Fund HoldingsVest Financial, LLC

Total Portfolio Value
$7.06B
Total Bought
$1.04B
Total Sold
$416.95M
Net Transaction
+$618.26M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
NVIDIA CORPORATION(NVDA)316,661465,175+148,51434,32073,4931.04%+39,173
MICROSOFT CORP(MSFT)157,234182,750+25,51659,02490,9021.29%+31,878
CATERPILLAR INC(CAT)0190,846+190,846074,0881.05%+74,088
EMERSON ELEC CO(EMR)0540,453+540,453072,0591.02%+72,059
DOVER CORP(DOV)0382,428+382,428070,0720.99%+70,072
KLA CORP(KLAC)045,760+45,760040,9890.58%+40,989
ALPHABET INC(GOOG)215,559301,539+85,98033,33453,1400.75%+19,806
META PLATFORMS INC(META)84,59990,832+6,23348,75967,0420.95%+18,283
WEST PHARMACEUTICAL SVSC INC(WST)0244,814+244,814053,5650.76%+53,565
TARGET CORP(TGT)0584,572+584,572057,6680.82%+57,668
FRANKLIN RESOURCES INC(BEN)02,904,475+2,904,475069,2720.98%+69,272
LAM RESEARCH CORP(LRCX)0277,326+277,326026,9950.38%+26,995
GE AEROSPACE(GE)62,992112,750+49,75812,60829,0210.41%+16,413
PENTAIR PLC(PNR)0608,698+608,698062,4890.88%+62,489
PRICE T ROWE GROUP INC(TROW)0616,351+616,351059,4780.84%+59,478
RAYMOND JAMES FINL INC(RJF)209,571292,266+82,69529,11244,8250.63%+15,713
ALBEMARLE CORP(ALB)0959,978+959,978060,1620.85%+60,162
APPLIED MATLS INC0261,605+261,605047,8920.68%+47,892
MONOLITHIC PWR SYS INC(MPWR)16,29332,385+16,0929,45023,6860.34%+14,236
STANLEY BLACK & DECKER INC(SWK)0903,163+903,163061,1890.87%+61,189
SALESFORCE INC(CRM)109,738157,600+47,86229,44942,9760.61%+13,527
STATE STR CORP(STT)97,342206,785+109,4438,71521,9900.31%+13,274
BROADCOM INC(AVGO)091,690+91,690025,2740.36%+25,274
WILLIAMS SONOMA INC(WSM)0202,459+202,459033,0760.47%+33,076
AECOM(ACM)0132,758+132,758014,9830.21%+14,983
NORDSON CORP(NDSN)0289,141+289,141061,9830.88%+61,983
TRAVELERS COMPANIES INC(TRV)115,539158,637+43,09830,55542,4420.60%+11,886
PNC FINL SVCS GROUP INC(PNC)50,329110,739+60,4108,84620,6440.29%+11,798
MGIC INVT CORP WIS(MTG)0543,233+543,233015,1240.21%+15,124
JPMORGAN CHASE & CO.(JPM)184,141194,666+10,52545,17056,4360.80%+11,266
GE VERNOVA INC(GEV)021,097+21,097011,1630.16%+11,163
BOOKING HOLDINGS INC(BKNG)9,0299,090+6141,59652,6240.74%+11,028
PPG INDS INC(PPG)0526,269+526,269059,8630.85%+59,863
OLD DOMINION FREIGHT LINE IN(ODFL)0170,838+170,838027,7270.39%+27,727
ROSS STORES INC(ROST)196,315279,193+82,87825,08735,6190.50%+10,532
ABBOTT LABS528,489592,300+63,81170,10480,5591.14%+10,455
SLM CORP(SLM)0341,928+341,928011,2120.16%+11,212
ALLSTATE CORP(ALL)047,528+47,52809,5680.14%+9,568
INTERNATIONAL BUSINESS MACHS(IBM)281,112268,947-12,16569,90179,2801.12%+9,379
PROGRESSIVE CORP(PGR)035,015+35,01509,3440.13%+9,344
CARDINAL HEALTH INC(CAH)0414,609+414,609069,6540.99%+69,654
AMERICAN EXPRESS CO(AXP)142,842148,490+5,64838,43247,3650.67%+8,934
BAKER HUGHES COMPANY(BKR)445,698742,494+296,79619,58828,4670.40%+8,879
AIR PRODS & CHEMS INC0201,758+201,758056,9080.81%+56,908
AMAZON COM INC(AMZN)72,709102,277+29,56813,83422,4390.32%+8,605
QUALCOMM INC(QCOM)0240,876+240,876038,3620.54%+38,362
GRAINGER W W INC(GWW)054,048+54,048056,2230.80%+56,223
ORACLE CORP(ORCL)062,610+62,610013,6880.19%+13,688
