StockDriftsStockDriftsTop 50 Kesler, Norman & Wride, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.19% | 69.7K | $20.2M | +1.69%(+1.16K) | $140.15(+117.90%) | 2026-06-30 | |
| KR | KROGER CO | 2.33% | 264.9K | $14.7M | +0.00%(+10) | $34.00(+64.69%) | 2026-06-30 | |
| ADI | ANALOG DEVICES INC | 2.27% | 36.1K | $14.3M | -4.68%(-1.77K) | $166.18(+136.48%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.06% | 34.9K | $13.0M | -2.65%(-948) | $234.81(+107.01%) | 2026-06-30 | |
| CSCO | CISCO SYS INC | 1.88% | 100.9K | $11.8M | -0.44%(-442) | $44.16(+157.10%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 1.87% | 31.2K | $11.8M | -7.03%(-2.36K) | $131.16(+200.20%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 1.8% | 19.6K | $11.4M | -14.72%(-3.38K) | $167.86(+205.18%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.65% | 52.2K | $10.4M | -6.55%(-3.65K) | $57.76(+291.37%) | 2026-06-30 | |
| VGT | VANGUARD WORLD FD | 1.63% | 86.4K | $10.3M | +0.34%(+291) | $59.31(+106.68%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.59% | 13.4K | $10.0M | +0.49%(+66) | $412.56(+87.94%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.59% | +28.06% | +4.45% | +24.31% |
| Top 20 Holdings Unweighted | +9.00% | +29.49% | +4.31% | +23.47% |
Kesler, Norman & Wride, LLC reports $631.42M in US-listed equity holdings across 271 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (3.2%), KR (2.3%) and ADI (2.3%). The top 20 holdings account for 34.42% of reported assets. Its disclosed equity book has returned +28.06% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Kesler, Norman & Wride, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1840455). View Kesler, Norman & Wride, LLC’s 13F filings on SEC