Fund HoldingsKesler, Norman & Wride, LLC

Total Portfolio Value
$631.42M
Total Bought
$100.58M
Total Sold
$93.62M
Net Transaction
+$6.96M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
EA SERIES TRUST
CAMB TAX AWA ETF
0228,493+228,49307,2491.15%+7,249
ADVANCED MICRO DEVICES INC(AMD)22,93219,557-3,3754,66511,3611.80%+6,696
MICRON TECHNOLOGY INC(MU)6,8557,123+2682,3168,2231.30%+5,907
NEW YORK LIFE INVTS ACTIVE E
WINSLOW LAR CAP
0101,985+101,98505,7710.91%+5,771
CISCO SYS INC(CSCO)0100,867+100,867011,8481.88%+11,848
ISHARES TR0165,926+165,92603,8430.61%+3,843
BITWISE 10 CRYPTO INDEX ETF087,252+87,25203,2790.52%+3,279
TEXAS INSTRS INC(TXN)28,79128,682-1095,5898,5491.35%+2,960
VANGUARD WORLD FD
INF TECH ETF
086,355+86,355010,3211.63%+10,321
APPLE INC(AAPL)069,663+69,663020,1583.19%+20,158
SANDISK CORP(SNDK)01,177+1,17702,6770.42%+2,677
ELI LILLY & CO(LLY)05,979+5,97907,1711.14%+7,171
ANALOG DEVICES INC(ADI)37,88836,115-1,77312,05414,3442.27%+2,290
ALPHABET INC(GOOG)023,340+23,34008,3411.32%+8,341
LAM RESEARCH CORP(LRCX)7,7108,239+5291,6473,5700.57%+1,923
CAMBRIA ETF TR059,254+59,25401,8930.30%+1,893
RALPH LAUREN CORP(RL)04,278+4,27801,7170.27%+1,717
FLEX LTD(FLEX)22,73919,545-3,1941,4883,1680.50%+1,679
CORNING INC(GLW)2,5357,260+4,7253451,8540.29%+1,510
BROADCOM INC(AVGO)031,188+31,188011,7811.87%+11,781
MARVELL TECHNOLOGY INC(MRVL)04,549+4,54901,3550.21%+1,355
STATE STR SPDR S&P 500 ETF T(SPY)013,417+13,417010,0201.59%+10,020
WESTERN DIGITAL CORP(WDC)2,0022,937+9355421,8760.30%+1,334
DELL TECHNOLOGIES INC(DELL)02,854+2,85401,2310.20%+1,231
VANECK ETF TRUST
SEMICONDUCTR ETF
4,1234,115-81,5812,6990.43%+1,119
CIENA CORP(CIEN)02,214+2,21401,0860.17%+1,086
DIMENSIONAL ETF TRUST
WORLD EQUITY ETF
23,86934,351+10,4821,7612,8440.45%+1,083
SANMINA CORP(SANM)09,850+9,85002,4930.39%+2,493
ISHARES TR1,7242,532+8085671,6220.26%+1,056
KLA CORP(KLAC)1,63211,431+9,7992,4033,4490.55%+1,046
FORTINET INC(FTNT)14,14214,214+721,1562,1840.35%+1,028
HONEYWELL INTL INC04,499+4,49901,0070.16%+1,007
HONEYWELL AEROSPACE INC04,484+4,48409910.16%+991
CATERPILLAR INC(CAT)0909+90909680.15%+968
VISA INC(V)016,446+16,44605,6420.89%+5,642
VANGUARD WORLD FD
COMM SRVC ETF
04,768+4,76808770.14%+877
MARRIOTT INTL INC NEW(MAR)02,365+2,36508770.14%+877
PARKER-HANNIFIN CORP(PH)9,7579,820+638,7359,6061.52%+870
GE AEROSPACE(GE)2,9754,585+1,6108441,7140.27%+869
ISHARES TR06,086+6,08608670.14%+867
UNITEDHEALTH GROUP INC(UNH)06,031+6,03102,5070.40%+2,507
HEWLETT PACKARD ENTERPRISE C(HPE)042,839+42,83901,9320.31%+1,932
ISHARES TR07,763+7,76307820.12%+782
UNION PAC CORP(UNP)27,72227,582-1406,7267,5021.19%+777
QUANTA SVCS INC01,064+1,06407660.12%+766
ROSS STORES INC(ROST)03,445+3,44507330.12%+733
INVESCO QQQ TR05,192+5,19203,8240.61%+3,824
