Sign In
test

Laurie Schroer

Kessler Investment Group, Llc

Assets Managed
$211.297M
Holdings
79
Last Quarter
2026 - Q1
Filed Date
2mo 14d ago
Growth Rate
-10.98%(2Q avg: -4.53%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Kessler Investment Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 79 positions.

Assets under management

The assets under management (AUM) of Kessler Investment Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 211.297M in assets, with a quarterly growth rate of -10.98% and a 2-quarter average growth rate of -4.53%. The portfolio is managed by Laurie Schroer, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CRWD
Crowdstrike Holdings Inc - A
Recent Activity
Decreased -1.84%
5.06%
$10.674M
27,341 shares@ $390.42 avg price
GNRC
Generac Holdings Inc
Recent Activity
Decreased -6.28%
4.86%
$10.269M
52,572 shares@ $195.34 avg price
VRT
Vertiv Holdings Co-a
Recent Activity
Decreased -17.59%
4.3%
$9.07M
36,195 shares@ $250.58 avg price
CRM
Salesforce Inc
Recent Activity
New Position
4.28%
$9.032M
48,385 shares@ $186.68 avg price
BF.A
Brown-forman Corp-class A
Recent Activity
Decreased -3.4%
4.02%
$8.489M
316,886 shares@ $26.8 avg price
ANET
Arista Networks Inc
Recent Activity
Decreased -13.89%
3.96%
$8.352M
68,026 shares@ $122.78 avg price
HCA
Hca Healthcare Inc
Recent Activity
Decreased -8.2%
3.89%
$8.207M
17,343 shares@ $473.24 avg price
GLD
Spdr Gold Shares
Recent Activity
Increased 980.15%
3.75%
$7.91M
18,384 shares@ $430.29 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -5.14%
3.75%
$7.909M
37,975 shares@ $208.27 avg price
BHP
Bhp Group Ltd-spon Adr
Recent Activity
New Position
3.48%
$7.344M
100,963 shares@ $72.75 avg price

1-10 of 79