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
Holdings in OTTR
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,603,309 | 41,054 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $4,402,205 | 54,476 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $5,360,919 | 65,401 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $3,177,341 | 41,216 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $2,411,019 | 29,999 | Shares | Defined | 2025-04-11 | |
| No 13F history on record for this holder in this stock. | ||||||