Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
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 (CIK 1840455) reported $580.7M across 245 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: KR ($19.2M, 3.30%), AAPL ($17.4M, 2.99%), MSFT ($13.3M, 2.28%), ADI ($12.1M, 2.08%), AVGO ($10.4M, 1.79%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | KR | KROGER CO | $19.2M | 3.30% | 264,882 | Hold |
| 2 | AAPL | APPLE INC | $17.4M | 2.99% | 68,503 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $13.3M | 2.28% | 35,800 | Added |
| 4 | ADI | ANALOG DEVICES INC | $12.1M | 2.08% | 37,888 | Added |
| 5 | AVGO | BROADCOM INC | $10.4M | 1.79% | 33,545 | Trimmed |
| 6 | ABC | CENCORA INC | $10.3M | 1.77% | 32,760 | Trimmed |
| 7 | COST | COSTCO WHOLESALE CORPORATION | $10.2M | 1.76% | 10,257 | Trimmed |
| 8 | LHX | L3HARRIS TECHNOLOGIES INC | $10.1M | 1.73% | 29,148 | Trimmed |
| 9 | NVDA | NVIDIA CORPORATION | $9.7M | 1.68% | 55,808 | Trimmed |
| 10 | WMT | WALMART INC | $9.6M | 1.65% | 77,307 | Trimmed |
| 11 | GD | GENERAL DYNAMICS CORP | $8.9M | 1.53% | 25,892 | Trimmed |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $8.7M | 1.50% | 13,351 | Trimmed |
| 13 | PH | PARKER-HANNIFIN CORP | $8.7M | 1.50% | 9,757 | Trimmed |
| 14 | NFLX | NETFLIX INC. | $8.6M | 1.49% | 89,897 | Added |
| 15 | CB | CHUBB LTD SWITZ | $8.6M | 1.48% | 26,426 | Added |
| 16 | BLK | BLACKROCK INC | $8.3M | 1.44% | 8,673 | Added |
| 17 | IBDR | ISHARES TR | $8.2M | 1.41% | 338,601 | Added |
| 18 | AMGN | AMGEN INC | $7.8M | 1.35% | 22,293 | Added |
| 19 | LOW | LOWES COS INC | $7.8M | 1.35% | 33,212 | Trimmed |
| 20 | CSCO | CISCO SYS INC | $7.9M | 1.35% | 101,309 | Trimmed |
| 21 | ICE | INTERCONTINENTAL EXCHANGE IN | $7.8M | 1.34% | 49,610 | Trimmed |
| 22 | PSX | PHILLIPS 66 | $7.5M | 1.29% | 41,170 | Trimmed |
| 23 | VGT | VANGUARD WORLD FD | $7.5M | 1.29% | 10,758 | Trimmed |
| 24 | IBDS | ISHARES TR | $7.4M | 1.28% | 307,305 | Added |
| 25 | LMT | LOCKHEED MARTIN CORP | $7.3M | 1.26% | 12,061 | Added |
Source: SEC Form 13F filings · as of 2026-03-31