Kesler, Norman & Wride, LLC Q2 2025 Filing

Filed August 5, 2025

Portfolio Value

$563.7M

Holdings

222

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (222 positions)

StockValue
KRKROGER CO
$25.0M
MSFTMICROSOFT CORP
$18.1M
SPYSPDR S&P 500 ETF TR
$18.0M
AAPLAPPLE INC
$14.9M
NFLXNETFLIX INC
$11.3M
COSTCOSTCO WHSL CORP NEW
$10.7M
NVDANVIDIA CORPORATION
$10.4M
ABGCENCORA INC
$10.4M
AVGOBROADCOM INC
$9.9M
ICEINTERCONTINENTAL EXCHANGE IN
$9.7M
BLKBLACKROCK INC
$9.6M
ADIANALOG DEVICES INC
$8.7M
LOWLOWES COS INC
$7.7M
CBCHUBB LIMITED
$7.7M
GDGENERAL DYNAMICS CORP
$7.7M
FLOTISHARES TR
$7.5M
LHXL3HARRIS TECHNOLOGIES INC
$7.5M
ABTABBOTT LABS
$7.4M
VGTVANGUARD WORLD FD
$7.4M
CSCOCISCO SYS INC
$7.2M
MAMASTERCARD INCORPORATED
$6.9M
SYKSTRYKER CORPORATION
$6.9M
PHPARKER-HANNIFIN CORP
$6.9M
WMTWALMART INC
$6.8M
IBDQISHARES TR
$6.7M
IBDRISHARES TR
$6.7M
PGPROCTER AND GAMBLE CO
$6.6M
ACNACCENTURE PLC IRELAND
$6.6M
UNPUNION PAC CORP
$6.3M
CTEFEA SERIES TRUST
$6.2M
METAMETA PLATFORMS INC
$6.2M
TXNTEXAS INSTRS INC
$6.2M
AMGNAMGEN INC
$6.2M
JKHYHENRY JACK & ASSOC INC
$6.2M
EMREMERSON ELEC CO
$5.8M
APDAIR PRODS & CHEMS INC
$5.6M
LMTLOCKHEED MARTIN CORP
$5.6M
NEENEXTERA ENERGY INC
$5.4M
VVISA INC
$5.2M
IWLGNEW YORK LIFE INVTS ACTIVE E
$5.1M
IBDSISHARES TR
$5.0M
JPMJPMORGAN CHASE & CO.
$5.0M
PSXPHILLIPS 66
$5.0M
GOOGLALPHABET INC
$4.5M
KEYKEYCORP
$4.5M
AMZNAMAZON COM INC
$4.4M
LLYELI LILLY & CO
$4.3M
ZTSZOETIS INC
$4.2M
BRK/BBERKSHIRE HATHAWAY INC DEL
$3.9M
SYLDCAMBRIA ETF TR
$3.8M
XOMEXXON MOBIL CORP
$3.6M
SPGIS&P GLOBAL INC
$3.4M
PLTRPALANTIR TECHNOLOGIES INC
$3.2M
IBDTISHARES TR
$3.2M
NDQINVESCO QQQ TR
$3.0M
APHAMPHENOL CORP NEW
$2.7M
FYLDCAMBRIA ETF TR
$2.7M
ANETARISTA NETWORKS INC
$2.6M
AMDADVANCED MICRO DEVICES INC
$2.4M
ADPAUTOMATIC DATA PROCESSING IN
$2.3M
HONHONEYWELL INTL INC
$2.2M
JNJJOHNSON & JOHNSON
$2.2M
DDIVFIRST TR EXCHANGE TRADED FD
$2.1M
LINLINDE PLC
$2.1M
CBSHCOMMERCE BANCSHARES INC
$2.1M
BROBROWN & BROWN INC
$2.0M
ITWILLINOIS TOOL WKS INC
$2.0M
AFLAFLAC INC
$1.9M
RTXRTX CORPORATION
$1.9M
EYLDCAMBRIA ETF TR
$1.8M
IBMINTERNATIONAL BUSINESS MACHS
$1.8M
ECLECOLAB INC
$1.8M
DWDMORGAN STANLEY
$1.8M
GWWGRAINGER W W INC
$1.8M
PEPPEPSICO INC
$1.8M
HDHOME DEPOT INC
$1.7M
NOWSERVICENOW INC
$1.7M
BRBROADRIDGE FINL SOLUTIONS IN
$1.6M
OREALTY INCOME CORP
$1.6M
EAELECTRONIC ARTS INC
$1.6M
NYTNEW YORK TIMES CO
$1.6M
PAYXPAYCHEX INC
$1.5M
UNHUNITEDHEALTH GROUP INC
$1.5M
IBDUISHARES TR
$1.5M
QQXTFIRST TR EXCHANGE-TRADED FD
$1.5M
SHWSHERWIN WILLIAMS CO
$1.5M
MDLZMONDELEZ INTL INC
$1.5M
CLCOLGATE PALMOLIVE CO
$1.4M
TROWPRICE T ROWE GROUP INC
$1.4M
AWCAMERICAN WTR WKS CO INC NEW
$1.4M
CHDCHURCH & DWIGHT CO INC
$1.4M
FDSFACTSET RESH SYS INC
$1.3M
OMCOMNICOM GROUP INC
$1.3M
ORCLORACLE CORP
$1.3M
CRWDCROWDSTRIKE HLDGS INC
$1.3M
FTNTFORTINET INC
$1.3M
BSXBOSTON SCIENTIFIC CORP
$1.2M
FRTFEDERAL RLTY INVT TR NEW
$1.2M
FTITECHNIPFMC PLC
$1.2M
MYLDCAMBRIA ETF TR
$1.2M
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