BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Kesler, Norman & Wride, LLC

· CIK 0001840455
13F Portfolio $631M AUM 271 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 271 New
Page 11 of 14  ·  271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CVLT COMMVAULT SYS INC Technology 3,574.0 $507K 0.08% NEW $141.73 -5.6%
202 MUB ISHARES TR 4,641.0 $499K 0.08% NEW $107.63 -2.1%
203 IDGT ISHARES TR 4,127.0 $494K 0.08% NEW $119.74 -2.1%
204 SCCO SOUTHERN COPPER CORP Basic Materials 2,789.0 $486K 0.08% NEW $174.25 +24.0%
205 PTC PTC INC Technology 4,093.0 $465K 0.07% NEW $113.62 +36.1%
206 FIW FIRST TR EXCHANGE-TRADED FD 4,231.0 $463K 0.07% NEW $109.52 +1.5%
207 IYM ISHARES TR 2,522.0 $453K 0.07% NEW $179.56 +8.7%
208 SPEM SPDR INDEX SHS FDS 8,676.0 $449K 0.07% NEW $51.78 +1.2%
209 IHE ISHARES TR 4,490.0 $445K 0.07% NEW $99.01 +7.9%
210 LNG CHENIERE ENERGY INC Energy 1,820.0 $435K 0.07% NEW $239.00 +16.1%
211 ENDW EA SERIES TRUST 12,912.0 $432K 0.07% NEW $33.44 +5.7%
212 VT VANGUARD INTL EQUITY INDEX F 2,730.0 $429K 0.07% NEW $156.96 +2.4%
213 FXO FIRST TR EXCHANGE-TRADED FD 6,787.0 $424K 0.07% NEW $62.46 +5.3%
214 WFC WELLS FARGO & CO Financial Services 4,965.0 $410K 0.07% NEW $82.64 +1.4%
215 IBDV ISHARES TR 18,821.0 $410K 0.07% NEW $21.80 -0.9%
216 AOA ISHARES TR 4,013.0 $392K 0.06% NEW $97.60 +1.4%
217 VZ VERIZON COMMUNICATIONS INC Communication Services 9,245.0 $391K 0.06% NEW $42.34 +16.8%
218 BKNG BOOKING HOLDINGS INC Consumer Cyclical 2,179.0 $388K 0.06% NEW $178.27 +17.6%
219 NJR NEW JERSEY RES CORP Utilities 6,913.0 $387K 0.06% NEW $56.04 -4.5%
220 IWV ISHARES TR 900.0 $384K 0.06% NEW $426.40 +2.4%
Page 11 of 14  ·  271 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.4%
Financial Services 15.0%
Industrials 13.0%
Consumer Defensive 9.5%
Healthcare 8.2%
Communication Services 5.1%
Consumer Cyclical 4.6%
Energy 3.4%
Basic Materials 2.8%
Utilities 2.1%