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 (2026-03-31)

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.

RankTickerCompanyValue% PortfolioSharesAction
1KRKROGER CO$19.2M3.30%264,882Hold
2AAPLAPPLE INC$17.4M2.99%68,503Trimmed
3MSFTMICROSOFT CORP$13.3M2.28%35,800Added
4ADIANALOG DEVICES INC$12.1M2.08%37,888Added
5AVGOBROADCOM INC$10.4M1.79%33,545Trimmed
6ABCCENCORA INC$10.3M1.77%32,760Trimmed
7COSTCOSTCO WHOLESALE CORPORATION$10.2M1.76%10,257Trimmed
8LHXL3HARRIS TECHNOLOGIES INC$10.1M1.73%29,148Trimmed
9NVDANVIDIA CORPORATION$9.7M1.68%55,808Trimmed
10WMTWALMART INC$9.6M1.65%77,307Trimmed
11GDGENERAL DYNAMICS CORP$8.9M1.53%25,892Trimmed
12SPYSTATE STR SPDR S&P 500 ETF T$8.7M1.50%13,351Trimmed
13PHPARKER-HANNIFIN CORP$8.7M1.50%9,757Trimmed
14NFLXNETFLIX INC.$8.6M1.49%89,897Added
15CBCHUBB LTD SWITZ$8.6M1.48%26,426Added
16BLKBLACKROCK INC$8.3M1.44%8,673Added
17IBDRISHARES TR$8.2M1.41%338,601Added
18AMGNAMGEN INC$7.8M1.35%22,293Added
19LOWLOWES COS INC$7.8M1.35%33,212Trimmed
20CSCOCISCO SYS INC$7.9M1.35%101,309Trimmed
21ICEINTERCONTINENTAL EXCHANGE IN$7.8M1.34%49,610Trimmed
22PSXPHILLIPS 66$7.5M1.29%41,170Trimmed
23VGTVANGUARD WORLD FD$7.5M1.29%10,758Trimmed
24IBDSISHARES TR$7.4M1.28%307,305Added
25LMTLOCKHEED MARTIN CORP$7.3M1.26%12,061Added

Source: SEC Form 13F filings · as of 2026-03-31