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Kesler, Norman & Wride, LLC - Portfolio Stock Holdings

Kesler, Norman & Wride, LLC disclosed 292 stock positions in a recent SEC 13F filing. $630,965,335 of stock holdings were filed, with the largest holdings including AAPL, KR, and ADI. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $661,412,755 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

292

Est. Stock Holding Value:

$630,965,335

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Kesler, Norman & Wride, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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