Fund HoldingsKesler, Norman & Wride, LLC

Total Portfolio Value
$509.44M
Total Bought
$56.65M
Total Sold
$34.98M
Net Transaction
+$21.67M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
KROGER CO(KR)0348,514+348,514019,9703.92%+19,970
NETFLIX INC(NFLX)02,412+2,41201,7130.34%+1,713
INTERCONTINENTAL EXCHANGE IN(ICE)051,172+51,17208,2211.61%+8,221
ARISTA NETWORKS INC04,022+4,02201,5440.30%+1,544
LOCKHEED MARTIN CORP(LMT)013,041+13,04107,6231.50%+7,623
PARKER-HANNIFIN CORP(PH)09,405+9,40505,9441.17%+5,944
LOWES COS INC(LOW)034,771+34,77109,4181.85%+9,418
INTUIT(INTU)01,908+1,90801,1870.23%+1,187
SPDR S&P 500 ETF TR(SPY)28,20028,494+29415,34716,3493.21%+1,002
KKR & CO INC(KKR)07,625+7,62509960.20%+996
INTERNATIONAL BUSINESS MACHS(IBM)2,3706,278+3,9084101,3880.27%+978
THE TRADE DESK INC(TTD)08,911+8,91109770.19%+977
SERVICENOW INC(NOW)01,079+1,07909650.19%+965
BOSTON SCIENTIFIC CORP(BSX)011,356+11,35609520.19%+952
PROGRESSIVE CORP(PGR)03,655+3,65509270.18%+927
PALO ALTO NETWORKS INC(PANW)02,638+2,63809020.18%+902
OMNICOM GROUP INC(OMC)4,83512,643+7,8084341,3070.26%+873
CROWDSTRIKE HLDGS INC(CRWD)03,111+3,11108730.17%+873
RTX CORPORATION(RTX)9,33514,669+5,3349371,7770.35%+840
META PLATFORMS INC(META)6,4637,157+6943,2594,0970.80%+838
MERCADOLIBRE INC(MELI)0407+40708350.16%+835
BLACKROCK INC(BLK)08,397+8,39707,9741.57%+7,974
BLACKSTONE INC(BX)05,248+5,24808040.16%+804
MICRON TECHNOLOGY INC(MU)07,662+7,66207950.16%+795
JOHNSON & JOHNSON(JNJ)051,174+51,17408,2941.63%+8,294
NEW YORK TIMES CO(NYT)013,806+13,80607690.15%+769
GOLDMAN SACHS GROUP INC(GS)01,462+1,46207240.14%+724
AMGEN INC(AMGN)20,82922,412+1,5836,5097,2231.42%+714
BROADCOM INC(AVGO)3,19133,845+30,6545,1275,8391.15%+712
CHIPOTLE MEXICAN GRILL INC(CMG)012,291+12,29107080.14%+708
VERTEX PHARMACEUTICALS INC(VRTX)01,503+1,50306990.14%+699
THE CIGNA GROUP(CI)01,998+1,99806920.14%+692
ELECTRONIC ARTS INC(EA)3,4758,175+4,7004841,1730.23%+688
MEDTRONIC PLC(MDT)058,988+58,98805,3111.04%+5,311
UBER TECHNOLOGIES INC(UBER)08,956+8,95606730.13%+673
BELDEN INC5,82110,310+4,4895461,2080.24%+662
KEYCORP(KEY)0257,514+257,51404,3130.85%+4,313
PULTE GROUP INC(PHM)3,6057,208+3,6033971,0350.20%+638
ACCENTURE PLC IRELAND
SHS CLASS A
020,810+20,81007,3571.44%+7,357
COMMVAULT SYS INC(CVLT)03,980+3,98006130.12%+613
ORACLE CORP(ORCL)03,547+3,54706050.12%+605
KONTOOR BRANDS INC(KTB)07,391+7,39106040.12%+604
GODADDY INC(GDDY)03,708+3,70805820.11%+582
MANHATTAN ASSOCIATES INC(MANH)02,060+2,06005800.11%+580
CORVEL CORP(CRVL)01,746+1,74605710.11%+571
DAVITA INC(DVA)03,477+3,47705710.11%+571
MOTOROLA SOLUTIONS INC(MSI)01,219+1,21905490.11%+549
