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CIK: 0001840455
Total reported value
$631.4M
$631.4M
236 檔
12.3%
In Q4 2025, Kesler, Norman & Wride, LLC's U.S. equity holdings reached a combined market value of $631.4M, distributed across 236 disclosed stock positions.
In Q4 2025, Kesler, Norman & Wride, LLC displayed an active expansion posture, initiating 9 new positions and adding to 23 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 236 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.29% | +0.20% | -0.68% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.95% | -0.22% | +0.71% | |
| 3 | KR | Kroger Co | Stock-Consumer Staples | 2.84% | -0.97% | -24.00% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.18% | +0.09% | -36.13% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 2.04% | +0.08% | +0.70% | |
| 6 | COR | Cencora Inc | Stock-Healthcare | 1.92% | -0.31% | -4.28% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 1.87% | -0.03% | -8.94% | |
| 8 | ADI | Analog Devices Inc | Stock-Tech | 1.73% | +0.19% | +6.10% | |
| 9 | BLK | Blackrock Inc | Stock-Financials | 1.58% | -0.16% | +3.70% | |
| 10 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.53% | -0.25% | -5.94% | |
| 11 | GD | General Dynamics CORP | Stock-Industrials | 1.50% | -0.09% | -4.05% | |
| 12 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.48% | -0.41% | +3.39% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 1.48% | -0.15% | +214.78% | |
| 14 | ICE | Intercontinental Exchange In | Stock-Financials | 1.48% | -0.42% | +3.15% | |
| 15 | PH | Parker Hannifin CORP | Stock-Industrials | 1.47% | +0.02% | +3.06% | |
| 16 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.43% | -0.48% | +2.39% | |
| 17 | NFLX | Netflix Inc | Stock-Comm Services | 1.43% | -0.48% | +3052.52% | |
| 18 | CB | Chubb Limited | Stock-Financials | 1.41% | -0.06% | +1.88% | |
| 19 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.40% | -0.16% | +29.34% | |
| 20 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.40% | +0.34% | +2.40% | |
| 21 | CSCO | Cisco Systems Inc | Stock-Tech | 1.34% | +0.53% | -1.74% | |
| 22 | MA | Mastercard Inc - A | Stock-Financials | 1.27% | -0.12% | +3.58% | |
| 23 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.26% | -0.14% | +56.13% | |
| 24 | AMGN | Amgen Inc | Stock-Healthcare | 1.25% | -0.08% | -4.78% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.21% | +0.24% | -10.16% | |
| 26 | ABT | Abbott Laboratories | Stock-Healthcare | 1.16% | -0.16% | +0.79% | |
| 27 | TAX | Cambria Tax Aware ETF | ETF-Other | 1.14% | +0.07% | -13.00% | |
| 28 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 1.10% | -0.19% | +7.74% | |
| 29 | UNP | Union Pacific CORP | Stock-Industrials | 1.10% | +0.03% | +5.51% | |
| 30 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.08% | -0.13% | -5.84% | |
| 31 | SYK | Stryker CORP | Stock-Healthcare | 1.07% | -0.12% | +103.70% | |
| 32 | NEE | Nextera Energy Inc | Stock-Utilities | 1.06% | -0.12% | +0.48% | |
| 33 | ACN | Accenture plc | Stock-Tech | 1.04% | -0.31% | +7.66% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.04% | -0.06% | +5.71% | |
| 35 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.00% | -0.28% | -1.03% | |
| 36 | EMR | Emerson Electric Co | Stock-Industrials | 0.97% | +0.02% | +1.21% | |
| 37 | IWLG | Nyli Winslow Lrg Cap Grw ETF | ETF-Other | 0.96% | +0.06% | +6.74% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.95% | +0.33% | +8.27% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.93% | -0.14% | +1.57% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.92% | +0.08% | +8.65% | |
| 41 | PSX | Phillips 66 | Stock-Energy | 0.91% | -0.19% | -0.57% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.89% | -0.05% | +13.71% | |
| 43 | TXN | Texas Instruments Inc | Stock-Tech | 0.89% | +0.39% | -11.68% | |
| 44 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.85% | -0.58% | +104.66% | |
| 45 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.85% | -0.07% | +2.64% | |
