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Kesler, Norman & Wride, LLC

Q2 2026 · 13F-HR

Kesler, Norman & Wride, LLCholdings as filed

Filed 2026-07-23 · accession 0002085853-26-000842

$631.4M
Reported value
271
Positions
2026-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$20.2M3.19%69,663CommonNONE
501044101KRKROGER CO$14.7M2.33%264,892CommonNONE
032654105ADIANALOG DEVICES INC$14.3M2.27%36,115CommonNONE
594918104MSFTMICROSOFT CORP$13.0M2.06%34,852CommonNONE
17275R102CSCOCISCO SYS INC$11.8M1.88%100,867CommonNONE
11135F101AVGOBROADCOM INC$11.8M1.87%31,188CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$11.4M1.80%19,557CommonNONE
67066G104NVDANVIDIA CORPORATION$10.4M1.65%52,155CommonNONE
92204A702VGTVANGUARD WORLD FD$10.3M1.63%86,355CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$10.0M1.59%13,417CommonNONE
701094104PHPARKER-HANNIFIN CORP$9.6M1.52%9,820CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$9.6M1.51%10,218CommonNONE
931142103WMTWALMART INC$9.4M1.50%83,399CommonNONE
03073E105CORCENCORA INC$9.2M1.46%32,587CommonNONE
369550108GDGENERAL DYNAMICS CORP$9.1M1.45%25,757CommonNONE
H1467J104CBCHUBB LIMITED$8.9M1.42%26,242CommonNONE
882508104TXNTEXAS INSTRS INC$8.5M1.35%28,682CommonNONE
02079K305GOOGLALPHABET INC$8.3M1.32%23,340CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$8.3M1.32%28,627CommonNONE
595112103MUMICRON TECHNOLOGY INC$8.2M1.30%7,123CommonNONE
09290D101BLKBLACKROCK INC$8.1M1.28%8,417CommonNONE
031162100AMGNAMGEN INC$8.0M1.27%22,167CommonNONE
46435GAA0IBDRISHARES TR$7.9M1.25%325,975CommonNONE
907818108UNPUNION PAC CORP$7.5M1.19%27,582CommonNONE
02072Q804TAXEA SERIES TRUST$7.2M1.15%228,493CommonNONE
46435UAA9IBDSISHARES TR$7.2M1.14%298,243CommonNONE
532457108LLYELI LILLY & CO$7.2M1.14%5,979CommonNONE
65339F101NEENEXTERA ENERGY INC$7.0M1.11%79,868CommonNONE
718546104PSXPHILLIPS 66$6.9M1.10%40,989CommonNONE
64110L106NFLXNETFLIX INC.$6.4M1.01%89,591CommonNONE
57636Q104MAMASTERCARD INCORPORATED$6.2M0.99%12,146CommonNONE
539830109LMTLOCKHEED MARTIN CORP$6.2M0.98%12,120CommonNONE
291011104EMREMERSON ELEC CO$6.2M0.98%43,021CommonNONE
46429B655FLOTISHARES TR$6.1M0.97%119,528CommonNONE
742718109PGPROCTER & GAMBLE CO$6.0M0.96%41,233CommonNONE
009158106APDAIR PRODUCTS AND CHEMICALS I$6.0M0.94%20,322CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$5.8M0.92%47,174CommonNONE
45409F769IWLGNEW YORK LIFE INVTS ACTIVE E$5.8M0.91%101,985CommonNONE
92826C839VVISA INC$5.6M0.89%16,446CommonNONE
863667101SYKSTRYKER CORPORATION$5.6M0.88%17,680CommonNONE
548661107LOWLOWES COS INC$5.5M0.87%24,947CommonNONE
46625H100JPMJPMORGAN CHASE & CO$5.2M0.82%15,851CommonNONE
426281101JKHYHENRY JACK & ASSOC INC$5.1M0.80%36,883CommonNONE
002824100ABTABBOTT LABORATORIES$5.1M0.80%55,947CommonNONE
30231G102XOMEXXON MOBIL CORP$4.8M0.75%34,786CommonNONE
023135106AMZNAMAZON COM INC$4.6M0.73%19,379CommonNONE
30303M102METAMETA PLATFORMS INC$4.3M0.69%7,718CommonNONE
132061201SYLDCAMBRIA ETF TR$4.3M0.67%53,864CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$4.0M0.63%7,955CommonNONE
46436E163IBMRISHARES TR$3.8M0.61%165,926CommonNONE
46090E103QQQINVESCO QQQ TR$3.8M0.61%5,192CommonNONE
512807306LRCXLAM RESEARCH CORP$3.6M0.57%8,239CommonNONE
