETF | $527K | 11.6K | 0.2% | ▲+28% Added · +3K sh | |
| 48 | Invesco Exch TRD SLF Idx FD BULETSHS 2029 | $518K | 27.9K | 0.2% | ▲+1.4% Added · +372 sh | |
| 49 | Select Sector SPDR TR ST STR DISCR ETF | $515K | 4.4K | 0.2% | ▲New New position | |
| 50 | Invesco Exch TRD SLF Idx FD INVSCO 30 CORP | $507K | 30.5K | 0.2% | ▲+1.6% Added · +476 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1525947/holdings"
Use Arkolith to show Kessler Investment Group, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 13, 2026 | 81 | $234.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 10, 2026 | 79 | $211.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 3, 2026 | 86 | $237.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 9, 2025 | 82 | $232.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 213 | $243.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 24, 2025 | 216 | $204.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 30, 2025 | 185 | $210.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 21, 2024 | 188 | $194.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.