Vest Financial, LLC
Top Portfolio Positions
411 positions ·
$8,236,905,617 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CB |
Chubb Ltd
Financial Services
|
409,060 | $133,324,925 | 1.62% | |
| 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 | 1.23% | |
| 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 | 1.08% | |
| DOV |
DOVER Corp
Industrials
|
417,340 | $86,994,522 | 1.06% | |
| 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 BDX
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $49,231,856 | 313,120 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $40,008,488 | 262,229 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $43,938,001 | 298,601 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $35,750,279 | 264,002 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $40,552,619 | 225,194 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $42,422,723 | 237,853 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $39,181,019 | 206,712 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $34,566,668 | 188,134 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $31,148,551 | 160,117 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $19,744,856 | 103,004 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $16,421,739 | 80,797 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $9,617,890 | 46,339 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $8,018,581 | 41,204 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $8,113,409 | 40,583 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $6,569,104 | 37,499 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,172,239 | 37,006 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $6,572,471 | 32,215 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $5,308,313 | 27,521 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $3,941,642 | 20,906 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $2,940,176 | 15,763 | Shares | Defined | 2021-07-16 | |
| 2021-03-31 | $1,811,968 | 9,716 | Shares | Defined | 2021-07-09 | |
| 2020-12-31 | $1,720,717 | 8,966 | Shares | Sole | 2021-02-09 | |
| No 13F history on record for this holder in this stock. | ||||||