Kesler, Norman & Wride, LLC Q4 2025 Filing

Filed February 10, 2026

Portfolio Value

$583.4M

Holdings

236

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (236 positions)

#StockSharesValue% PortfolioType
101
BKRBAKER HUGHES COMPANY
28,777$1.3M0.22%
102
CHDCHURCH & DWIGHT CO INC
15,605$1.3M0.22%
103
CRWDCROWDSTRIKE HLDGS INC
2,747$1.3M0.22%
104
HCAHCA HEALTHCARE INC
2,747$1.3M0.22%
105
SUXTD SYNNEX CORPORATION
8,520$1.3M0.22%
106
BSXBOSTON SCIENTIFIC CORP
13,015$1.2M0.21%
107
MUMICRON TECHNOLOGY INC
4,340$1.2M0.21%
108
ABBVABBVIE INC
5,400$1.2M0.21%
109
TJXTJX COS INC NEW
7,973$1.2M0.21%
110
PAYXPAYCHEX INC
10,862$1.2M0.21%
111
KEYSKEYSIGHT TECHNOLOGIES INC
5,945$1.2M0.21%
112
LLOEWS CORP
11,400$1.2M0.21%
113
IYZISHARES TR
35,335$1.2M0.21%
114
ISRGINTUITIVE SURGICAL INC
2,111$1.2M0.20%
115
YELPYELP INC
38,525$1.2M0.20%
116
NOWSERVICENOW INC
7,338$1.1M0.19%
117
HPEHEWLETT PACKARD ENTERPRISE C
46,367$1.1M0.19%
118
PGRPROGRESSIVE CORP
4,854$1.1M0.19%
119
UHSUNIVERSAL HLTH SVCS INC
5,051$1.1M0.19%
120
MDLZMONDELEZ INTL INC
20,331$1.1M0.19%
121
BOXXEA SERIES TRUST
9,482$1.1M0.19%
122
TTTRANE TECHNOLOGIES PLC
2,718$1.1M0.18%
123
MLB1MERCADOLIBRE INC
517$1.0M0.18%
124
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
12,488$1.0M0.18%
125
VRSNVERISIGN INC
4,267$1.0M0.18%
126
ORCLORACLE CORP
5,312$1.0M0.18%
127
PHMPULTE GROUP INC
8,609$1.0M0.17%
128
CAHCARDINAL HEALTH INC
4,902$1.0M0.17%
129
BDCBELDEN INC
8,577$999K0.17%
130
QTECFIRST TR EXCHANGE-TRADED FD
4,289$987K0.17%
131
FXLFIRST TR EXCHANGE TRADED FD
5,856$985K0.17%
132
DASHDOORDASH INC
4,303$974K0.17%
133
TSCOTRACTOR SUPPLY CO
19,443$972K0.17%
134
FTNTFORTINET INC
12,062$957K0.16%
135
CITCINTAS CORP
4,997$939K0.16%
136
AMANTERO MIDSTREAM CORP
52,780$938K0.16%
137
FFIVF5 INC
3,666$935K0.16%
138
MNSTMONSTER BEVERAGE CORP NEW
12,167$932K0.16%
139
NTAPNETAPP INC
8,608$921K0.16%
140
TSAACI WORLDWIDE INC
19,219$918K0.16%
141
IDUISHARES TR
8,473$918K0.16%
142
USFDUS FOODS HLDG CORP
12,096$911K0.16%
143
TXRHTEXAS ROADHOUSE INC
5,389$894K0.15%
144
BOXBOX INC
29,804$891K0.15%
145
HIGHARTFORD INSURANCE GROUP INC
6,386$879K0.15%
146
IYWISHARES TR
4,327$863K0.15%
147
FXZFIRST TR EXCHANGE TRADED FD
13,229$857K0.15%
148
IGMISHARES TR
6,619$854K0.15%
149
BLKBBLACKBAUD INC
13,415$849K0.15%
150
EBAEBAY INC.
9,681$843K0.14%
151
NEUNEWMARKET CORP
1,208$830K0.14%
152
MSIMOTOROLA SOLUTIONS INC
2,163$829K0.14%
153
LRCXLAM RESEARCH CORP
4,845$829K0.14%
154
FDNFIRST TR EXCHANGE-TRADED FD
2,986$803K0.14%
155
FDSFACTSET RESH SYS INC
2,712$786K0.13%
156
CMSCMS ENERGY CORP
11,241$786K0.13%
157
DSIISHARES TR
6,091$784K0.13%
158
MPCMARATHON PETE CORP
4,815$782K0.13%
159
TSLATESLA INC
1,722$774K0.13%
160
GDDYGODADDY INC
6,220$771K0.13%
161
DVADAVITA INC
6,761$768K0.13%
162
MCDMCDONALDS CORP
2,509$766K0.13%
163
TDYTELEDYNE TECHNOLOGIES INC
1,494$762K0.13%
164
KTBKONTOOR BRANDS INC
12,412$758K0.13%
165
VEAVANGUARD TAX-MANAGED FDS
11,954$746K0.13%
166
IWDISHARES TR
3,550$746K0.13%
167
MANHMANHATTAN ASSOCIATES INC
4,291$743K0.13%
168
7HPHP INC
32,675$727K0.12%
169
FXNFIRST TR EXCHANGE TRADED FD
43,224$711K0.12%
170
IGVISHARES TR
6,595$697K0.12%
171
SBUXSTARBUCKS CORP
8,057$678K0.12%
172
PSTGPURE STORAGE INC
9,923$664K0.11%
173
GEGE AEROSPACE
2,149$661K0.11%
174
SUSAISHARES TR
4,662$649K0.11%
175
IYFISHARES TR
5,019$647K0.11%
176
CRVLCORVEL CORP
9,342$632K0.11%
177
SCHWSCHWAB CHARLES CORP
6,179$617K0.11%
178
UBERUBER TECHNOLOGIES INC
7,486$611K0.10%
179
WECWEC ENERGY GROUP INC
5,749$606K0.10%
180
MCOMOODYS CORP
1,154$589K0.10%
181
GOOGALPHABET INC
1,855$582K0.10%
182
QCOMQUALCOMM INC
3,326$568K0.10%
183
IBBISHARES TR
3,335$562K0.10%
184
ITA*ISHARES TR
2,618$562K0.10%
185
LYLDCAMBRIA ETF TR
20,162$561K0.10%
186
BABOEING CO
2,557$555K0.10%
187
PLDPROLOGIS INC.
4,236$540K0.09%
188
IAIISHARES TR
2,883$517K0.09%
189
PANWPALO ALTO NETWORKS INC
2,763$508K0.09%
190
SOSOUTHERN CO
5,811$506K0.09%
191
IETCISHARES U S ETF TR
4,973$505K0.09%
192
FIWFIRST TR EXCHANGE-TRADED FD
4,605$500K0.09%
193
INTUINTUIT
747$495K0.08%
194
BXBLACKSTONE INC
3,163$487K0.08%
195
KKRKKR & CO INC
3,731$475K0.08%
196
APOAPOLLO GLOBAL MGMT INC
3,239$468K0.08%
197
WDCWESTERN DIGITAL CORP
2,661$458K0.08%
198
WFCWELLS FARGO CO NEW
4,923$458K0.08%
199
CDNSCADENCE DESIGN SYSTEM INC
1,445$451K0.08%
200
CMECME GROUP INC
1,600$437K0.07%
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