Kessler Investment Group, LLC
RIA/Wealth
Kessler Investment Group, LLC is a RIA/Wealth based in Columbus, IN led by Craig Adam Kessler, reporting $300.4M in AUM as of Q3 2025 with 36% Technology concentration.
Managing PartnerCraig Adam Kessler
- Portfolio Value
- $232.9M
- Positions
- 82
- Top Holding
- GOOGL at 6.75%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Kessler Investment Group, LLC's portfolio (47.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Internet Content & Information Communication Services | $15.7M | 6.75% | +$187.2K Bought | 0.00% 64.7K shares | |
Software - Infrastructure Technology | $13.5M | 5.79% | +$326.1K Bought | 0.01% 27.5K shares | |
Computer Hardware Technology | $12.2M | 5.25% | -$37.9K Sold | 0.01% 86.3K shares | |
Entertainment Communication Services | $11.5M | 4.92% | +$3.8M Bought | 0.08% 114.5K shares | |
Computer Hardware Technology | $11.4M | 4.89% | +$258.3K Bought | 0.01% 78.1K shares | |
Software - Application Technology | $10.4M | 4.45% | +$89.7K Bought | 0.01% 105.8K shares | |
Semiconductors Technology | $10.2M | 4.38% | +$71.5K Bought | 0.00% 54.7K shares | |
Industrial - Machinery Industrials | $9.3M | 4.00% | +$220.6K Bought | 0.09% 55.7K shares | |
Household & Personal Products Consumer Defensive | $8.8M | 3.79% | +$389.0K Bought | 0.03% 100.2K shares | |
Specialty Retail Consumer Cyclical | $8.6M | 3.71% | +$207.5K Bought | 0.00% 39.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Kessler Investment Group, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+20,033.33% | |
+677.01% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Kessler Investment Group, LLC
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