Kesler, Norman & Wride, LLC
Top Portfolio Positions
176 positions ·
$478,832,496 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| KR |
Kroger Co
Consumer Defensive
|
264,882 | $19,166,861 | 4.00% | |
| AAPL |
Apple Inc.
Technology
|
68,503 | $17,385,376 | 3.63% | |
| MSFT |
Microsoft Corp
Technology
|
35,800 | $13,252,086 | 2.77% | |
| ADI |
Analog Devices Inc
Technology
|
37,888 | $12,053,688 | 2.52% | |
| AVGO |
Broadcom Inc.
Technology
|
33,545 | $10,382,512 | 2.17% | |
| COR |
Cencora, Inc.
Healthcare
|
32,760 | $10,291,226 | 2.15% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
10,257 | $10,220,382 | 2.13% | |
| LHX |
L3harris Technologies, Inc. /De/
Industrials
|
29,148 | $10,060,432 | 2.10% | |
| NVDA |
Nvidia Corp
Technology
|
55,808 | $9,732,915 | 2.03% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
77,307 | $9,607,713 | 2.01% |
Portfolio Trend
Holdings in BITB
Shares Held
Position Value (USD)
3 of 3 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,680,079 | 99,975 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,773,026 | 100,358 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $1,075,888 | 18,363 | Shares | Sole | 2025-08-05 | |
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