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 |
|---|---|---|---|---|
| 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
Holdings in EXPD
Shares Held
Position Value (USD)
22 of 22 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $45,640,668 | 318,653 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $62,348,465 | 418,418 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $57,836,000 | 471,784 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $57,200,518 | 500,661 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $58,572,932 | 487,093 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $55,139,754 | 497,786 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $54,100,007 | 411,720 | Shares | Defined | 2024-10-18 | |
| 2024-06-30 | $49,674,032 | 398,061 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $35,151,722 | 289,148 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $30,339,489 | 238,518 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $20,641,881 | 180,074 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $13,114,260 | 108,266 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $10,291,374 | 93,456 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $10,144,981 | 97,623 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $7,925,556 | 89,747 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $9,250,805 | 94,919 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $7,207,582 | 69,868 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $7,422,341 | 55,271 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $4,797,960 | 40,275 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $4,578,488 | 36,165 | Shares | Defined | 2021-07-16 | |
| 2021-03-31 | $2,860,676 | 26,564 | Shares | Defined | 2021-07-09 | |
| 2020-12-31 | $2,160,994 | 22,721 | Shares | Sole | 2021-02-09 | |
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