Fund Holdings — Vest Financial, LLC

Total Portfolio Value
$8.33B
Total Bought
$1.00B
Total Sold
$572.43M
Net Transaction
+$432.22M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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AMCOR PLC
COM NEW
01,221,327+1,221,327048,5480.58%+48,548
GE VERNOVA INC(GEV)66,19190,550+24,35943,26079,0410.95%+35,781
APPLIED MATLS INC307,995294,220-13,77579,152100,5611.21%+21,410
EXXON MOBIL CORP534,725504,458-30,26764,34985,5861.03%+21,238
CHEVRON CORPORATION(CVX)379,911382,225+2,31457,90279,0820.95%+21,180
BAKER HUGHES COMPANY(BKR)1,105,0841,164,423+59,33950,32671,0880.85%+20,762
ALLSTATE CORP(ALL)176,986266,127+89,14136,84055,1790.66%+18,339
COSTCO WHOLESALE CORPORATION(COST)41,23453,711+12,47735,55853,5190.64%+17,962
INGREDION INC(INGR)166,774321,094+154,32018,38936,1740.43%+17,786
REGIONS FINANCIAL CORP NEW(RF)565,5031,251,702+686,19915,32532,6940.39%+17,369
EXPEDIA GROUP INC(EXPE)56,290142,637+86,34715,94832,9330.40%+16,986
LINDE PLC(LIN)145,880158,351+12,47162,20278,5040.94%+16,302
CINCINNATI FINL CORP(CINF)413,506532,344+118,83867,53483,7641.01%+16,231
ALLISON TRANSMISSION HLDGS I(ALSN)62,772190,232+127,4606,14522,2690.27%+16,123
US BANCORP(USB)290,656601,340+310,68415,50931,2760.38%+15,766
ROSS STORES INC(ROST)325,291341,089+15,79858,59873,8900.89%+15,292
REGENERON PHARMACEUTICALS(REGN)019,363+19,363014,9610.18%+14,961
BERKSHIRE HATHAWAY INC DEL9,47340,914+31,4414,76219,6060.24%+14,844
VERALTO CORP(VLTO)280,112483,601+203,48927,95042,7600.51%+14,810
PAYPAL HLDGS INC(PYPL)22,720352,544+329,8241,32615,9460.19%+14,619
SCHWAB CHARLES CORP(SCHW)42,955199,526+156,5714,29218,7510.23%+14,460
AMERIPRISE FINL INC(AMP)53,71791,307+37,59026,34040,5770.49%+14,237
AMPHENOL CORP20,331131,355+111,0242,74816,5970.20%+13,849
MICRON TECHNOLOGY INC(MU)18,34356,426+38,0835,23519,0630.23%+13,828
WELLS FARGO & CO(WFC)57,981241,043+183,0625,40419,1890.23%+13,786
BANK AMERICA CORP614,670962,290+347,62033,80746,9120.56%+13,105
NEXTERA ENERGY INC(NEE)700,038734,376+34,33856,19968,2090.82%+12,010
KLA CORP(KLAC)59,73157,410-2,32172,57884,5311.02%+11,953
MASTERCARD INCORPORATED(MA)64,58297,667+33,08536,86948,8000.59%+11,932
ORACLE CORP(ORCL)94,811204,964+110,15318,48030,1520.36%+11,673
COCA COLA CONS INC(COKE)232,597244,699+12,10235,65746,9190.56%+11,261
ATMOS ENERGY CORP(ATO)278,526307,562+29,03646,68956,8130.68%+10,124
SNAP ON INC(SNA)165,192184,561+19,36956,92567,0360.81%+10,111
ARCHER DANIELS MIDLAND CO796,756764,909-31,84745,80655,6010.67%+9,796
PEPSICO INC(PEP)349,279383,115+33,83650,12959,4940.71%+9,365
ELI LILLY & CO(LLY)3,31114,026+10,7153,55812,9010.15%+9,342
AIR PRODUCTS AND CHEMICALS I194,855196,817+1,96248,13357,1730.69%+9,040
JOHNSON & JOHNSON(JNJ)386,034362,843-23,19179,89088,6931.07%+8,804
WILLIAMS SONOMA INC(WSM)301,845342,710+40,86553,90662,4860.75%+8,580
KIMBERLY-CLARK CORP(KMB)410,342517,738+107,39641,39949,9460.60%+8,547
CONSOLIDATED EDISON INC(ED)483,878498,694+14,81648,05956,4420.68%+8,383
CHUBB LTD SWITZ
COM
400,304409,060+8,756124,943133,3251.60%+8,382
COCA COLA CO(KO)806,941847,858+40,91756,41364,4800.77%+8,066
TARGET CORP(TGT)524,641488,346-36,29551,28459,1880.71%+7,904
FASTENAL CO(FAST)1,157,9141,160,822+2,90846,46753,8620.65%+7,395
LAM RESEARCH CORP(LRCX)548,642472,416-76,22693,917100,9361.21%+7,020
BROADCOM INC(AVGO)124,041161,289+37,24842,93149,9210.60%+6,990
TEXAS INSTRS INC(TXN)111,191134,527+23,33619,29126,1170.31%+6,827
CLOROX CO DEL(CLX)417,391468,467+51,07642,08648,5470.58%+6,462