132061300FYLDCAMBRIA ETF TR$3.5M0.56%96,884CommonNONE
482480100KLACKLA CORP$3.4M0.55%11,431CommonNONE
032095101APHAMPHENOL CORP$3.3M0.53%18,918CommonNONE
091749101BITWBITWISE 10 CRYPTO INDEX ETF$3.3M0.52%87,252CommonNONE
46435U515IBDTISHARES TR$3.3M0.52%129,186CommonNONE
Y2573F102FLEXFLEX LTD$3.2M0.50%19,545CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$2.9M0.47%23,681CommonNONE
25434V617DFAWDIMENSIONAL ETF TRUST$2.8M0.45%34,351CommonNONE
040413205ANETARISTA NETWORKS INC$2.8M0.44%16,240CommonNONE
92189F676SMHVANECK ETF TRUST$2.7M0.43%4,115CommonNONE
80004C200SNDKSANDISK CORP$2.7M0.42%1,177CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$2.7M0.42%44,491CommonNONE
132061706EYLDCAMBRIA ETF TR$2.6M0.42%57,892CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$2.5M0.40%6,031CommonNONE
801056102SANMSANMINA CORP$2.5M0.39%9,850CommonNONE
478160104JNJJOHNSON & JOHNSON$2.5M0.39%9,728CommonNONE
98978V103ZTSZOETIS INC$2.4M0.39%33,980CommonNONE
33738R696DDIVFIRST TR EXCHANGE TRADED FD$2.4M0.38%53,175CommonNONE
922908363VOOVANGUARD INDEX FDS$2.4M0.38%3,490CommonNONE
733174700BPOPPOPULAR INC$2.3M0.36%13,786CommonNONE
384802104GWWWW GRAINGER INC$2.2M0.35%1,641CommonNONE
34959E109FTNTFORTINET INC$2.2M0.35%14,214CommonNONE
78409V104SPGIS&P GLOBAL INC$2.2M0.34%5,332CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.1M0.34%7,610CommonNONE
G54950103LINLINDE PLC$2.1M0.33%3,963CommonNONE
87162W100SNXTD SYNNEX CORPORATION$2.0M0.32%7,646CommonNONE
001055102AFLAFLAC INC$2.0M0.32%17,329CommonNONE
285512109EAELECTRONIC ARTS INC$2.0M0.31%9,608CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$1.9M0.31%42,839CommonNONE
617446448MSMORGAN STANLEY$1.9M0.30%9,105CommonNONE
132061797MYLDCAMBRIA ETF TR$1.9M0.30%59,254CommonNONE
G87110105FTITECHNIPFMC PLC$1.9M0.30%28,300CommonNONE
958102105WDCWESTERN DIGITAL CORP$1.9M0.30%2,937CommonNONE
756109104OREALTY INCOME CORP$1.9M0.29%30,061CommonNONE
219350105GLWCORNING INC$1.9M0.29%7,260CommonNONE
452308109ITWILLINOIS TOOL WKS INC$1.8M0.29%6,718CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$1.8M0.29%15,914CommonNONE
278865100ECLECOLAB INC$1.8M0.28%6,428CommonNONE
650111107NYTNEW YORK TIMES CO MTN BE$1.8M0.28%25,282CommonNONE
437076102HDHOME DEPOT INC$1.7M0.28%4,934CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$1.7M0.28%4,969CommonNONE
751212101RLRALPH LAUREN CORP$1.7M0.27%4,278CommonNONE
369604301GEGE AEROSPACE$1.7M0.27%4,585CommonNONE
75513E101RTXRTX CORPORATION$1.7M0.27%8,878CommonNONE
713448108PEPPEPSICO INC$1.7M0.27%12,431CommonNONE
313745101FRTFEDERAL RLTY INVT TR NEW$1.6M0.26%13,206CommonNONE
464287523SOXXISHARES TR$1.6M0.26%2,532CommonNONE
824348106SHWSHERWIN WILLIAMS CO$1.6M0.25%4,556CommonNONE
194162103CLCOLGATE PALMOLIVE CO$1.5M0.24%16,781CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.5M0.24%6,822CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$1.5M0.24%15,667CommonNONE
315616102FFIVF5 INC$1.5M0.24%3,589CommonNONE
23918K108DVADAVITA INC$1.5M0.23%6,560CommonNONE
02072L565BOXXEA SERIES TRUST$1.5M0.23%12,444CommonNONE
464287614IWFISHARES TR$1.5M0.23%11,728CommonNONE
876030107TPRTAPESTRY INC$1.4M0.23%9,852CommonNONE
049560105ATOATMOS ENERGY CORP$1.4M0.23%8,363CommonNONE
