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 ATO
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $56,812,852 | 307,562 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $46,689,312 | 278,526 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $59,365,847 | 347,677 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $51,581,849 | 334,708 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $60,744,065 | 392,962 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $55,405,504 | 397,828 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $53,744,715 | 387,461 | Shares | Defined | 2024-10-18 | |
| 2024-06-30 | $43,667,810 | 374,349 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $39,539,371 | 332,627 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $28,632,863 | 247,048 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $19,633,065 | 185,340 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $12,166,371 | 104,576 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $9,906,556 | 88,168 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $10,106,135 | 90,177 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $8,158,490 | 80,103 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $8,913,182 | 79,511 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $9,855,654 | 82,481 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $7,575,813 | 72,309 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $4,669,131 | 52,938 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $3,760,687 | 39,129 | Shares | Defined | 2021-07-16 | |
| 2021-03-31 | $2,788,063 | 28,205 | Shares | Defined | 2021-07-09 | |
| 2020-12-31 | $2,117,019 | 22,184 | Shares | Sole | 2021-02-09 | |
| No 13F history on record for this holder in this stock. | ||||||