Kessler Investment Group, LLC: 13F holdings
CIK 15259472026Q2
| Positions | 81 |
|---|
| Reported value | $234.2m |
|---|
| Filed | 2026-07-13 |
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Change since last quarter
| Positions | 81 (+2 vs prior quarter) |
|---|
| Reported value | $234.2m (+10.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| CRWD CROWDSTRIKE HLDGS INC | 26,165 | $20.0m | 8.5% |
| GNRC GENERAC HLDGS INC | 49,885 | $14.6m | 6.2% |
| CRM SALESFORCE INC | 81,446 | $12.8m | 5.4% |
| KLAC KLA CORP | 41,629 | $12.6m | 5.4% |
| VRT VERTIV HOLDINGS CO | 33,957 | $11.4m | 4.9% |
| ANET ARISTA NETWORKS INC | 65,932 | $11.2m | 4.8% |
| GEV GE VERNOVA INC | 7,726 | $9.1m | 3.9% |
| AMZN AMAZON COM INC | 37,127 | $8.8m | 3.8% |
| BHP BHP BILLITON LIMITED | 99,119 | $8.3m | 3.5% |
| AAPL APPLE INC | 25,183 | $7.3m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1525947")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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