MondegarAI
Kesler, Norman & Wride, LLC

Q3 2024 · 13F-HR

Kesler, Norman & Wride, LLCholdings as filed

Filed 2024-10-08 · accession 0001085146-24-004695

$509.4M
Reported value
223
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
501044101KRKROGER CO$20.0M3.92%348,514CommonSOLE
037833100AAPLAPPLE INC$17.0M3.33%72,885CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$16.3M3.21%28,494CommonSOLE
594918104MSFTMICROSOFT CORP$15.1M2.97%35,101CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$11.0M2.15%18,769CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$10.7M2.10%12,061CommonSOLE
548661107LOWLOWES COS INC$9.4M1.85%34,771CommonSOLE
03073E105CORCENCORA INC$8.4M1.65%37,365CommonSOLE
478160104JNJJOHNSON & JOHNSON$8.3M1.63%51,174CommonSOLE
032654105ADIANALOG DEVICES INC$8.3M1.62%35,913CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$8.2M1.61%51,172CommonSOLE
09247X101BLKCHFBLACKROCK INC$8.0M1.57%8,397CommonSOLE
46434VBD1IBDQISHARES TR$7.7M1.51%305,929CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$7.6M1.50%13,041CommonSOLE
H1467J104CBCHUBB LIMITED$7.5M1.47%25,946CommonSOLE
369550108GDGENERAL DYNAMICS CORP$7.4M1.45%24,381CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$7.4M1.44%20,810CommonSOLE
67066G104NVDANVIDIA CORPORATION$7.3M1.43%59,882CommonSOLE
031162100AMGNAMGEN INC$7.2M1.42%22,412CommonSOLE
882508104TXNTEXAS INSTRS INC$7.2M1.41%34,862CommonSOLE
742718109PGPROCTER AND GAMBLE CO$6.8M1.34%39,470CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$6.5M1.27%27,254CommonSOLE
65339F101NEENEXTERA ENERGY INC$6.3M1.24%74,783CommonSOLE
17275R102CSCOCISCO SYS INC$6.3M1.23%117,745CommonSOLE
132061201SYLDCAMBRIA ETF TR$6.2M1.23%86,304CommonSOLE
92204A702VGTVANGUARD WORLD FD$6.2M1.23%10,642CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$6.2M1.21%12,476CommonSOLE
46429B655FLOTISHARES TR$6.1M1.20%119,941CommonSOLE
907818108UNPUNION PAC CORP$6.1M1.19%24,561CommonSOLE
002824100ABTABBOTT LABS$6.0M1.17%52,454CommonSOLE
701094104PHPARKER-HANNIFIN CORP$5.9M1.17%9,405CommonSOLE
11135F101AVGOBROADCOM INC$5.8M1.15%33,845CommonSOLE
009158106APDAIR PRODS & CHEMS INC$5.7M1.11%19,057CommonSOLE
718546104PSXPHILLIPS 66$5.6M1.10%42,607CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$5.6M1.09%31,574CommonSOLE
132061300FYLDCAMBRIA ETF TR$5.6M1.09%200,119CommonSOLE
G5960L103MDTMEDTRONIC PLC$5.3M1.04%58,988CommonSOLE
46434VBG4IBDPISHARES TR$5.0M0.98%198,582CommonSOLE
132061706EYLDCAMBRIA ETF TR$4.6M0.90%132,785CommonSOLE
291011104EMREMERSON ELEC CO$4.6M0.89%41,633CommonSOLE
493267108KEYKEYCORP$4.3M0.85%257,514CommonSOLE
30303M102METAMETA PLATFORMS INC$4.1M0.80%7,157CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$4.0M0.78%29,130CommonSOLE
46435UAA9IBDSISHARES TR$4.0M0.78%162,487CommonSOLE
46435GAA0IBDRISHARES TR$4.0M0.78%162,670CommonSOLE
02079K305GOOGLALPHABET INC$3.9M0.76%23,289CommonSOLE
863667101SYKSTRYKER CORPORATION$3.7M0.74%10,367CommonSOLE
532457108LLYELI LILLY & CO$3.6M0.70%4,014CommonSOLE
92826C839VVISA INC$3.5M0.68%12,668CommonSOLE
023135106AMZNAMAZON COM INC$3.3M0.64%17,596CommonSOLE
30231G102XOMEXXON MOBIL CORP$3.1M0.61%26,519CommonSOLE
001055102AFLAFLAC INC$2.9M0.58%26,287CommonSOLE
78409V104SPGIS&P GLOBAL INC$2.8M0.55%5,468CommonSOLE
46090E103QQQINVESCO QQQ TR$2.6M0.51%5,285CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$2.5M0.49%11,914CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.5M0.48%5,368CommonSOLE
