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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Kessler Investment Group, LLC

Quarter ended Q1 2025 · Filed April 24, 2025 · Accession 0001525947-25-000004

Total Value
$2.4M
Positions
216
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (216)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL54,151$12.0M5.87%
2ALPHABET INCGOOG63,455$9.8M4.79%
3CROWDSTRIKE HLDGS INCCRWD26,520$9.4M4.57%
4PALANTIR TECHNOLOGIES INCPLTR106,887$9.0M4.41%
5DELL TECHNOLOGIES INCDELL85,740$7.8M3.82%
6UBER TECHNOLOGIES INCUBER105,280$7.7M3.75%
7AMAZON COM INCAMZN36,941$7.0M3.43%
8GENERAC HLDGS INCGNRC51,739$6.6M3.20%
9ZILLOW GROUP INCZ94,458$6.5M3.16%
10HCA HEALTHCARE INCHCA18,625$6.4M3.14%
11OCCIDENTAL PETE CORP674599105123,626$6.1M2.98%
12NVIDIA CORPORATIONNVDA54,396$5.9M2.88%
13ARISTA NETWORKS INCANET75,826$5.9M2.87%
14HOWMET AEROSPACE INCHWM44,891$5.8M2.84%
15SHOPIFY INCSHOP60,967$5.8M2.84%
16WELLS FARGO CO NEW94974610180,546$5.8M2.82%
17ARES MANAGEMENT CORPORATIONARES-PB39,283$5.8M2.81%
18ELI LILLY & COLLY6,964$5.8M2.81%
19ROKU INCROKU79,516$5.6M2.74%
20SPOTIFY TECHNOLOGY S ASPOT9,630$5.3M2.59%
21ROBINHOOD MKTS INC770700102122,318$5.1M2.49%
22INTUITIVE SURGICAL INCISRG9,937$4.9M2.40%
23PULTE GROUP INC74586710147,499$4.9M2.38%
24TOAST INCTOST132,529$4.4M2.15%
25HIMS & HERS HEALTH INCHIMS118,728$3.5M1.71%
26SELECT SECTOR SPDR TR81369Y60545,165$2.2M1.10%
27INTERNATIONAL BUSINESS MACHSINTR8,407$2.1M1.02%
28PHILIP MORRIS INTL INC71817210911,542$1.8M0.89%
29GOLDMAN SACHS GROUP INCGSCE3,316$1.8M0.88%
303M COMMM11,507$1.7M0.83%
31BANK AMERICA CORP06050510430,136$1.3M0.61%
32INVESCO EXCH TRD SLF IDX FDIVZ61,577$1.2M0.59%
33KEURIG DR PEPPER INCKDP34,652$1.2M0.58%
34ISHARES TR46428730912,377$1.1M0.56%
35PAYCHEX INCPAYX7,348$1.1M0.55%
36INVESCO EXCH TRD SLF IDX FDIVZ57,464$1.1M0.55%
37EMERSON ELEC COEMR9,842$1.1M0.53%
38ROYAL CARIBBEAN GROUPV7780T1034,945$1.0M0.50%
39IRON MTN INC DEL46284V10111,082$953,4950.47%
40BLOCK H & R INCBSQKZ17,245$946,9230.46%
41CORNING INCGLW20,552$940,8710.46%
42SPDR GOLD TRGLD2,967$855,0600.42%
43MERCK & CO INCMRK9,341$838,4480.41%
44SELECT SECTOR SPDR TR81369Y1009,230$793,6340.39%
45SELECT SECTOR SPDR TR81369Y7046,000$786,4530.38%
46GAP INCGAP37,473$772,3190.38%
47VERTEX PHARMACEUTICALS INCVRTX1,373$665,6580.33%
48INVESCO EXCH TRD SLF IDX FDIVZ31,859$658,8440.32%
49DYNATRACE INCDT13,057$615,6380.30%
50SELECT SECTOR SPDR TR81369Y8525,604$540,5160.26%
51AT&T INCT-PC19,104$540,2610.26%
52MARSH & MCLENNAN COS INC5717481022,147$523,9320.26%
53CUMMINS INCCMI1,671$523,7580.26%
54GARMIN LTDGRMN2,411$523,5000.26%
55SELECT SECTOR SPDR TR81369Y86010,895$455,9570.22%
56STARBUCKS CORPSBUX4,610$452,1950.22%
57INVESCO EXCH TRD SLF IDX FDIVZ23,877$442,4410.22%
58AMERICAN WTR WKS CO INC NEW0304201032,612$385,3220.19%
59PPG INDS INC6935061073,500$382,7250.19%
60COCA COLA COKO5,294$379,1560.19%
61NEXTERA ENERGY INCNEE-PW5,343$378,7650.18%
62SELECT SECTOR SPDR TR81369Y5064,024$376,0820.18%
63WK KELLOGG CO92942W10718,814$374,9630.18%
64COLGATE PALMOLIVE COCL3,880$363,5560.18%
65US BANCORP DELUSB-PS8,009$338,1400.17%