PROCTER & GAMBLE CO(PG)384,448425,701+41,25355,09561,4880.74%+6,393
PNC FINL SVCS GROUP INC(PNC)254,686286,034+31,34853,16159,5210.71%+6,360
PULTE GROUP INC(PHM)465,170513,876+48,70654,54660,4370.73%+5,891
CHURCH & DWIGHT CO INC(CHD)559,770564,344+4,57446,93752,6650.63%+5,728
MCDONALDS CORP(MCD)187,716202,976+15,26057,37263,0830.76%+5,711
TRAVELERS COMPANIES INC(TRV)176,961194,796+17,83551,32956,8180.68%+5,489
BANK NEW YORK MELLON CORP494,115528,641+34,52657,36262,7130.75%+5,351
PALANTIR TECHNOLOGIES INC(PLTR)14,77954,131+39,3522,6277,9180.10%+5,291
AFLAC INC(AFL)563,693614,148+50,45562,15867,3780.81%+5,220
REALTY INCOME CORP(O)818,442838,067+19,62546,13651,2730.62%+5,137
EVERSOURCE ENERGY(ES)674,603725,475+50,87245,42150,2610.60%+4,840
CATERPILLAR INC(CAT)109,76395,392-14,37162,88067,5810.81%+4,701
FEDERAL RLTY INVT TR NEW(FRT)488,385505,409+17,02449,22953,6790.64%+4,450
HARTFORD INSURANCE GROUP INC(HIG)375,818414,073+38,25551,78855,9950.67%+4,207
POWELL INDS INC(POWL)14,40215,812+1,4104,5918,5560.10%+3,964
ILLINOIS TOOL WKS INC(ITW)195,003199,215+4,21248,02951,8540.62%+3,824
VERIZON COMMUNICATIONS INC(VZ)254,655282,196+27,54110,37214,1660.17%+3,794
COLGATE PALMOLIVE CO(CL)635,906631,299-4,60750,24953,8060.65%+3,556
VERISIGN INC12,30325,859+13,5562,9896,4220.08%+3,433
HOME DEPOT INC(HD)16,10427,010+10,9065,5418,8830.11%+3,342
PRIMORIS SVCS CORP(PRIM)45,42862,586+17,1585,6398,9520.11%+3,313
PINNACLE FINL PARTNERS INC(PNFP)036,421+36,42103,1370.04%+3,137
BROWN FORMAN CORP(BF-A)1,756,0411,848,778+92,73745,76248,8820.59%+3,119
AT&T INC(T)302,890360,652+57,7627,52410,4550.13%+2,932
NATIONAL HEALTHCARE CORP(NHC)25,34339,364+14,0213,4746,2860.08%+2,812
SMUCKER J M CO(SJM)470,907506,744+35,83746,05948,8700.59%+2,811
LEMAITRE VASCULAR INC(LMAT)67,45075,483+8,0335,4708,2400.10%+2,770
ERIE INDTY CO(ERIE)152,841185,010+32,16943,81246,4950.56%+2,683
NIKE INC(NKE)63,679125,875+62,1964,0576,6490.08%+2,592
ASML HLDG NV
N Y REGISTRY SHS
01,951+1,95102,5770.03%+2,577
CLEAR SECURE INC(YOU)207,020203,042-3,9787,2629,8290.12%+2,567
UNITED STS LIME & MINERALS I(USLM)13,90131,988+18,0871,6654,1780.05%+2,513
ROPER TECHNOLOGIES INC(ROP)99,616132,318+32,70244,34246,8220.56%+2,480
CURTISS WRIGHT CORP(CW)3,3276,316+2,9891,8344,3020.05%+2,468
BALCHEM CORP19,69532,052+12,3573,0205,4320.07%+2,412
HUNTINGTON BANCSHARES INC(HBAN)173,831343,908+170,0773,0165,3820.06%+2,366
ECOLAB INC(ECL)179,818186,281+6,46347,20649,5540.60%+2,349
COMFORT SYS USA INC(FIX)10,5658,840-1,7259,86012,1900.15%+2,330
ELEVANCE HEALTH INC FORMERLY(ELV)66,29487,276+20,98223,23925,5500.31%+2,311
MCKESSON CORP(MCK)15,76617,556+1,79012,93315,1920.18%+2,260
PERDOCEO ED CORP(PRDO)198,792217,210+18,4185,8318,0820.10%+2,252
TD SYNNEX CORPORATION(SNX)3,18016,127+12,9474782,7210.03%+2,243
MATCH GROUP INC NEW(MTCH)60,322135,748+75,4261,9484,1690.05%+2,221
WD 40 CO(WDFC)21,11131,178+10,0674,1576,3580.08%+2,202
ABBVIE INC(ABBV)249,584272,265+22,68157,02759,2150.71%+2,187
TEXAS PACIFIC LAND CORPORATI(TPL)8,2109,552+1,3422,3584,5330.05%+2,175
ZIONS BANCORPORATION NATL AS(ZION)56,42094,999+38,5793,3035,4740.07%+2,171
MUELLER WTR PRODS INC(MWA)63,681133,874+70,1931,5173,6800.04%+2,163
SLM CORP(SLM)44,138150,000+105,8621,1943,2120.04%+2,017
WEATHERFORD INTL PLC(WFRD)100,302104,216+3,9147,8509,8570.12%+2,007
FIFTH THIRD BANCORP(FITB)35,51877,658+42,1401,6633,6080.04%+1,945
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Vest Financial, LLC — 13F Holdings — Q1 2026 | TickerTrail