Holdings of Vest Financial, LLC
384 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 12.2 % of the equity sleeve
Sector breakdown
- Financials 16.2 %
- Technology 14.1 %
- Industrials 12.1 %
- Consumer staples 8.8 %
- Consumer discretionary 7.1 %
- Health care 6.6 %
- Materials 4.5 %
- Communication 4.1 %
- Utilities 3.1 %
- Energy 1.2 %
- Real estate 0.8 %
- Unattributed 21.5 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 99.7 %
- TW 0.2 %
- NL 0.0 %
- FI 0.0 %
- KR 0.0 %
- MX 0.0 %
- DE 0.0 %
- ID 0.0 %
- KY 0.0 %
- BR 0.0 %
- GB 0.0 %
- IN 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 369 | 7.8B $ | 99.74 % |
| 2 | TW | 3 | 11.8M $ | 0.15 % |
| 3 | NL | 1 | 2.6M $ | 0.03 % |
| 4 | FI | 1 | 1.4M $ | 0.02 % |
| 5 | KR | 2 | 1.2M $ | 0.02 % |
| 6 | MX | 1 | 1.1M $ | 0.01 % |
| 7 | DE | 1 | 608.5K $ | 0.01 % |
| 8 | ID | 1 | 444.2K $ | 0.01 % |
| 9 | KY | 2 | 435.8K $ | 0.01 % |
| 10 | BR | 1 | 334.6K $ | 0.00 % |
| 11 | GB | 1 | 308.5K $ | 0.00 % |
| 12 | IN | 1 | 121.5K $ | 0.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | NVIDIA Corp | 703,754 | 122.7M $ | |
| 2 | Microsoft Corp | 298,665 | 110.6M $ | |
| 3 | Lam Research Corp | 472,416 | 100.9M $ | |
| 4 | Applied Materials Inc | 294,220 | 100.6M $ | |
| 5 | Alphabet Inc | 320,378 | 92.1M $ | |
| 6 | Johnson & Johnson | 362,843 | 88.7M $ | |
| 7 | Dover Corp | 417,340 | 87M $ | |
| 8 | Apple Inc | 338,661 | 85.9M $ | |
| 9 | Exxon Mobil Corp | 504,458 | 85.6M $ | |
| 10 | KLA Corp | 57,410 | 84.5M $ | |
| 11 | Automatic Data Processing Inc | 414,118 | 84.1M $ | |
| 12 | Cincinnati Financial Corp | 532,344 | 83.8M $ | |
| 13 | Abbott Laboratories | 797,523 | 81.9M $ | |
| 14 | Chevron Corp | 382,225 | 79.1M $ | |
| 15 | GE Vernova Inc | 90,550 | 79M $ | |
| 16 | Ross Stores Inc | 341,089 | 73.9M $ | |
| 17 | International Business Machines Corp. | 300,847 | 72.9M $ | |
| 18 | Baker Hughes Co | 1,164,423 | 71.1M $ | |
| 19 | Meta Platforms Inc | 123,023 | 70.4M $ | |
| 20 | Mueller Industries Inc | 635,100 | 70.4M $ | |
| 21 | JPMorgan Chase & Co | 237,928 | 70M $ | |
| 22 | NextEra Energy Inc | 734,376 | 68.2M $ | |
| 23 | Caterpillar Inc | 95,392 | 67.6M $ | |
| 24 | Aflac Inc | 614,148 | 67.4M $ | |
| 25 | Snap-on Inc | 184,561 | 67M $ | |
| 26 | General Electric Co | 228,084 | 64.7M $ | |
| 27 | Coca-Cola Co/The | 847,858 | 64.5M $ | |
| 28 | Walmart Inc | 515,629 | 64.1M $ | |
| 29 | McDonald's Corp. | 202,976 | 63.1M $ | |
| 30 | Bank of New York Mellon Corp/The | 528,641 | 62.7M $ | |
| 31 | Williams-Sonoma Inc | 342,710 | 62.5M $ | |
| 32 | Procter & Gamble Co/The | 425,701 | 61.5M $ | |
| 33 | Visa Inc | 202,868 | 61.3M $ | |
| 34 | PulteGroup Inc | 513,876 | 60.4M $ | |
| 35 | PNC Financial Services Group Inc/The | 286,034 | 59.5M $ | |
| 36 | PepsiCo Inc | 383,115 | 59.5M $ | |
| 37 | AbbVie Inc | 272,265 | 59.2M $ | |
| 38 | Target Corp | 488,346 | 59.2M $ | |
| 39 | Monolithic Power Systems Inc | 52,323 | 57.2M $ | |
| 40 | Air Products and Chemicals Inc | 196,817 | 57.2M $ | |