66WILLIAMS COS INC9694571005,467$326,7080.16%
67CADENCE DESIGN SYSTEM INCCDNS1,272$323,5080.16%
68ABBVIE INCABBV1,522$318,8890.16%
69AMERICAN EXPRESS COAXP1,146$308,3310.15%
70MARRIOTT INTL INC NEW5719032021,164$277,2650.14%
71ISHARES TR4642876551,387$276,6970.14%
72HERSHEY COHSY1,593$272,4510.13%
73HEWLETT PACKARD ENTERPRISE CHPE-PC17,300$266,9390.13%
74SELECT SECTOR SPDR TR81369Y8031,292$266,8280.13%
75CME GROUP INCCME973$258,1270.13%
76ORACLE CORPORCL-PD1,770$247,4640.12%
77TJX COS INC NEW8725401091,962$238,9720.12%
78PACCAR INCPCAR2,354$229,2090.11%
79QUALCOMM INCQCOM1,181$181,4130.09%
80INVESCO EXCH TRD SLF IDX FDIVZ7,296$148,4740.07%
81INVESCO EXCH TRADED FD TR IIIVZ3,473$139,2250.07%
82META PLATFORMS INCMETA239$137,7500.07%
83SOUNDHOUND AI INCSOUNW15,236$123,7160.06%
84INVESCO EXCH TRADED FD TR IIIVZ2,303$121,9960.06%
85SELECT SECTOR SPDR TR81369Y209832$121,4930.06%
86INVESCO EXCH TRADED FD TR IIIVZ2,753$119,1790.06%
87EXXON MOBIL CORPXOM995$118,3350.06%
88SALESFORCE INCCRM400$107,3440.05%
89CORTEVA INCCTVA1,581$99,4920.05%
90BP PLCBPPFF2,682$90,6250.04%
91ALPHABET INCGOOG580$90,6130.04%
92FLAGSTAR FINANCIAL INCFLG-PU7,627$88,6260.04%
93STERLING INFRASTRUCTURE INCSTRL782$88,5300.04%
94TESLA INCTSLA312$80,8580.04%
95MICROSOFT CORPMSFT215$80,7090.04%
96V F CORPVFC4,991$77,4600.04%
97INTERACTIVE BROKERS GROUP IN45841N107463$76,6680.04%
98INVESCO EXCH TRADED FD TR IIIVZ1,103$73,6390.04%
99APPLIED INDL TECHNOLOGIES IN03820C105323$72,7850.04%
100CECO ENVIRONMENTAL CORPCECO3,185$72,6180.04%
101SHARKNINJA INCSN841$70,1480.03%
102INVESCO EXCH TRADED FD TR IIIVZ1,673$70,1380.03%
103STEEL DYNAMICS INCSTLD559$69,9200.03%
104INVESCO EXCH TRADED FD TR IIIVZ584$69,3880.03%
105VANGUARD INDEX FDS922908736157$58,2190.03%
106PROCTER AND GAMBLE CO742718109338$57,6020.03%
107AMERICAN HEALTHCARE REIT INCAHR1,842$55,8130.03%
108SHERWIN WILLIAMS COSHW150$52,3790.03%
109EATON VANCE TAX ADVT DIV INCETN2,144$49,8910.02%
110FABRINETFN231$45,6250.02%
111INVESCO EXCH TRADED FD TR IIIVZ724$41,1320.02%
112VANGUARD INDEX FDS922908744230$39,7300.02%
113FOOT LOCKER INC3448491042,789$39,3250.02%
114DUKE ENERGY CORP NEWDUKB282$34,3960.02%
115CSX CORPCSX1,100$32,3730.02%
116SCHWAB STRATEGIC TR8085244091,086$28,8660.01%
117ISHARES TR46435G326417$28,7270.01%
118DISNEY WALT CO254687106273$26,9650.01%
119ISHARES INC46434G103479$25,8520.01%
120VANGUARD TAX-MANAGED FDS921943858504$25,6180.01%
121BRISTOL-MYERS SQUIBB COCELG-RI400$24,3960.01%
122SPDR INDEX SHS FDS78463X889625$22,7560.01%
123INVESCO EXCHANGE TRADED FD TIVZ1,508$21,5340.01%
124VALERO ENERGY CORPVLO157$20,7350.01%
125AIR PRODS & CHEMS INCAIIR69$20,3490.01%
126REGENERON PHARMACEUTICALSREGN30$19,0270.01%
127ARES CAPITAL CORPARCC837$18,5480.01%
128GE VERNOVA INCGEV59$18,0120.01%
129EATON VANCE TAX MNGED BUY WRETN1,265$17,2670.01%
130WASTE MGMT INC DEL94106L10974$17,1320.01%
131ALTRIA GROUP INCMO261$15,6650.01%
132DUPONT DE NEMOURS INCDD201$15,0110.01%
133KIMBERLY-CLARK CORPKMB100$14,2220.01%
134MOTOROLA SOLUTIONS INCMSI31$13,5720.01%
135SPDR SER TR78464A359165$12,6420.01%
136GENUINE PARTS COGPC101$12,0330.01%
