Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Kesler, Norman & Wride, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Kesler, Norman & Wride, LLC (CIK 1840455) reported $631.4M across 271 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($20.2M, 3.19%), KR ($14.7M, 2.33%), ADI ($14.3M, 2.27%), MSFT ($13.0M, 2.06%), CSCO ($11.8M, 1.88%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AAPLAPPLE INC$20.2M3.19%69,663Added
2KRKROGER CO$14.7M2.33%264,892Added
3ADIANALOG DEVICES INC$14.3M2.27%36,115Trimmed
4MSFTMICROSOFT CORP$13.0M2.06%34,852Trimmed
5CSCOCISCO SYS INC$11.8M1.88%100,867Trimmed
6AVGOBROADCOM INC$11.8M1.87%31,188Trimmed
7AMDADVANCED MICRO DEVICES INC$11.4M1.80%19,557Trimmed
8NVDANVIDIA CORPORATION$10.4M1.65%52,155Trimmed
9VGTVANGUARD WORLD FD$10.3M1.63%86,355Added
10SPYSTATE STR SPDR S&P 500 ETF T$10.0M1.59%13,417Added
11PHPARKER-HANNIFIN CORP$9.6M1.52%9,820Added
12COSTCOSTCO WHOLESALE CORPORATION$9.6M1.51%10,218Trimmed
13WMTWALMART INC$9.4M1.50%83,399Added
14ABCCENCORA INC$9.2M1.46%32,587Trimmed
15GDGENERAL DYNAMICS CORP$9.1M1.45%25,757Trimmed
16CBCHUBB LIMITED$8.9M1.42%26,242Trimmed
17TXNTEXAS INSTRS INC$8.5M1.35%28,682Trimmed
18LHXL3HARRIS TECHNOLOGIES INC$8.3M1.32%28,627Trimmed
19GOOGLALPHABET INC$8.3M1.32%23,340Added
20MUMICRON TECHNOLOGY INC$8.2M1.30%7,123Added
21BLKBLACKROCK INC$8.1M1.28%8,417Trimmed
22AMGNAMGEN INC$8.0M1.27%22,167Trimmed
23IBDRISHARES TR$7.9M1.25%325,975Trimmed
24UNPUNION PAC CORP$7.5M1.19%27,582Trimmed
25TAXEA SERIES TRUST$7.2M1.15%228,493Trimmed

Source: SEC Form 13F filings · as of 2026-06-30