Fund Holdings — Kesler, Norman & Wride, LLC

Total Portfolio Value
$580.74M
Total Bought
$40.47M
Total Sold
$42.52M
Net Transaction
-$2.05M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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KROGER CO(KR)264,882264,882016,55019,1673.30%+2,617
PHILLIPS 66(PSX)41,23141,170-615,3207,5001.29%+2,180
ANALOG DEVICES INC(ADI)37,27137,888+61710,10812,0542.08%+1,946
EXXON MOBIL CORP36,28335,085-1,1984,3665,9531.02%+1,586
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
24,02649,277+25,2511,4402,9460.51%+1,506
LOCKHEED MARTIN CORP(LMT)12,05612,061+55,8317,2901.26%+1,458
L3HARRIS TECHNOLOGIES INC(LHX)29,36129,148-2138,61910,0601.73%+1,441
COSTCO WHOLESALE CORPORATION(COST)10,34010,257-838,91710,2211.76%+1,304
ISHARES TR122,269172,172+49,9032,8624,0050.69%+1,143
MICRON TECHNOLOGY INC(MU)4,3406,855+2,5151,2392,3160.40%+1,077
WALMART INC(WMT)77,33677,307-298,6169,6081.65%+992
NEXTERA ENERGY INC(NEE)76,77376,791+186,1637,1321.23%+969
TAPESTRY INC(TPR)2,9659,144+6,1793791,2900.22%+912
AIR PRODUCTS AND CHEMICALS I20,07120,170+994,9585,8591.01%+901
INTUITIVE SURGICAL INC12,7862,540-10,2462821,1710.20%+889
LAM RESEARCH CORP(LRCX)4,8457,710+2,8658291,6470.28%+818
TECHNIPFMC PLC(FTI)34,89134,213-6781,5552,3650.41%+810
VANGUARD WORLD FD
UTILITIES ETF
03,970+3,97007870.14%+787
WELLTOWER INC(WELL)03,629+3,62907170.12%+717
PTC INC(PTC)04,840+4,84006900.12%+690
ISHARES TR010,951+10,95106890.12%+689
ISHARES TR09,707+9,70706290.11%+629
AMGEN INC(AMGN)22,24922,293+447,2827,8441.35%+562
MARATHON PETE CORP(MPC)4,8155,350+5357831,3060.22%+523
BOOKING HOLDINGS INC(BKNG)0123+12305180.09%+518
KEYSIGHT TECHNOLOGIES INC(KEYS)5,9455,933-121,2081,6750.29%+467
CAMBRIA ETF TR93,90294,093+1913,0513,5130.60%+462
ISHARES TR02,563+2,56304510.08%+451
VANGUARD INDEX FDS2,4723,297+8251,5501,9700.34%+420
TEXAS INSTRS INC(TXN)29,84028,791-1,0495,1775,5890.96%+412
BAKER HUGHES COMPANY(BKR)28,77727,992-7851,3111,7090.29%+398
CHUBB LTD SWITZ
COM
26,41126,426+158,2438,6131.48%+370
NEW YORK TIMES CO MTN BE(NYT)29,07428,492-5822,0182,3860.41%+367
ISHARES TR6741,724+1,0502035670.10%+364
CORNING INC(GLW)02,535+2,53503450.06%+345
CAMBRIA ETF TR58,10357,955-1484,0394,3700.75%+331
UNION PAC CORP(UNP)27,64527,722+776,3956,7261.16%+331
NETFLIX INC.(NFLX)88,77589,897+1,1228,3248,6441.49%+320
EA SERIES TRUST
CAMBRIA ENDOWM
010,046+10,04603200.06%+320
LINDE PLC(LIN)4,5244,516-81,9292,2390.39%+310
ANTERO MIDSTREAM CORP(AM)52,78053,765+9859391,2260.21%+287
HONEYWELL INTL INC(HON)9,4559,409-461,8452,1270.37%+282
DAVITA INC(DVA)6,7616,816+557681,0480.18%+279
GOLDMAN SACHS GROUP INC(GS)0330+33002790.05%+279
NEWMONT CORP(NEM)02,575+2,57502790.05%+279
FIRST TR EXCHANGE-TRADED FD12,7865,709-7,0772825570.10%+275
FIRST TR EXCHANGE-TRADED FD
ENERGY ALPHADX
43,22443,383+1597129740.17%+262
ISHARES TR02,280+2,28002490.04%+249
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
05,130+5,13002470.04%+247
