Kesler, Norman & Wride, LLC

Registered adviser

CIK

1840455

Location

OGDEN, UT

Portfolio Value

Small $629,136,453

Diversification

Diversified

Filing Date

Global Rank

#3,322 / 8,815 ▼ 58

Top Industry

Semiconductors 13.2%

Period ended 4 months ago

Filed Jul 23, 2026 · 3mo

23 quarters · since Dec 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 307667

Roster of Oct 1, 2026

Regulatory AUM

$661,412,755

Main clients

Individuals and high net worth (94% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$661,412,755	Individuals and high net worth (94%)
Apr 2025 to Mar 2026	$618,803,317	Individuals and high net worth (89%)
Apr 2024 to Mar 2025	$510,972,642	Individuals and high net worth (92%)
May 2023 to Mar 2024	$456,333,797	Individuals and high net worth (99%)
Apr 2023	$456,333,797	Individuals and high net worth (99%)
Mar 2022 to Mar 2023	$493,388,105	Individuals and high net worth (82%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 26.0%, 68.9 effective positions, active share 56.9% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

29.7% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 15.6 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 56.9%; sector active share 12.0% against the combined 13F book's sector weights.

Over time 23 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

271 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.6%

−0.6 pts

Top 5

16.4%

−1.6 pts

Top 10

26.0%

−1.3 pts

HHI

145

Diversified−14

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	28.9%	$181,890,172	56
Unclassified	20.0%	$125,548,550	77
Industrials	10.2%	$64,168,503	24
Financial Services	9.9%	$62,180,561	29
Healthcare	7.9%	$49,952,102	18
Consumer Defensive	7.6%	$47,588,030	11
Communication Services	4.3%	$26,835,998	11
Consumer Cyclical	3.6%	$22,895,371	16
Energy	3.0%	$18,936,303	10
Basic Materials	2.2%	$13,578,901	9
Utilities	1.6%	$10,335,726	6
Real Estate	0.8%	$5,226,236	4