95040Q104WELLWELLTOWER INC$1.4M0.23%6,309CommonNONE
540424108LLOEWS CORP$1.4M0.22%12,393CommonNONE
337345102QTECFIRST TR EXCHANGE-TRADED FD$1.4M0.22%4,136CommonNONE
05722G100BKRBAKER HUGHES COMPANY$1.4M0.22%24,819CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$1.4M0.21%4,549CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$1.3M0.21%2,724CommonNONE
00287Y109ABBVABBVIE INC$1.3M0.21%5,291CommonNONE
704326107PAYXPAYCHEX INC$1.3M0.21%13,495CommonNONE
64110D104NTAPNETAPP INC$1.3M0.21%8,541CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.3M0.21%11,103CommonNONE
03676B102AMANTERO MIDSTREAM CORP$1.3M0.20%55,974CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.2M0.20%1,622CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$1.2M0.20%2,854CommonNONE
004498101ACIWACI WORLDWIDE INC$1.2M0.19%24,106CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$1.2M0.19%8,764CommonNONE
33734X176FXLFIRST TR EXCHANGE-TRADED FD$1.2M0.19%5,515CommonNONE
745867101PHMPULTE GROUP INC$1.2M0.18%8,458CommonNONE
92343E102VRSNVERISIGN INC$1.2M0.18%4,609CommonNONE
912008109USFDUS FOODS HLDG CORP$1.1M0.18%11,178CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$1.1M0.18%16,013CommonNONE
464287713IYZISHARES TR$1.1M0.18%26,782CommonNONE
56585A102MPCMARATHON PETE CORP$1.1M0.18%4,411CommonNONE
872540109TJXTJX COS INC NEW$1.1M0.18%7,433CommonNONE
G5960L103MDTMEDTRONIC PLC$1.1M0.18%14,375CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$1.1M0.18%11,502CommonNONE
278642103EBAYEBAY INC.$1.1M0.17%9,807CommonNONE
171779309CIENCIENA CORP$1.1M0.17%2,214CommonNONE
74624M102PEVERPURE INC$1.1M0.17%13,536CommonNONE
10316T104BOXBOX INC$1.1M0.17%39,896CommonNONE
172908105CTASCINTAS CORP$1.0M0.17%6,141CommonNONE
33734X168FXZFIRST TR EXCHANGE-TRADED FD$1.0M0.16%13,086CommonNONE
077454106BDCBELDEN INC$1.0M0.16%8,564CommonNONE
14149Y108CAHCARDINAL HEALTH INC$1.0M0.16%4,271CommonNONE
40412C101HCAHCA HEALTHCARE INC$1.0M0.16%2,592CommonNONE
438516205HONHONEYWELL INTL INC$1.0M0.16%4,499CommonNONE
681919106OMCOMNICOM GROUP INC$993,4070.16%13,640CommonNONE
43849R105HONAHONEYWELL AEROSPACE INC$991,3030.16%4,484CommonNONE
149123101CATCATERPILLAR INC$967,7970.15%909CommonNONE
651587107NEUNEWMARKET CORP$965,0700.15%1,220CommonNONE
380237107GDDYGODADDY INC$919,8410.15%10,837CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$915,1910.14%2,204CommonNONE
82509L107SHOPSHOPIFY INC$907,1600.14%7,945CommonNONE
562750109MANHMANHATTAN ASSOCIATES INC$883,1390.14%6,342CommonNONE
985817105YELPYELP INC$882,4690.14%35,990CommonNONE
33734X127FXNFIRST TR EXCHANGE-TRADED FD$880,2800.14%43,514CommonNONE
92204A884VOXVANGUARD WORLD FD$877,0410.14%4,768CommonNONE
571903202MARMARRIOTT INTL INC NEW$876,7470.14%2,365CommonNONE
68389X105ORCLORACLE CORP$870,3670.14%5,939CommonNONE
464288570DSIISHARES TR$866,5860.14%6,086CommonNONE
464287598IWDISHARES TR$860,6270.14%3,550CommonNONE
808513105SCHWSCHWAB CHARLES CORP$838,5870.13%9,089CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$789,8080.13%5,960CommonNONE
46436E718SGOVISHARES TR$781,5010.12%7,763CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$775,1000.12%2,928CommonNONE
03831W108APPAPPLOVIN CORP$772,1270.12%1,499CommonNONE
