Fund HoldingsVest Financial, LLC

Total Portfolio Value
$9.52B
Total Bought
$1.45B
Total Sold
$858.23M
Net Transaction
+$595.04M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
APPLIED MATLS INC294,220268,892-25,328100,561194,4092.04%+93,847
MUELLER INDS INC(MLI)01,242,520+1,242,5200152,7431.60%+152,743
KLA CORP(KLAC)57,410526,414+469,00484,531158,8241.67%+74,293
MICRON TECHNOLOGY INC(MU)56,42676,127+19,70119,06387,8730.92%+68,810
LAM RESEARCH CORP(LRCX)472,416384,415-88,001100,936166,5791.75%+65,642
CINCINNATI FINL CORP(CINF)532,344637,297+104,95383,764117,9891.24%+34,225
APPLE INC(AAPL)0403,159+403,1590116,6581.22%+116,658
BANK OF AMER CORP962,2901,339,065+376,77546,91276,3000.80%+29,388
SYNCHRONY FINANCIAL(SYF)0955,021+955,021072,6290.76%+72,629
AUTOMATIC DATA PROCESSING IN0499,747+499,7470111,9181.18%+111,918
INTERNATIONAL BUSINESS MACHS(IBM)0357,096+357,0960100,4191.05%+100,419
REGIONS FINANCIAL CORP NEW(RF)1,251,7021,991,634+739,93232,69460,1470.63%+27,453
EXPEDIA GROUP INC(EXPE)142,637233,858+91,22132,93359,8400.63%+26,906
US BANCORP(USB)601,340944,501+343,16131,27657,0480.60%+25,772
GE AEROSPACE(GE)0237,404+237,404088,7250.93%+88,725
RALPH LAUREN CORP(RL)0110,435+110,435044,3300.47%+44,330
SOUTHWEST AIRLS CO(LUV)0448,043+448,043023,0380.24%+23,038
VERALTO CORP(VLTO)483,601738,317+254,71642,76065,4740.69%+22,714
WILLIAMS SONOMA INC(WSM)342,710360,098+17,38862,48683,9390.88%+21,453
EVEREST GROUP LTD(EG)065,112+65,112023,2600.24%+23,260
WESTERN DIGITAL CORP(WDC)032,702+32,702020,8870.22%+20,887
GE VERNOVA INC(GEV)90,55084,689-5,86179,04199,4981.04%+20,457
CITIGROUP INC(C)0169,948+169,948023,7860.25%+23,786
WELLS FARGO & CO(WFC)241,043474,355+233,31219,18939,2010.41%+20,011
NVIDIA CORPORATION(NVDA)0709,640+709,6400141,9921.49%+141,992
MICROSOFT CORP(MSFT)0347,843+347,8430129,7521.36%+129,752
SCHWAB CHARLES CORP(SCHW)199,526407,329+207,80318,75137,5840.39%+18,833
BROADCOM INC(AVGO)161,289180,361+19,07249,92168,1310.72%+18,211
HOWMET AEROSPACE INC(HWM)067,247+67,247018,0800.19%+18,080
VISA INC(V)0228,074+228,074078,2500.82%+78,250
PAYPAL HLDGS INC(PYPL)352,544755,010+402,46615,94632,6010.34%+16,656
AFLAC INC(AFL)614,148713,223+99,07567,37883,6250.88%+16,247
ALLSTATE CORP(ALL)266,127299,585+33,45855,17971,2830.75%+16,104
STANLEY BLACK & DECKER INC(SWK)0636,832+636,832059,9390.63%+59,939
ALPHABET INC(GOOG)0301,973+301,9730107,9161.13%+107,916
COSTCO WHOLESALE CORPORATION(COST)53,71173,996+20,28553,51969,2210.73%+15,702
RESMED INC(RMD)0204,403+204,403039,8340.42%+39,834
REGENERON PHARMACEUTICALS(REGN)19,36348,482+29,11914,96130,2300.32%+15,270
PRICE T ROWE GROUP INC(TROW)0548,644+548,644062,3750.65%+62,375
CISCO SYS INC(CSCO)0344,418+344,418040,4550.42%+40,455
WEST PHARMACEUTICAL SVSC INC(WST)0182,581+182,581065,5470.69%+65,547
TRAVELERS COMPANIES INC(TRV)194,796215,257+20,46156,81871,0610.75%+14,243
TEXAS INSTRS INC(TXN)134,527135,325+79826,11740,3360.42%+14,219
BANK OF NY MELLON CORP528,641528,232-40962,71376,3880.80%+13,675
JPMORGAN CHASE & CO(JPM)0255,362+255,362083,5880.88%+83,588
CATERPILLAR INC(CAT)95,39276,066-19,32667,58181,0030.85%+13,421
TAIWAN SEMICONDUCTOR MANUFAC(TSM)051,531+51,531024,6100.26%+24,610
AMERICAN EXPRESS CO(AXP)0202,990+202,990068,6610.72%+68,661
