Kesler, Norman & Wride, LLC - Portfolio overview

Kesler, Norman & Wride, LLC has 283 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. KR - KROGER CO, 3.10%
2. AAPL - APPLE INC, 2.81%
3. MSFT - MICROSOFT CORP, 2.14%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.