74762E102QUREQUANTA SVCS INC$766,1260.12%1,064CommonNONE
855244109SBUXSTARBUCKS CORP$764,7660.12%7,484CommonNONE
879360105TDYTELEDYNE TECHNOLOGIES INC$762,0180.12%1,143CommonNONE
097023105BABOEING CO$760,1920.12%3,512CommonNONE
464287796IYEISHARES TR$749,7870.12%13,249CommonNONE
92204A876VPUVANGUARD WORLD FD$745,5010.12%3,809CommonNONE
464287804IJRISHARES TR$740,4320.12%4,992CommonNONE
778296103ROSTROSS STORES INC$733,2670.12%3,445CommonNONE
580135101MCDMCDONALDS CORP$723,1180.11%2,675CommonNONE
464288802SUSAISHARES TR$719,3470.11%4,662CommonNONE
464287721IYWISHARES TR$715,3010.11%2,836CommonNONE
88160R101TSLATESLA INC$714,0560.11%1,698CommonNONE
464287549IGMISHARES TR$700,3160.11%4,281CommonNONE
02079K107GOOGALPHABET INC$669,5530.11%1,895CommonNONE
92537N108VRTVERTIV HOLDINGS CO$669,4950.11%1,999CommonNONE
92939U106WECWEC ENERGY GROUP INC$667,2990.11%5,715CommonNONE
09227Q100BLKBBLACKBAUD INC$653,9640.10%22,078CommonNONE
199908104FIXCOMFORT SYS USA INC$652,8540.10%329CommonNONE
609207105MDLZMONDELEZ INTL INC$637,6310.10%11,024CommonNONE
221006109CRVLCORVEL CORP$637,4440.10%10,196CommonNONE
132061771LYLDCAMBRIA ETF TR$630,6930.10%21,108CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$630,1190.10%16,270CommonNONE
682680103OKEONEOK INC NEW$619,6740.10%7,128CommonNONE
464287374IGEISHARES TR$616,0980.10%10,967CommonNONE
651639106NEMNEWMONT CORP$612,8570.10%6,562CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$610,9770.10%442CommonNONE
25746U109DDOMINION ENERGY INC$607,6830.10%8,899CommonNONE
18915M107NETCLOUDFLARE INC$599,2450.09%2,443CommonNONE
55024U109LITELUMENTUM HLDGS INC$597,2380.09%696CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$592,3920.09%1,490CommonNONE
060505104BACBANK OF AMER CORP$575,6810.09%10,104CommonNONE
443201108HWMHOWMET AEROSPACE INC$575,4130.09%2,140CommonNONE
303075105FDSFACTSET RESH SYS INC$557,5860.09%2,423CommonNONE
743315103PGRPROGRESSIVE CORP$544,3180.09%2,492CommonNONE
33733E401QQXTFIRST TR EXCHANGE-TRADED FD$537,1380.09%5,503CommonNONE
464287556IBBISHARES TR$531,9680.08%2,797CommonNONE
204166102CVLTCOMMVAULT SYS INC$506,5430.08%3,574CommonNONE
464288414MUBISHARES TR$499,4900.08%4,641CommonNONE
464287531IDGTISHARES TR$494,1840.08%4,127CommonNONE
84265V105SCCOSOUTHERN COPPER CORP$485,9740.08%2,789CommonNONE
69370C100PTCPTC INC$465,0390.07%4,093CommonNONE
33733B100FIWFIRST TR EXCHANGE-TRADED FD$463,3790.07%4,231CommonNONE
464287838IYMISHARES TR$452,8570.07%2,522CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$449,2720.07%8,676CommonNONE
464288836IHEISHARES TR$444,5550.07%4,490CommonNONE
16411R208LNGCHENIERE ENERGY INC$434,9760.07%1,820CommonNONE
02072Q622ENDWEA SERIES TRUST$431,7980.07%12,912CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$428,5020.07%2,730CommonNONE
33734X135FXOFIRST TR EXCHANGE-TRADED FD$423,9160.07%6,787CommonNONE
949746101WMT2WELLS FARGO & CO$410,3290.06%4,965CommonNONE
46436E726IBDVISHARES TR$410,3140.06%18,821CommonNONE
464289859AOAISHARES TR$391,6690.06%4,013CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$391,4190.06%9,245CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$388,4530.06%2,179CommonNONE