115236101BROBROWN & BROWN INC$2.3M0.45%22,337CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$2.3M0.45%8,219CommonSOLE
713448108PEPPEPSICO INC$2.2M0.44%13,200CommonSOLE
46435U515IBDTISHARES TR$2.2M0.43%85,703CommonSOLE
437076102HDHOME DEPOT INC$2.1M0.42%5,228CommonSOLE
G54950103LINLINDE PLC$2.1M0.41%4,422CommonSOLE
931142103WMTWALMART INC$2.1M0.40%25,497CommonSOLE
384802104GWWGRAINGER W W INC$2.0M0.40%1,939CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$2.0M0.39%7,557CommonSOLE
438516106HONHONEYWELL INTL INC$1.9M0.38%9,262CommonSOLE
609207105MDLZMONDELEZ INTL INC$1.9M0.37%25,733CommonSOLE
200525103CBSHCOMMERCE BANCSHARES INC$1.9M0.37%31,480CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$1.8M0.36%12,454CommonSOLE
303075105FDSFACTSET RESH SYS INC$1.8M0.35%3,928CommonSOLE
75513E101RTXRTX CORPORATION$1.8M0.35%14,669CommonSOLE
64110L106NFLXNETFLIX INC$1.7M0.34%2,412CommonSOLE
278865100ECLECOLAB INC$1.7M0.32%6,464CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$1.6M0.32%15,861CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$1.6M0.32%9,979CommonSOLE
756109104OREALTY INCOME CORP$1.6M0.32%25,552CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$1.6M0.31%4,130CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$1.6M0.31%7,284CommonSOLE
02079K107GOOGALPHABET INC$1.6M0.31%9,336CommonSOLE
33733B100FIWFIRST TR EXCHANGE-TRADED FD$1.5M0.30%14,140CommonSOLE
040413106ANETEURARISTA NETWORKS INC$1.5M0.30%4,022CommonSOLE
33733E401QQXTFIRST TR EXCHANGE-TRADED FD$1.5M0.29%15,909CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$1.5M0.29%14,102CommonSOLE
704326107PAYXPAYCHEX INC$1.5M0.29%10,943CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.4M0.27%6,278CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$1.4M0.27%12,528CommonSOLE
98419M100XYLXYLEM INC$1.3M0.26%9,910CommonSOLE
681919106OMCOMNICOM GROUP INC$1.3M0.26%12,643CommonSOLE
20030N101CMCSACOMCAST CORP NEW$1.3M0.25%30,566CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$1.3M0.25%10,910CommonSOLE
580135101MCDMCDONALDS CORP$1.2M0.24%4,043CommonSOLE
077454106BDCBELDEN INC$1.2M0.24%10,310CommonSOLE
461202103INTUINTUIT$1.2M0.23%1,908CommonSOLE
285512109EAELECTRONIC ARTS INC$1.2M0.23%8,175CommonSOLE
92189F676SMHVANECK ETF TRUST$1.1M0.22%4,567CommonSOLE
172908105CTASCINTAS CORP$1.1M0.21%5,219CommonSOLE
745867101PHMPULTE GROUP INC$1.0M0.20%7,208CommonSOLE
693506107PPGPPG INDS INC$1.0M0.20%7,814CommonSOLE
98978V103ZTSZOETIS INC$1.0M0.20%5,257CommonSOLE
64110D104NTAPNETAPP INC$1.0M0.20%8,167CommonSOLE
48251W104KKRKKR & CO INC$995,7550.20%7,625CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$980,2030.19%2,317CommonSOLE
88339J105TTDTHE TRADE DESK INC$977,0470.19%8,911CommonSOLE
87612E106TGTTARGET CORP$971,1830.19%6,230CommonSOLE
81762P102NOWSERVICENOW INC$965,4250.19%1,079CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$951,7560.19%11,356CommonSOLE
482480100KLACKLA CORP$947,3880.19%1,221CommonSOLE
747525103QCOMQUALCOMM INC$945,9020.19%5,559CommonSOLE
743315103PGRPROGRESSIVE CORP$927,4200.18%3,655CommonSOLE
579780206MKCMCCORMICK & CO INC$924,2120.18%11,226CommonSOLE
855244109SBUXSTARBUCKS CORP$917,2510.18%9,409CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$913,1770.18%5,097CommonSOLE
