Vest Financial, LLC

CIK: 0001709632SEC EDGAR →

Portfolio Value

$7.9B

Holdings

417

As of

Q4 2025

New Positions

417

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	CB CHUBB LIMITED	400,304	$124.9M	1.58%
2	NVDA NVIDIA CORPORATION	664,292	$123.9M	1.57%
3	MSFT MICROSOFT CORP	248,399	$120.1M	1.52%
4	ABT ABBOTT LABS	810,893	$101.6M	1.29%
5	GOOGL ALPHABET INC	314,509	$98.4M	1.25%
6	LRCX LAM RESEARCH CORP	548,642	$93.9M	1.19%
7	ADP AUTOMATIC DATA PROCESSING IN	339,023	$87.2M	1.11%
8	DOV DOVER CORP	444,451	$86.8M	1.10%
9	AAPL APPLE INC	310,464	$84.4M	1.07%
10	JNJ JOHNSON & JOHNSON	386,034	$79.9M	1.01%

Quarterly Changes

Top Buys

CBNEW

$124.9M

NVDANEW

$123.9M

MSFTNEW

$120.1M

ABTNEW

$101.6M

GOOGLNEW

$98.4M

Top Sells

No sells this quarter

New Positions (417)

$124.9M · 400K shares

NVDA

$123.9M · 664K shares

MSFT

$120.1M · 248K shares

ABT

$101.6M · 811K shares

$98.4M · 315K shares

$93.9M · 549K shares

$87.2M · 339K shares

$86.8M · 444K shares

$84.4M · 310K shares

$79.9M · 386K shares

$79.2M · 308K shares

$76.9M · 260K shares

$76.4M · 540K shares

$72.6M · 60K shares

$71.1M · 221K shares

$71.0M · 108K shares

$69.6M · 606K shares

$68.5M · 223K shares

$67.5M · 414K shares

$65.7M · 320K shares

$64.3M · 535K shares

$63.7M · 572K shares

$62.9M · 110K shares

$62.4M · 388K shares

$62.3M · 418K shares

$62.2M · 146K shares

$62.2M · 564K shares

$61.9M · 234K shares

$61.7M · 176K shares

$61.7M · 549K shares

$60.5M · 163K shares

$60.4M · 67K shares

$58.9M · 361K shares

$58.6M · 325K shares

$58.6M · 454K shares

$57.9M · 380K shares

$57.4M · 188K shares

$57.4M · 494K shares

ABBV

$57.0M · 250K shares

SPGI

$57.0M · 109K shares

SNA

$56.9M · 165K shares

$56.4M · 807K shares

NEE

$56.2M · 700K shares

KVUE

$56.0M · 3.2M shares

BKNG

$55.1M · 10K shares

$55.1M · 384K shares

$54.5M · 465K shares

$54.3M · 812K shares

$53.9M · 302K shares

$53.5M · 557K shares

$53.2M · 255K shares

$52.9M · 713K shares

$52.5M · 396K shares

$52.4M · 479K shares

$52.2M · 2.2M shares

$51.8M · 376K shares

$51.4M · 51K shares

$51.3M · 177K shares

$51.3M · 525K shares

$51.0M · 498K shares

$50.9M · 211K shares

$50.9M · 262K shares

$50.6M · 211K shares

$50.5M · 6.1M shares

$50.3M · 1.1M shares

$50.2M · 636K shares

PEP

$50.1M · 349K shares

PPG

$49.5M · 483K shares

$49.4M · 147K shares

$49.4M · 170K shares

$49.2M · 488K shares

$49.2M · 183K shares

$49.1M · 588K shares

$49.0M · 178K shares

$49.0M · 719K shares

$48.9M · 187K shares

$48.4M · 2.0M shares

$48.1M · 195K shares

$48.1M · 484K shares

$48.0M · 195K shares

$47.9M · 255K shares

$47.9M · 148K shares

$47.2M · 180K shares

$47.0M · 451K shares

$46.9M · 560K shares

$46.7M · 279K shares

$46.5M · 1.2M shares

$46.2M · 628K shares

$46.1M · 818K shares

$46.1M · 471K shares

$45.8M · 797K shares

$45.8M · 1.8M shares

$45.7M · 371K shares

$45.4M · 675K shares

$44.3M · 100K shares

$44.1M · 553K shares

$43.8M · 153K shares

$43.3M · 66K shares

$42.9M · 124K shares

$42.1M · 417K shares

$41.6M · 477K shares

$41.4M · 410K shares

$40.4M · 487K shares

$40.3M · 519K shares

$38.6M · 226K shares

$38.3M · 238K shares

$36.9M · 65K shares

$36.8M · 177K shares

$35.7M · 233K shares

$35.6M · 154K shares

$35.6M · 41K shares

