Kessler Investment Group, LLC

données du 30/09/2025

Capitalisation

$ 232.904 M -4.36 %

Période de détention moyenne

12 ans

Performance

$ 170.500 M 174.74 %

Capitalisation

Taille du portefeuille

Performance du portefeuille

Performance du portefeuille %

Performances par rapport au S&P 500 (%)

Entreprise dans Kessler Investment Group, LLC

Date Symbol Nom Poids Capitalisation Nombre d'action 1er ajout Performance ($) Performance (%)
2025/09/30 GOOGL ALPHABET INC 6.75% 15.724 M $ 64683 2015/12/31 4.274 M $ 37.94 %
2025/09/30 CRWD CROWDSTRIKE HLDGS INC 5.79% 13.486 M $ 27502 2025/03/31 -508.024 K $ -3.72 %
2025/09/30 DELL DELL TECHNOLOGIES INC 5.25% 12.238 M $ 86321 2022/09/30 1.660 M $ 15.64 %
2025/09/30 ROKU ROKU INC 4.92% 11.468 M $ 114527 2023/12/31 937.449 K $ 13.93 %
2025/09/30 ANET ARISTA NETWORKS INC 4.89% 11.379 M $ 78092 2025/03/31 3.312 M $ 42.42 %
2025/09/30 UBER UBER TECHNOLOGIES INC 4.45% 10.369 M $ 105838 2025/03/31 489.985 K $ 5.01 %
2025/09/30 NVDA NVIDIA CORPORATION 4.38% 10.208 M $ 54709 2022/03/31 1.553 M $ 18.10 %
2025/09/30 GNRC GENERAC HLDGS INC 4.00% 9.316 M $ 55653 2023/03/31 1.314 M $ 16.89 %
2025/09/30 EL LAUDER ESTEE COS INC 3.79% 8.829 M $ 100196 2025/06/30 701.124 K $ 9.06 %
2025/09/30 AMZN AMAZON COM INC 3.71% 8.637 M $ 39335 2021/06/30 6.910 K $ 0.08 %
2025/09/30 HCA HCA HEALTHCARE INC 3.42% 7.956 M $ 18667 2025/03/31 806.314 K $ 11.25 %
2025/09/30 AAPL APPLE INC 3.20% 7.450 M $ 29259 2013/06/30 1.339 M $ 24.11 %
2025/09/30 Z ZILLOW GROUP INC 3.12% 7.277 M $ 94445 2021/12/31 651.623 K $ 9.99 %
2025/09/30 HIMS HIMS & HERS HEALTH INC 2.99% 6.955 M $ 122612 2025/03/31 791.932 K $ 13.78 %
2025/09/30 WFC WELLS FARGO CO NEW 2.90% 6.745 M $ 80472 2021/06/30 292.155 K $ 4.62 %
2025/09/30 VRT VERTIV HOLDINGS CO 2.80% 6.531 M $ 43295 2025/09/30 0.000 $ 0.00 %
2025/09/30 ADBE ADOBE INC 2.71% 6.306 M $ 17877 2025/09/30 0.000 $ 0.00 %
2025/09/30 OXY OCCIDENTAL PETE CORP 2.51% 5.857 M $ 123963 2020/12/31 625.404 K $ 12.47 %
2025/09/30 TOST TOAST INC 2.09% 4.873 M $ 133460 2024/12/31 -1.038 M $ -17.57 %
2025/09/30 SOFI SOFI TECHNOLOGIES INC 1.80% 4.200 M $ 158958 2025/09/30 0.000 $ 0.00 %
2025/09/30 BF-A BROWN FORMAN CORP 1.78% 4.145 M $ 154019 2025/09/30 0.000 $ 0.00 %
2025/09/30 GOOS CANADA GOOSE HLDGS INC 1.77% 4.128 M $ 299376 2025/09/30 0.000 $ 0.00 %
2025/09/30 LLY ELI LILLY & CO 1.33% 3.088 M $ 4047 2017/09/30 -62.499 K $ -2.12 %
2025/09/30 XLK SELECT SECTOR SPDR TR 1.21% 2.829 M $ 10039 2021/06/30 36.989 K $ 11.30 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 1.16% 2.704 M $ 3396 2023/06/30 305.315 K $ 12.52 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 1.05% 2.443 M $ 8658 2023/03/31 -109.516 K $ -4.28 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.82% 1.911 M $ 11781 2024/03/31 -237.884 K $ -10.94 %
2025/09/30 MMM 3M CO 0.81% 1.887 M $ 12161 2019/12/31 35.571 K $ 1.93 %
2025/09/30 GLW CORNING INC 0.78% 1.812 M $ 22085 2024/09/30 648.268 K $ 55.98 %
