Kesler, Norman & Wride, LLC
All 13F Filings
- Location
- Ogden, UT
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 583,370
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/10/2026 | 236 | 583,370 | 13F-HR | Kesler, Norman & Wride, LLC |
| Q3 2025 | 10/24/2025 | 219 | 509,826 | 13F-HR | Kesler, Norman & Wride, LLC |
| Q2 2025 | 8/5/2025 | 222 | 563,723 | 13F-HR | Kesler, Norman & Wride, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 524.2 K | 90.2% | 63.03 K | 0 | 63.03 K |
| ETFs | 31.59 K | 5.4% | 12.43 K | 0 | 12.43 K |
| Debt | 25.21 K | 4.3% | 0 | 2.392 K | -2.392 K |
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Fund Snapshot
Q4 2025
Latest filed
2/10/2026
Total value ($000)
583,370
Holdings
236
QoQ value change ($000)
73,544
(14.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.