VESTOR CAPITAL, LLC
CIK: 0001132699SEC EDGAR →
Portfolio Value
$1.4M
Holdings
265
As of
Q4 2025
New Positions
20
Closed Positions
43
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Alphabet Inc Class C Common St | 74,778 | $124K | 8.55% |
| 2 | Apple Inc Com | 100,017 | $120K | 8.28% |
| 3 | Microsoft Corp | 86 | $87K | 6.00% |
| 4 | iShares U.S. Tech Independence | 481 | $78K | 5.38% |
| 5 | Broadcom Inc | 61,165 | $72K | 4.97% |
| 6 | JP Morgan Chase & Co | 13,695 | $70K | 4.83% |
| 7 | Amazon Com Inc | 227,269 | $62K | 4.28% |
| 8 | Nvidia Corp | 3,700 | $57K | 3.93% |
| 9 | Meta Platforms Inc | 1,000 | $49K | 3.38% |
| 10 | Ishares Tr S&P 500 Index Fd | 601 | $47K | 3.24% |
Quarterly Changes
Top Buys
New Positions (20)
$9K · 18K shares
$9K · 2K shares
$4K · 2K shares
$3K · 4K shares
$0 · 850 shares
$0 · 3K shares
$0 · 4K shares
$0 · 6K shares
$0 · 50K shares
$0 · 27 shares
$0 · 15K shares
$0 · 144 shares
$0 · 16 shares
$0 · 1K shares
$0 · 1K shares
$0 · 2K shares
$0 · 5K shares
$0 · 247 shares
$0 · 400 shares
$0 · 5K shares
Closed Positions (43)
$48K · 932K shares
$34K · 691K shares
$14K · 173K shares
$14K · 178K shares
$10K · 72K shares
$8K · 37K shares
$4K · 90K shares
$4K · 13K shares
$2K · 72K shares
$341 · 8K shares
$262 · 1K shares
$195 · 4K shares
$181 · 4K shares
$167 · 2K shares
$159 · 2K shares
$109 · 4K shares
$109 · 2K shares
$109 · 1K shares
$109 · 9K shares
$86 · 577 shares
$84 · 2K shares
$80 · 799 shares
$79 · 2K shares
$78 · 1K shares
$76 · 500 shares
$74 · 737 shares
$64 · 92 shares
$57 · 636 shares
$57 · 998 shares
$56 · 2K shares
$54 · 11K shares
$49 · 2K shares
$48 · 800 shares
$48 · 970 shares
$48 · 5K shares
$46 · 2K shares
$46 · 500 shares
$45 · 2K shares
$44 · 1K shares
$43 · 700 shares
$43 · 210 shares
$43 · 178 shares
$43 · 372 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 91 | $442K | 32.1% |
| Technology | 42 | $349K | 25.3% |
| Communication Services | 11 | $180K | 13.1% |
| Unknown | 26 | $137K | 9.9% |
| Healthcare | 24 | $127K | 9.2% |
| Consumer Cyclical | 15 | $89K | 6.5% |
| Utilities | 5 | $28K | 2.0% |
| Industrials | 23 | $16K | 1.2% |
| Consumer Defensive | 14 | $9K | 0.7% |
| Energy | 12 | $0 | 0.0% |
| Basic Materials | 2 | $0 | 0.0% |
| Real Estate | 1 | $0 | 0.0% |