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 ROP
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $46,822,047 | 132,318 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $44,342,069 | 99,616 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $49,513,932 | 99,288 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $55,427,882 | 97,784 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $61,223,755 | 103,843 | Shares | Defined | 2025-04-11 | |
| 2024-12-31 | $54,689,258 | 105,202 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $51,522,448 | 92,593 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $45,851,486 | 81,346 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $37,814,075 | 67,424 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $30,234,582 | 55,459 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $22,149,514 | 45,737 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $12,986,888 | 27,011 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $10,001,459 | 22,695 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $10,594,414 | 24,519 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $7,946,605 | 22,096 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $8,202,405 | 20,784 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $9,024,786 | 19,111 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $6,865,381 | 13,958 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $4,711,578 | 10,561 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $4,341,826 | 9,234 | Shares | Defined | 2021-07-16 | |
| 2021-03-31 | $2,405,519 | 5,964 | Shares | Defined | 2021-07-09 | |
| 2020-12-31 | $2,159,329 | 5,009 | Shares | Sole | 2021-02-09 | |
| No 13F history on record for this holder in this stock. | ||||||