VESTOR CAPITAL, LLC

CIK

1132699

Location

CHICAGO, IL

Portfolio Value

Mid $2,644,439,151

Diversification

Diversified

Filing Date

Global Rank

#1,101 / 8,517 ▲ 679

Top Industry

REIT - Specialty 25.0%

3Y Alpha vs SPY

+27.6%

Period ended 46 days ago

Filed Jul 28, 2026 · 18d

25 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+225.5%

SPY

+75.3%

Annualised alpha

+27.6%

Max drawdown

−25.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

194 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

24.9%

+16.7 pts

Top 5

56.2%

+27.8 pts

Top 10

71.4%

+24.5 pts

HHI

955

Diversified+647

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	24.9%	$658,673,657	35
Real Estate	24.9%	$657,503,254	2
Industrials	14.8%	$391,727,052	29
Healthcare	11.5%	$303,009,584	24
Energy	7.9%	$209,295,665	14
Technology	6.0%	$159,017,550	36
Consumer Cyclical	3.6%	$96,314,473	15
Consumer Defensive	3.6%	$94,153,123	14
Communication Services	1.3%	$34,258,600	10
Utilities	0.7%	$18,209,281	7
Basic Materials	0.5%	$12,090,154	2
Unclassified	0.4%	$10,186,758	6

