AiSiWhale

AI & tech investing

Kesler, Norman & Wride, LLC

CIK 1840455

13F filing for Q2 2026・No. 3,395

Holdings
US$631.42M
Quarter change
+US$50.68M
Entries
271
Net bought (estimate)
+US$3.12M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 47
  • Sold out 21
  • Cut 124
  • Added 88
  • Corporate actions 2
  • Unchanged 12

Largest holdings

271 stocks worth US$631.42M, options and bonds left out.

StockThis quarterValueWeight
AAPLAppleCOMAddedUS$20.16M3.19%
KRKROGER COCOMAddedUS$14.71M2.33%
ADIANALOG DEVICES INCCOMCutUS$14.34M2.27%
MSFTMicrosoftCOMCutUS$13M2.06%
CSCOCISCO SYS INCCOMCutUS$11.85M1.88%
AVGOBroadcomCOMCutUS$11.78M1.87%
AMDAMDCOMCutUS$11.36M1.80%
NVDANvidiaCOMCutUS$10.44M1.65%
VANGUARD WORLD FDINF TECH ETFAddedSplit 8:1US$10.32M1.63%
SPYSTATE STR SPDR S&P 500 ETF TTR UNITAddedUS$10.02M1.59%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.