Kessler Investment Group, LLC has filed a Form 13F-HR disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing, submitted on October 8, 2026, lists the firm’s holdings across a diverse range of U.S. and international equities, exchange-traded funds, and sponsored American depositary receipts.
The portfolio includes significant positions in technology and consumer sectors. Notable holdings include Arista Networks, Inc., with 1,336 shares; CrowdStrike Holdings, Inc., with 30,724 shares; and Salesforce.com, Inc., with 75,124 shares. The firm also holds substantial stakes in large-cap technology companies such as Apple Inc. (24,203 shares), Microsoft Corporation (515 shares), and NVIDIA Corporation (16,568 shares).
Outside of technology, the portfolio features substantial investments in consumer and industrial companies. United Parcel Service, Inc. Class B is held with 89,934 shares, while Nike Inc. Class B is held with 43,894 shares. The firm also holds shares in Marriott International Inc. (1,076 shares), Starbucks Corporation (3,775 shares), and Hershey Co. (1,464 shares). In the industrial sector, the firm holds shares in Cummins Inc. (763 shares), Caterpillar Inc. (not explicitly listed in the table but implied by ticker context, though the table lists Cincinnati Financial Corp with 2,081 shares), and Polaris Inc. (5,009 shares).
The filing lists a total of 82 securities held by the firm. The portfolio includes a mix of individual stocks and exchange-traded funds (ETFs), such as the Invesco Exchange Traded Fund Trust Series I (various ticker symbols), the SPDR S&P 500 ETF Trust, and the iShares Biotechnology ETF. The filing also includes positions in energy stocks like Devon Energy Corp. (7,080 shares) and NextEra Energy Inc. (4,061 shares).