2025/09/30 BAC BANK AMERICA CORP 0.72% 1.667 M $ 32312 2024/06/30 137.647 K $ 9.02 %
2025/09/30 RCL ROYAL CARIBBEAN GROUP 0.69% 1.614 M $ 4987 2020/03/31 52.064 K $ 3.33 %
2025/09/30 IVW ISHARES TR 0.64% 1.481 M $ 12271 2015/09/30 133.907 K $ 9.65 %
2025/09/30 EMR EMERSON ELEC CO 0.58% 1.361 M $ 10375 2021/06/30 -22.362 K $ -1.61 %
2025/09/30 BSCQ INVESCO EXCH TRD SLF IDX FD 0.53% 1.229 M $ 62809 2022/09/30 2.509 K $ 0.20 %
2025/09/30 IRM IRON MTN INC DEL 0.51% 1.199 M $ 11762 2024/06/30 -7.388 K $ -0.61 %
2025/09/30 BSCR INVESCO EXCH TRD SLF IDX FD 0.48% 1.126 M $ 57114 2022/09/30 3.438 K $ 0.31 %
2025/09/30 PAYX PAYCHEX INC 0.42% 974.404 K $ 7687 2024/06/30 -145.130 K $ -12.86 %
2025/09/30 KDP KEURIG DR PEPPER INC 0.41% 956.115 K $ 37480 2024/06/30 -281.516 K $ -22.84 %
2025/09/30 HRB BLOCK H & R INC 0.40% 927.150 K $ 18334 2024/06/30 -78.891 K $ -7.87 %
2025/09/30 XLF SELECT SECTOR SPDR TR 0.39% 912.198 K $ 16933 2013/06/30 68.358 K $ 2.86 %
2025/09/30 XLI SELECT SECTOR SPDR TR 0.39% 901.988 K $ 5848 2013/12/31 40.743 K $ 4.55 %
2025/09/30 GAP INC 0.37% 854.509 K $ 39949 2024/12/31 -16.952 K $ -1.93 %
2025/09/30 XLV SELECT SECTOR SPDR TR 0.35% 803.985 K $ 5777 2021/09/30 3.644 K $ 3.25 %
2025/09/30 BSCP INVESCO EXCH TRD SLF IDX FD 0.33% 764.599 K $ 36955 2019/12/31 350.000 $ 0.05 %
2025/09/30 XLU SELECT SECTOR SPDR TR 0.32% 737.448 K $ 8456 2013/12/31 233.000 $ 6.80 %
2025/09/30 XLC SELECT SECTOR SPDR TR 0.31% 724.424 K $ 6120 2021/09/30 55.399 K $ 9.07 %
2025/09/30 XLE SELECT SECTOR SPDR TR 0.31% 721.062 K $ 8071 2021/06/30 18.228 K $ 5.34 %
2025/09/30 CMI CUMMINS INC 0.31% 713.383 K $ 1689 2013/06/30 153.120 K $ 28.97 %
2025/09/30 GLD SPDR GOLD TR 0.26% 605.365 K $ 1703 2018/03/31 146.754 K $ 16.61 %
2025/09/30 GRMN GARMIN LTD 0.24% 567.783 K $ 2306 2023/12/31 86.475 K $ 17.97 %
2025/09/30 VRTX VERTEX PHARMACEUTICALS INC 0.23% 537.722 K $ 1373 2023/06/30 -73.537 K $ -12.03 %
2025/09/30 BSCT INVESCO EXCH TRD SLF IDX FD 0.23% 524.442 K $ 27881 2024/12/31 3.079 K $ 0.59 %
2025/09/30 T AT&T INC 0.22% 523.090 K $ 18523 2024/09/30 -12.846 K $ -2.42 %
2025/09/30 ORCL ORACLE CORP 0.21% 487.389 K $ 1733 2025/03/31 108.503 K $ 28.64 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.21% 479.614 K $ 954 2025/09/30 0.000 $ 0.00 %
2025/09/30 CDNS CADENCE DESIGN SYSTEM INC 0.19% 446.803 K $ 1272 2024/03/31 54.835 K $ 13.99 %
2025/09/30 VTI VANGUARD INDEX FDS 0.18% 422.447 K $ 1287 2025/09/30 0.000 $ 0.00 %
2025/09/30 MMC MARSH & MCLENNAN COS INC 0.18% 410.920 K $ 2039 2020/12/31 -34.938 K $ -7.83 %
2025/09/30 HPE HEWLETT PACKARD ENTERPRISE C 0.17% 402.538 K $ 16390 2024/09/30 67.362 K $ 20.10 %
2025/09/30 NEE NEXTERA ENERGY INC 0.17% 397.908 K $ 5271 2023/12/31 30.908 K $ 8.74 %
2025/09/30 USB US BANCORP DEL 0.16% 382.242 K $ 7909 2024/03/31 24.359 K $ 6.81 %
2025/09/30 SBUX STARBUCKS CORP 0.16% 374.524 K $ 4427 2024/09/30 -31.128 K $ -7.67 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.16% 372.019 K $ 1120 2025/03/31 14.761 K $ 4.13 %
