Fund Holdings — Vest Financial, LLC

Total Portfolio Value
$7.06B
Total Bought
$1.04B
Total Sold
$416.85M
Net Transaction
+$618.26M
Filing Period:
Securities
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SharesValue ($K)
Q1 2025
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Q2 2025
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Change
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Q1 2025
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Q2 2025
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Weight (%)
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Change
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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)141,770190,846+49,07646,75674,0881.05%+27,333
EMERSON ELEC CO(EMR)425,355540,453+115,09846,63672,0591.02%+25,423
DOVER CORP(DOV)277,062382,428+105,36648,67470,0720.99%+21,398
KLA CORP(KLAC)30,56645,760+15,19420,77940,9890.58%+20,210
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)158,917244,814+85,89735,57853,5650.76%+17,987
TARGET CORP(TGT)391,098584,572+193,47440,81557,6680.82%+16,853
FRANKLIN RESOURCES INC(BEN)2,728,8782,904,475+175,59752,53169,2720.98%+16,741
LAM RESEARCH CORP(LRCX)143,333277,326+133,99310,42026,9950.38%+16,575
GE AEROSPACE(GE)62,992112,750+49,75812,60829,0210.41%+16,413
PENTAIR PLC(PNR)527,185608,698+81,51346,11862,4890.88%+16,371
PRICE T ROWE GROUP INC(TROW)469,969616,351+146,38243,17659,4780.84%+16,302
RAYMOND JAMES FINL INC(RJF)209,571292,266+82,69529,11244,8250.63%+15,713
ALBEMARLE CORP(ALB)617,657959,978+342,32144,48460,1620.85%+15,678
APPLIED MATLS INC223,478261,605+38,12732,43147,8920.68%+15,461
MONOLITHIC PWR SYS INC(MPWR)16,29332,385+16,0929,45023,6860.34%+14,236
STANLEY BLACK & DECKER INC(SWK)616,832903,163+286,33147,42261,1890.87%+13,767
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)73,81091,690+17,88012,35825,2740.36%+12,916
WILLIAMS SONOMA INC(WSM)128,833202,459+73,62620,36833,0760.47%+12,707
AECOM(ACM)25,996132,758+106,7622,41114,9830.21%+12,572
NORDSON CORP(NDSN)246,379289,141+42,76249,70061,9830.88%+12,284
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)135,790543,233+407,4433,36515,1240.21%+11,759
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)448,247526,269+78,02249,01659,8630.85%+10,847
OLD DOMINION FREIGHT LINE IN(ODFL)102,428170,838+68,41016,94727,7270.39%+10,780
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)35,139341,928+306,7891,03211,2120.16%+10,180
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)439,375414,609-24,76660,53369,6540.99%+9,122
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 INC163,496201,758+38,26248,21856,9080.81%+8,690
AMAZON COM INC(AMZN)72,709102,277+29,56813,83422,4390.32%+8,605
QUALCOMM INC(QCOM)197,393240,876+43,48330,32238,3620.54%+8,040
GRAINGER W W INC(GWW)49,07354,048+4,97548,47656,2230.80%+7,747
ORACLE CORP(ORCL)47,56762,610+15,0436,65013,6880.19%+7,038
EAST WEST BANCORP INC(EWBC)458,727476,271+17,54441,17548,0940.68%+6,919
WALMART INC(WMT)604,185611,288+7,10353,04159,7720.85%+6,730
ELECTRONIC ARTS INC263,037278,069+15,03238,01444,4080.63%+6,394
S&P GLOBAL INC(SPGI)109,873117,979+8,10655,82662,2090.88%+6,383
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)213,399251,292+37,89349,77155,7540.79%+5,983
BLACKROCK INC(BLK)42,95644,118+1,16240,65746,2910.66%+5,634
SMITH A O CORP(AOS)820,150896,860+76,71053,60558,8070.83%+5,202
C H ROBINSON WORLDWIDE INC(CHRW)506,876589,485+82,60951,90456,5610.80%+4,657
PAYCOM SOFTWARE INC(PAYC)162,280173,153+10,87335,45540,0680.57%+4,613
LENNAR CORP(LEN)243,800294,352+50,55227,98332,5580.46%+4,575
TEXAS INSTRS INC(TXN)37,16151,916+14,7556,67810,7790.15%+4,101
TESLA INC(TSLA)20,93429,151+8,2175,4259,2600.13%+3,835
EBAY INC.(EBAY)654,216646,315-7,90144,31048,1250.68%+3,815
FEDERAL RLTY INVT TR NEW(FRT)509,555564,204+54,64949,84553,5940.76%+3,749
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)210,932225,658+14,72652,31355,7940.79%+3,481
NETFLIX INC(NFLX)3,3654,831+1,4663,1386,4690.09%+3,331
VISA INC(V)141,927149,331+7,40449,74053,0200.75%+3,280
ALPHABET INC(GOOG)34,97849,269+14,2915,4658,7400.12%+3,275
CARLISLE COS INC(CSL)50,06654,266+4,20017,04720,2630.29%+3,215
NUCOR CORP(NUE)556,308541,371-14,93766,94670,1290.99%+3,183
PACCAR INC(PCAR)353,498394,693+41,19534,42037,5200.53%+3,099
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)27,42931,821+4,39215,03417,8810.25%+2,847
MUELLER INDS INC(MLI)566,229576,766+10,53743,11345,8360.65%+2,723
COMFORT SYS USA INC(FIX)8,70110,276+1,5752,8055,5100.08%+2,706
BERKSHIRE HATHAWAY INC DEL18,64625,793+7,1479,93012,5290.18%+2,599
TAPESTRY INC(TPR)34,16756,591+22,4242,4064,9690.07%+2,564
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 INC13,61622,526+8,9102,4274,9190.07%+2,493
EMCOR GROUP INC(EME)7,7949,719+1,9252,8815,1990.07%+2,318
SEI INVTS CO(SEIC)33,23254,326+21,0942,5804,8820.07%+2,302
WOODWARD INC(WWD)18,28922,847+4,5583,3385,6000.08%+2,262
SHERWIN WILLIAMS CO(SHW)152,222161,247+9,02553,15455,3660.78%+2,211
PALANTIR TECHNOLOGIES INC(PLTR)20,94329,169+8,2261,7683,9760.06%+2,209
INTERACTIVE BROKERS GROUP IN(IBKR)8,80964,862+56,0531,4593,5940.05%+2,135
HUNTINGTON BANCSHARES INC(HBAN)154,459262,846+108,3872,3184,4050.06%+2,087
CLEAR SECURE INC(YOU)98,555167,140+68,5852,5544,6400.07%+2,086
BERKLEY W R CORP44,18469,890+25,7063,1445,1350.07%+1,991
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)5,0086,208+1,2003,0754,8900.07%+1,815
POWELL INDS INC(POWL)4,79912,434+7,6358172,6170.04%+1,799
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Vest Financial, LLC — 13F Holdings — Q2 2025 | TickerTrail