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Kesler, Norman & Wride, LLC

Portfolio Manager
Kesler, Norman & Wride, LLC
Performance
-0.66% (2026 Q1)
AUM (13F)
$580.74M
# of Holdings
245
Performance Rank
Allocation (Top 20)
35.43%

Kesler, Norman & Wride, LLC Holdings Map

Top 50 Kesler, Norman & Wride, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
KR
KROGER CO
3.3%264.9K$19.2M
+0.00%(+0)
2025-Q1: 348.5K shares2025-Q2: 348.5K shares2025-Q3: 348.5K shares2025-Q4: 264.9K shares2026-Q1: 264.9K shares
$34.00(+71.26%)
2026-03-31
AAPL
APPLE INC
2.99%68.5K$17.4M
-2.92%(-2.06K)
2025-Q1: 71.6K shares2025-Q2: 72.7K shares2025-Q3: 71.0K shares2025-Q4: 70.6K shares2026-Q1: 68.5K shares
$137.98(+123.67%)
2026-03-31
MSFT
MICROSOFT CORP
2.28%35.8K$13.3M
+0.67%(+240)
2025-Q1: 36.0K shares2025-Q2: 36.3K shares2025-Q3: 35.3K shares2025-Q4: 35.6K shares2026-Q1: 35.8K shares
$234.81(+66.30%)
2026-03-31
ADI
ANALOG DEVICES INC
2.08%37.9K$12.1M
+1.66%(+617)
2025-Q1: 35.9K shares2025-Q2: 36.4K shares2025-Q3: 35.1K shares2025-Q4: 37.3K shares2026-Q1: 37.9K shares
$166.18(+126.96%)
2026-03-31
AVGO
BROADCOM INC
1.79%33.5K$10.4M
-2.61%(-899)
2025-Q1: 35.7K shares2025-Q2: 36.0K shares2025-Q3: 34.2K shares2025-Q4: 34.4K shares2026-Q1: 33.5K shares
$131.16(+174.81%)
2026-03-31
COR
CENCORA INC
1.77%32.8K$10.3M
-1.45%(-482)
2025-Q1: 34.9K shares2025-Q2: 34.6K shares2025-Q3: 34.7K shares2025-Q4: 33.2K shares2026-Q1: 32.8K shares
$116.71(+154.06%)
2026-03-31
COST
COSTCO WHOLESALE CORPORATION
1.76%10.3K$10.2M
-0.80%(-83)
2025-Q1: 10.8K shares2025-Q2: 10.8K shares2025-Q3: 11.0K shares2025-Q4: 10.3K shares2026-Q1: 10.3K shares
$382.93(+148.52%)
2026-03-31
LHX
L3HARRIS TECHNOLOGIES INC
1.73%29.1K$10.1M
-0.73%(-213)
2025-Q1: 29.6K shares2025-Q2: 29.8K shares2025-Q3: 28.4K shares2025-Q4: 29.4K shares2026-Q1: 29.1K shares
$204.83(+47.47%)
2026-03-31
NVDA
NVIDIA CORPORATION
1.68%55.8K$9.7M
-4.37%(-2.55K)
2025-Q1: 67.2K shares2025-Q2: 65.6K shares2025-Q3: 64.1K shares2025-Q4: 58.4K shares2026-Q1: 55.8K shares
$57.76(+237.30%)
2026-03-31
WMT
WALMART INC
1.65%77.3K$9.6M
-0.04%(-29)
2025-Q1: 21.9K shares2025-Q2: 69.1K shares2025-Q3: 24.6K shares2025-Q4: 77.3K shares2026-Q1: 77.3K shares
$97.68(+14.49%)
2026-03-31

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