Kesler, Norman & Wride, LLC — 13F holdings

Kesler, Norman & Wride, LLC reported 271 holdings worth $631M in its 13F filing for Q2 2026, filed July 23, 2026.

Largest positions

1. AAPL APPLE INC — $20.2M (3.2%)
2. KR KROGER CO — $14.7M (2.3%)
3. ADI ANALOG DEVICES INC — $14.3M (2.3%)
4. MSFT MICROSOFT CORP — $13.0M (2.1%)
5. CSCO CISCO SYS INC — $11.8M (1.9%)
6. AVGO BROADCOM INC — $11.8M (1.9%)
7. AMD ADVANCED MICRO DEVICES INC — $11.4M (1.8%)
8. NVDA NVIDIA CORPORATION — $10.4M (1.7%)
9. VGT VANGUARD WORLD FD — $10.3M (1.6%)
10. SPY SPDR S&P 500 ETF TR — $10.0M (1.6%)