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 KMB
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $49,946,184 | 517,738 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $41,399,403 | 410,342 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $53,368,592 | 429,215 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $51,830,995 | 402,040 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $60,952,219 | 428,577 | Shares | Defined | 2025-04-11 | |
| 2024-12-31 | $54,456,947 | 415,575 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $49,409,432 | 347,269 | Shares | Defined | 2024-10-18 | |
| 2024-06-30 | $45,043,525 | 325,930 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $40,829,974 | 315,655 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $27,120,302 | 223,194 | Shares | Defined | 2024-01-11 | |
| 2023-09-30 | $20,138,202 | 166,638 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $11,831,879 | 85,701 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $10,095,222 | 75,214 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $10,708,502 | 78,884 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $7,717,767 | 68,578 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $9,208,850 | 68,138 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $7,248,704 | 58,856 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $7,304,926 | 51,112 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $5,153,636 | 38,913 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $4,102,229 | 30,664 | Shares | Defined | 2021-07-16 | |
| 2021-03-31 | $2,653,769 | 19,085 | Shares | Defined | 2021-07-09 | |
| 2020-12-31 | $2,131,392 | 15,808 | Shares | Sole | 2021-02-09 | |
| No 13F history on record for this holder in this stock. | ||||||