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+75,597	86,355	$10,321,149
DFAW	Dimensional World Equity ETF	+10,482	34,351	$2,843,919
KLAC	Kla Corp	+9,799	11,431	$3,448,847
IWF	iShares Russell 1000 Growth ETF	+8,796	11,728	$1,456,265
WMT	Walmart Inc.	+6,092	83,399	$9,445,770
GLW	Corning Inc	+4,725	7,260	$1,854,421
BLKB	Blackbaud Inc	+4,111	22,078	$653,950
NEM	NEWMONT Corp	+3,987	6,562	$612,890
IYE	iShares U.S. Energy ETF	+3,542	13,249	$749,760
IBDV	iShares iBonds Dec 2030 Term Corporate ETF	+3,335	18,821	$410,297
EYLD	Cambria Emerging Shareholder Yield ETF	+3,163	57,892	$2,628,875
NEE	Nextera Energy Inc	+3,077	79,868	$7,010,014
BOX	Box Inc	+3,016	39,896	$1,058,839
ENDW	Cambria Endowment Style ETF	+2,866	12,912	$431,803
FYLD	Cambria Foreign Shareholder Yield ETF	+2,791	96,884	$3,535,297
VUG	VANGUARD GROWTH INDEX FUND	+2,737	3,284	$282,883
WELL	Welltower Inc.	+2,680	6,309	$1,431,953
AM	Antero Midstream Corp	+2,209	55,974	$1,273,408
ZTS	Zoetis Inc.	+2,127	33,980	$2,441,802
GDDY	GoDaddy Inc.	+2,117	10,837	$919,844
BKNG	Booking Holdings Inc.	+2,056	2,179	$388,384
GE	General Electric Co	+1,610	4,585	$1,713,552
ABT	Abbott Laboratories	+1,575	55,947	$5,076,630
GOOGL	Alphabet Inc.	+1,565	23,340	$8,341,015
BOXX	Alpha Architect 1-3 Month Box ETF	+1,248	12,444	$1,457,067
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PLTR	Palantir Technologies Inc.	−20,321	11,103	$1,295,387
IBDR	iShares iBonds Dec 2026 Term Corporate ETF	−12,626	325,975	$7,898,374
APH	Amphenol Corp	−10,323	18,918	$3,335,621
YELP	Yelp Inc	−9,968	35,990	$882,474
IBDS	iShares iBonds Dec 2027 Term Corporate ETF	−9,062	298,243	$7,223,445
LOW	Lowes Companies Inc	−8,265	24,947	$5,500,564
IBDT	iShares iBonds Dec 2028 Term Corporate ETF	−7,967	129,186	$3,261,946
OMC	Omnicom Group Inc.	−7,165	13,640	$993,401
FLOT	iShares Floating Rate Bond ETF	−6,325	119,528	$6,101,904
FTI	TechnipFMC plc	−5,913	28,300	$1,876,290
HON	Honeywell International Inc	−4,910	4,499	$1,007,326
FTSM	First Trust Enhanced Short Maturity ETF	−4,786	44,491	$2,657,447
DDIV	First Trust Dorsey Wright Momentum & Dividend ETF	−4,649	53,175	$2,397,660
HPE	Hewlett Packard Enterprise Co	−4,333	42,839	$1,932,467
SYLD	Cambria Shareholder Yield ETF	−4,091	53,864	$4,259,942
NVDA	Nvidia Corp	−3,653	52,155	$10,435,693
AMD	Advanced Micro Devices Inc	−3,375	19,557	$11,360,856
MS	Morgan Stanley	−3,350	9,105	$1,903,309
UHS	Universal Health Services Inc	−3,236	1,908	$283,700
NYT	New York Times Co	−3,210	25,282	$1,769,234
FLEX	Flex Ltd.	−3,194	19,545	$3,167,658
BKR	Baker Hughes Co	−3,173	24,819	$1,377,454
IGV	iShares Expanded Tech-Software Sector ETF	−2,950	2,807	$254,314
MDLZ	Mondelez International, Inc.	−2,910	11,024	$637,628
ICE	Intercontinental Exchange, Inc.	−2,436	47,174	$5,807,591
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
IBMR	iShares iBonds Dec 2029 Term Muni Bond ETF	165,926	$4,212,861
BITW	Bitwise 10 Crypto Index ETF	87,252	$3,278,930
SNDK	Sandisk Corp	1,177	$2,676,180
RL	Ralph Lauren Corp	4,278	$1,717,231
MRVL	Marvell Technology, Inc.	4,549	$1,355,101
DELL	Dell Technologies Inc.	2,854	$1,231,386
CIEN	Ciena Corp	2,214	$1,086,099
HONA	Honeywell Aerospace Inc.	4,484	$991,322
CAT	Caterpillar Inc	909	$967,994
VOX	VANGUARD COMMUNICATION SERVICES INDEX FUND	4,768	$877,073
MAR	Marriott International Inc	2,365	$876,445
SGOV	iShares 0-3 Month Treasury Bond ETF	7,763	$781,501
PWR	Quanta Services, Inc.	1,064	$766,122
ROST	Ross Stores, Inc.	3,445	$733,268
VRT	Vertiv Holdings Co	1,999	$669,305
FIX	Comfort Systems USA Inc	329	$652,061
OKE	Oneok Inc	7,128	$619,708
MPWR	Monolithic Power Systems, Inc.	442	$611,003
D	Dominion Energy, Inc	8,899	$607,712
NET	Cloudflare, Inc.	2,443	$599,219
LITE	Lumentum Holdings Inc.	696	$597,209
BAC	Bank Of America Corp	10,104	$575,725
CVLT	Commvault Systems Inc	3,574	$506,543
IDGT	iShares U.S. Digital Infrastructure and Real Estate ETF	4,127	$494,166
IHE	iShares U.S. Pharmaceuticals ETF	4,490	$444,554
No positions match the current search.

