Vest Financial, LLC
Top Portfolio Positions
412 positions ·
$8,256,511,605 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CB |
Chubb Ltd
Financial Services
|
409,060 | $133,324,925 | 1.61% | |
| NVDA |
Nvidia Corp
Technology
|
703,754 | $122,734,697 | 1.49% | |
| MSFT |
Microsoft Corp
Technology
|
298,665 | $110,556,822 | 1.34% | |
| LRCX |
Lam Research Corp
Technology
|
472,416 | $100,936,402 | 1.22% | |
| AMAT |
Applied Materials Inc /De
Technology
|
294,220 | $100,561,453 | 1.22% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
320,378 | $92,127,896 | 1.12% | |
| JNJ |
Johnson & Johnson
Healthcare
|
362,843 | $88,693,342 | 1.07% | |
| DOV |
DOVER Corp
Industrials
|
417,340 | $86,994,522 | 1.05% | |
| AAPL |
Apple Inc.
Technology
|
338,661 | $85,948,775 | 1.04% | |
| XOM |
Exxon Mobil Corp
Energy
|
504,458 | $85,586,343 | 1.04% |
Portfolio Trend
22 quarters · across all stocks
Holdings in AFL
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $67,378,176 | 614,148 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $62,158,426 | 563,693 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $82,202,710 | 735,924 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $81,207,152 | 770,028 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $98,093,040 | 882,211 | Shares | Defined | 2025-04-11 | |
| 2024-12-31 | $85,477,436 | 826,348 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $86,239,724 | 771,375 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $68,805,941 | 770,417 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $55,118,341 | 641,956 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $41,740,710 | 505,948 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $33,190,230 | 432,446 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $17,956,189 | 257,252 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $10,395,397 | 161,119 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $11,020,704 | 153,193 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $9,230,793 | 164,249 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $8,240,406 | 148,932 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $8,880,217 | 137,913 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $7,022,330 | 120,266 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $5,140,799 | 98,615 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $4,050,739 | 75,489 | Shares | Defined | 2021-07-16 | |
| 2021-03-31 | $2,766,688 | 54,058 | Shares | Defined | 2021-07-09 | |
| 2020-12-31 | $2,531,187 | 56,919 | Shares | Sole | 2021-02-09 | |
| No 13F history on record for this holder in this stock. | ||||||