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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 14 of 14  ·  271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 MBB ISHARES TR 2,350.0 $222K 0.04% NEW $94.52 -1.5%
262 CME CME GROUP INC Financial Services 1,005.0 $222K 0.04% NEW $220.84 +24.5%
263 COF CAPITAL ONE FINL CORP Financial Services 1,096.0 $220K 0.04% NEW $200.54 +8.7%
264 VO VANGUARD INDEX FDS 2,711.0 $218K 0.04% NEW $80.57 +3.0%
265 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 7,271.0 $216K 0.03% NEW $29.75 +17.6%
266 UPS UNITED PARCEL SVCS INC Industrials 1,949.0 $209K 0.03% NEW $107.47 -5.1%
267 QMOM EA SERIES TRUST 2,656.0 $209K 0.03% NEW $78.72 -4.7%
268 SKYWARD SPECIALTY INS GROUP 3,541.0 $207K 0.03% NEW $58.35
269 SJM SMUCKER J M CO Consumer Defensive 1,797.0 $202K 0.03% NEW $112.50 +10.5%
270 SEM SELECT MED HLDGS CORP Healthcare 11,536.0 $190K 0.03% NEW $16.51 +0.0%
271 PRPL PURPLE INNOVATION INC Consumer Cyclical 10,027.0 $4K 0.00% NEW $0.36 +1448.9%
Page 14 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%