Kessler Investment Group
Kessler Investment Group reported 82 stocks worth $207M in its 13F filing for Q3 2026, filed Oct 8, 2026. Its largest holdings are CRM (8.3%), NOW (4.3%) and XLE (4.2%). Compared with Q2 2026, the fund opened new positions in SPCX, NVDA and NKE, added to XLE, UPS and CRWD, trimmed CRM, NOW and AMZN and sold out of BF.A, XLU and IWM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  CRM Salesforce Inc | $17.2M | 8.3% | 75K | −6,322 (−8%) | 6 of 8 | |
| 2 |  NOW Servicenow Inc | $8.8M | 4.3% | 66K | −5,499 (−8%) | 2 of 8 | |
| 3 |  XLE Select Sector Spdr TR | $8.6M | 4.2% | 140K | +133K (+1908%) | 8 of 8 | |
| 4 |  AMZN Amazon Com Inc | $8.6M | 4.1% | 34K | −2,764 (−7%) | 8 of 8 | |
| 5 |  UPS United Parcel Service Inc | $8.4M | 4.0% | 90K | +49K (+118%) | 2 of 8 | |
| 6 |  CRWD Crowdstrike Hldgs Inc | $8.1M | 3.9% | 31K | +4,559 (+17%) | 7 of 8 | |
| 7 |  AAPL Apple Inc | $8.1M | 3.9% | 24K | −980 (−4%) | 8 of 8 | |
| 8 |  VRT Vertiv Holdings Co | $7.9M | 3.8% | 33K | −1,124 (−3%) | 5 of 8 | |
| 9 |  BHP Bhp Group Ltd | $7.8M | 3.7% | 91K | −7,770 (−8%) | 3 of 8 | |
| 10 |  KLAC Kla Corp | $7.4M | 3.5% | 38K | −3,916 (−9%) | 2 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 8, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Kessler Investment Group 13F FAQ
What does Kessler Investment Group own?
Kessler Investment Group reported 82 stocks worth $207M in its 13F filing for Q3 2026, filed Oct 8, 2026. Its largest holdings are CRM (8.3%), NOW (4.3%) and XLE (4.2%). The table above lists every position in the filing (the top 10 without an account).
What did Kessler Investment Group buy and sell in Q3 2026?
Compared with Q2 2026: 4 new positions, 12 added to, 57 trimmed and 3 sold out. New positions include SPCX, NVDA and NKE. It sold all of BF.A, XLU and IWM.
When will Kessler Investment Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Kessler Investment Group's portfolio worth?
The Q3 2026 filing reports $207M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.