Fund HoldingsVest Financial, LLC

Total Portfolio Value
$4.17B
Total Bought
$508.25M
Total Sold
$51.69M
Net Transaction
+$456.55M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
C H ROBINSON WORLDWIDE INC(CHRW)435,599627,804+192,20533,16755,3221.33%+22,156
AFLAC INC(AFL)641,956770,417+128,46155,11868,8061.65%+13,688
EXPEDITORS INTL WASH INC(EXPD)296,351398,061+101,71036,02649,6741.19%+13,648
AIR PRODS & CHEMS INC145,603186,782+41,17935,27548,1991.16%+12,924
S&P GLOBAL INC(SPGI)0107,591+107,591047,9861.15%+47,986
ESSEX PPTY TR INC(ESS)154,928183,465+28,53737,92849,9391.20%+12,011
CHUBB LIMITED
COM
220,418267,197+46,77957,11768,1571.63%+11,040
AMCOR PLC(AMCR)4,079,4264,976,847+897,42138,79548,6741.17%+9,878
WALMART INC(WMT)697,158755,595+58,43741,94851,1611.23%+9,214
ROPER TECHNOLOGIES INC(ROP)67,42481,346+13,92237,81445,8511.10%+8,037
COCA COLA CO(KO)665,424765,803+100,37940,71048,7431.17%+8,033
REALTY INCOME CORP(O)669,938821,534+151,59636,24443,3931.04%+7,150
JOHNSON & JOHNSON(JNJ)250,029315,493+65,46439,55246,1121.11%+6,561
FEDERAL RLTY INVT TR NEW(FRT)360,992430,051+69,05936,86543,4221.04%+6,558
COLGATE PALMOLIVE CO(CL)465,464498,955+33,49141,91448,4191.16%+6,504
NEXTERA ENERGY INC(NEE)647,320673,809+26,48941,37047,7121.14%+6,342
BROWN & BROWN INC(BRO)470,414531,435+61,02141,18047,5161.14%+6,336
CALIFORNIA RES CORP(CRC)340,168470,694+130,52618,74325,0500.60%+6,307
MCDONALDS CORP(MCD)0161,866+161,866041,2500.99%+41,250
APPLE INC(AAPL)128,275131,945+3,67021,99627,7900.67%+5,794
MICROSOFT CORP(MSFT)54,89264,200+9,30823,09528,6940.69%+5,599
SYNCHRONY FINANCIAL(SYF)439,904519,761+79,85718,96924,5280.59%+5,559
PROCTER AND GAMBLE CO(PG)247,364276,596+29,23240,13445,6161.09%+5,482
ACCENTURE PLC IRELAND
SHS CLASS A
071,623+71,623021,7310.52%+21,731
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)0327,749+327,749022,2870.53%+22,287
MEDTRONIC PLC(MDT)441,044551,522+110,47838,43743,4101.04%+4,973
PRICE T ROWE GROUP INC(TROW)330,114391,623+61,50940,24745,1581.08%+4,911
CF INDS HLDGS INC(CF)0311,849+311,849023,1140.55%+23,114
MUELLER INDS INC(MLI)350,589414,417+63,82818,90723,5970.57%+4,690
ELEVANCE HEALTH INC(ELV)041,800+41,800022,6500.54%+22,650
PPG INDS INC(PPG)262,106337,726+75,62037,97842,5161.02%+4,538
SMUCKER J M CO(SJM)289,502375,352+85,85036,44040,9280.98%+4,489
EAST WEST BANCORP INC(EWBC)244,120324,855+80,73519,31223,7890.57%+4,477
INTERPUBLIC GROUP COS INC566,773789,466+222,69318,49422,9660.55%+4,472
AUTOMATIC DATA PROCESSING IN153,789179,590+25,80138,40642,8661.03%+4,460
GARMIN LTD(GRMN)126,563142,723+16,16018,84123,2520.56%+4,412
BECTON DICKINSON & CO(BDX)160,117188,134+28,01739,62143,9691.05%+4,348
M & T BK CORP(MTB)124,770148,585+23,81518,14722,4900.54%+4,343
ABBOTT LABS0416,471+416,471043,2761.04%+43,276
EOG RES INC(EOG)142,796179,143+36,34718,25522,5490.54%+4,294
KIMBERLY-CLARK CORP(KMB)315,655325,930+10,27540,83045,0441.08%+4,214
KLA CORP(KLAC)26,00627,093+1,08718,16722,3380.54%+4,171
REGIONS FINANCIAL CORP NEW(RF)964,5001,218,820+254,32020,29324,4250.59%+4,132
ATMOS ENERGY CORP(ATO)332,627374,349+41,72239,53943,6681.05%+4,128
CONSOLIDATED EDISON INC(ED)422,293474,929+52,63638,34842,4681.02%+4,120
RELIANCE INC(RS)57,24881,409+24,16119,13123,2500.56%+4,119
JPMORGAN CHASE & CO.(JPM)96,180115,604+19,42419,26523,3820.56%+4,117
ECOLAB INC(ECL)187,422198,962+11,54043,27547,3531.14%+4,078
