Kessler Investment Group, LLC
Annual return '25
+17.0%
SPY '25
+17.7%
Alpha
-0.7ptsvs SPY
Invested
$211.3M
Holdings
79
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$CRWD
CROWDSTRIKE HLDGS INC
Q1 2026: Sold 97.7% (27.9k → 637 shares)
5.1%
02
$GNRC
GENERAC HLDGS INC
Q1 2026: Sold 76.9% (56.1k → 13.0k shares)
4.9%
03
$VRT
VERTIV HOLDINGS CO
Q1 2026: Sold 90.2% (43.9k → 4.3k shares)
4.3%
04
$CRM
SALESFORCE INC
Q1 2026: New position (1.8k shares)
4.3%
05
$BF/A
BROWN FORMAN CORP
Q1 2026: Sold 96.4% (328.1k → 11.8k shares)
4.0%
06
$ANET
ARISTA NETWORKS INC
Q1 2026: Exited (was 79.0k shares)
4.0%
07
$HCA
HCA HEALTHCARE INC
Q1 2026: Exited (was 18.9k shares)
3.9%
08
$GQ9
SPDR GOLD TR
Q1 2026: Exited (was 1.7k shares)
3.7%
09
$AMZN
AMAZON COM INC
Q1 2026: Sold 46.4% (40.0k → 21.5k shares)
3.7%
10
$BHP
BHP BILLITON LIMITED
Held since at least Q1 2024
3.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:13 UTC.