VESTOR CAPITAL, LLC

CIK

1132699

Location

CHICAGO, IL

Portfolio Value

Small $950,505,729

Diversification

Diversified

Filing Date

Global Rank

#1,561 / 8,232 ▼ 639

Top Industry

Semiconductors 13.8%

3Y Alpha vs SPY

-6.8%

Period ended 2 months ago

Filed May 21, 2026 · 24d

24 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+48.3%

SPY

+76.3%

Annualised alpha

-6.8%

Max drawdown

−23.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

202 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.8%

−24.1 pts

Top 5

29.1%

−24.5 pts

Top 10

48.5%

−17.6 pts

HHI

324

Diversified−964

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	29.1%	$276,980,337	34
Financial Services	17.5%	$166,277,853	40
Healthcare	15.7%	$148,780,288	25
Consumer Cyclical	13.1%	$124,237,482	16
Industrials	9.8%	$92,861,703	24
Communication Services	7.2%	$68,834,150	11
Consumer Defensive	2.9%	$28,010,851	15
Unclassified	2.4%	$22,933,676	9
Utilities	1.4%	$13,651,190	9
Energy	0.4%	$3,920,645	15
Real Estate	0.4%	$3,879,453	2
Basic Materials	0.0%	$138,101	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
JUNS	Jupiter Neurosciences, Inc.	+970,314	970,985	$365,090
PFE	Pfizer Inc	+680,445	680,897	$19,119,587
NVDA	Nvidia Corp	+309,628	313,328	$54,644,403
C	Citigroup Inc	+295,094	295,100	$33,467,291
VZ	Verizon Communications Inc	+243,786	246,286	$12,363,557
AAPL	Apple Inc.	+231,053	331,070	$84,022,255
MS	Morgan Stanley	+223,791	225,281	$37,074,494
MRK	Merck & Co., Inc.	+220,469	221,158	$26,603,095
JPM	Jpmorgan Chase & Co	+166,432	180,127	$52,986,158
NOW	ServiceNow, Inc.	+122,030	122,343	$12,790,960
WMT	Walmart Inc.	+117,843	118,389	$14,713,384
MSFT	Microsoft Corp	+104,777	104,863	$38,817,136
ORLY	O Reilly Automotive Inc	+97,314	98,874	$9,127,058
FIGR	Figure Technology Solutions, Inc.	+78,534	81,234	$2,757,894
RPRX	Royalty Pharma plc	+71,688	83,688	$4,014,513
META	Meta Platforms, Inc.	+69,299	70,299	$40,220,166
AVGO	Broadcom Inc.	+64,426	125,591	$38,871,670
VRT	Vertiv Holdings Co	+49,919	50,406	$12,630,735
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+49,680	50,227	$16,974,214
MAIN	Main Street Capital CORP	+47,118	48,400	$2,563,264
MCD	Mcdonalds Corp	+46,655	47,419	$14,737,351
NBIS	Nebius Group N.V.	+41,890	51,066	$5,298,608
TMUS	T-Mobile US, Inc.	+41,191	41,391	$8,693,351
PEP	Pepsico Inc	+36,107	36,764	$5,709,081
TSLA	Tesla, Inc.	+36,083	38,083	$14,157,355
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
COST	Costco Wholesale Corp /New	−969,823	1,017	$1,013,369
AFG	American Financial Group Inc	−600,041	600	$76,626
MO	Altria Group, Inc.	−513,885	5,624	$371,127
BRK-B	Berkshire Hathaway Inc	−455,416	6,235	$2,987,812
ABBV	AbbVie Inc.	−369,951	71,770	$15,609,257
ABT	Abbott Laboratories	−323,830	73,162	$7,511,542
ALL	Allstate Corp	−310,586	300	$62,202
AWK	American Water Works Company, Inc.	−301,373	1,000	$136,090
AXP	American Express Co	−298,014	809	$244,706
BX	Blackstone Inc.	−244,995	1,091	$125,454
AMAT	Applied Materials Inc /De	−233,216	223	$76,219
APD	Air Products & Chemicals, Inc.	−219,834	247	$71,751
AFL	Aflac Inc	−209,355	687	$75,370
AMD	Advanced Micro Devices Inc	−179,656	1,321	$268,731
CEG	Constellation Energy Corp	−171,102	33,121	$9,249,039
CAH	Cardinal Health Inc	−154,327	96,191	$20,326,120
ADSK	Autodesk, Inc.	−141,195	640	$153,216
BAC	Bank Of America Corp /De/	−91,253	114,387	$5,576,366
COP	Conocophillips	−80,935	3,947	$521,004
CDW	CDW Corp	−78,781	2,079	$251,600
BP	Bp PLC	−64,324	2,229	$104,763
GOOGL	Alphabet Inc.	−63,753	5,070	$1,457,929
APP	AppLovin Corp	−58,650	145	$57,710
NET	Cloudflare, Inc.	−58,082	265	$54,680
DUK	Duke Energy CORP	−50,444	1,385	$181,351
No positions match the current search.