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PSX	Phillips 66	+1,064,886	1,067,208	$180,411,512
KRYS	Krystal Biotech, Inc.	+700,714	700,914	$260,508,706
BRK-B	Berkshire Hathaway Inc	+507,183	513,418	$256,909,232
CLX	Clorox Co /De/	+397,327	398,177	$38,002,012
ORCL	Oracle Corp	+368,691	379,844	$55,666,138
KGC	Kinross Gold Corp	+328,665	330,839	$7,814,417
KO	Coca Cola Co	+320,882	327,999	$26,656,478
TRV	Travelers Companies, Inc.	+257,227	257,427	$84,981,801
NFG	National Fuel Gas Co	+246,172	247,022	$19,072,568
AON	Aon plc	+208,858	210,617	$69,859,552
V	Visa Inc.	+208,203	208,800	$71,637,192
AXP	American Express Co	+180,686	181,495	$61,390,683
HUBB	Hubbell Inc	+164,084	167,878	$87,833,769
PNC	Pnc Financial Services Group, Inc.	+157,331	157,833	$38,861,641
MIDD	MIDDLEBY Corp	+143,277	144,277	$30,847,638
KMB	Kimberly Clark Corp	+132,212	133,396	$14,642,878
CAT	Caterpillar Inc	+98,036	122,835	$130,806,991
IBIT	iShares Bitcoin Trust ETF	+86,072	87,894	$2,925,991
WM	Waste Management Inc	+78,744	79,139	$17,638,500
SLB	Slb Limited/Nv	+75,510	76,609	$3,561,552
EXC	Exelon Corp	+69,485	72,158	$3,364,005
JNJ	Johnson & Johnson	+68,859	71,452	$18,146,664
TTWO	Take Two Interactive Software Inc	+57,862	58,185	$14,545,086
ADSK	Autodesk, Inc.	+56,364	57,004	$11,082,717
JEF	Jefferies Financial Group Inc.	+54,023	58,669	$2,932,276
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
JUNS	Jupiter Neurosciences, Inc.	−968,792	2,193	$469
PFE	Pfizer Inc	−678,397	2,500	$60,200
CHDN	Churchill Downs Inc	−396,098	2,079	$186,361
AAPL	Apple Inc.	−330,513	557	$161,173
C	Citigroup Inc	−294,069	1,031	$144,298
VZ	Verizon Communications Inc	−244,673	1,613	$68,294
MRK	Merck & Co., Inc.	−220,992	166	$21,331
MS	Morgan Stanley	−215,215	10,066	$2,104,196
AMZN	Amazon Com Inc	−214,610	300	$71,502
INTC	Intel Corp	−208,294	5,636	$786,954
GOOGL	Alphabet Inc.	−194,230	687	$245,513
BMY	Bristol Myers Squibb Co	−171,459	2,798	$161,220
WULF	Terawulf Inc.	−134,606	834	$20,599
AVGO	Broadcom Inc.	−125,041	550	$207,762
WMT	Walmart Inc.	−118,187	202	$22,878
BAC	Bank Of America Corp /De/	−113,874	513	$29,230
MSFT	Microsoft Corp	−104,777	86	$32,079
ORLY	O Reilly Automotive Inc	−95,981	2,893	$266,416
CAH	Cardinal Health Inc	−95,301	890	$211,428
JPM	Jpmorgan Chase & Co	−94,386	85,741	$28,065,601
RPRX	Royalty Pharma plc	−79,288	4,400	$246,708
NBIS	Nebius Group N.V.	−50,291	775	$214,031
META	Meta Platforms, Inc.	−50,161	20,138	$11,343,534
VRT	Vertiv Holdings Co	−48,891	1,515	$507,252
MCD	Mcdonalds Corp	−47,392	27	$7,298
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
EQIX	Equinix Inc	630,725	$657,461,432
MELI	Mercadolibre Inc	52,050	$88,349,149
ARM	Arm Holdings PLC /Uk	25,430	$9,016,715
GH	Guardant Health, Inc.	19,169	$2,875,925
MNST	Monster Beverage Corp	28,278	$2,718,081
ACHR	Archer Aviation Inc.	320,171	$1,514,408
UAL	United Airlines Holdings, Inc.	10,902	$1,482,562
GLW	Corning Inc /Ny	3,088	$788,767
EPD	Enterprise Products Partners L.P.	19,276	$708,585
MKL	Markel Group Inc.	313	$611,292
CRDO	Credo Technology Group Holding Ltd	1,680	$456,876
P	Everpure, Inc.	2,621	$206,508
PL	Planet Labs PBC	5,723	$189,602
SPCX	Space Exploration Technologies Corp	1,000	$170,860
NTRA	Natera, Inc.	511	$138,710
FPS	Forgent Power Solutions, Inc.	2,375	$132,667
AAOI	Applied Optoelectronics, Inc.	850	$125,936
CBRS	Cerebras Systems Inc.	520	$114,920
CVS	CVS HEALTH Corp	1,008	$104,277
MPLX	Mplx LP	1,641	$92,437
Q	Qnity Electronics, Inc.	502	$81,981
ENPH	Enphase Energy, Inc.	1,646	$81,049
ET	Energy Transfer LP	2,940	$56,212
VCYT	Veracyte, Inc.	765	$44,928
TWST	Twist Bioscience Corp	413	$42,489
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
NVDA	Nvidia Corp	313,328	$54,644,403
MDY	Spdr S&P Midcap 400 ETF Trust	30,810	$19,002,375
CME	Cme Group Inc.	59,212	$17,488,264
ABBV	AbbVie Inc.	71,770	$15,609,257
NOW	ServiceNow, Inc.	122,343	$12,790,960
LRCX	Lam Research Corp	59,855	$12,788,619
REGN	Regeneron Pharmaceuticals, Inc.	11,655	$9,005,119
ABT	Abbott Laboratories	73,162	$7,511,542
XLB	State Street Materials Select Sector SPDR ETF	107,059	$5,349,738
CATX	Perspective Therapeutics, Inc.	1,098,691	$4,581,541
JLL	Jones Lang Lasalle Inc	12,135	$3,692,923
VST	Vistra Corp.	24,087	$3,620,998
DG	Dollar General Corp	28,979	$3,440,676
AMGN	Amgen Inc	9,269	$3,261,297
FIGR	Figure Technology Solutions, Inc.	81,234	$2,757,894
MPC	Marathon Petroleum Corp	2,958	$722,284
AGQ	ProShares Trust II	5,005	$598,147
BSX	Boston Scientific Corp	7,178	$450,419
GLD	Spdr Gold Trust	1,036	$445,780
ANET	Arista Networks, Inc.	3,046	$373,987
AMD	Advanced Micro Devices Inc	1,321	$268,731
VB	Vanguard Morningstar Small-Cap ETF	838	$219,488
FBCG	Fidelity Blue Chip Growth ETF	3,681	$184,491
VIG	Vanguard Dividend Appreciation ETF	790	$169,897
DHR	Danaher Corp /De/	677	$128,359
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