$34.5M · 169K shares

$33.8M · 615K shares

$33.6M · 148K shares

$28.8M · 27K shares

$27.9M · 280K shares

$26.3M · 54K shares

$26.0M · 163K shares

$25.0M · 262K shares

$24.7M · 320K shares

$23.6M · 98K shares

$23.2M · 66K shares

$22.9M · 313K shares

$21.4M · 137K shares

$21.0M · 204K shares

$20.1M · 64K shares

$19.3M · 55K shares

$19.3M · 111K shares

$19.0M · 42K shares

$18.5M · 95K shares

$18.4M · 413K shares

$18.4M · 167K shares

$15.9M · 56K shares

$15.5M · 291K shares

$15.3M · 566K shares

$13.9M · 69K shares

$13.2M · 92K shares

$12.9M · 16K shares

$12.4M · 157K shares

$11.3M · 236K shares

$11.0M · 63K shares

$10.4M · 255K shares

$9.9M · 11K shares

$9.8M · 32K shares

$9.4M · 28K shares

$8.3M · 57K shares

$8.3M · 13K shares

$7.8M · 100K shares

$7.7M · 24K shares

$7.7M · 25K shares

$7.6M · 73K shares

$7.5M · 303K shares

IBP

$7.4M · 29K shares

$7.3M · 33K shares

$7.3M · 140K shares

$7.3M · 207K shares

$7.2M · 104K shares

$7.2M · 39K shares

$7.0M · 11K shares

$7.0M · 60K shares

$7.0M · 233K shares

$6.9M · 88K shares

$6.8M · 56K shares

$6.8M · 72K shares

$6.8M · 50K shares

$6.8M · 27K shares

$6.7M · 25K shares

$6.7M · 430K shares

$6.7M · 46K shares

$6.7M · 12K shares

$6.7M · 104K shares

$6.7M · 28K shares

$6.5M · 24K shares

$6.5M · 221K shares

$6.4M · 46K shares

$6.4M · 37K shares

$6.3M · 6K shares

$6.2M · 79K shares

$6.2M · 69K shares

$6.2M · 7K shares

$6.1M · 135K shares

$6.1M · 63K shares

$6.1M · 34K shares

$6.1M · 32K shares

$6.1M · 53K shares

$6.1M · 30K shares

$6.1M · 87K shares

$6.1M · 24K shares

$6.0M · 18K shares

$6.0M · 291K shares

$6.0M · 129K shares

$5.9M · 55K shares

$5.9M · 63K shares

$5.9M · 89K shares

$5.8M · 199K shares

$5.8M · 46K shares

$5.8M · 71K shares

$5.8M · 141K shares

$5.7M · 124K shares

$5.7M · 70K shares

$5.7M · 27K shares

$5.7M · 204K shares

$5.6M · 22K shares

$5.6M · 35K shares

$5.6M · 45K shares

$5.6M · 104K shares

$5.6M · 130K shares

$5.5M · 16K shares

$5.5M · 34K shares

$5.5M · 67K shares

$5.5M · 85K shares

$5.4M · 58K shares

$5.4M · 32K shares

$5.4M · 103K shares

$5.3M · 46K shares

$5.3M · 15K shares

$5.2M · 18K shares

MSI

$5.2M · 14K shares

CHE

$5.0M · 12K shares

DWD

$5.0M · 28K shares

$5.0M · 23K shares

CALM

$4.9M · 62K shares

$4.8M · 55K shares

FULT

$4.8M · 249K shares

BRK/B

$4.8M · 9K shares

$4.7M · 358K shares

$4.7M · 35K shares

$4.6M · 14K shares

$4.6M · 39K shares

$4.6M · 23K shares

$4.6M · 28K shares

$4.5M · 217K shares

$4.5M · 53K shares

$4.4M · 88K shares

$4.4M · 54K shares

$4.4M · 46K shares

$4.3M · 33K shares

$4.3M · 62K shares

$4.3M · 43K shares

$4.3M · 11K shares

$4.3M · 27K shares

$4.3M · 113K shares

$4.3M · 21K shares

$4.2M · 21K shares

$4.1M · 64K shares

$4.0M · 64K shares

$4.0M · 7K shares

$4.0M · 48K shares

$3.9M · 18K shares

$3.9M · 20K shares

$3.9M · 33K shares

$3.8M · 17K shares

$3.6M · 47K shares

$3.6M · 11K shares

$3.6M · 187K shares

$3.6M · 40K shares

$3.6M · 3K shares

$3.6M · 23K shares

$3.5M · 77K shares

$3.5M · 15K shares

$3.5M · 26K shares

$3.5M · 25K shares

$3.5M · 39K shares

$3.4M · 58K shares

$3.4M · 7K shares

$3.4M · 153K shares

$3.4M · 31K shares

$3.4M · 19K shares

$3.4M · 42K shares

