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 SWK
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $44,048,317 | 619,875 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $52,925,167 | 712,509 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $56,069,348 | 754,330 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $61,189,292 | 903,163 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $47,422,043 | 616,832 | Shares | Defined | 2025-04-11 | |
| 2024-12-31 | $44,292,620 | 551,658 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $62,319,152 | 565,869 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $38,813,117 | 485,832 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $38,269,280 | 390,782 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $33,219,014 | 338,624 | Shares | Defined | 2024-01-11 | |
| 2023-09-30 | $19,659,770 | 235,221 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $13,861,020 | 147,914 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $9,311,421 | 115,555 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $9,040,766 | 120,351 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $5,902,255 | 78,477 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $6,994,475 | 66,703 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $6,527,354 | 46,694 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $6,819,178 | 36,153 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $4,522,822 | 25,799 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $3,947,697 | 19,258 | Shares | Defined | 2021-07-16 | |
| 2021-03-31 | $2,855,680 | 14,302 | Shares | Defined | 2021-07-09 | |
| 2020-12-31 | $2,167,182 | 12,137 | Shares | Sole | 2021-02-09 | |
| No 13F history on record for this holder in this stock. | ||||||