Fund HoldingsVest Financial, LLC

Total Portfolio Value
$3.77B
Total Bought
$1.36B
Total Sold
$276.01M
Net Transaction
+$1.09B
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
FASTENAL CO(FAST)0536,312+536,312041,3711.10%+41,371
CHUBB LIMITED
COM
127,420220,418+92,99828,79757,1171.52%+28,320
EXXON MOBIL CORP0538,567+538,567062,6031.66%+62,603
APPLE INC(AAPL)0128,275+128,275021,9960.58%+21,996
WILLIAMS SONOMA INC(WSM)064,744+64,744020,5580.55%+20,558
CHESAPEAKE ENERGY CORP(EXE)0220,082+220,082019,5500.52%+19,550
JACKSON FINANCIAL INC(JXN)0298,928+298,928019,7710.52%+19,771
FIFTH THIRD BANCORP(FITB)0521,400+521,400019,4010.52%+19,401
RADIAN GROUP INC(RDN)0585,886+585,886019,6100.52%+19,610
SLM CORP(SLM)0894,116+894,116019,4830.52%+19,483
EAST WEST BANCORP INC(EWBC)0244,120+244,120019,3120.51%+19,312
D R HORTON INC(DHI)0115,591+115,591019,0200.50%+19,020
GARMIN LTD(GRMN)0126,563+126,563018,8410.50%+18,841
APPLIED MATLS INC091,224+91,224018,8130.50%+18,813
CALIFORNIA RES CORP(CRC)0340,168+340,168018,7430.50%+18,743
PACCAR INC(PCAR)0148,885+148,885018,4450.49%+18,445
OLD DOMINION FREIGHT LINE IN(ODFL)083,276+83,276018,2630.48%+18,263
EOG RES INC(EOG)0142,796+142,796018,2550.48%+18,255
HARTFORD FINL SVCS GROUP INC(HIG)0176,985+176,985018,2380.48%+18,238
QUALCOMM INC(QCOM)0111,772+111,772018,9230.50%+18,923
KLA CORP(KLAC)026,006+26,006018,1670.48%+18,167
M & T BK CORP(MTB)0124,770+124,770018,1470.48%+18,147
NIKE INC(NKE)0180,699+180,699016,9820.45%+16,982
WEST PHARMACEUTICAL SVSC INC(WST)0106,717+106,717042,2291.12%+42,229
WALMART INC(WMT)0697,158+697,158041,9481.11%+41,948
NUCOR CORP(NUE)254,693304,604+49,91144,32760,2811.60%+15,954
EMERSON ELEC CO(EMR)295,386391,988+96,60228,75044,4591.18%+15,709
CATERPILLAR INC(CAT)108,386127,718+19,33232,04646,8001.24%+14,753
HORMEL FOODS CORP(HRL)868,2511,221,147+352,89627,88042,6061.13%+14,726
BECTON DICKINSON & CO(BDX)103,004160,117+57,11325,11539,6211.05%+14,505
MCCORMICK & CO INC(MKC)428,941568,445+139,50429,34843,6621.16%+14,314
LINDE PLC(LIN)73,01595,040+22,02529,98844,1291.17%+14,141
BROWN & BROWN INC(BRO)385,065470,414+85,34927,38241,1801.09%+13,798
ABBVIE INC(ABBV)184,027232,358+48,33128,51942,3121.12%+13,793
PROCTER AND GAMBLE CO(PG)180,205247,364+67,15926,40740,1341.07%+13,727
KIMBERLY-CLARK CORP(KMB)223,194315,655+92,46127,12040,8301.08%+13,710
CINCINNATI FINL CORP(CINF)269,249332,187+62,93827,85741,2481.09%+13,391
AFLAC INC(AFL)505,948641,956+136,00841,74155,1181.46%+13,377
DOVER CORP(DOV)202,490249,705+47,21531,14544,2451.17%+13,100
LOWES COS INC(LOW)142,697174,685+31,98831,75744,4981.18%+12,740
CHURCH & DWIGHT CO INC(CHD)295,402387,699+92,29727,93340,4411.07%+12,508
COLGATE PALMOLIVE CO(CL)370,071465,464+95,39329,49841,9141.11%+12,416
COCA COLA CO(KO)484,103665,424+181,32128,52840,7101.08%+12,182
TARGET CORP(TGT)244,446265,182+20,73634,81446,9931.25%+12,179
AUTOMATIC DATA PROCESSING IN113,951153,789+39,83826,54738,4061.02%+11,859
PENTAIR PLC(PNR)450,602521,716+71,11432,76344,5751.18%+11,812
JOHNSON & JOHNSON(JNJ)177,242250,029+72,78727,78139,5521.05%+11,771
GENUINE PARTS CO(GPC)207,600261,521+53,92128,75340,5171.08%+11,765
CINTAS CORP(CTAS)50,34461,241+10,89730,34042,0741.12%+11,734
CARDINAL HEALTH INC(CAH)282,440358,592+76,15228,47040,1261.07%+11,656
PEPSICO INC(PEP)165,707226,590+60,88328,14439,6551.05%+11,511
