Kesler, Norman & Wride, LLC Q4 2024 Filing

Filed February 12, 2025

Portfolio Value

$463.3B

Holdings

214

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (214 positions)

#StockSharesValue% PortfolioType
101
OMCOMNICOM GROUP INC
11,449$985.1M0.21%
102
GDDYGODADDY INC
4,978$982.8M0.21%
103
PANWPALO ALTO NETWORKS INC
5,273$959.5M0.21%
104
FXLFIRST TR EXCHANGE TRADED FD
6,270$931.4M0.20%
105
SBUXSTARBUCKS CORP
10,133$924.6M0.20%
106
MCDMCDONALDS CORP
3,119$904.1M0.20%
107
TSCOTRACTOR SUPPLY CO
16,840$893.7M0.19%
108
ORCLORACLE CORP
5,313$885.9M0.19%
109
PGRPROGRESSIVE CORP
3,695$885.4M0.19%
110
FDNFIRST TR EXCHANGE-TRADED FD
3,594$874.0M0.19%
111
QTECFIRST TR NASDAQ 100 TECH IND
4,526$852.2M0.18%
112
HESMHESS MIDSTREAM LP
22,906$848.3M0.18%
113
BOXXEA SERIES TRUST
7,687$847.7M0.18%
114
MCXMCCORMICK & CO INC
11,073$844.5M0.18%
115
USFDUS FOODS HLDG CORP
12,395$836.4M0.18%
116
GSGOLDMAN SACHS GROUP INC
1,446$828.2M0.18%
117
IYWISHARES TR
5,188$827.5M0.18%
118
CMSCMS ENERGY CORP
12,407$827.0M0.18%
119
DWDMORGAN STANLEY
6,507$818.1M0.18%
120
PAGPPLAINS GP HLDGS L P
44,260$813.5M0.18%
121
IGMISHARES TR
7,959$812.7M0.18%
122
CITCINTAS CORP
4,443$812.1M0.18%
123
KTBKONTOOR BRANDS INC
9,316$796.0M0.17%
124
ZTSZOETIS INC
4,854$791.1M0.17%
125
SANMSANMINA CORPORATION
10,288$778.7M0.17%
126
CVLTCOMMVAULT SYS INC
5,143$776.5M0.17%
127
BDCBELDEN INC
6,857$772.9M0.17%
128
HPEHEWLETT PACKARD ENTERPRISE C
36,183$772.5M0.17%
129
CRVLCORVEL CORP
6,904$768.6M0.17%
130
IGVISHARES TR
7,639$764.8M0.17%
131
IYJISHARES TR
5,712$762.8M0.16%
132
MSIMOTOROLA SOLUTIONS INC
1,643$761.0M0.16%
133
MANHMANHATTAN ASSOCIATES INC
2,792$754.7M0.16%
134
TSAACI WORLDWIDE INC
14,505$753.2M0.16%
135
PIPRPIPER SANDLER COMPANIES
2,509$753.0M0.16%
136
ABBVABBVIE INC
4,195$745.8M0.16%
137
SUXTD SYNNEX CORPORATION
6,355$745.5M0.16%
138
BMIBADGER METER INC
3,482$739.3M0.16%
139
FXZFIRST TR EXCHANGE TRADED FD
12,985$737.7M0.16%
140
CMCSACOMCAST CORP NEW
19,653$737.6M0.16%
141
TXRHTEXAS ROADHOUSE INC
4,071$734.8M0.16%
142
DVADAVITA INC
4,874$729.3M0.16%
143
NTAPNETAPP INC
6,097$708.2M0.15%
144
MTXMINERALS TECHNOLOGIES INC
9,254$705.3M0.15%
145
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
9,129$702.2M0.15%
146
MLB1MERCADOLIBRE INC
411$699.1M0.15%
147
FXNFIRST TR EXCHANGE TRADED FD