137PLAINS ALL AMERN PIPELINE L726503105594$11,8800.01%
138ENBRIDGE INCENNPF254$11,2550.01%
139ZIMMER BIOMET HOLDINGS INCZBH96$10,8650.01%
140INVESCO EXCH TRADED FD TR IIIVZ114$10,5890.01%
141CONSTELLATION ENERGY CORPCEG52$10,4850.01%
142AUTODESK INCADSK40$10,4720.01%
143TAIWAN SEMICONDUCTOR MFG LTD87403910063$10,4580.01%
144ALLISON TRANSMISSION HLDGS IALSN106$10,1410.00%
145PAYPAL HLDGS INCPYPL153$9,9830.00%
146STURM RUGER & CO INCRGR250$9,8230.00%
147EQUINIX INCEQIX12$9,7840.00%
148ISHARES SILVER TRSLV312$9,6690.00%
149BIRKENSTOCK HOLDING PLCBIRK209$9,5830.00%
150SMITH A O CORPAOS146$9,5430.00%
151VANGUARD INDEX FDS92290861147$8,7560.00%
152CARNIVAL CORPCUKPF400$7,8120.00%
153ISHARES TR46428764829$7,4100.00%
154DEERE & CODE15$7,0400.00%
155VANGUARD INDEX FDS92290859527$6,7980.00%
156JPMORGAN CHASE & CO.VYLD26$6,5740.00%
157INVESCO EXCH TRADED FD TR IIIVZ181$6,3700.00%
158UNITY SOFTWARE INCU300$5,8770.00%
159SCHWAB STRATEGIC TR808524300232$5,8090.00%
160ALCON AGALC55$5,2210.00%
161ENTERPRISE PRODS PARTNERS L293792107129$4,4040.00%
162SPDR INDEX SHS FDS78463X509111$4,3700.00%
163AGCO CORPAGCO42$3,8880.00%
164SOLVENTUM CORPSOLV50$3,8020.00%
165CNH INDL N VN20944109304$3,7330.00%
166NORWEGIAN CRUISE LINE HLDG LNCLH190$3,6020.00%
167UNITED AIRLS HLDGS INCUNTCW51$3,5220.00%
168TREX CO INCTREX60$3,4860.00%
169BANCO SANTANDER S.A.BCDRF500$3,3500.00%
170ISHARES TR46434V62153$3,2740.00%
171UDR INCUDR68$3,0720.00%
172UGI CORP NEW90268110591$3,0090.00%
173TARGET CORPTGT28$2,9220.00%
174INTEL CORPINTC121$2,7660.00%
175ALLIANCEBERNSTEIN HLDG L P01881G10670$2,6820.00%
176BICARA THERAPEUTICS INCBCAX200$2,6060.00%
177PALO ALTO NETWORKS INCPANW14$2,3890.00%
178LOCKHEED MARTIN CORPLMT5$2,2340.00%
179ISHARES TR46428763013$1,9630.00%
180BROADCOM INCAVGO11$1,8420.00%
181MORGAN STANLEYMS-PQ15$1,7500.00%
182SELECT SECTOR SPDR TR81369Y88621$1,7310.00%
183SPDR S&P 500 ETF TRSPY3$1,6780.00%
184SPDR SER TR78468R62217$1,6200.00%
185CISCO SYS INCCSCO26$1,6040.00%
186ISHARES TR4642871015$1,3540.00%
187PEPSICO INCPEP9$1,3490.00%
188ASML HOLDING N VASMLF2$1,3250.00%
189SYNOPSYS INCSNPS3$1,2870.00%
190JOHNSON & JOHNSONJNJ7$1,1610.00%
191CONOCOPHILLIPSCOP11$1,1550.00%
192LAKELAND FINL CORP51165610018$1,0700.00%
193FIRST TR EXCHANGE-TRADED FD33739Q40815$8980.00%
194PFIZER INCPFE27$6840.00%
195GOODYEAR TIRE & RUBR CO38255010167$6190.00%
196HORIZON BANCORP INCHBNC40$6030.00%
197SPDR SER TR78464A8622$5620.00%
198ISHARES TR4642887525$5520.00%
199WALMART INCWMT6$5270.00%
200SNDL INCSNDL268$3780.00%
201ISHARES TR4642877883$3720.00%
202TOYOTA MOTOR CORPTOYOF2$3530.00%
203GERMAN AMERN BANCORP INC3738651049$3380.00%
204KELLANOVABEKE4$3300.00%
205MCDONALDS CORPMCD1$3120.00%
206EATON VANCE ENHANCED EQUITYETN14$3120.00%
207BLACKROCK UTILS INFRASTRUCTUBLK12$2720.00%
208BLACKROCK SCIENCE & TECHNOLOBLK7$2470.00%
209FEDEX CORPFDX1$2440.00%
210VERIZON COMMUNICATIONS INCVZ4$1810.00%
211FIRST TR EXCHANGE TRADED FD33738R1182$1690.00%
212CVS HEALTH CORPCVS2$1360.00%
213GABELLI DIVID & INCOME TR36242H1045$1210.00%
214AURORA CANNABIS INCACB27$1190.00%
215ZIMVIE INC98888T1079$970.00%
216QVC GROUP INC74915M10036$70.00%