NEXTERA ENERGY INC(NEE)492,635647,320+154,68529,92341,3701.10%+11,448
INTERNATIONAL BUSINESS MACHS(IBM)204,296233,841+29,54533,41344,6541.19%+11,242
ATMOS ENERGY CORP(ATO)247,048332,627+85,57928,63339,5391.05%+10,907
ALBEMARLE CORP(ALB)191,213291,455+100,24227,62638,3961.02%+10,770
GRAINGER W W INC(GWW)38,90142,033+3,13232,23742,7601.14%+10,523
GENERAL DYNAMICS CORP(GD)114,727142,211+27,48429,79140,1761.07%+10,384
CONSOLIDATED EDISON INC(ED)307,734422,293+114,55927,99538,3481.02%+10,354
SYSCO CORP(SYY)411,608496,859+85,25130,10140,3351.07%+10,234
ECOLAB INC(ECL)167,017187,422+20,40533,12843,2751.15%+10,147
PRICE T ROWE GROUP INC(TROW)280,552330,114+49,56230,21340,2471.07%+10,035
KENVUE INC(KVUE)1,341,2701,807,133+465,86328,87838,7811.03%+9,904
MICROSOFT CORP(MSFT)35,53154,892+19,36113,36123,0950.61%+9,734
CLOROX CO DEL(CLX)222,376270,050+47,67431,70941,3471.10%+9,639
AIR PRODS & CHEMS INC96,318145,603+49,28526,37235,2750.94%+8,903
SMITH A O CORP(AOS)399,769467,284+67,51532,95741,8031.11%+8,846
AMCOR PLC(AMCR)3,110,6454,079,426+968,78129,98738,7951.03%+8,809
STEEL DYNAMICS INC(STLD)0133,215+133,215019,7460.52%+19,746
MEDTRONIC PLC(MDT)369,708441,044+71,33630,45738,4371.02%+7,980
BROWN FORMAN CORP(BF-A)475,882680,513+204,63127,17335,1280.93%+7,955
REGIONS FINANCIAL CORP NEW(RF)653,048964,500+311,45212,65620,2930.54%+7,637
ROPER TECHNOLOGIES INC(ROP)55,45967,424+11,96530,23537,8141.00%+7,579
NORDSON CORP(NDSN)124,251146,871+22,62032,82240,3221.07%+7,500
CISCO SYS INC(CSCO)270,914421,724+150,81013,68721,0480.56%+7,362
MAGNOLIA OIL & GAS CORP(MGY)0770,001+770,001019,9820.53%+19,982
EQUITABLE HLDGS INC384,819521,406+136,58712,81419,8190.53%+7,004
ILLINOIS TOOL WKS INC(ITW)119,514142,354+22,84031,30538,1981.01%+6,892
ESSEX PPTY TR INC(ESS)125,321154,928+29,60731,07237,9281.01%+6,856
SHERWIN WILLIAMS CO(SHW)113,772121,316+7,54435,48542,1371.12%+6,651
CAPITAL ONE FINL CORP(COF)97,621129,354+31,73312,80019,2600.51%+6,459
OMNICOM GROUP INC(OMC)148,496199,210+50,71412,84619,2760.51%+6,429
SMUCKER J M CO(SJM)238,048289,502+51,45430,08536,4400.97%+6,355
BANK AMERICA CORP382,047504,823+122,77612,86419,1430.51%+6,279
MGIC INVT CORP WIS(MTG)690,877875,203+184,32613,32719,5700.52%+6,243
LAM RESEARCH CORP(LRCX)019,627+19,627019,0690.51%+19,069
LENNAR CORP(LEN)88,200111,988+23,78813,14519,2600.51%+6,114
RELIANCE INC(RS)47,75957,248+9,48913,35719,1310.51%+5,774
EXPEDITORS INTL WASH INC(EXPD)238,518296,351+57,83330,33936,0260.96%+5,687
INTERPUBLIC GROUP COS INC392,769566,773+174,00412,82018,4940.49%+5,674
SNAP ON INC(SNA)45,67063,482+17,81213,19118,8050.50%+5,613
C H ROBINSON WORLDWIDE INC(CHRW)319,039435,599+116,56027,56233,1670.88%+5,605
MASTERCARD INCORPORATED(MA)30,50638,320+7,81413,01118,4530.49%+5,442
DISCOVER FINL SVCS121,753145,824+24,07113,68519,1160.51%+5,431
SYNCHRONY FINANCIAL(SYF)354,491439,904+85,41313,53818,9690.50%+5,431
AMERICAN EXPRESS CO(AXP)69,75281,182+11,43013,06718,4840.49%+5,417
JPMORGAN CHASE & CO(JPM)81,51496,180+14,66613,86619,2650.51%+5,399
PPG INDS INC(PPG)217,865262,106+44,24132,58237,9781.01%+5,397
FEDERAL RLTY INVT TR NEW(FRT)305,924360,992+55,06831,52536,8650.98%+5,339
MUELLER INDS INC(MLI)289,563350,589+61,02613,65318,9070.50%+5,254
REALTY INCOME CORP(O)540,531669,938+129,40731,03736,2440.96%+5,206
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