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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 13 of 14  ·  271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 VUG VANGUARD INDEX FDS 3,284.0 $283K 0.04% NEW $86.14 +1.6%
242 RSP INVESCO EXCHANGE TRADED FD T 1,323.0 $281K 0.04% NEW $212.76 +4.2%
243 MAS MASCO CORP Industrials 3,453.0 $281K 0.04% NEW $81.38 -9.9%
244 GS GOLDMAN SACHS GROUP INC Financial Services 268.0 $271K 0.04% NEW $1012.36 +2.7%
245 FAN FIRST TR EXCHANGE-TRADED FD 10,730.0 $268K 0.04% NEW $24.98 -4.5%
246 IBDW ISHARES TR 12,381.0 $258K 0.04% NEW $20.84 -1.2%
247 MCO MOODYS CORP Financial Services 568.0 $257K 0.04% NEW $452.81 +11.2%
248 LQD ISHARES TR 2,336.0 $255K 0.04% NEW $109.08 -2.9%
249 IGV ISHARES TR 2,807.0 $254K 0.04% NEW $90.60 +14.1%
250 BNDX VANGUARD CHARLOTTE FDS 5,172.0 $250K 0.04% NEW $48.43 -1.6%
251 HYG ISHARES TR 3,125.0 $250K 0.04% NEW $79.98 -0.5%
252 GILD GILEAD SCIENCES INC Healthcare 1,950.0 $246K 0.04% NEW $126.34 +15.7%
253 ITA ISHARES TR 986.0 $239K 0.04% NEW $242.47 -2.1%
254 GEV GE VERNOVA INC Utilities 199.0 $234K 0.04% NEW $1174.86 -18.6%
255 EPD ENTERPRISE PRODS PARTNERS L 6,309.0 $232K 0.04% NEW $36.76
256 HYT BLACKROCK CORPOR HI YLD FD I Financial Services 26,831.0 $230K 0.04% NEW $8.56 -3.9%
257 FTCS FIRST TR EXCHANGE-TRADED FD 2,443.0 $229K 0.04% NEW $93.90 +8.1%
258 CBSH COMMERCE BANCSHARES INC Financial Services 3,944.0 $228K 0.04% NEW $57.75 +1.1%
259 SHM SPDR SERIES TRUST 4,650.0 $223K 0.04% NEW $47.96 -0.4%
260 IDA IDACORP INC Utilities 1,471.0 $223K 0.04% NEW $151.33 -9.3%
Page 13 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%