Kessler Investment Group, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
KI Kessler Investment Group, LLC | Institutional Filer | ▼ 10.99% | $211.3M | 79 |
Current Portfolio Holdings
Showing all 79 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | CRWD | CrowdStrike Holdings, Inc. | Technology | 27K | $10.7M | 5.05% |
| 2 | GNRC | Generac Holdings Inc. | Industrials | 53K | $10.3M | 4.86% |
| 3 | VRT | Vertiv Holdings Co | Industrials | 36K | $9.1M | 4.29% |
| 4 | CRM | Salesforce, Inc. | Technology | 48K | $9.0M | 4.27% |
| 5 | BFA | BROWN FORMAN CORP | — | 317K | $8.5M | 4.02% |
| 6 | ANET | Arista Networks, Inc. | Technology | 68K | $8.4M | 3.95% |
| 7 | HCA | HCA Healthcare, Inc. | Healthcare | 17K | $8.2M | 3.88% |
| 8 | GLD | SPDR GOLD TR | — | 18K | $7.9M | 3.74% |
| 9 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 38K | $7.9M | 3.74% |
| 10 | BHP | BHP Group Limited | Basic Materials | 101K | $7.3M | 3.48% |
| 11 | MSFT | Microsoft Corporation | Technology | 19K | $7.1M | 3.38% |
| 12 | GILD | Gilead Sciences, Inc. | Healthcare | 50K | $6.9M | 3.29% |
| 13 | GEV | GE Vernova Inc. | Utilities | 8K | $6.9M | 3.25% |
| 14 | VMC | Vulcan Materials Company | Basic Materials | 24K | $6.6M | 3.11% |
| 15 | AAPL | Apple Inc. | Technology | 26K | $6.5M | 3.08% |
Showing 1 to 15 of 79 holdings