Kessler Investment Group LLC Activity in Q2 2026

Kessler Investment Group, Llc (investor) has released its portfolio activity data for the period ending June 30, 2026. The fund manager's total portfolio value stands at $226,601,487 as of that date.

Prominent Purchases Observed

Several notable purchases were identified in the investor's holdings during this quarter:

• Salesforce Inc. (CRM), a Technology company, saw its stake increase significantly by acquiring an additional 33,061 shares.
• KLA Corporation (KLAC) experienced a full position change with the investor buying all available shares in this Technology holding.
• ServiceNow Inc. (NOW), another Technology stock, was added to the portfolio as a new position or acquired entirely by Kessler Investment Group, Llc.
• The investor also purchased shares of DigitalOcean Holdings Inc. (DOCN) and United Parcel Service Inc. (UPS), both Technology companies.

Significant Sales or Changes Noted

The investor disposed of certain holdings during the quarter:

• SELECT SECTOR SPDR TR (XLE) was sold completely, representing a Select Sector fund.
• INVESCO Exch Traded FD TR II (PSCT), an ETF tracking the S&P Cyclicals Index, was also sold entirely by Kessler Investment Group, Llc.

Additionally, other changes were observed:

• Brown-Forman Corp. (BF-A), a Consumer Defensive stock, saw its stake decrease by over 31%.
• Redwire Corporation (RDW) experienced a full position change with the investor buying all available shares in this Industrial holding.

Overall Portfolio Activity Summary

Kessler Investment Group, Llc's portfolio shows active management during Q2 2026. The fund manager demonstrated strong conviction by establishing new positions or significantly increasing stakes in several Technology companies including Salesforce (CRM), KLA Corporation (KLAC), ServiceNow (NOW), United Parcel Services (UPS), and DigitalOcean Holdings (DOCN).

Conversely, the investor reduced exposure to Brown-Forman Corp. (BF-A) by nearly a third and completely exited positions in two exchange-traded funds: SELECT SECTOR SPDR TR (XLE) and INVESCO EXCH TRADED FD TR II (PSCT). These actions reflect strategic adjustments within their holdings.

For further details on Kessler Investment Group, Llc's portfolio performance or to explore the specific companies mentioned, please visit Kessler Investment Group, Llc.