Fund Holdings

Kessler Investment Group, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SALESFORCE INC(CRM)048,385+48,38509,032,0284.27%+9,032,028
BHP BILLITON LIMITED0100,963+100,96307,344,0493.48%+7,344,049
SPDR GOLD TR(GLD)018,384+18,38407,910,4513.74%+7,910,451
MICROSOFT CORP(MSFT)019,296+19,29607,142,8003.38%+7,142,800
GILEAD SCIENCES INC(GILD)049,804+49,80406,941,1833.29%+6,941,183
GE VERNOVA INC(GEV)07,870+7,87006,869,7233.25%+6,869,723
VULCAN MATLS CO(VMC)024,133+24,13306,571,4163.11%+6,571,416
OSHKOSH CORP(OSK)043,290+43,29006,372,7213.02%+6,372,721
FREEPORT MCMORAN INC(FCX)0102,638+102,63806,033,0622.86%+6,033,062
TOPBUILD COR(BLD)013,470+13,47004,732,0112.24%+4,732,011
PALANTIR TECHNOLOGIES INC(PLTR)024,799+24,79903,627,5981.72%+3,627,598
GENERAC HLDGS INC(GNRC)052,572+52,572010,268,8894.86%+10,268,889
VERTIV HOLDINGS CO(VRT)036,195+36,19509,069,7434.29%+9,069,743
SEALSQ CORP0993,779+993,77902,603,7011.23%+2,603,701
CORNING INC(GLW)022,926+22,92603,117,2481.48%+3,117,248
RIGETTI COMPUTING INC(RGTI)0165,841+165,84102,328,4081.10%+2,328,408
ARQIT QUANTUM INC0157,569+157,56902,087,7890.99%+2,087,789
SELECT SECTOR SPDR TR06,102+6,1020810,9560.38%+810,956
IRON MTN INC DEL(IRM)014,657+14,65701,497,0660.71%+1,497,066
PHILIP MORRIS INTL INC(PM)013,564+13,56402,242,6721.06%+2,242,672
DEVON ENERGY CORP NEW(DVN)06,962+6,9620350,3280.17%+350,328
FIFTH THIRD BANCORP(FITB)07,360+7,3600341,9460.16%+341,946
SELECT SECTOR SPDR TR010,124+10,1240505,9130.24%+505,913
VANGUARD STAR FDS02,673+2,6730206,0800.10%+206,080
FIRST TR EXCHANGE-TRADED FD03,999+3,9990203,1490.10%+203,149
EMERSON ELEC CO(EMR)011,722+11,72201,535,8160.73%+1,535,816
SELECT SECTOR SPDR TR022,167+22,16701,094,4000.52%+1,094,400
SELECT SECTOR SPDR TR014,219+14,2190871,0550.41%+871,055
SELECT SECTOR SPDR TR07,674+7,6740850,7400.40%+850,740
GOLDMAN SACHS GROUP INC(GS)03,590+3,59003,037,1041.44%+3,037,104
BANK AMERICA CORP038,154+38,15401,860,0080.88%+1,860,008
GAP INC(GAP)044,620+44,62001,079,8040.51%+1,079,804
INVESCO EXCH TRD SLF IDX FD059,824+59,82401,174,0530.56%+1,174,053
STERLING INFRASTRUCTURE INC(STRL)0684+6840278,5730.13%+278,573
WILLIAMS COS INC(WMB)05,163+5,1630375,7630.18%+375,763
COCA COLA CO(KO)05,063+5,0630385,0410.18%+385,041
SELECT SECTOR SPDR TR05,859+5,8590947,6290.45%+947,629
SELECT SECTOR SPDR TR09,245+9,2450377,4730.18%+377,473
ABBVIE INC(ABBV)01,565+1,5650340,3720.16%+340,372
HERSHEY CO(HSY)01,454+1,4540302,2720.14%+302,272
ISHARES TR01,429+1,4290354,3920.17%+354,392
CME GROUP INC(CME)0921+9210272,0170.13%+272,017
AT&T INC(T)015,854+15,8540459,6070.22%+459,607
NUCOR CORP(NUE)02,061+2,0610348,5150.16%+348,515
