Vest Financial, LLC Q2 2025 Filing
Filed July 25, 2025
Portfolio Value
$7.1B
Holdings
401
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (401 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | PCARPACCAR INC | 394,693 | $37.5B | 531.08% | |
| 102 | ROSTROSS STORES INC | 279,193 | $35.6B | 504.19% | |
| 103 | WSMWILLIAMS SONOMA INC | 202,459 | $33.1B | 468.18% | |
| 104 | LENLENNAR CORP | 294,352 | $32.6B | 460.86% | |
| 105 | GEGE AEROSPACE | 112,750 | $29.0B | 410.79% | |
| 106 | BKRBAKER HUGHES COMPANY | 742,494 | $28.5B | 402.95% | |
| 107 | ODFLOLD DOMINION FREIGHT LINE IN | 170,838 | $27.7B | 392.47% | |
| 108 | LRCXLAM RESEARCH CORP | 277,326 | $27.0B | 382.11% | |
| 109 | COSTCOSTCO WHSL CORP NEW | 25,653 | $25.4B | 359.46% | |
| 110 | AVGOBROADCOM INC | 91,690 | $25.3B | 357.76% | |
| 111 | DHID R HORTON INC | 195,875 | $25.3B | 357.44% | |
| 112 | CFCF INDS HLDGS INC | 273,848 | $25.2B | 356.62% | |
| 113 | MPWRMONOLITHIC PWR SYS INC | 32,385 | $23.7B | 335.27% | |
| 114 | AMZNAMAZON COM INC | 102,277 | $22.4B | 317.62% | |
| 115 | STTSTATE STR CORP | 206,785 | $22.0B | 311.26% | |
| 116 | A4SAMERIPRISE FINL INC | 40,355 | $21.5B | 304.88% | |
| 117 | MTBM & T BK CORP | 110,032 | $21.3B | 302.14% | |
| 118 | PNCPNC FINL SVCS GROUP INC | 110,739 | $20.6B | 292.21% | |
| 119 | CSLCARLISLE COS INC | 54,266 | $20.3B | 286.82% | |
| 120 | REEVEREST GROUP LTD | 57,862 | $19.7B | 278.35% | |
| 121 | EOGEOG RES INC | 155,736 | $18.6B | 263.67% | |
| 122 | MAMASTERCARD INCORPORATED | 31,821 | $17.9B | 253.11% | |
| 123 | NTRSNORTHERN TR CORP | 136,841 | $17.4B | 245.59% | |
| 124 | MTGMGIC INVT CORP WIS | 543,233 | $15.1B | 214.07% | |
| 125 | ACMAECOM | 132,758 | $15.0B | 212.08% | |
| 126 | WF2WINTRUST FINL CORP | 112,236 | $13.9B | 196.97% | |
| 127 | ORCLORACLE CORP | 62,610 | $13.7B | 193.76% | |
| 128 | CRBGCOREBRIDGE FINL INC | 363,726 | $12.9B | 182.77% | |
| 129 | EQHEQUITABLE HLDGS INC | 228,539 | $12.8B | 181.48% | |
| 130 | BRK/BBERKSHIRE HATHAWAY INC DEL | 25,793 | $12.5B | 177.35% | |
| 131 | LNCLINCOLN NATL CORP IND | 353,362 | $12.2B | 173.06% | |
| 132 | NKENIKE INC | 162,424 | $11.5B | 163.33% | |
| 133 | SLMSLM CORP | 341,928 | $11.2B | 158.70% | |
| 134 | GEVGE VERNOVA INC | 21,097 | $11.2B | 158.02% | |
| 135 | TXNTEXAS INSTRS INC | 51,916 | $10.8B | 152.57% | |
| 136 | JXNJACKSON FINANCIAL INC | 119,499 | $10.6B | 150.19% | |
| 137 | MCKMCKESSON CORP | 13,859 | $10.2B | 143.75% | |
| 138 | AMTAMERICAN TOWER CORP NEW | 44,173 | $9.8B | 138.20% | |
| 139 | ALSALLSTATE CORP | 47,528 | $9.6B | 135.43% | |
| 140 | PGRPROGRESSIVE CORP | 35,015 | $9.3B | 132.26% | |
| 141 | TSLATESLA INC | 29,151 | $9.3B | 131.08% | |
| 142 | GOOGALPHABET INC | 49,269 | $8.7B | 123.71% | |
| 143 | LLYELI LILLY & CO | 9,150 | $7.1B | 100.96% | |
| 144 | FANGDIAMONDBACK ENERGY INC | 49,970 | $6.9B | 97.19% | |
| 145 | NFLXNETFLIX INC | 4,831 | $6.5B | 91.57% | |
| 146 | BACVERIZON COMMUNICATIONS INC | 149,226 | $6.5B | 91.40% | |
| 147 | WMWASTE MGMT INC DEL | 27,306 | $6.2B | 88.44% | |
| 148 | WWDWOODWARD INC | 22,847 | $5.6B | 79.26% | |