646025106NJRNEW JERSEY RES CORP$387,3960.06%6,913CommonNONE
464287689IWVISHARES TR$383,7600.06%900CommonNONE
78464A854SPYMSPDR SERIES TRUST$379,0490.06%4,314CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$371,7820.06%3,143CommonNONE
464287457SHYISHARES TR$371,0900.06%4,519CommonNONE
81762P102NOWSERVICENOW INC$368,3750.06%3,710CommonNONE
464288844IEZISHARES TR$368,2610.06%13,690CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$346,0250.05%1,405CommonNONE
464286392URTHISHARES INC$341,6930.05%1,686CommonNONE
244199105DEDEERE & CO$341,6160.05%538CommonNONE
40434L105HPQHP INC$331,6190.05%15,115CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$323,4790.05%862CommonNONE
012653101ALBALBEMARLE CORP$322,2820.05%2,387CommonNONE
72651A207PAGPPLAINS GP HLDGS L P$309,6370.05%12,758CommonNONE
693506107PPGPPG INDS INC$304,1910.05%2,508CommonNONE
26923N553TSPYETF OPPORTUNITIES TRUST$303,9550.05%12,005CommonNONE
20030N101CMCSACOMCAST CORP NEW$302,2520.05%12,312CommonNONE
74340W103PLDPROLOGIS INC.$301,5600.05%2,226CommonNONE
78464A664SPTLSPDR SERIES TRUST$301,1210.05%11,480CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$300,7740.05%11,350CommonNONE
58733R102MELIMERCADOLIBRE INC$290,2540.05%171CommonNONE
913903100UHSUNIVERSAL HLTH SVCS INC$283,7780.04%1,908CommonNONE
922908736VUGVANGUARD INDEX FDS$282,8760.04%3,284CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$281,4860.04%1,323CommonNONE
574599106MASMASCO CORP$280,9950.04%3,453CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$271,3120.04%268CommonNONE
33736G106FANFIRST TR EXCHANGE-TRADED FD$268,0350.04%10,730CommonNONE
46436E486IBDWISHARES TR$258,0200.04%12,381CommonNONE
615369105MCOMOODYS CORP$257,1980.04%568CommonNONE
464287242LQDISHARES TR$254,8150.04%2,336CommonNONE
464287515IGVISHARES TR$254,3160.04%2,807CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$250,4990.04%5,172CommonNONE
464288513HYGISHARES TR$249,9250.04%3,125CommonNONE
375558103GILDGILEAD SCIENCES INC$246,3590.04%1,950CommonNONE
464288760ITAISHARES TR$239,0800.04%986CommonNONE
36828A101GEVGE VERNOVA INC$233,7970.04%199CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$231,9190.04%6,309CommonNONE
09255P107HYTBLACKROCK CORPOR HI YLD FD I$229,6770.04%26,831CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$229,4020.04%2,443CommonNONE
200525103CBSHCOMMERCE BANCSHARES INC$227,7470.04%3,944CommonNONE
78468R739SHMSPDR SERIES TRUST$223,0370.04%4,650CommonNONE
451107106IDAIDACORP INC$222,6040.04%1,471CommonNONE
464288588MBBISHARES TR$222,1160.04%2,350CommonNONE
12572Q105CMECME GROUP INC$221,9440.04%1,005CommonNONE
14040H105COFCAPITAL ONE FINL CORP$219,7900.03%1,096CommonNONE
922908629VOVANGUARD INDEX FDS$218,4230.03%2,711CommonNONE
20603L102CONCONCENTRA GROUP HOLDINGS PAR$216,3070.03%7,271CommonNONE
911312106UPSUNITED PARCEL SVCS INC$209,4620.03%1,949CommonNONE
02072L409QMOMEA SERIES TRUST$209,0900.03%2,656CommonNONE
830940102SKWDSKYWARD SPECIALTY INS GROUP$206,6170.03%3,541CommonNONE
832696405SJMSMUCKER J M CO$202,1630.03%1,797CommonNONE
81619Q105SEMSELECT MED HLDGS CORP$190,4590.03%11,536CommonNONE
74640Y106PRPLPURPLE INNOVATION INC$3,5800.00%10,027CommonNONE

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.