| 41 | Travelers Cos Inc/The | 194,796 | 56.8M $ | |
| 42 | Atmos Energy Corp | 307,562 | 56.8M $ | |
| 43 | Consolidated Edison Inc | 498,694 | 56.4M $ | |
| 44 | Salesforce Inc | 301,139 | 56.2M $ | |
| 45 | American Express Co | 185,127 | 56M $ | |
| 46 | Hartford Insurance Group Inc/The | 414,073 | 56M $ | |
| 47 | Archer-Daniels-Midland Co | 764,909 | 55.6M $ | |
| 48 | Allstate Corp/The | 266,127 | 55.2M $ | |
| 49 | Fastenal Co | 1,160,822 | 53.9M $ | |
| 50 | Colgate-Palmolive Co | 631,299 | 53.8M $ | |
| 51 | A O Smith Corp | 815,872 | 53.8M $ | |
| 52 | Federal Realty Investment Trust | 505,409 | 53.7M $ | |
| 53 | Costco Wholesale Corp | 53,711 | 53.5M $ | |
| 54 | WW Grainger Inc | 48,919 | 53.4M $ | |
| 55 | Church & Dwight Co Inc | 564,344 | 52.7M $ | |
| 56 | Cardinal Health, Inc. | 248,401 | 52.5M $ | |
| 57 | Booking Holdings Inc | 12,393 | 52.2M $ | |
| 58 | Illinois Tool Works Inc | 199,215 | 51.9M $ | |
| 59 | Albemarle Corp | 287,595 | 51.6M $ | |
| 60 | Kenvue Inc | 2,979,533 | 51.4M $ | |
| 61 | Realty Income Corp | 838,067 | 51.3M $ | |
| 62 | PPG Industries Inc | 478,650 | 51.2M $ | |
| 63 | West Pharmaceutical Services Inc | 202,948 | 50.9M $ | |
| 64 | Nordson Corp | 189,616 | 50.4M $ | |
| 65 | East West Bancorp Inc | 471,810 | 50.4M $ | |
| 66 | Eversource Energy | 725,475 | 50.3M $ | |
| 67 | Kimberly-Clark Corp | 517,738 | 49.9M $ | |
| 68 | Broadcom Inc | 161,289 | 49.9M $ | |
| 69 | Ecolab Inc | 186,281 | 49.6M $ | |
| 70 | Becton Dickinson & Co | 313,120 | 49.2M $ | |
| 71 | General Dynamics Corp | 142,899 | 49M $ | |
| 72 | Brown-Forman Corp | 1,848,778 | 48.9M $ | |
| 73 | J M Smucker Co/The | 506,744 | 48.9M $ | |
| 74 | Mastercard Inc | 97,667 | 48.8M $ | |
| 75 | Essex Property Trust Inc | 201,308 | 48.7M $ | |
| 76 | Nucor Corp | 287,323 | 48.6M $ | |
| 77 | Clorox Co/The | 468,467 | 48.5M $ | |
| 78 | Franklin Resources Inc | 2,033,149 | 48M $ | |
| 79 | Sysco Corp | 673,133 | 48M $ | |
| 80 | Hormel Foods Corp | 2,119,700 | 48M $ | |
| 81 | CH Robinson Worldwide Inc | 288,686 | 47.9M $ | |
| 82 | Emerson Electric Co. | 364,415 | 47.7M $ | |
| 83 | T Rowe Price Group Inc | 527,901 | 47.6M $ | |
| 84 | PACCAR Inc | 409,136 | 47.3M $ | |
| 85 | State Street Corp | 372,170 | 47.1M $ | |
| 86 | Coca-Cola Consolidated Inc | 244,699 | 46.9M $ | |
| 87 | Bank of America Corp | 962,290 | 46.9M $ | |
| 88 | Roper Technologies Inc | 132,318 | 46.8M $ | |
| 89 | Sherwin-Williams Co/The | 145,334 | 46.6M $ | |
| 90 | Erie Indemnity Co | 185,010 | 46.5M $ | |
| 91 | Lowe's Cos Inc | 196,513 | 46.4M $ | |
| 92 | Expeditors International of Washington Inc | 318,653 | 45.6M $ | |
| 93 | Cintas Corp | 265,003 | 44.8M $ | |
| 94 | Synchrony Financial | 658,019 | 44.8M $ | |
| 95 | S&P Global Inc | 104,408 | 44.4M $ | |
| 96 | Stanley Black & Decker Inc | 619,875 | 44M $ | |
| 97 | Brown & Brown Inc | 663,305 | 43.3M $ | |
| 98 | Veralto Corp | 483,601 | 42.8M $ | |
| 99 | Ameriprise Financial Inc | 91,307 | 40.6M $ | |
| 100 | Genuine Parts Co | 380,097 | 40.2M $ | |