| 149 | FIXCOMFORT SYS USA INC | 10,276 | $5.5B | 77.99% | |
| 150 | UNHUNITEDHEALTH GROUP INC | 17,018 | $5.3B | 75.15% | |
| 151 | IDIINTERDIGITAL INC | 23,451 | $5.3B | 74.43% | |
| 152 | EMEEMCOR GROUP INC | 9,719 | $5.2B | 73.59% | |
| 153 | PRDOPERDOCEO ED CORP | 158,622 | $5.2B | 73.40% | |
| 154 | WRBBERKLEY W R CORP | 69,890 | $5.1B | 72.68% | |
| 155 | RLRALPH LAUREN CORP | 18,530 | $5.1B | 71.94% | |
| 156 | TPRTAPESTRY INC | 56,591 | $5.0B | 70.34% | |
| 157 | ALGALAMO GROUP INC | 22,526 | $4.9B | 69.63% | |
| 158 | INTUINTUIT | 6,208 | $4.9B | 69.21% | |
| 159 | SEICSEI INVTS CO | 54,326 | $4.9B | 69.10% | |
| 160 | WTSWATTS WATER TECHNOLOGIES INC | 19,698 | $4.8B | 68.56% | |
| 161 | CALMCAL MAINE FOODS INC | 48,407 | $4.8B | 68.27% | |
| 162 | PSMTPRICESMART INC | 45,552 | $4.8B | 67.73% | |
| 163 | AXSAXIS CAP HLDGS LTD | 45,976 | $4.8B | 67.56% | |
| 164 | MRKMERCK & CO INC | 60,180 | $4.8B | 67.43% | |
| 165 | YOUCLEAR SECURE INC | 167,140 | $4.6B | 65.68% | |
| 166 | CBOECBOE GLOBAL MKTS INC | 19,829 | $4.6B | 65.46% | |
| 167 | ITTITT INC | 29,067 | $4.6B | 64.53% | |
| 168 | TAT&T INC | 156,533 | $4.5B | 64.12% | |
| 169 | NYTNEW YORK TIMES CO | 79,852 | $4.5B | 63.27% | |
| 170 | RDNRADIAN GROUP INC | 122,936 | $4.4B | 62.68% | |
| 171 | TGLSTECNOGLASS INC | 57,022 | $4.4B | 62.44% | |
| 172 | HBANHUNTINGTON BANCSHARES INC | 262,846 | $4.4B | 62.36% | |
| 173 | FBPFIRST BANCORP P R | 209,701 | $4.4B | 61.83% | |
| 174 | OZKBANK OZK LITTLE ROCK ARK | 92,080 | $4.3B | 61.34% | |
| 175 | AGOASSURED GUARANTY LTD | 49,480 | $4.3B | 61.00% | |
| 176 | IBOCINTERNATIONAL BANCSHARES COR | 64,305 | $4.3B | 60.58% | |
| 177 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 18,886 | $4.3B | 60.55% | |
| 178 | CFRCULLEN FROST BANKERS INC | 33,177 | $4.3B | 60.36% | |
| 179 | GGGGRACO INC | 49,303 | $4.2B | 60.00% | |
| 180 | OLEDUNIVERSAL DISPLAY CORP | 27,236 | $4.2B | 59.55% | |
| 181 | INGRINGREDION INC | 30,957 | $4.2B | 59.43% | |
| 182 | OFGOFG BANCORP | 97,744 | $4.2B | 59.22% | |
| 183 | GGENPACT LIMITED | 94,998 | $4.2B | 59.18% | |
| 184 | EFSCENTERPRISE FINL SVCS CORP | 75,866 | $4.2B | 59.17% | |
| 185 | AITAPPLIED INDL TECHNOLOGIES IN | 17,983 | $4.2B | 59.17% | |
| 186 | PRIPRIMERICA INC | 15,170 | $4.2B | 58.77% | |
| 187 | IPARINTERPARFUMS INC | 31,506 | $4.1B | 58.56% | |
| 188 | MZTILANCASTER COLONY CORP | 23,929 | $4.1B | 58.52% | |
| 189 | JJACOBS SOLUTIONS INC | 31,422 | $4.1B | 58.47% | |
| 190 | CADECADENCE BANK | 128,107 | $4.1B | 57.99% | |
| 191 | DCIDONALDSON INC | 59,044 | $4.1B | 57.96% | |
| 192 | RTXRTX CORPORATION | 27,954 | $4.1B | 57.78% | |
| 193 | AMGNAMGEN INC | 14,494 | $4.0B | 57.28% | |
| 194 | AIZASSURANT INC | 20,475 | $4.0B | 57.24% | |
| 195 | HDHOME DEPOT INC | 11,027 | $4.0B | 57.23% | |
| 196 | DKSDICKS SPORTING GOODS INC | 20,405 | $4.0B | 57.13% | |
| 197 | IBPINSTALLED BLDG PRODS INC | 22,374 | $4.0B | 57.11% | |
| 198 | BHEBENCHMARK ELECTRS INC | 103,823 | $4.0B | 57.06% | |
| 199 | SSBUSDSOUTHSTATE CORPORATION | 43,313 | $4.0B | 56.42% | |
| 200 | PLTRPALANTIR TECHNOLOGIES INC | 29,169 | $4.0B | 56.28% |