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KESSLER INVESTMENT GROUP, LLC 13F portfolio summary

KESSLER INVESTMENT GROUP, LLC of KESSLER INVESTMENT GROUP, LLC has 81 current stock holdings with a reported portfolio value of $234.2M. The portfolio 1 year return is +15.82%. Top holdings include CRWD (8.53%), GNRC (6.24%), CRM (5.45%), KLAC (5.36%), VRT (4.85%).

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KESSLER INVESTMENT GROUP, LLC

KESSLER INVESTMENT GROUP, LLC
Latest filing: 2026-06-30

KESSLER INVESTMENT GROUP, LLC runs KESSLER INVESTMENT GROUP, LLC and currently holds 81 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $234.22M. Their top holdings are CRWD, GNRC, CRM, KLAC, VRT. The top five represent 30.4% of reported portfolio weight. KESSLER INVESTMENT GROUP, LLC ranks #612 out of 1000 investors tracked by Alpha Score. In the most recent quarter, KESSLER INVESTMENT GROUP, LLC initiated 7 new positions. They added to 36 existing positions. They trimmed 34 positions. Their current best-performing preview position is ARQQ with returns of +124.30%.

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Top 5 Holdings
CRWD8.5%
GNRC6.2%
CRM5.4%
KLAC5.4%
VRT4.9%
Top 5: 30.4%
Portfolio Returns
1 Year
+15.82%
#845/1000
3 Year
+63.42%
#594/1000
5 Year
+69.44%
#567/1000

Portfolio Value

$234.22M

Alpha Score

50.8

#612 of 1000

Holdings

81

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81 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
CRWD
CROWDSTRIKE HLDGS INC
8.53%$234.77$191.95-18.24%
Trimmed
-4.30%
GNRC
GENERAC HLDGS INC
6.24%$116.00$206.01+77.59%
Trimmed
-5.11%
CRM
SALESFORCE INC
5.45%$174.49$209.16+19.87%
Added
+68.33%
KLAC
KLA CORP
5.36%$301.71$183.99-39.02%
New Buy
VRT
VERTIV HOLDINGS CO
4.85%$151.02$262.00+73.49%
Trimmed
-6.18%
ANET
ARISTA NETWORKS INC
4.78%$79.78$188.67+136.49%
Trimmed
-3.08%
GEV
GE VERNOVA INC
3.88%$872.90$956.64+9.59%
Trimmed
-1.83%
AMZN
AMAZON COM INC
3.78%$186.26$258.63+38.85%
Trimmed
-2.23%
BHP
BHP BILLITON LIMITED
3.53%$72.74$97.05+33.42%
Trimmed
-1.83%
AAPL
APPLE INC
3.11%$220.47$309.35+40.31%
Trimmed
-1.72%

Showing 1-10 of 81