2025/09/30 XLRE SELECT SECTOR SPDR TR 0.15% 355.914 K $ 8448 2023/09/30 7.783 K $ 1.71 %
2025/09/30 AWK AMERICAN WTR WKS CO INC NEW 0.15% 355.909 K $ 2557 2025/03/31 204.000 $ 0.06 %
2025/09/30 KO COCA COLA CO 0.15% 340.885 K $ 5140 2018/06/30 -22.344 K $ -6.26 %
2025/09/30 WMB WILLIAMS COS INC 0.15% 337.782 K $ 5332 2025/03/31 2.879 K $ 0.86 %
2025/09/30 ABBV ABBVIE INC 0.14% 332.955 K $ 1438 2024/09/30 66.032 K $ 24.74 %
2025/09/30 IWM ISHARES TR 0.14% 324.952 K $ 1343 2023/03/31 36.716 K $ 12.13 %
2025/09/30 PSCT INVESCO EXCH TRADED FD TR II 0.14% 322.582 K $ 6077 2022/03/31 24.685 K $ 14.79 %
2025/09/30 DT DYNATRACE INC 0.14% 315.216 K $ 6506 2024/09/30 -43.980 K $ -12.24 %
2025/09/30 MAR MARRIOTT INTL INC NEW 0.13% 297.162 K $ 1141 2025/03/31 -14.570 K $ -4.67 %
2025/09/30 CL COLGATE PALMOLIVE CO 0.13% 295.618 K $ 3698 2023/12/31 -40.519 K $ -12.06 %
2025/09/30 HSY HERSHEY CO 0.13% 292.172 K $ 1562 2019/03/31 32.958 K $ 12.71 %
2025/09/30 TJX TJX COS INC NEW 0.12% 276.794 K $ 1915 2025/03/31 40.310 K $ 17.05 %
2025/09/30 STRL STERLING INFRASTRUCTURE INC 0.11% 265.630 K $ 782 2023/09/30 85.198 K $ 47.22 %
2025/09/30 XLB SELECT SECTOR SPDR TR 0.11% 260.824 K $ 2910 2013/06/30 16.842 K $ 2.06 %
2025/09/30 CME CME GROUP INC 0.11% 256.951 K $ 951 2025/03/31 -5.163 K $ -1.97 %
2025/09/30 SOUN SOUNDHOUND AI INC 0.11% 253.035 K $ 15736 2024/03/31 81.512 K $ 49.86 %
2025/09/30 QCOM QUALCOMM INC 0.10% 229.743 K $ 1381 2023/09/30 9.805 K $ 4.46 %
2025/09/30 PCAR PACCAR INC 0.10% 225.939 K $ 2298 2025/03/31 7.491 K $ 3.43 %
2025/09/30 PPG PPG INDS INC 0.09% 210.220 K $ 2000 2023/09/30 -21.600 K $ -7.60 %
2025/09/30 IYF ISHARES TR 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2025/09/30 IWO ISHARES TR 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2025/09/30 IWN ISHARES TR 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 OEF ISHARES TR 0.00% 0.000 $ 0 2024/09/30 0.000 $ 0.00 %
2025/09/30 INTC INTEL CORP 0.00% 0.000 $ 0 2021/12/31 0.000 $ 0.00 %
2025/09/30 HBNC HORIZON BANCORP INC 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2025/09/30 AHR AMERICAN HEALTHCARE REIT INC 0.00% 0.000 $ 0 2024/09/30 0.000 $ 0.00 %
2025/09/30 GT GOODYEAR TIRE & RUBR CO 0.00% 0.000 $ 0 2020/06/30 0.000 $ 0.00 %
2025/09/30 GABC GERMAN AMERN BANCORP INC 0.00% 0.000 $ 0 2023/03/31 0.000 $ 0.00 %
2025/09/30 GPC GENUINE PARTS CO 0.00% 0.000 $ 0 2020/09/30 0.000 $ 0.00 %
2025/09/30 EOS EATON VANCE ENHANCED EQUITY 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2025/09/30 HWM HOWMET AEROSPACE INC 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 DIS DISNEY WALT CO 0.00% 0.000 $ 0 2013/06/30 0.000 $ 0.00 %
2025/09/30 DE DEERE & CO 0.00% 0.000 $ 0 2021/12/31 0.000 $ 0.00 %
2025/09/30 CCL CARNIVAL CORP 0.00% 0.000 $ 0 2014/09/30 0.000 $ 0.00 %
2025/09/30 CVS CVS HEALTH CORP 0.00% 0.000 $ 0 2023/03/31 0.000 $ 0.00 %
2025/09/30 CECO ENVIRONMENTAL CORP 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 0.00% 0.000 $ 0 2022/06/30 0.000 $ 0.00 %