New Positions

Positions the filer opened this quarter

23 positions

Ticker	Company	Shares	Value
CHDN	Churchill Downs Inc	398,177	$35,768,239
BMY	Bristol Myers Squibb Co	174,257	$10,568,687
HWM	Howmet Aerospace Inc.	44,288	$10,206,612
INTC	Intel Corp	213,930	$9,440,730
VICR	Vicor Corp	44,163	$7,110,243
JLL	Jones Lang Lasalle Inc	12,135	$3,692,923
VST	Vistra Corp.	24,087	$3,620,998
AMGN	Amgen Inc	9,269	$3,261,297
WULF	Terawulf Inc.	135,440	$1,954,399
AGQ	ProShares Trust II	5,005	$598,147
BSX	Boston Scientific Corp	7,178	$450,419
XEL	Xcel Energy Inc	2,076	$164,917
PBR	Petrobras - Petroleo Brasileiro SA	5,723	$118,752
APLD	Applied Digital Corp.	4,112	$97,618
IBRX	ImmunityBio, Inc.	11,536	$88,481
YUM	Yum Brands Inc	500	$77,740
KGC	Kinross Gold Corp	2,174	$66,350
SU	Suncor Energy Inc	888	$58,705
LEU	Centrus Energy Corp	317	$55,028
WEC	Wec Energy Group, Inc.	451	$52,212
MRX	Marex Group plc	1,000	$44,580
CCJ	Cameco Corp	385	$41,814
HAL	Halliburton Co	1,046	$40,783
No positions match the current search.

Sold Out

Positions the filer fully exited

17 positions

Ticker	Company	Shares	Value
AFRM	Affirm Holdings, Inc.	769,364	$57,263,762
ADP	Automatic Data Processing Inc	163,926	$42,166,684
BABA	Alibaba Group Holding Ltd	269,961	$39,570,883
MELI	Mercadolibre Inc	3,681	$7,414,491
ALAB	Astera Labs, Inc.	37,789	$6,286,578
OWL	Blue Owl Capital Inc.	206,364	$3,083,078
MKL	Markel Group Inc.	838	$1,801,406
MDB	MongoDB, Inc.	2,076	$871,276
BAX	Baxter International Inc	40,645	$776,725
DLTR	Dollar Tree, Inc.	5,052	$621,446
IAU	Ishares Gold Trust	5,624	$456,500
RDDT	Reddit, Inc.	1,041	$239,294
FISV	Fiserv Inc	2,754	$184,986
LVS	Las Vegas Sands Corp	1,359	$88,457
U	Unity Software Inc.	744	$32,862
TMO	Thermo Fisher Scientific Inc.	27	$15,645
REPL	Replimune Group, Inc.	400	$3,888
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