464287788IYFISHARES TR$907,6860.18%8,736CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$901,7510.18%2,638CommonSOLE
33734X176FXLFIRST TR EXCHANGE TRADED FD$899,1130.18%6,485CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$880,0990.17%3,664CommonSOLE
337345102QTECFIRST TR NASDAQ 100 TECH IND$876,9650.17%4,584CommonSOLE
125896100CMSCMS ENERGY CORP$876,7200.17%12,411CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$872,7500.17%3,111CommonSOLE
33734X168FXZFIRST TR EXCHANGE TRADED FD$870,8500.17%12,990CommonSOLE
075887109BDXBECTON DICKINSON & CO$862,2950.17%3,575CommonSOLE
88160R101TSLATESLA INC$836,9540.16%3,199CommonSOLE
58733R102MELIMERCADOLIBRE INC$834,9100.16%407CommonSOLE
09260D107BXBLACKSTONE INC$803,7080.16%5,248CommonSOLE
46436E205IBDUISHARES TR$799,9900.16%34,028CommonSOLE
74340W103PLDPROLOGIS INC.$796,9910.16%6,311CommonSOLE
595112103MUMICRON TECHNOLOGY INC$794,7060.16%7,662CommonSOLE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$786,9480.15%3,715CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$769,5340.15%2,643CommonSOLE
650111107NYTNEW YORK TIMES CO$768,8110.15%13,806CommonSOLE
82509L107SHOPSHOPIFY INC$764,3750.15%9,538CommonSOLE
02072L565BOXXEA SERIES TRUST$757,4130.15%6,953CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$723,7300.14%1,462CommonSOLE
92939U106WECWEC ENERGY GROUP INC$722,9730.14%7,517CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$708,2340.14%12,291CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$698,9510.14%1,503CommonSOLE
125523100CITHE CIGNA GROUP$692,2820.14%1,998CommonSOLE
617446448MSMORGAN STANLEY$685,1000.13%6,572CommonSOLE
33734X127FXNFIRST TR EXCHANGE TRADED FD$683,2030.13%42,121CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$673,1790.13%8,956CommonSOLE
464288570DSIISHARES TR$663,0750.13%6,095CommonSOLE
464287523SOXXISHARES TR$629,6480.12%2,731CommonSOLE
00724F101ADBEADOBE INC$625,4780.12%1,208CommonSOLE
204166102CVLTCOMMVAULT SYS INC$612,9400.12%3,980CommonSOLE
464287721IYWISHARES TR$610,1820.12%4,024CommonSOLE
68389X105ORCLORACLE CORP$604,9180.12%3,547CommonSOLE
50050N103KTBKONTOOR BRANDS INC$604,4850.12%7,391CommonSOLE
464287549IGMISHARES TR$600,5150.12%6,259CommonSOLE
646025106NJRNEW JERSEY RES CORP$588,0920.12%12,460CommonSOLE
380237107GDDYGODADDY INC$582,0100.11%3,708CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$580,1610.11%2,060CommonSOLE
464287754IYJISHARES TR$575,0570.11%4,302CommonSOLE
221006109CRVLCORVEL CORP$571,1970.11%1,746CommonSOLE
23918K108DVADAVITA INC$570,5150.11%3,477CommonSOLE
464288802SUSAISHARES TR$561,1650.11%4,662CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$549,2110.11%1,219CommonSOLE
464287515IGVISHARES TR$547,6590.11%6,128CommonSOLE
056525108BMIBADGER METER INC$544,9570.11%2,493CommonSOLE
G87110105FTITECHNIPFMC PLC$544,5350.11%20,760CommonSOLE
48666K109KBHKB HOME$538,3700.11%6,283CommonSOLE
052769106ADSKAUTODESK INC$531,1940.10%1,928CommonSOLE
72651A207PAGPPLAINS GP HLDGS L P$523,3500.10%28,287CommonSOLE
404609109HCKTHACKETT GROUP INC$514,6560.10%19,591CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$513,5670.10%2,905CommonSOLE
428103105HESMHESS MIDSTREAM LP$511,2230.10%14,494CommonSOLE
40434L105HPQHP INC$501,1810.10%13,971CommonSOLE
009066101ABNBAIRBNB INC$499,6750.10%3,940CommonSOLE
654106103NKENIKE INC$494,6820.10%5,596CommonSOLE