$3.3M · 40K shares

$3.3M · 14K shares

$3.3M · 29K shares

$3.3M · 56K shares

$3.3M · 83K shares

$3.2M · 9K shares

$3.2M · 75K shares

$3.2M · 129K shares

$3.2M · 50K shares

$3.2M · 33K shares

$3.2M · 28K shares

$3.1M · 57K shares

$3.0M · 20K shares

$3.0M · 20K shares

$3.0M · 174K shares

$3.0M · 83K shares

$3.0M · 12K shares

$3.0M · 28K shares

$2.9M · 6K shares

$2.9M · 31K shares

$2.8M · 9K shares

$2.8M · 23K shares

$2.8M · 18K shares

$2.8M · 12K shares

$2.8M · 23K shares

$2.8M · 33K shares

$2.7M · 20K shares

$2.7M · 73K shares

$2.7M · 37K shares

$2.7M · 9K shares

$2.6M · 12K shares

$2.6M · 15K shares

$2.6M · 15K shares

$2.6M · 109K shares

$2.6M · 105K shares

$2.5M · 42K shares

$2.5M · 28K shares

$2.5M · 57K shares

$2.4M · 64K shares

$2.4M · 8K shares

$2.3M · 18K shares

$2.1M · 17K shares

$2.1M · 8K shares

$2.1M · 3K shares

$2.0M · 37K shares

$1.9M · 60K shares

$1.8M · 33K shares

$1.8M · 3K shares

$1.8M · 11K shares

$1.8M · 21K shares

$1.8M · 17K shares

$1.8M · 15K shares

$1.8M · 31K shares

$1.8M · 822 shares

$1.7M · 42K shares

$1.7M · 41K shares

$1.7M · 17K shares

$1.7M · 23K shares

$1.7M · 14K shares

$1.7M · 36K shares

$1.6M · 75K shares

$1.6M · 4K shares

$1.6M · 33K shares

$1.6M · 30K shares

$1.6M · 22K shares

$1.5M · 24K shares

$1.5M · 64K shares

$1.5M · 17K shares

$1.5M · 9K shares

$1.5M · 32K shares

$1.5M · 4K shares

$1.5M · 22K shares

$1.5M · 9K shares

$1.5M · 57K shares

$1.5M · 5K shares

$1.4M · 23K shares

$1.4M · 38K shares

$1.4M · 15K shares

$1.4M · 22K shares

$1.4M · 33K shares

$1.4M · 6K shares

$1.3M · 15K shares

$1.3M · 23K shares

$1.3M · 6K shares

$1.3M · 12K shares

$1.3M · 17K shares

$1.3M · 24K shares

$1.3M · 22K shares

$1.2M · 19K shares

$1.2M · 7K shares

$1.2M · 20K shares

$1.2M · 44K shares

$1.1M · 40K shares

$1.1M · 2K shares

$1.1M · 8K shares

$1.0M · 18K shares

$1.0M · 13K shares

$961K · 149K shares

$923K · 96K shares

$897K · 28K shares

$876K · 10K shares

$717K · 7K shares

$668K · 4K shares

$582K · 9K shares

$570K · 2K shares

$512K · 4K shares

$477K · 3K shares

$472K · 12K shares

$455K · 26K shares

$399K · 5K shares

$396K · 776 shares

$388K · 18K shares

$381K · 8K shares

$377K · 740 shares

$373K · 1K shares

$363K · 2K shares

$357K · 2K shares

$350K · 615 shares

$329K · 8K shares

$319K · 1K shares

$317K · 939 shares

$313K · 2K shares

$307K · 8K shares

$301K · 3K shares

$290K · 7K shares

$279K · 2K shares

$276K · 7K shares

$275K · 3K shares

$270K · 2K shares

$266K · 2K shares

$266K · 1K shares

$259K · 25K shares

$257K · 22K shares

$257K · 6K shares

$257K · 991 shares

$256K · 607 shares

$254K · 63K shares

$241K · 3K shares

$229K · 3K shares

$227K · 3K shares

$226K · 5K shares

$208K · 13K shares

$200K · 932 shares

$181K · 13K shares

$167K · 21K shares

$144K · 18K shares

$112K · 40K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	83	$1.7B	21.4%
Industrials	75	$1.4B	17.7%
Technology	78	$1.2B	15.0%
Consumer Defensive	27	$780.0M	9.9%
Consumer Cyclical	41	$624.4M	7.9%
Healthcare	25	$560.6M	7.1%
Basic Materials	15	$413.4M	5.2%
Unknown	28	$337.1M	4.3%
Communication Services	21	$293.7M	3.7%
Utilities	8	$253.4M	3.2%
Energy	11	$203.1M	2.6%
Real Estate	5	$155.5M	2.0%