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Home > Institutional Investor > Kesler, Norman & Wride, Llc > Profile

Instuitional Investor - Kesler, Norman & Wride, Llc

Fund Profile
Filing Period:
Fund Name: Kesler, Norman & Wride, Llc
Portfolio Value $525,486,810
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Kroger Co
 KR 348,521 $23,591,414 4.49%
2.
Spdr S & P 500 Etf Trust
 SPY 29,509 $16,508,336 3.14%
3.
Apple Inc.
 AAPL 71,599 $15,904,659 3.03%
4.
Microsoft Corp
 MSFT 36,040 $13,530,709 2.57%
5.
Ishares Tr - IBONDS DEC25 ETF
 453,205 $11,398,108 2.17%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)