EAST WEST BANCORP INC(EWBC)458,727476,271+17,54441,17548,0940.68%+6,919
WALMART INC(WMT)0611,288+611,288059,7720.85%+59,772
ELECTRONIC ARTS INC(EA)263,037278,069+15,03238,01444,4080.63%+6,394
S&P GLOBAL INC(SPGI)0117,979+117,979062,2090.88%+62,209
PULTE GROUP INC(PHM)312,723365,317+52,59432,14838,5260.55%+6,378
NORTHERN TR CORP(NTRS)115,073136,841+21,76811,35217,3500.25%+5,998
LOWES COS INC(LOW)0251,292+251,292055,7540.79%+55,754
BLACKROCK INC(BLK)42,95644,118+1,16240,65746,2910.66%+5,634
SMITH A O CORP(AOS)0896,860+896,860058,8070.83%+58,807
C H ROBINSON WORLDWIDE INC(CHRW)0589,485+589,485056,5610.80%+56,561
PAYCOM SOFTWARE INC(PAYC)162,280173,153+10,87335,45540,0680.57%+4,613
LENNAR CORP(LEN)0294,352+294,352032,5580.46%+32,558
TEXAS INSTRS INC(TXN)051,916+51,916010,7790.15%+10,779
TESLA INC(TSLA)029,151+29,15109,2600.13%+9,260
EBAY INC.(EBAY)654,216646,315-7,90144,31048,1250.68%+3,815
FEDERAL RLTY INVT TR NEW(FRT)0564,204+564,204053,5940.76%+53,594
FACTSET RESH SYS INC(FDS)115,354125,526+10,17252,44556,1450.79%+3,701
COSTCO WHSL CORP NEW(COST)23,14625,653+2,50721,89125,3950.36%+3,504
ILLINOIS TOOL WKS INC(ITW)0225,658+225,658055,7940.79%+55,794
NETFLIX INC(NFLX)04,831+4,83106,4690.09%+6,469
VISA INC(V)141,927149,331+7,40449,74053,0200.75%+3,280
ALPHABET INC(GOOG)049,269+49,26908,7400.12%+8,740
CARLISLE COS INC(CSL)50,06654,266+4,20017,04720,2630.29%+3,215
NUCOR CORP(NUE)0541,371+541,371070,1290.99%+70,129
PACCAR INC(PCAR)0394,693+394,693037,5200.53%+37,520
ECOLAB INC(ECL)227,369225,351-2,01857,64360,7190.86%+3,076
NEXTERA ENERGY INC(NEE)803,135864,153+61,01856,93459,9900.85%+3,055
AMERICAN TOWER CORP NEW(AMT)31,71944,173+12,4546,9029,7630.14%+2,861
MASTERCARD INCORPORATED(MA)031,821+31,821017,8810.25%+17,881
MUELLER INDS INC(MLI)566,229576,766+10,53743,11345,8360.65%+2,723
COMFORT SYS USA INC(FIX)010,276+10,27605,5100.08%+5,510
BERKSHIRE HATHAWAY INC DEL18,64625,793+7,1479,93012,5290.18%+2,599
TAPESTRY INC(TPR)056,591+56,59104,9690.07%+4,969
GENERAL DYNAMICS CORP(GD)206,554201,790-4,76456,30258,8540.83%+2,552
BANK NEW YORK MELLON CORP513,808500,893-12,91543,09345,6360.65%+2,543
WINTRUST FINL CORP(WTFC)101,228112,236+11,00811,38413,9150.20%+2,531
ALAMO GROUP INC022,526+22,52604,9190.07%+4,919
EMCOR GROUP INC(EME)09,719+9,71905,1990.07%+5,199
SEI INVTS CO(SEIC)054,326+54,32604,8820.07%+4,882
WOODWARD INC(WWD)18,28922,847+4,5583,3385,6000.08%+2,262
SHERWIN WILLIAMS CO(SHW)0161,247+161,247055,3660.78%+55,366
PALANTIR TECHNOLOGIES INC(PLTR)029,169+29,16903,9760.06%+3,976
INTERACTIVE BROKERS GROUP IN(IBKR)064,862+64,86203,5940.05%+3,594
HUNTINGTON BANCSHARES INC(HBAN)0262,846+262,84604,4050.06%+4,405
CLEAR SECURE INC(YOU)0167,140+167,14004,6400.07%+4,640
BERKLEY W R CORP069,890+69,89005,1350.07%+5,135
JOHNSON & JOHNSON(JNJ)405,364452,723+47,35967,22669,1530.98%+1,928
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)503,438517,299+13,86138,51340,3650.57%+1,852
ELEVANCE HEALTH INC(ELV)84,99099,799+14,80936,96738,8180.55%+1,851
HARTFORD INSURANCE GROUP INC(HIG)327,478333,875+6,39740,51942,3590.60%+1,840
INTUIT(INTU)06,208+6,20804,8900.07%+4,890
POWELL INDS INC(POWL)012,434+12,43402,6170.04%+2,617
Page 1 of 1