Kesler, Norman & Wride, LLC

Q4 2025 13F-HR Holdings

Location
Ogden, UT
Holdings as of
12/31/2025
Date filed
2/10/2026
Form type
13F-HR
Num holdings
236
Total value ($000)
$583,370
Net value change ($000)
+73,544 (14.4%)
New positions
52
Sold out positions
35
Turnover %
12.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/24/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
WMT 6,396 288.1%
NFLX 5,810 231.1%
BITB 4,773 NEW
AVGO 3,991 50.3%
PLTR 3,946 381.3%
COR 3,425 43.9%
SYK 3,091 98.7%
ZTS 2,935 371.0%
AMD 2,920 177.3%
APH 2,765 212.9%
Top Reduces (Value $000, Stocks/ETFs)
IBDQ -7,995 -100.0%
UNH -7,970 -82.0%
KR -4,762 -22.3%
JNJ -4,647 -61.7%
KEY -4,414 -100.0%
SPY -4,387 -25.7%
UPS -3,598 -94.7%
MDT -3,169 -69.8%
CBSH -2,113 -100.0%
BRO -1,831 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type