Sold Out

Positions the filer fully exited

20 positions

Ticker	Company	Shares	Value
IBDU	iShares iBonds Dec 2029 Term Corporate ETF	172,172	$4,004,720
BITB	Bitwise Bitcoin ETF	99,975	$3,680,079
TXRH	Texas Roadhouse, Inc.	5,471	$903,480
TSCO	Tractor Supply Co	19,771	$895,626
BSX	Boston Scientific Corp	9,936	$623,484
IDU	iShares U.S. Utilities ETF	4,564	$529,926
SO	Southern Co	5,239	$505,668
IAI	iShares U.S. Broker-Dealers & Securities Exchanges ETF	2,856	$468,898
IYF	iShares U.S. Financials ETF	3,924	$461,697
IETC	iShares U.S. Tech Independence Focused ETF	4,932	$435,890
UBER	Uber Technologies, Inc	5,992	$431,004
PANW	Palo Alto Networks Inc	2,532	$405,930
KKR	KKR & Co. Inc.	4,167	$385,447
QCOM	Qualcomm Inc	2,989	$384,923
DASH	DoorDash, Inc.	2,474	$371,471
INTU	Intuit Inc.	712	$307,854
HOOD	Robinhood Markets, Inc.	4,010	$277,893
ADBE	Adobe Inc.	1,065	$258,880
BX	Blackstone Inc.	1,936	$222,620
KBH	Kb Home	3,866	$200,065
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