CAMBRIA ETF TR0200,119+200,11905,5731.09%+5,573
BADGER METER INC02,493+2,49305450.11%+545
TECHNIPFMC PLC(FTI)020,760+20,76005450.11%+545
KB HOME(KBH)06,283+6,28305380.11%+538
CHUBB LIMITED
COM
025,946+25,94607,4831.47%+7,483
PLAINS GP HLDGS L P(PAGP)028,287+28,28705230.10%+523
ISHARES TR4,1668,736+4,5703949080.18%+514
TEXAS ROADHOUSE INC(TXRH)02,905+2,90505140.10%+514
HESS MIDSTREAM LP(HESM)014,494+14,49405110.10%+511
HP INC(HPQ)013,971+13,97105010.10%+501
AIRBNB INC03,940+3,94005000.10%+500
CHAMPIONX CORPORATION016,354+16,35404930.10%+493
TE CONNECTIVITY PLC(TEL)03,259+3,25904930.10%+493
AMPHENOL CORP NEW07,421+7,42104830.09%+483
SANMINA CORPORATION(SANM)06,981+6,98104780.09%+478
PIPER SANDLER COMPANIES01,651+1,65104690.09%+469
ACI WORLDWIDE INC09,066+9,06604620.09%+462
MINERALS TECHNOLOGIES INC(MTX)05,895+5,89504550.09%+455
CIRRUS LOGIC INC(CRUS)03,653+3,65304540.09%+454
TRI POINTE HOMES INC
COM
010,010+10,01004540.09%+454
APPLIED MATLS INC02,177+2,17704400.09%+440
FLEX LTD(FLEX)012,951+12,95104330.08%+433
HEWLETT PACKARD ENTERPRISE C(HPE)021,122+21,12204320.08%+432
ALPHABET INC(GOOG)6,2039,336+3,1331,1381,5610.31%+423
LAM RESEARCH CORP(LRCX)0516+51604220.08%+422
GOODRX HLDGS INC(GDRX)060,535+60,53504200.08%+420
MCKESSON CORP(MCK)0815+81504040.08%+404
ISHARES TR02,651+2,65103970.08%+397
SELECT MED HLDGS CORP011,303+11,30303940.08%+394
ISHARES TR05,416+5,41603850.08%+385
ISHARES TR02,988+2,98803840.08%+384
NETAPP INC(NTAP)4,8928,167+3,2756301,0090.20%+379
MEDPACE HLDGS INC(MEDP)01,131+1,13103790.07%+379
BLACKROCK ETF TRUST
ISHA US THEM ETF
011,566+11,56603790.07%+379
REALTY INCOME CORP(O)025,552+25,55201,6210.32%+1,621
CAMBRIA ETF TR013,476+13,47603590.07%+359
ABBOTT LABS052,454+52,45405,9811.17%+5,981
QUALCOMM INC(QCOM)3,0835,559+2,4766159460.19%+331
KLA CORP(KLAC)7451,221+4766169470.19%+331
AFLAC INC(AFL)29,32526,287-3,0382,6192,9390.58%+320
NXP SEMICONDUCTORS N V
COM
2,1153,664+1,5495708800.17%+310
ISHARES TR296,408305,929+9,5217,3697,6791.51%+310
GE AEROSPACE(GE)01,505+1,50502840.06%+284
HENRY JACK & ASSOC INC(JKHY)031,574+31,57405,5751.09%+5,575
CAMBRIA ETF TR125,563132,785+7,2224,3214,5940.90%+274
NEXTERA ENERGY INC(NEE)85,49274,783-10,7096,0546,3211.24%+268
CAMBRIA ETF TR09,738+9,73802620.05%+262
ELI LILLY & CO(LLY)3,6424,014+3723,2973,5560.70%+259
ISHARES TR011,908+11,90802530.05%+253
FORTINET INC(FTNT)03,210+3,21002490.05%+249
AIR PRODS & CHEMS INC21,15419,057-2,0975,4595,6741.11%+215
SHERWIN WILLIAMS CO(SHW)04,130+4,13001,5770.31%+1,577
ADVANCED MICRO DEVICES INC(AMD)9,0239,979+9561,4641,6370.32%+174
Page 1 of 1