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Laurie Schroer

Kessler Investment Group, Llc

Assets Managed
$234.224M
Holdings
81
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
10.86%(2Q avg: -0.06%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Kessler Investment Group, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 81 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 234.224M in assets, with a quarterly growth rate of 10.86% and a 2-quarter average growth rate of -0.06%. The portfolio is managed by Laurie Schroer, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CRWD
Crowdstrike Holdings Inc - A
Recent Activity
Decreased -4.3%
8.53%
$19.968M
26,165 shares@ $763.14 avg price
GNRC
Generac Holdings Inc
Recent Activity
Decreased -5.11%
6.24%
$14.607M
49,885 shares@ $292.82 avg price
CRM
Salesforce Inc
Recent Activity
Increased 68.33%
5.45%
$12.759M
81,446 shares@ $156.66 avg price
KLAC
Kla Corp
Recent Activity
New Position
5.37%
$12.56M
41,629 shares@ $301.72 avg price
VRT
Vertiv Holdings Co-a
Recent Activity
Decreased -6.18%
4.86%
$11.369M
33,957 shares@ $334.83 avg price
ANET
Arista Networks Inc
Recent Activity
Decreased -3.07%
4.79%
$11.201M
65,932 shares@ $169.88 avg price
GEV
Ge Vernova Inc
Recent Activity
Decreased -1.82%
3.88%
$9.077M
7,726 shares@ $1174.86 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -2.23%
3.78%
$8.849M
37,127 shares@ $238.34 avg price
BHP
Bhp Group Ltd-spon Adr
Recent Activity
Decreased -1.82%
3.53%
$8.258M
99,119 shares@ $83.32 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.72%
3.12%
$7.287M
25,183 shares@ $289.37 avg price

1-10 of 81