271 tracked positions · $629,136,453 total · filing declares 271 positions · $631,420,352 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 271 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
AAPL	Apple Inc. Technology	Added	69,663	+1,160	$20,157,685	+15.9%	23	before history	3.20%
KR	Kroger Co Consumer Defensive	Added	264,892	+10	$14,709,452	−23.3%	6	$63.37	2.34%
ADI	Analog Devices Inc Technology	Reduced	36,115	-1,773	$14,343,794	+19.0%	23	before history	2.28%
MSFT	Microsoft Corp Technology	Reduced	34,852	-948	$13,000,493	−1.9%	23	before history	2.07%
CSCO	Cisco Systems, Inc. Technology	Reduced	100,867	-442	$11,847,837	+50.7%	23	before history	1.88%
AVGO	Broadcom Inc. Technology	Reduced	31,188	-2,357	$11,781,267	+13.5%	12	unpriced	1.87%
AMD	Advanced Micro Devices Inc Technology	Reduced	19,557	-3,375	$11,360,856	+143.5%	10	$180.62	1.81%
NVDA	Nvidia Corp Technology	Reduced	52,155	-3,653	$10,435,693	+7.2%	23	before history	1.66%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Added	86,355	+75,597	$10,321,149	—	23	before history	1.64%
SPY	Spdr S&P 500 ETF Trust	Added	13,417	+66	$10,019,413	+15.4%	23	before history	1.59%
PH	Parker-Hannifin Corp Industrials	Added	9,820	+63	$9,605,138	+10.0%	10	$527.64	1.53%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	10,218	-39	$9,558,632	−6.5%	23	before history	1.52%
WMT	Walmart Inc. Consumer Defensive	Added	83,399	+6,092	$9,445,770	−1.7%	23	before history	1.50%
COR	Cencora, Inc. Healthcare	Reduced	32,587	-173	$9,221,469	−10.4%	23	before history	1.47%
GD	General Dynamics Corp Industrials	Reduced	25,757	-135	$9,124,159	+2.7%	23	before history	1.45%
CB	Chubb Ltd Financial Services	Reduced	26,242	-184	$8,941,699	+3.8%	23	before history	1.42%
TXN	Texas Instruments Inc Technology	Reduced	28,682	-109	$8,549,243	+53.0%	23	before history	1.36%
GOOGL	Alphabet Inc. Communication Services	Added	23,340	+1,565	$8,341,015	+33.2%	23	before history	1.33%
LHX	L3harris Technologies, Inc. Industrials	Reduced	28,627	-521	$8,318,719	−17.3%	23	before history	1.32%
MU	Micron Technology Inc Technology	Added	7,123	+268	$8,222,007	+255.0%	4	$260.29	1.31%
BLK	BlackRock, Inc. Financial Services	Reduced	8,417	-256	$8,093,450	−3.0%	7	$1,013.97	1.29%
AMGN	Amgen Inc Healthcare	Reduced	22,167	-126	$8,027,114	+2.3%	23	before history	1.28%
IBDR	iShares iBonds Dec 2026 Term Corporate ETF	Reduced	325,975	-12,626	$7,898,374	−3.8%	6	unpriced	1.26%
UNP	Union Pacific Corp Industrials	Reduced	27,582	-140	$7,502,304	+11.5%	23	before history	1.19%
		Reduced	228,493	-2,411	$7,249,397	+15.7%	6	$24.56	1.15%
IBDS	iShares iBonds Dec 2027 Term Corporate ETF	Reduced	298,243	-9,062	$7,223,445	−3.0%	23	before history	1.15%
LLY	ELI LILLY & Co Healthcare	Added	5,979	+834	$7,171,392	+51.5%	11	$799.63	1.14%
NEE	Nextera Energy Inc Utilities	Added	79,868	+3,077	$7,010,014	−1.7%	23	before history	1.11%
PSX	Phillips 66 Energy	Reduced	40,989	-181	$6,929,190	−7.6%	23	before history	1.10%
NFLX	Netflix Inc Communication Services	Reduced	89,591	-306	$6,396,797	−26.0%	8	unpriced	1.02%
MA	Mastercard Inc Financial Services	Reduced	12,146	-793	$6,238,185	−3.5%	23	before history	0.99%
LMT	Lockheed Martin Corp Industrials	Added	12,120	+59	$6,174,655	−15.3%	23	before history	0.98%
EMR	Emerson Electric Co Industrials	Added	43,021	+346	$6,158,456	+10.1%	23	before history	0.98%
FLOT	iShares Floating Rate Bond ETF	Reduced	119,528	-6,325	$6,101,904	−4.8%	23	before history	0.97%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	41,233	+305	$6,046,407	+2.3%	23	before history	0.96%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	20,322	+152	$5,958,003	+1.7%	23	before history	0.95%
ICE	Intercontinental Exchange, Inc. Financial Services	Reduced	47,174	-2,436	$5,807,591	−25.6%	23	before history	0.92%
IWLG	NYLIM ETF Trust	Reduced	101,985	-1,682	$5,771,331	+16.7%	7	$47.83	0.92%
V	Visa Inc. Financial Services	Added	16,446	+923	$5,642,458	+20.3%	11	$284.80	0.90%
SYK	Stryker Corp Healthcare	Added	17,680	+41	$5,566,371	−4.0%	23	before history	0.88%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	24,947	-8,265	$5,500,564	−29.9%	23	before history	0.87%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	15,851	-1,236	$5,188,507	+3.2%	11	$217.45	0.82%
JKHY	Jack Henry & Associates Inc Technology	Added	36,883	+507	$5,080,264	−11.6%	23	before history	0.81%
ABT	Abbott Laboratories Healthcare	Added	55,947	+1,575	$5,076,630	−9.1%	23	before history	0.81%
XOM	ExxonMobil Holdings Corp Energy	Reduced	34,786	-299	$4,755,941	−20.1%	15	$109.86	0.76%
AMZN	Amazon Com Inc Consumer Cyclical	Added	19,379	+300	$4,618,790	+16.2%	23	before history	0.73%
META	Meta Platforms, Inc. Communication Services	Reduced	7,718	-676	$4,347,472	−9.5%	12	$463.44	0.69%
SYLD	Cambria Shareholder Yield ETF	Reduced	53,864	-4,091	$4,259,942	−2.5%	17	$62.15	0.68%
IBMR	iShares iBonds Dec 2029 Term Muni Bond ETF	NEW	165,926	NEW	$4,212,861	NEW	1	unpriced	0.67%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	7,955	+76	$3,980,602	+5.4%	11	$432.53	0.63%

Showing the top 50 of 271 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.