Kesler, Norman & Wride, LLC Portfolio Holdings
Kesler, Norman & Wride, LLC
- $529 Million
- Q3 2025
Kesler, Norman & Wride, LLC has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $529 Million distributed in 219 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Kroger CO with a value of $23.5M, Spdr S&P 500 ETF Trust with a value of $19.4M, Microsoft Corp with a value of $18.3M, Apple Inc. with a value of $18.1M, and Nvidia Corp with a value of $12M.
Examining the 13F form we can see an decrease of $5.77M in the current position value, from $535M to 529M.
Below you can find more details about Kesler, Norman & Wride, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$529 Million
Technology: $126 Million
ETFs: $90.2 Million
Industrials: $59.7 Million
Financial Services: $59.2 Million
Healthcare: $55.8 Million
Consumer Defensive: $50.2 Million
Consumer Cyclical: $23.7 Million
Communication Services: $21.6 Million
Other: $36.2 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 219
- Current Value $529 Million
- Prior Value $535 Million
- Filing
- Period Q3 2025
- Filing Date October 23, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 23 stocks
- Additional Purchases 71 stocks
- Sold out of 0 stocks
- Reduced holdings in 117 stocks