SNAP ON INC(SNA)184,561197,917+13,35667,03679,6420.84%+12,606
AMPHENOL CORP131,355160,865+29,51016,59728,3640.30%+11,767
FRANKLIN RESOURCES INC(BEN)01,782,616+1,782,616059,3080.62%+59,308
ADVANCED MICRO DEVICES INC(AMD)028,848+28,848016,7580.18%+16,758
WEATHERFORD INTL PLC(WFRD)104,216254,553+150,3379,85720,7460.22%+10,889
GENUINE PARTS CO(GPC)0422,248+422,248049,8170.52%+49,817
HORMEL FOODS CORP(HRL)02,285,103+2,285,103056,7160.60%+56,716
ABBVIE INC(ABBV)272,265268,319-3,94659,21567,5200.71%+8,305
SMUCKER J M CO(SJM)506,744507,191+44748,87057,0590.60%+8,189
MCCORMICK & CO INC(MKC)0934,176+934,176047,1010.49%+47,101
INTEL CORP(INTC)079,456+79,456011,0940.12%+11,094
THOMSON REUTERS CORP(TRI)093,557+93,55707,6410.08%+7,641
ESSEX PPTY TR INC(ESS)0191,810+191,810055,9300.59%+55,930
FACTSET RESH SYS INC(FDS)0202,058+202,058046,4900.49%+46,490
ANALOG DEVICES INC(ADI)036,400+36,400014,4570.15%+14,457
EXPEDITORS INTL WASH INC(EXPD)0321,621+321,621052,4180.55%+52,418
CORNING INC(GLW)040,433+40,433010,3280.11%+10,328
SYSCO CORP(SYY)0649,263+649,263054,2650.57%+54,265
HARTFORD INSURANCE GROUP INC(HIG)414,073467,822+53,74955,99561,9960.65%+6,001
EBAY INC.(EBAY)0317,874+317,874035,5220.37%+35,522
UNITEDHEALTH GROUP INC(UNH)040,625+40,625016,8850.18%+16,885
MOTOROLA SOLUTIONS INC(MSI)027,533+27,533011,4340.12%+11,434
AMAZON COM INC(AMZN)0173,864+173,864041,4390.44%+41,439
META PLATFORMS INC(META)0134,748+134,748075,9020.80%+75,902
KIMBERLY-CLARK CORP(KMB)517,738502,676-15,06249,94655,1790.58%+5,233
ALPHABET INC(GOOG)071,967+71,967025,4280.27%+25,428
ASML HLDG NV
N Y REGISTRY SHS
1,9513,793+1,8422,5777,5460.08%+4,969
COMCAST CORP NEW(CCZ)0483,325+483,325011,8660.12%+11,866
CHUBB LIMITED
COM
409,060404,449-4,611133,325137,8121.45%+4,487
NATIONAL HEALTHCARE CORP(NHC)39,36450,088+10,7246,28610,5870.11%+4,300
ELI LILLY & CO(LLY)14,02614,258+23212,90117,1010.18%+4,201
GENERAL DYNAMICS CORP(GD)0150,223+150,223053,2150.56%+53,215
PPG INDS INC(PPG)0453,364+453,364054,9890.58%+54,989
CARDINAL HEALTH INC(CAH)0236,963+236,963056,2930.59%+56,293
SELECTIVE INS GROUP INC(SIGI)089,017+89,01708,6360.09%+8,636
TD SYNNEX CORPORATION(SNX)16,12723,745+7,6182,7216,3480.07%+3,627
T-MOBILE US INC(TMUS)057,489+57,48909,6430.10%+9,643
MATCH GROUP INC NEW(MTCH)135,748202,599+66,8514,1697,7090.08%+3,540
MICROCHIP TECHNOLOGY INC.(MCHP)079,205+79,20507,2230.08%+7,223
HP INC(HPQ)0372,407+372,40708,1710.09%+8,171
NUCOR CORP(NUE)0233,387+233,387051,9870.55%+51,987
SHERWIN WILLIAMS CO(SHW)0145,120+145,120049,9680.52%+49,968
MASTERCARD INCORPORATED(MA)97,667101,584+3,91748,80052,1740.55%+3,373
TOLL BROTHERS INC(TOL)050,774+50,77408,3650.09%+8,365
AMERIPRISE FINL INC(AMP)91,30795,660+4,35340,57743,8850.46%+3,308
ZIONS BANCORPORATION NATL AS(ZION)94,999126,367+31,3685,4748,7430.09%+3,269
MILLICOM INTL CELLULAR S A
COM STK
086,655+86,65507,8650.08%+7,865
TELUS CORPORATION(TU)0859,066+859,06609,0800.10%+9,080
ORACLE CORP(ORCL)204,964226,669+21,70530,15233,2180.35%+3,066
WW GRAINGER INC(GWW)041,466+41,466056,4100.59%+56,410
METLIFE INC(MET)0175,100+175,100014,8150.16%+14,815
S&P GLOBAL INC(SPGI)0116,230+116,230047,3360.50%+47,336
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