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 O
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $51,272,938 | 838,067 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $46,135,574 | 818,442 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $57,449,892 | 945,055 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $53,011,051 | 920,171 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $58,525,534 | 1,008,887 | Shares | Defined | 2025-04-11 | |
| 2024-12-31 | $47,883,185 | 896,521 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $54,266,020 | 855,661 | Shares | Defined | 2024-10-18 | |
| 2024-06-30 | $43,393,425 | 821,534 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $36,243,645 | 669,938 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $31,037,289 | 540,531 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $17,956,275 | 359,557 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $11,637,883 | 194,646 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $9,555,557 | 150,909 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $9,823,974 | 154,879 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $7,406,299 | 127,256 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $8,760,283 | 128,337 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $8,059,520 | 116,299 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $6,455,413 | 90,172 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $4,681,921 | 74,495 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $3,795,187 | 58,685 | Shares | Defined | 2021-07-16 | |
| 2021-03-31 | $2,577,409 | 41,888 | Shares | Defined | 2021-07-09 | |
| 2020-12-31 | $2,143,658 | 35,584 | Shares | Sole | 2021-02-09 | |
| No 13F history on record for this holder in this stock. | ||||||