15872M104APY1EURCHAMPIONX CORPORATION$493,0400.10%16,354CommonSOLE
G87052109TELTE CONNECTIVITY PLC$492,5580.10%3,259CommonSOLE
032095101APHAMPHENOL CORP NEW$483,3920.09%7,421CommonSOLE
801056102SANMSANMINA CORPORATION$477,6590.09%6,981CommonSOLE
72407810062CPIPER SANDLER COMPANIES$468,5700.09%1,651CommonSOLE
004498101ACIWACI WORLDWIDE INC$461,5510.09%9,066CommonSOLE
603158106MTXMINERALS TECHNOLOGIES INC$455,4090.09%5,895CommonSOLE
172755100CRUSCIRRUS LOGIC INC$454,4220.09%3,653CommonSOLE
87265H109T86TRI POINTE HOMES INC$453,5530.09%10,010CommonSOLE
889478103TOLTOLL BROTHERS INC$452,0760.09%2,926CommonSOLE
832696405SJMSMUCKER J M CO$443,2960.09%3,661CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$443,1270.09%9,867CommonSOLE
038222105AMATAPPLIED MATLS INC$440,2530.09%2,177CommonSOLE
Y2573F102FLEXFLEX LTD$432,9460.08%12,951CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$432,1560.08%21,122CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$422,4260.08%516CommonSOLE
38246G108GDRXGOODRX HLDGS INC$420,1060.08%60,535CommonSOLE
115637209BF/BBROWN FORMAN CORP$418,5850.08%8,507CommonSOLE
46436E726IBDVISHARES TR$416,9070.08%18,805CommonSOLE
464287200IVVISHARES TR$406,6580.08%705CommonSOLE
33734X135FXOFIRST TR EXCHANGE TRADED FD$404,2850.08%7,907CommonSOLE
58155Q103MCKMCKESSON CORP$404,2770.08%815CommonSOLE
464288760ITAISHARES TR$396,6960.08%2,651CommonSOLE
81619Q105SEMSELECT MED HLDGS CORP$394,1360.08%11,303CommonSOLE
14575E105CARSCARS COM INC$387,9730.08%23,149CommonSOLE
464287770IYGISHARES TR$384,6440.08%5,416CommonSOLE
464288794IAIISHARES TR$384,1370.08%2,988CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$378,8220.07%1,131CommonSOLE
09290C806THROBLACKROCK ETF TRUST$378,5670.07%11,566CommonSOLE
56585A102MPCMARATHON PETE CORP$361,7420.07%2,221CommonSOLE
132061797MYLDCAMBRIA ETF TR$359,3730.07%13,476CommonSOLE
049560105ATOATMOS ENERGY CORP$343,4460.07%2,476CommonSOLE
09255P107HYTBLACKROCK CORPOR HI YLD FD I$342,7710.07%34,073CommonSOLE
949746101WMT2WELLS FARGO CO NEW$341,2360.07%6,041CommonSOLE
254067101DDSDILLARDS INC$330,1650.06%861CommonSOLE
403949100DINOHF SINCLAIR CORP$325,0280.06%7,293CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$308,3300.06%1,668CommonSOLE
244199105DEDEERE & CO$291,7500.06%699CommonSOLE
189054109CLXCLOROX CO DEL$289,3280.06%1,776CommonSOLE
166764100CVXCHEVRON CORP NEW$289,2380.06%1,964CommonSOLE
369604301GEGE AEROSPACE$283,8410.06%1,505CommonSOLE
33740F276EIPIFIRST TR EXCHNG TRADED FD VI$277,2630.05%14,329CommonSOLE
30040W108ESEVERSOURCE ENERGY$265,1710.05%3,897CommonSOLE
132061771LYLDCAMBRIA ETF TR$262,1720.05%9,738CommonSOLE
22822V101CCICROWN CASTLE INC$254,6930.05%2,147CommonSOLE
46436E486IBDWISHARES TR$252,6880.05%11,908CommonSOLE
34959E109FTNTFORTINET INC$248,9360.05%3,210CommonSOLE
913259107UTLUNITIL CORP$235,4740.05%3,887CommonSOLE
464287374IGEISHARES TR$224,3160.04%5,090CommonSOLE
46435U184IBHDISHARES TR$214,3210.04%9,202CommonSOLE
254687106DISDISNEY WALT CO$212,5320.04%2,210CommonSOLE
33736G106FANFIRST TR EXCHANGE-TRADED FD$194,2100.04%10,763CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$86,4600.02%11,000CommonSOLE
67073D102XJQCXNUVEEN CR STRATEGIES INCOME$65,2300.01%11,266CommonSOLE
74640Y106PRPLPURPLE INNOVATION INC$9,9140.00%10,027CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.