202 positions · $950,505,729 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 202 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	331,070	+231,053	$84,022,255	+209.0%	8.84%
NVDA	Nvidia Corp Technology	Added	313,328	+309,628	$54,644,403	+7818.9%	5.75%
JPM	Jpmorgan Chase & Co Financial Services	Added	180,127	+166,432	$52,986,158	+1100.7%	5.57%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	214,910	-12,359	$44,759,305	−14.7%	4.71%
META	Meta Platforms, Inc. Communication Services	Added	70,299	+69,299	$40,220,166	+5993.1%	4.23%
AVGO	Broadcom Inc. Technology	Added	125,591	+64,426	$38,871,670	+83.6%	4.09%
MSFT	Microsoft Corp Technology	Added	104,863	+104,777	$38,817,136	+93230.6%	4.08%
MS	Morgan Stanley Financial Services	Added	225,281	+223,791	$37,074,494	+13915.8%	3.90%
CHDN	Churchill Downs Inc Consumer Cyclical	NEW	398,177	NEW	$35,768,239	NEW	3.76%
C	Citigroup Inc Financial Services	Added	295,100	+295,094	$33,467,291	+4780941.6%	3.52%
MRK	Merck & Co., Inc. Healthcare	Added	221,158	+220,469	$26,603,095	+36581.8%	2.80%
CAH	Cardinal Health Inc Healthcare	Reduced	96,191	-154,327	$20,326,120	−60.5%	2.14%
PFE	Pfizer Inc Healthcare	Added	680,897	+680,445	$19,119,587	+169791.5%	2.01%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	30,810	+29,960	$19,002,375	+3605.7%	2.00%
CAT	Caterpillar Inc Industrials	Reduced	24,799	-9,993	$17,569,099	−11.9%	1.85%
CME	Cme Group Inc. Financial Services	Reduced	59,212	-10,755	$17,488,264	−8.5%	1.84%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	50,227	+49,680	$16,974,214	+10111.5%	1.79%
GEV	GE Vernova Inc. Industrials	Added	18,111	+13,109	$15,809,091	+383.6%	1.66%
ABBV	AbbVie Inc. Healthcare	Reduced	71,770	-369,951	$15,609,257	−84.5%	1.64%
MCD	Mcdonalds Corp Consumer Cyclical	Added	47,419	+46,655	$14,737,351	+6211.5%	1.55%
WMT	Walmart Inc. Consumer Defensive	Added	118,389	+117,843	$14,713,384	+24088.1%	1.55%
MCK	Mckesson Corp Healthcare	Added	16,814	+15,036	$14,550,163	+897.6%	1.53%
TSLA	Tesla, Inc. Consumer Cyclical	Added	38,083	+36,083	$14,157,355	+1474.0%	1.49%
NOW	ServiceNow, Inc. Technology	Added	122,343	+122,030	$12,790,960	+26576.7%	1.35%
VRT	Vertiv Holdings Co Industrials	Added	50,406	+49,919	$12,630,735	+15908.9%	1.33%
VZ	Verizon Communications Inc Communication Services	Added	246,286	+243,786	$12,363,557	+12042.0%	1.30%
GE	General Electric Co Industrials	Added	40,825	+35,572	$11,584,910	+616.0%	1.22%
BMY	Bristol Myers Squibb Co Healthcare	NEW	174,257	NEW	$10,568,687	NEW	1.11%
HWM	Howmet Aerospace Inc. Industrials	NEW	44,288	NEW	$10,206,612	NEW	1.07%
ETN	Eaton Corp plc Industrials	Added	28,358	+14,838	$10,142,805	+135.5%	1.07%
LLY	ELI LILLY & Co Healthcare	Added	10,787	+7,302	$9,921,558	+164.9%	1.04%
INTC	Intel Corp Technology	NEW	213,930	NEW	$9,440,730	NEW	0.99%
CEG	Constellation Energy Corp Utilities	Reduced	33,121	-171,102	$9,249,039	−87.2%	0.97%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Added	98,874	+97,314	$9,127,058	+6314.5%	0.96%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Added	11,655	+9,654	$9,005,119	+483.0%	0.95%
TMUS	T-Mobile US, Inc. Communication Services	Added	41,391	+41,191	$8,693,351	+21308.0%	0.91%
MU	Micron Technology Inc Technology	Added	22,619	+18,293	$7,641,602	+518.9%	0.80%
ABT	Abbott Laboratories Healthcare	Reduced	73,162	-323,830	$7,511,542	−84.9%	0.79%
VICR	Vicor Corp Technology	NEW	44,163	NEW	$7,110,243	NEW	0.75%
PH	Parker-Hannifin Corp Industrials	Added	7,168	+5,846	$6,417,080	+452.3%	0.68%
PEP	Pepsico Inc Consumer Defensive	Added	36,764	+36,107	$5,709,081	+5954.7%	0.60%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	114,387	-91,253	$5,576,366	−50.7%	0.59%
NBIS	Nebius Group N.V. Communication Services	Added	51,066	+41,890	$5,298,608	+589.9%	0.56%
ISRG	Intuitive Surgical Inc Healthcare	Added	11,083	+5,462	$5,109,152	+60.5%	0.54%
HD	Home Depot, Inc. Consumer Cyclical	Added	15,254	+14,631	$5,016,888	+2240.3%	0.53%
RPRX	Royalty Pharma plc Healthcare	Added	83,688	+71,688	$4,014,513	+765.8%	0.42%
ITW	Illinois Tool Works Inc Industrials	Added	14,484	+13,935	$3,770,040	+2688.1%	0.40%
JLL	Jones Lang Lasalle Inc Real Estate	NEW	12,135	NEW	$3,692,923	NEW	0.39%
VST	Vistra Corp. Utilities	NEW	24,087	NEW	$3,620,998	NEW	0.38%
DG	Dollar General Corp Consumer Defensive	Added	28,979	+25,185	$3,440,676	+583.0%	0.36%