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 CHD
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $52,664,582 | 564,344 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $46,936,713 | 559,770 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $49,392,912 | 563,653 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $50,267,355 | 523,019 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $56,804,788 | 515,985 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $57,908,398 | 553,036 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $50,379,953 | 481,092 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $42,921,445 | 413,980 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $40,440,882 | 387,699 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $27,933,212 | 295,402 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $21,207,579 | 231,448 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $13,229,156 | 131,988 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $10,822,620 | 122,414 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $9,933,005 | 123,223 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $6,896,174 | 96,531 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $8,507,669 | 91,816 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $8,081,879 | 81,323 | Shares | Defined | 2022-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||