CINTAS CORP(CTAS)61,24165,829+4,58842,07446,0971.11%+4,023
FIFTH THIRD BANCORP(FITB)521,400641,562+120,16219,40123,4110.56%+4,009
STEEL DYNAMICS INC(STLD)133,215182,827+49,61219,74623,6760.57%+3,930
CISCO SYS INC(CSCO)421,724525,586+103,86221,04824,9710.60%+3,922
APPLIED MATLS INC91,22496,333+5,10918,81322,7340.55%+3,921
BROWN FORMAN CORP(BF-A)680,513903,698+223,18535,12839,0310.94%+3,903
SNAP ON INC(SNA)63,48286,855+23,37318,80522,7030.54%+3,898
OLD DOMINION FREIGHT LINE IN(ODFL)83,276125,376+42,10018,26322,1410.53%+3,878
JACKSON FINANCIAL INC(JXN)298,928317,641+18,71319,77123,5880.57%+3,817
AMERICAN EXPRESS CO(AXP)81,18296,207+15,02518,48422,2770.53%+3,792
LAM RESEARCH CORP(LRCX)19,62721,333+1,70619,06922,7160.54%+3,647
RADIAN GROUP INC(RDN)585,886746,664+160,77819,61023,2210.56%+3,612
OMNICOM GROUP INC(OMC)199,210254,774+55,56419,27622,8530.55%+3,578
PEPSICO INC(PEP)226,590262,096+35,50639,65543,2271.04%+3,573
MGIC INVT CORP WIS(MTG)875,2031,073,756+198,55319,57023,1390.56%+3,570
MASTERCARD INCORPORATED(MA)38,32049,915+11,59518,45322,0210.53%+3,567
VISA INC(V)082,363+82,363021,6180.52%+21,618
ILLINOIS TOOL WKS INC(ITW)142,354176,081+33,72738,19841,7241.00%+3,526
DISCOVER FINL SVCS145,824172,981+27,15719,11622,6280.54%+3,512
MAGNOLIA OIL & GAS CORP(MGY)770,001926,429+156,42819,98223,4760.56%+3,494
SLM CORP(SLM)894,1161,104,631+210,51519,48322,9650.55%+3,482
CINCINNATI FINL CORP(CINF)332,187378,717+46,53041,24844,7261.07%+3,479
CHESAPEAKE ENERGY CORP(EXE)220,082278,314+58,23219,55022,8750.55%+3,325
GENERAL DYNAMICS CORP(GD)142,211149,874+7,66340,17643,4841.04%+3,309
KENVUE INC(KVUE)1,807,1332,313,432+506,29938,78142,0581.01%+3,277
BANK AMERICA CORP504,823562,249+57,42619,14322,3610.54%+3,218
HARTFORD FINL SVCS GROUP INC(HIG)176,985213,231+36,24618,23821,4380.51%+3,200
EXXON MOBIL CORP538,567570,541+31,97462,60365,6811.58%+3,078
EQUITABLE HLDGS INC521,406559,510+38,10419,81922,8620.55%+3,043
CAPITAL ONE FINL CORP(COF)129,354160,754+31,40019,26022,2560.53%+2,997
QUALCOMM INC(QCOM)111,772109,774-1,99818,92321,8650.52%+2,942
PACCAR INC(PCAR)148,885207,083+58,19818,44521,3170.51%+2,872
D R HORTON INC(DHI)115,591155,154+39,56319,02021,8660.52%+2,845
LENNAR CORP(LEN)111,988145,701+33,71319,26021,8360.52%+2,577
ABBVIE INC(ABBV)232,358261,670+29,31242,31244,8821.08%+2,570
CHURCH & DWIGHT CO INC(CHD)387,699413,980+26,28140,44142,9211.03%+2,481
CARDINAL HEALTH INC(CAH)358,592428,365+69,77340,12642,1171.01%+1,990
CHEVRON CORP NEW(CVX)0286,785+286,785044,8591.08%+44,859
NUCOR CORP(NUE)304,604390,896+86,29260,28161,7931.48%+1,512
DOVER CORP(DOV)249,705253,410+3,70544,24545,7281.10%+1,483
SHERWIN WILLIAMS CO(SHW)121,316146,151+24,83542,13743,6161.05%+1,479
FRANKLIN RESOURCES INC(BEN)01,801,732+1,801,732040,2690.97%+40,269
NVIDIA CORPORATION(NVDA)035,342+35,34204,3660.10%+4,366
WILLIAMS SONOMA INC(WSM)64,74476,758+12,01420,55821,6740.52%+1,116
HAVERTY FURNITURE COS INC042,979+42,97901,0870.03%+1,087
MADDEN STEVEN LTD(SHOO)025,386+25,38601,0740.03%+1,074
BROADCOM INC(AVGO)02,206+2,20603,5420.08%+3,542
INTERNATIONAL BUSINESS MACHS(IBM)233,841263,467+29,62644,65445,5671.09%+912
SYSCO CORP(SYY)496,859574,040+77,18140,33540,9810.98%+646
STANLEY BLACK & DECKER INC(SWK)0485,832+485,832038,8130.93%+38,813
LINDE PLC(LIN)95,040101,698+6,65844,12944,6261.07%+497
NIKE INC(NKE)180,699230,562+49,86316,98217,3770.42%+395
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