AMERICAN WTR WKS CO INC NEW02,478+2,4780337,2310.16%+337,231
PACCAR INC(PCAR)02,225+2,2250256,9880.12%+256,988
MARRIOTT INTL INC NEW(MAR)01,075+1,0750351,6000.17%+351,600
INVESCO EXCH TRD SLF IDX FD030,013+30,0130501,7900.24%+501,790
TJX COS INC NEW(TJX)01,781+1,7810284,4260.13%+284,426
INVESCO EXCH TRD SLF IDX FD027,510+27,5100513,3480.24%+513,348
HEWLETT PACKARD ENTERPRISE C(HPE)015,568+15,5680370,6740.18%+370,674
CINCINNATI FINL CORP(CINF)02,060+2,0600324,1410.15%+324,141
STARBUCKS CORP(SBUX)03,905+3,9050349,8490.17%+349,849
US BANCORP(USB)07,909+7,9090411,3470.19%+411,347
NEXTERA ENERGY INC(NEE)04,180+4,1800388,2380.18%+388,238
INVESCO EXCH TRD SLF IDX FD060,385+60,38501,179,3190.56%+1,179,319
POLARIS INC(PII)04,960+4,9600270,3200.13%+270,320
VANGUARD INDEX FDS01,233+1,2330395,6740.19%+395,674
SOUNDHOUND AI INC(SOUN)015,286+15,2860105,0150.05%+105,015
BERKSHIRE HATHAWAY INC DEL0814+8140390,0690.18%+390,069
ORACLE CORP(ORCL)01,675+1,6750246,4090.12%+246,409
ISHARES TR011,537+11,53701,304,9880.62%+1,304,988
AMERICAN EXPRESS CO(AXP)0916+9160277,0720.13%+277,072
BROWN FORMAN CORP(BF-A)0316,886+316,88608,489,3764.02%+8,489,376
PPG INDS INC(PPG)000000
ALPHABET INC(GOOG)000000
INTERNATIONAL BUSINESS MACHS(IBM)09,495+9,49502,301,4931.09%+2,301,493
QUALCOMM INC(QCOM)000000
DYNATRACE INC(DT)000000
SELECT SECTOR SPDR TR09,040+9,0400414,8460.20%+414,846
INVESCO EXCH TRADED FD TR II000000
COMERICA INC000000
CUMMINS INC(CMI)0834+8340448,7090.21%+448,709
CADENCE DESIGN SYSTEM INC(CDNS)000000
ELI LILLY & CO(LLY)02,941+2,94102,705,0441.28%+2,705,044
HCA HEALTHCARE INC(HCA)017,343+17,34308,207,4013.88%+8,207,401
VERTEX PHARMACEUTICALS INC(VRTX)000000
STRATEGY INC(MSTR)040,748+40,74805,085,3502.41%+5,085,350
BLOCK H & R INC000000
SELECT SECTOR SPDR TR000000
KEURIG DR PEPPER INC(KDP)000000
ROYAL CARIBBEAN GROUP0952+9520261,9710.12%+261,971
ZILLOW GROUP INC(Z)0131,563+131,56305,444,0772.58%+5,444,077
AMAZON COM INC(AMZN)037,975+37,97507,909,0533.74%+7,909,053
APPLE INC(AAPL)025,624+25,62406,503,1153.08%+6,503,115
ISHARES TR05,714+5,7140964,8090.46%+964,809
3M CO(MMM)000000
ARISTA NETWORKS INC(ANET)068,026+68,02608,352,2323.95%+8,352,232
WELLS FARGO & CO(WFC)069,028+69,02805,495,3192.60%+5,495,319
CROWDSTRIKE HLDGS INC(CRWD)027,341+27,341010,674,2005.05%+10,674,200
ROBINHOOD MKTS INC(HOOD)000000
HIMS & HERS HEALTH INC(HIMS)000000
SOFI TECHNOLOGIES INC(SOFI)000000
TOAST INC(TOST)000000
ADOBE INC(ADBE)000000
CANADA GOOSE HLDGS INC(GOOS)000000
UBER TECHNOLOGIES INC(UBER)000000
NVIDIA CORPORATION(NVDA)000000
LAUDER ESTEE COS INC(EL)000000
ROKU INC(ROKU)000000
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