Kesler, Norman & Wride, LLC
•CIK: 1840455•Filing: Q4 2025
**Kesler, Norman & Wride, LLC** manages $583M across a diversified portfolio of 236 positions. The fund exhibits significant concentration in technology and growth names, with top holdings including AAPL at $19.2M and MSFT at $17.2M. Notable allocations also include KR ($16.5M), SPY ($12.7M), and AVGO ($11.9M). This positioning suggests a conviction-driven strategy targeting established market leaders and high-growth secular trends.
Total AUM
$583.4M
QoQ Performance
+14.4%
Positions
192
Top 10 Concentration
22.3%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL3.3%
MSFT2.9%
KR2.8%
SPY2.2%
AVGO2.0%
ABG1.9%
NVDA1.9%
ADI1.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other50.0%
Technology17.6%
Financial7.1%
Consumer6.1%
Healthcare4.7%
Consumer Staples3.4%
Industrial3.0%
ETF2.5%
🚪 Exited Positionssold since Q3 2025
+48 more exited positions
Changes from Q3 2025
NEW34 new positions
↑108 increased
↓57 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023