KIG

Kessler Investment Group Portfolio holdings

AUM $237M
1-Year Est. Return 43.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+43.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$237M
AUM Growth
+$4.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$8.76M
2
+$5.05M
3
+$4.86M
4
HOOD icon
Robinhood
HOOD
+$3.65M
5
IBB icon
iShares Biotechnology ETF
IBB
+$2.74M

Top Sells

1
+$12.2M
2
+$5.86M
3
+$2.83M
4
LLY icon
Eli Lilly
LLY
+$1.04M
5
PAYX icon
Paychex
PAYX
+$974K

Sector Composition

1 Technology 32.24%
2 Communication Services 16.9%
3 Consumer Staples 9.61%
4 Consumer Discretionary 9.49%
5 Financials 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBM icon
26
IBM
IBM
$224B
$2.53M 1.07%
8,539
-119
MMM icon
27
3M
MMM
$87.1B
$1.93M 0.81%
12,029
-132
GLW icon
28
Corning
GLW
$135B
$1.91M 0.81%
21,849
-236
PM icon
29
Philip Morris
PM
$286B
$1.87M 0.79%
11,646
-135
BAC icon
30
Bank of America
BAC
$359B
$1.76M 0.74%
32,025
-287
IVW icon
31
iShares S&P 500 Growth ETF
IVW
$64.2B
$1.43M 0.6%
11,583
-688
RCL icon
32
Royal Caribbean
RCL
$81.4B
$1.39M 0.59%
4,987
EMR icon
33
Emerson Electric
EMR
$84.7B
$1.36M 0.57%
10,252
-123
LAES icon
34
SEALSQ Corp
LAES
$717M
$1.29M 0.54%
+340,529
BSCQ icon
35
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.16B
$1.21M 0.51%
61,779
-1,030
RGTI icon
36
Rigetti Computing
RGTI
$5.84B
$1.17M 0.49%
+52,987
BSCR icon
37
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.6B
$1.11M 0.47%
56,080
-1,034
KDP icon
38
Keurig Dr Pepper
KDP
$40.7B
$1.05M 0.44%
37,518
+38
ARQQ icon
39
Arqit Quantum
ARQQ
$264M
$1.05M 0.44%
+47,849
GAP
40
The Gap Inc
GAP
$10.5B
$1M 0.42%
39,091
-858
IRM icon
41
Iron Mountain
IRM
$32B
$971K 0.41%
11,703
-59
XLF icon
42
State Street Financial Select Sector SPDR ETF
XLF
$50.2B
$933K 0.39%
17,033
+100
XLI icon
43
State Street Industrial Select Sector SPDR ETF
XLI
$32.1B
$910K 0.38%
5,866
+18
XLV icon
44
State Street Health Care Select Sector SPDR ETF
XLV
$42.3B
$892K 0.38%
5,760
-17
CMI icon
45
Cummins
CMI
$80.7B
$839K 0.35%
1,643
-46
HRB icon
46
H&R Block
HRB
$3.88B
$799K 0.34%
18,329
-5
XLC icon
47
State Street Communication Services Select Sector SPDR ETF
XLC
$27.1B
$728K 0.31%
6,181
+61
XLE icon
48
State Street Energy Select Sector SPDR ETF
XLE
$38.8B
$727K 0.31%
16,255
+113
XLU icon
49
State Street Utilities Select Sector SPDR ETF
XLU
$24.1B
$722K 0.3%
16,906
-6
GLD icon
50
SPDR Gold Trust
GLD
$188B
$675K 0.28%
1,702
-1
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2
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