Kesler, Norman & Wride, LLC Portfolio Holdings
Kesler, Norman & Wride, LLC
- $535 Million
- Q2 2025
Kesler, Norman & Wride, LLC has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $535 Million distributed in 222 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Kroger CO with a value of $25M, Microsoft Corp with a value of $18.1M, Spdr S&P 500 ETF Trust with a value of $18M, Apple Inc. with a value of $14.9M, and Netflix Inc with a value of $11.3M.
Examining the 13F form we can see an increase of $33.3M in the current position value, from $501M to 535M.
Below you can find more details about Kesler, Norman & Wride, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$535 Million
Technology: $127 Million
ETFs: $90.4 Million
Financial Services: $64.9 Million
Consumer Defensive: $57.1 Million
Industrials: $55.1 Million
Healthcare: $47.1 Million
Communication Services: $29.2 Million
Consumer Cyclical: $22.4 Million
Other: $35.4 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 222
- Current Value $535 Million
- Prior Value $501 Million
- Filing
- Period Q2 2025
- Filing Date August 04, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 20 stocks
- Additional Purchases 105 stocks
- Sold out of 0 stocks
- Reduced holdings in 90 stocks