account_balance
Investment manager · 13F filer · SEC CIK 1840455
Kesler, Norman & Wride, LLC
Reported value$643Mas of Sep 30, 2026
Positions270 21 new, 22 sold out
Top 10 weight22.1%AAPL alone is 3%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc
3.5%Trimmed −4%
MSFTMicrosoft Corp
2.8%
VGTVanguard World Fd
2.4%Added +45%
KRKroger Co
2.4%
ADIAnalog Devices Inc
2.2%Trimmed −2%
NVDANvidia Corporation
1.9%Added +3%
AMDAdvanced Micro Devices Inc
1.9%Added +2%
AVGOBroadcom Inc
1.7%
CSCOCisco Sys Inc
1.7%
PSXPhillips 66
1.6%Trimmed −2%
SPYState STR SPDR S&P 500 ETF T
1.6%
COR1.5%AAPLApple Inc
3.5%Trimmed −4%
MSFT2.8%VGT2.4%
KRKroger Co
2.4%
ADIAnalog Devices Inc
2.2%Trimmed −2%
NVDA1.9%AMD1.9%AVGO1.7%CSCO1.7%PSX1.6%SPY1.6%COR1.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc 3.5% Trimmed −4%MSFT Microsoft Corp 2.8% Held
VGT Vanguard World Fd 2.4% Added +45%
KR Kroger Co 2.4% HeldADI Analog Devices Inc 2.2% Trimmed −2%NVDA Nvidia Corporation 1.9% Added +3%AMD Advanced Micro Devices Inc 1.9% Added +2%AVGO Broadcom Inc 1.7% HeldCSCO Cisco Sys Inc 1.7% HeldPSX Phillips 66 1.6% Trimmed −2%SPY State STR SPDR S&P 500 ETF T 1.6% HeldCOR Cencora Inc 1.5% HeldWhat changed