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 WHD
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,327,617 | 154,689 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $6,147,066 | 134,568 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $4,258,773 | 107,899 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $3,487,107 | 79,760 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $2,621,613 | 57,203 | Shares | Defined | 2025-04-11 | |
| 2024-12-31 | $2,513,098 | 43,062 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $1,414,716 | 23,709 | Shares | Defined | 2024-10-18 | |
| 2024-06-30 | $1,190,394 | 22,571 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $874,922 | 17,467 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $246,068 | 5,420 | Shares | Defined | 2024-01-11 | |
| No 13F history on record for this holder in this stock. | ||||||