CAPITAL ONE FINL CORP(COF)01,326+1,32602420.04%+242
KLA CORP(KLAC)1,7871,632-1552,1712,4030.41%+232
VANGUARD TAX-MANAGED FDS11,95415,228+3,2747479760.17%+229
ISHARES TR02,336+2,33602220.04%+222
SCHWAB CHARLES CORP(SCHW)6,1798,916+2,7376178380.14%+221
EA SERIES TRUST
ALPHA ARCH 1-3
9,48211,196+1,7141,0911,3020.22%+211
US FOODS HLDG CORP(USFD)12,09612,029-679111,1090.19%+198
FORTINET INC(FTNT)12,06214,142+2,0809581,1560.20%+198
CAMBRIA ETF TR54,25454,729+4752,0802,2660.39%+187
GE AEROSPACE(GE)2,1492,975+8266628440.15%+182
TD SYNNEX CORPORATION(SNX)8,5208,581+611,2801,4480.25%+168
REALTY INCOME CORP(O)30,80831,118+3101,7371,9040.33%+167
ISHARES TR3,4404,599+1,1594135720.10%+158
PARKER-HANNIFIN CORP(PH)9,7589,757-18,5778,7351.50%+158
CHURCH & DWIGHT CO INC(CHD)15,60515,706+1011,3091,4660.25%+157
FIRST TR EXCHANGE-TRADED FD
MATERIALS ALPH
13,22913,272+438581,0110.17%+154
GENERAL DYNAMICS CORP(GD)25,94025,892-488,7338,8871.53%+153
PEPSICO INC(PEP)12,97512,909-661,8622,0050.35%+143
BOEING CO(BA)2,5573,503+9465556970.12%+142
ATMOS ENERGY CORP(ATO)9,3299,228-1011,5641,7050.29%+141
WW GRAINGER INC(GWW)1,6431,648+51,6581,7990.31%+141
F5 INC(FFIV)3,6663,718+529361,0760.19%+140
POPULAR INC(BPOP)13,97413,968-61,7401,8740.32%+134
TELEDYNE TECHNOLOGIES INC(TDY)1,4941,470-247638890.15%+126
ISHARES TR
IBONDS 27 ETF
301,658307,305+5,6477,3247,4491.28%+125
MOTOROLA SOLUTIONS INC(MSI)2,1632,196+338299530.16%+124
FLEXTRONICS INTL LTD(FLEX)22,71322,739+261,3721,4880.26%+116
SPDR INDEX SHS FDS
ST PORT MARK ETF
5,4837,921+2,4382573720.06%+115
COLGATE PALMOLIVE CO(CL)16,69916,764+651,3201,4290.25%+109
TRANE TECHNOLOGIES PLC(TT)2,7182,789+711,0581,1620.20%+104
ADVANCED MICRO DEVICES INC(AMD)21,32522,932+1,6074,5674,6650.80%+98
VERIZON COMMUNICATIONS INC(VZ)9,0909,248+1583704640.08%+94
ILLINOIS TOOL WKS INC(ITW)7,5097,465-441,8501,9430.33%+94
ISHARES TR
FLTG RATE NT ETF
124,280125,853+1,5736,3216,4121.10%+91
VANECK ETF TRUST
SEMICONDUCTR ETF
4,1464,123-231,4931,5810.27%+88
EVERPURE INC(P)9,92312,718+2,7956657510.13%+86
WESTERN DIGITAL CORP(WDC)2,6612,002-6594585420.09%+83
CAMBRIA ETF TR58,04358,453+4101,5551,6380.28%+83
ISHARES TR3,8034,583+7804074860.08%+79
ISHARES TR
IBDS DEC28 ETF
133,464137,153+3,6893,3973,4740.60%+77
ISHARES TR3,5204,434+9142923660.06%+75
HOWMET AEROSPACE INC(HWM)1,9171,995+783934600.08%+67
TJX COS INC NEW(TJX)7,9738,075+1021,2251,2900.22%+65
SCHWAB STRATEGIC TR8,75511,141+2,3862322960.05%+65
NEW JERSEY RES CORP(NJR)6,9396,937-23203810.07%+61
FEDERAL RLTY INVT TR NEW(FRT)13,78513,650-1351,3901,4500.25%+60
WEC ENERGY GROUP INC(WEC)5,7495,755+66066660.11%+60
SPDR SERIES TRUST
ST LON TREAS ETF
8,92911,270+2,3412362960.05%+60
DIMENSIONAL ETF TRUST
WORLD EQUITY ETF
23,00723,869+8621,7021,7610.30%+59
EBAY INC.(EBAY)9,6819,906+2258439020.16%+58
ISHARES TR12,78615,486+2,7002823390.06%+57
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Kesler, Norman & Wride, LLC — 13F Holdings — Q1 2026 | TickerTrail