Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Vest Financial, LLC (CIK 1709632) reported $8.33B across 412 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CB ($133.3M, 1.60%), NVDA ($122.7M, 1.47%), MSFT ($110.6M, 1.33%), LRCX ($100.9M, 1.21%), AMAT ($100.6M, 1.21%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CB | CHUBB LTD SWITZ | $133.3M | 1.60% | 409,060 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $122.7M | 1.47% | 703,754 | Added |
| 3 | MSFT | MICROSOFT CORP | $110.6M | 1.33% | 298,665 | Added |
| 4 | LRCX | LAM RESEARCH CORP | $100.9M | 1.21% | 472,416 | Trimmed |
| 5 | AMAT | APPLIED MATLS INC | $100.6M | 1.21% | 294,220 | Trimmed |
| 6 | GOOGL | ALPHABET INC | $92.1M | 1.11% | 320,378 | Added |
| 7 | JNJ | JOHNSON & JOHNSON | $88.7M | 1.07% | 362,843 | Trimmed |
| 8 | DOV | DOVER CORP | $87.0M | 1.04% | 417,340 | Trimmed |
| 9 | XOM | EXXON MOBIL CORP | $85.6M | 1.03% | 504,458 | Trimmed |
| 10 | AAPL | APPLE INC | $85.9M | 1.03% | 338,661 | Added |
| 11 | KLAC | KLA CORP | $84.5M | 1.02% | 57,410 | Trimmed |
| 12 | CINF | CINCINNATI FINL CORP | $83.8M | 1.01% | 532,344 | Added |
| 13 | ADP | AUTOMATIC DATA PROCESSING IN | $84.1M | 1.01% | 414,118 | Added |
| 14 | ABT | ABBOTT LABORATORIES | $81.9M | 0.98% | 797,523 | Trimmed |
| 15 | GEV | GE VERNOVA INC | $79.0M | 0.95% | 90,550 | Added |
| 16 | CVX | CHEVRON CORPORATION | $79.1M | 0.95% | 382,225 | Added |
| 17 | LIN | LINDE PLC | $78.5M | 0.94% | 158,351 | Added |
| 18 | ROST | ROSS STORES INC | $73.9M | 0.89% | 341,089 | Added |
| 19 | IBM | INTERNATIONAL BUSINESS MACHS | $72.9M | 0.88% | 300,847 | Added |
| 20 | MLI | MUELLER INDS INC | $70.4M | 0.85% | 635,100 | Added |
| 21 | META | META PLATFORMS INC | $70.4M | 0.85% | 123,023 | Added |
| 22 | BKR | BAKER HUGHES COMPANY | $71.1M | 0.85% | 1.2M | Added |
| 23 | JPM | JPMORGAN CHASE & CO | $70.0M | 0.84% | 237,928 | Added |
| 24 | NEE | NEXTERA ENERGY INC | $68.2M | 0.82% | 734,376 | Added |
| 25 | SNA | SNAP ON INC | $67.0M | 0.81% | 184,561 | Added |
Source: SEC Form 13F filings · as of 2026-03-31