| 46 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 0.82% | -0.63% | EXIT | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.80% | +0.05% | +1.40% | |
| 48 | AMD | Advanced Micro Devices | Stock-Tech | 0.78% | +1.00% | +56.38% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.75% | -0.27% | +17.82% | |
| 50 | APH | Amphenol Corp-cl A | Stock-Tech | 0.70% | -0.11% | +60.79% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | +1% | +214.78% | Add |
| 2 | NFLX | Netflix Inc | +0.9% | +3052.52% | Add |
| 3 | PLTR | Palantir Technologies Inc-a | +0.7% | +104.66% | Add |
| 4 | AVGO | Broadcom Inc | +0.5% | +0.70% | Add |
| 5 | ZTS | Zoetis Inc | +0.5% | +510.07% | Add |
| 6 | SYK | Stryker CORP | +0.5% | +103.70% | Add |
| 7 | AMD | Advanced Micro Devices | +0.5% | +56.38% | Add |
| 8 | APH | Amphenol Corp-cl A | +0.5% | +60.79% | Add |
| 9 | COR | Cencora Inc | +0.4% | -4.28% | Trim |
| 10 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.4% | +56.13% | Add |
| 11 | LHX | L3harris Technologies Inc | +0.3% | +3.39% | Add |
| 12 | PH | Parker Hannifin CORP | +0.3% | +3.06% | Add |
| 13 | GOOGL | Alphabet Inc-cl A | +0.3% | -10.16% | Trim |
| 14 | ADI | Analog Devices Inc | +0.3% | +6.10% | Add |
| 15 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.3% | +99.01% | Add |
| 16 | KLAC | Kla CORP | +0.3% | +80.69% | Add |
| 17 | LLY | Eli Lilly & Co | +0.2% | +8.27% | Add |
| 18 | JPM | Jpmorgan Chase & Co | +0.2% | +13.71% | Add |
| 19 | MS | Morgan Stanley | +0.2% | +85.05% | Add |
| 20 | ATO | Atmos Energy CORP | +0.2% | +303.68% | Add |
| 21 | IBDU | Ishares Ibonds Dec 2029 Term | +0.2% | +87.20% | Add |
| 22 | NVDA | Nvidia CORP | +0.2% | -8.94% | Trim |
| 23 | IBDR | Ishares Ibonds Dec 2026 Term | +0.2% | +29.34% | Add |
| 24 | CSCO | Cisco Systems Inc | +0.1% | -1.74% | Trim |
| 25 | VGT | Vanguard Info Tech ETF | +0.1% | +2.40% | Add |
| 26 | GD | General Dynamics CORP | +0.1% | -4.05% | Trim |
| 27 | MSFT | Microsoft CORP | 0% | +0.71% | Add |
| 28 | AAPL | Apple Inc | -0.2% | -0.68% | Trim |
| 29 | ACN | Accenture plc | -0.4% | +7.66% | Add |
| 30 | MDT | Medtronic plc | -0.7% | -74.88% | Trim |
| 31 | UPS | United Parcel Service-cl B | -0.7% | -93.30% | Trim |
| 32 | JNJ | Johnson & Johnson | -1% | -73.25% | Trim |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.2% | -36.13% | Trim |
| 34 | KR | Kroger Co | -1.3% | -24.00% | Trim |
| 35 | UNH | Unitedhealth Group Inc | -1.6% | -72.43% | Trim |
| 36 | IBDQ | Ishares Ibonds Dec 2025 Term | — | EXIT | Sold out |
| 37 | BITB | Bitwise Bitcoin ETF | — | NEW | New buy |
| 38 | KEY | Keycorp | — | EXIT | Sold out |
| 39 | CBSH | Commerce Bancshares Inc | — | EXIT | Sold out |
| 40 | BRO | Brown & Brown Inc | — | EXIT | Sold out |
| 41 | APP | Applovin Corp-class A | — | NEW | New buy |
| 42 | BPOP | Popular Inc | — | NEW | New buy |
| 43 | DFAW | Dimensional World Eqty ETF | — | NEW | New buy |
| 44 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 45 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 46 | AWK | American Water Works Co Inc | — | EXIT | Sold out |
| 47 | TTD | Trade Desk Inc/the -class A | — | EXIT | Sold out |
| 48 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 49 | L | Loews CORP | — | NEW | New buy |
| 50 | IYZ | Ishares US Telecommunication | — | NEW | New buy |
According to official SEC Form 13F filings, Kesler, Norman & Wride, LLC reported a total U.S. public equity portfolio value of $631.4M across 236 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, KR) accounted for 12.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
BITB
市值: $4.8M
Top Position Liquidated / Trimmed
IBDQ
前期市值: $8.0M
During Q4 2025, Kesler, Norman & Wride, LLC's top holdings by market value included AAPL (3.3%)、MSFT (3.0%)、KR (2.8%). The largest single position, AAPL, represented 3.3% of total portfolio value.
In Q4 2025, Kesler, Norman & Wride, LLC made 50 total portfolio adjustments, initiating 9 new buys, adding to 23 positions, trimming 12 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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