42,121$688.3M0.15%
148
MASMASCO CORP
9,455$686.3M0.15%
149
7HPHP INC
20,990$684.9M0.15%
150
BOXBOX INC
21,536$680.6M0.15%
151
PHMPULTE GROUP INC
6,192$674.5M0.15%
152
DSIISHARES TR
6,098$672.3M0.15%
153
FTITECHNIPFMC PLC
23,023$666.3M0.14%
154
WECWEC ENERGY GROUP INC
6,921$650.8M0.14%
155
KEYSKEYSIGHT TECHNOLOGIES INC
3,964$637.1M0.14%
156
BLKBBLACKBAUD INC
8,480$627.0M0.14%
157
KLACKLA CORP
989$624.6M0.13%
158
TPHTRI POINTE HOMES INC
17,088$619.7M0.13%
159
KBHKB HOME
9,248$608.0M0.13%
160
UHSUNIVERSAL HLTH SVCS INC
3,303$592.8M0.13%
161
PLDPROLOGIS INC.
5,603$592.3M0.13%
162
SUSAISHARES TR
4,662$566.9M0.12%
163
CITHE CIGNA GROUP
2,033$561.7M0.12%
164
ISRGINTUITIVE SURGICAL INC
1,069$557.7M0.12%
165
HCAHCA HEALTHCARE INC
1,843$553.4M0.12%
166
UBERUBER TECHNOLOGIES INC
8,985$542.0M0.12%
167
FLEXFLEX LTD
13,462$516.9M0.11%
168
CMECME GROUP INC
2,216$514.7M0.11%
169
CRWDCROWDSTRIKE HLDGS INC
1,485$508.1M0.11%
170
MCOMOODYS CORP
1,038$491.5M0.11%
171
ADBEADOBE INC
1,100$489.1M0.11%
172
TTTRANE TECHNOLOGIES PLC
1,307$482.7M0.10%
173
LYLDCAMBRIA ETF TR
18,294$464.4M0.10%
174
NJRNEW JERSEY RES CORP
9,827$458.4M0.10%
175
SEMSELECT MED HLDGS CORP
24,233$456.8M0.10%
176
IAIISHARES TR
2,995$431.6M0.09%
177
IYGISHARES TR
5,490$427.2M0.09%
178
PPGPPG INDS INC
3,566$426.0M0.09%
179
FXOFIRST TR EXCHANGE TRADED FD
7,839$424.3M0.09%
180
TELTE CONNECTIVITY PLC
2,870$410.3M0.09%
181
WFCWELLS FARGO CO NEW
5,564$390.8M0.08%
182
BACVERIZON COMMUNICATIONS INC
9,743$389.6M0.08%
183
BDXBECTON DICKINSON & CO
1,683$381.8M0.08%
184
SCCOSOUTHERN COPPER CORP
4,186$381.6M0.08%
185
T7DTRANSDIGM GROUP INC
296$375.3M0.08%
186
ITA*ISHARES TR
2,581$375.1M0.08%
187
REZISHARES TR
4,479$362.9M0.08%
188
KKRKKR & CO INC
2,453$362.8M0.08%
189
CONCONCENTRA GROUP HOLDINGS PAR
17,868$353.4M0.08%
190
GEGE AEROSPACE
2,075$346.5M0.07%
191
FFIVF5 INC
1,296$326.3M0.07%
192
ATOATMOS ENERGY CORP
2,311$321.9M0.07%
193
PNCPNC FINL SVCS GROUP INC
1,668$321.7M0.07%
194
REGNREGENERON PHARMACEUTICALS
443$315.6M0.07%
195
SNPSSYNOPSYS INC
650$315.5M0.07%
196
HYTBLACKROCK CORPOR HI YLD FD I
31,397$308.0M0.07%
197
BXBLACKSTONE INC
1,730$298.3M0.06%
198
CVXCHEVRON CORP NEW
1,964$284.5M0.06%
199
EIPIFIRST TR EXCHNG TRADED FD VI
14,381$280.3M0.06%
200
CMGCHIPOTLE MEXICAN GRILL INC
4,533$273.3M0.06%
PreviousPage 2 of 3Next