194 tracked positions · $2,644,439,151 total · as of Jun 30, 2026

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

Showing 1–50 of 194 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
EQIX	Equinix Inc Real Estate	NEW	630,725	NEW	$657,461,432	NEW	24.86%
KRYS	Krystal Biotech, Inc. Healthcare	Added	700,914	+700,714	$260,508,706	+504136.4%	9.85%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	513,418	+507,183	$256,909,232	+8498.6%	9.72%
PSX	Phillips 66 Energy	Added	1,067,208	+1,064,886	$180,411,512	+42548.4%	6.82%
CAT	Caterpillar Inc Industrials	Added	122,835	+98,036	$130,806,991	+644.5%	4.95%
MELI	Mercadolibre Inc Consumer Cyclical	NEW	52,050	NEW	$88,349,149	NEW	3.34%
HUBB	Hubbell Inc Industrials	Added	167,878	+164,084	$87,833,769	+4617.5%	3.32%
TRV	Travelers Companies, Inc. Financial Services	Added	257,427	+257,227	$84,981,801	+145576.4%	3.21%
V	Visa Inc. Financial Services	Added	208,800	+208,203	$71,637,192	+39602.1%	2.71%
AON	Aon plc Financial Services	Added	210,617	+208,858	$69,859,552	+12204.2%	2.64%
AXP	American Express Co Financial Services	Added	181,495	+180,686	$61,390,683	+24987.5%	2.32%
ORCL	Oracle Corp Technology	Added	379,844	+368,691	$55,666,138	+3292.8%	2.11%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	95,819	+45,592	$45,760,279	+169.6%	1.73%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	157,833	+157,331	$38,861,641	+37102.1%	1.47%
CLX	Clorox Co /De/ Consumer Defensive	Added	398,177	+397,327	$38,002,012	+43042.4%	1.44%
MIDD	MIDDLEBY Corp Industrials	Added	144,277	+143,277	$30,847,638	+23167.4%	1.17%
AXON	Axon Enterprise, Inc. Industrials	Added	53,326	+53,182	$29,895,088	+48784.1%	1.13%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	85,741	-94,386	$28,065,601	−47.0%	1.06%
KO	Coca Cola Co Consumer Defensive	Added	327,999	+320,882	$26,656,478	+4825.0%	1.01%
GE	General Electric Co Industrials	Added	69,169	+28,344	$25,850,530	+123.1%	0.98%
NFG	National Fuel Gas Co Energy	Added	247,022	+246,172	$19,072,568	+23780.7%	0.72%
JNJ	Johnson & Johnson Healthcare	Added	71,452	+68,859	$18,146,664	+2763.0%	0.69%
WM	Waste Management Inc Industrials	Added	79,139	+78,744	$17,638,500	+19332.7%	0.67%
VICR	Vicor Corp Technology	Added	46,305	+2,142	$17,585,712	+147.3%	0.67%
FDX	Fedex Corp Industrials	Added	52,484	+52,329	$16,434,314	+29668.5%	0.62%
KMB	Kimberly Clark Corp Consumer Defensive	Added	133,396	+132,212	$14,642,878	+12719.9%	0.55%
TTWO	Take Two Interactive Software Inc Communication Services	Added	58,185	+57,862	$14,545,086	+22700.8%	0.55%
UNH	Unitedhealth Group Inc Healthcare	Added	32,600	+31,935	$13,549,538	+7429.9%	0.51%
META	Meta Platforms, Inc. Communication Services	Reduced	20,138	-50,161	$11,343,534	−71.8%	0.43%
ADSK	Autodesk, Inc. Technology	Added	57,004	+56,364	$11,082,717	+7133.4%	0.42%
CEG	Constellation Energy Corp Utilities	Added	41,869	+8,748	$10,399,003	+12.4%	0.39%
ARM	Arm Holdings PLC /Uk Technology	NEW	25,430	NEW	$9,016,715	NEW	0.34%
NTRS	Northern Trust Corp Financial Services	Added	51,685	+45,189	$8,984,920	+891.0%	0.34%
HWM	Howmet Aerospace Inc. Industrials	Reduced	33,305	-10,983	$8,954,382	−12.3%	0.34%
ALL	Allstate Corp Financial Services	Added	34,990	+34,690	$8,325,520	+13284.7%	0.31%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Added	48,400	+47,598	$8,066,828	+5699.1%	0.31%
KGC	Kinross Gold Corp Basic Materials	Added	330,839	+328,665	$7,814,417	+11677.6%	0.30%
WCN	Waste Connections, Inc. Industrials	Added	44,917	+44,566	$7,487,214	+13031.8%	0.28%
CIEN	Ciena Corp Technology	Added	15,093	+12,393	$7,404,022	+606.3%	0.28%
RTX	RTX Corp Industrials	Added	31,699	+30,340	$6,014,251	+2194.2%	0.23%
PM	Philip Morris International Inc. Consumer Defensive	Added	32,617	+28,316	$5,900,741	+729.8%	0.22%
SAIA	Saia Inc Industrials	Added	13,695	+13,400	$5,767,786	+5465.9%	0.22%
ISRG	Intuitive Surgical Inc Healthcare	Added	11,536	+453	$4,587,636	−10.2%	0.17%
SCHW	Schwab Charles Corp Financial Services	Added	47,192	+45,883	$4,354,405	+3439.6%	0.16%
TMUS	T-Mobile US, Inc. Communication Services	Reduced	25,788	-15,603	$4,325,421	−50.2%	0.16%
GEV	GE Vernova Inc. Industrials	Reduced	3,648	-14,463	$4,285,889	−72.9%	0.16%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	14,584	+14,337	$4,275,737	+5859.1%	0.16%
SPY	Spdr S&P 500 ETF Trust	Added	5,594	+3,271	$4,177,431	+176.5%	0.16%
CVX	Chevron Corp Energy	Added	25,121	+23,833	$4,164,056	+1462.6%	0.16%
ITW	Illinois Tool Works Inc Industrials	Reduced	14,259	-225	$3,856,631	+2.3%	0.15%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.