WELLTOWER INC(WELL)3,6296,309+2,6807171,4320.23%+715
NVIDIA CORPORATION(NVDA)052,155+52,155010,4361.65%+10,436
ARISTA NETWORKS INC(ANET)016,240+16,24002,7590.44%+2,759
VERTIV HOLDINGS CO(VRT)01,999+1,99906690.11%+669
COMFORT SYS USA INC(FIX)0329+32906530.10%+653
AMAZON COM INC(AMZN)019,379+19,37904,6190.73%+4,619
CAMBRIA ETF TR021,108+21,10806310.10%+631
ONEOK INC NEW(OKE)07,128+7,12806200.10%+620
MONOLITHIC PWR SYS INC(MPWR)0442+44206110.10%+611
DOMINION ENERGY INC(D)08,899+8,89906080.10%+608
CLOUDFLARE INC(NET)02,443+2,44305990.09%+599
LUMENTUM HLDGS INC(LITE)0696+69605970.09%+597
TD SYNNEX CORPORATION(SNX)8,5817,646-9351,4482,0440.32%+596
BANK OF AMER CORP010,104+10,10405760.09%+576
EMERSON ELEC CO(EMR)043,021+43,02106,1580.98%+6,158
COMMVAULT SYS INC(CVLT)03,574+3,57405070.08%+507
ISHARES TR04,127+4,12704940.08%+494
FIRST TR EXCHANGE-TRADED FD04,136+4,13601,3840.22%+1,384
SOUTHERN COPPER CORP(SCCO)02,789+2,78904860.08%+486
SPDR INDEX SHS FDS
ST PORT MARK ETF
08,676+8,67604490.07%+449
ISHARES TR04,490+4,49004450.07%+445
CHENIERE ENERGY INC(LNG)01,820+1,82004350.07%+435
WW GRAINGER INC(GWW)1,6481,641-71,7992,2330.35%+434
NETAPP INC(NTAP)08,541+8,54101,3220.21%+1,322
VANGUARD INTL EQUITY INDEX F02,730+2,73004290.07%+429
VANGUARD INDEX FDS3,2973,490+1931,9702,3970.38%+427
F5 INC(FFIV)3,7183,589-1291,0761,4930.24%+417
DAVITA INC(DVA)6,8166,560-2561,0481,4590.23%+412
ISHARES TR04,013+4,01303920.06%+392
POPULAR INC(BPOP)13,96813,786-1821,8742,2630.36%+389
PRICE T ROWE GROUP INC(TROW)015,914+15,91401,8090.29%+1,809
SPDR SERIES TRUST
ST STR P500ETF
04,314+4,31403790.06%+379
ISHARES TR013,690+13,69003680.06%+368
CAMBRIA ETF TR54,72957,892+3,1632,2662,6290.42%+363
ISHARES INC01,686+1,68603420.05%+342
NEWMONT CORP(NEM)2,5756,562+3,9872796130.10%+334
HP INC(HPQ)015,115+15,11503320.05%+332
CHUBB LIMITED
COM
26,42626,242-1848,6138,9421.42%+328
ALBEMARLE CORP(ALB)02,387+2,38703220.05%+322
FIRST TR EXCHANGE-TRADED FD
TECH ALPHADEX
05,515+5,51501,1980.19%+1,198
EVERPURE INC(P)12,71813,536+8187511,0670.17%+316
PLAINS GP HLDGS L P(PAGP)012,758+12,75803100.05%+310
ETF OPPORTUNITIES TRUST
TAPPALPHA S&P
012,005+12,00503040.05%+304
SPDR SERIES TRUST
ST LON TREAS ETF
011,480+11,48003010.05%+301
INTERNATIONAL BUSINESS MACHS(IBM)07,610+7,61002,1400.34%+2,140
ACI WORLDWIDE INC024,106+24,10601,2120.19%+1,212
GILEAD SCIENCES INC(GILD)01,950+1,95002460.04%+246
GENERAL DYNAMICS CORP(GD)25,89225,757-1358,8879,1241.45%+238
GE VERNOVA INC(GEV)0199+19902340.04%+234
COMMERCE BANCSHARES INC(CBSH)03,944+3,94402280.04%+228
SPDR SERIES TRUST
ST NUVE TERM ETF
04,650+4,65002230.04%+223
IDACORP INC(IDA)01,471+1,47102230.04%+223
MONSTER BEVERAGE CORP NEW(MNST)011,502+11,50201,1060.18%+1,106
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