Kesler, Norman & Wride
Kesler, Norman & Wride reported 271 stocks worth $631M in its 13F filing for Q2 2026, filed Jul 23, 2026. Its largest holdings are AAPL (3.2%), KR (2.3%) and ADI (2.3%). Compared with Q1 2026, the fund opened new positions in IBMR, BITW and SNDK, added to AAPL, VGT and SPY, trimmed ADI, MSFT and CSCO and sold out of IBDU, BITB and TXRH.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $20.2M | 3.2% | 70K | +1,160 (+2%) | 8 of 8 | |
| 2 |  KR Kroger Co | $14.7M | 2.3% | 265K | No change | 7 of 8 | |
| 3 |  ADI Analog Devices Inc | $14.3M | 2.3% | 36K | −1,773 (−5%) | 8 of 8 | |
| 4 |  MSFT Microsoft Corp | $13M | 2.1% | 35K | −948 (−3%) | 8 of 8 | |
| 5 |  CSCO Cisco Sys Inc | $11.8M | 1.9% | 101K | −442 (−0%) | 8 of 8 | |
| 6 |  AVGO Broadcom Inc | $11.8M | 1.9% | 31K | −2,357 (−7%) | 8 of 8 | |
| 7 |  AMD Advanced Micro Devices Inc | $11.4M | 1.8% | 20K | −3,375 (−15%) | 8 of 8 | |
| 8 |  NVDA Nvidia Corporation | $10.4M | 1.6% | 52K | −3,653 (−7%) | 8 of 8 | |
| 9 |  VGT Vanguard World FD | $10.3M | 1.6% | 86K | +76K (+703%) | 8 of 8 | |
| 10 |  SPY Spdr S&P 500 ETF TR | $10M | 1.6% | 13K | +66 (+0%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 IBDU Ishares TR | $4M | 172K |
 BITB Bitwise Bitcoin ETF TR | $3.7M | 100K |
HONEYWELL INTL INC | $2.1M | 9,409 |
 TXRH Texas Roadhouse Inc | $904K | 5,471 |
 TSCO Tractor Supply Co | $896K | 20K |
🔒 Free account: see all 21.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 23, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Kesler, Norman & Wride 13F FAQ
What does Kesler, Norman & Wride own?
Kesler, Norman & Wride reported 271 stocks worth $631M in its 13F filing for Q2 2026, filed Jul 23, 2026. Its largest holdings are AAPL (3.2%), KR (2.3%) and ADI (2.3%). The table above lists every position in the filing (the top 10 without an account).
What did Kesler, Norman & Wride buy and sell in Q2 2026?
Compared with Q1 2026: 47 new positions, 88 added to, 123 trimmed and 21 sold out. New positions include IBMR, BITW and SNDK. It sold all of IBDU, BITB and TXRH.
When will Kesler, Norman & Wride file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Kesler, Norman & Wride's portfolio worth?
The Q2 2026 filing reports $631M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.