Fund HoldingsVest Financial, LLC

Total Portfolio Value
$9.52B
Total Bought
$1.45B
Total Sold
$858.23M
Net Transaction
+$595.04M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
APPLIED MATLS INC294,220268,892-25,328100,561194,4092.04%+93,847
MUELLER INDS INC(MLI)635,1001,242,520+607,42070,369152,7431.60%+82,374
KLA CORP(KLAC)57,410526,414+469,00484,531158,8241.67%+74,293
MICRON TECHNOLOGY INC(MU)56,42676,127+19,70119,06387,8730.92%+68,810
LAM RESEARCH CORP(LRCX)472,416384,415-88,001100,936166,5791.75%+65,642
CINCINNATI FINL CORP(CINF)532,344637,297+104,95383,764117,9891.24%+34,225
APPLE INC(AAPL)338,661403,159+64,49885,949116,6581.22%+30,709
BANK OF AMER CORP962,2901,339,065+376,77546,91276,3000.80%+29,388
SYNCHRONY FINANCIAL(SYF)658,019955,021+297,00244,75872,6290.76%+27,871
AUTOMATIC DATA PROCESSING IN414,118499,747+85,62984,140111,9181.18%+27,778
INTERNATIONAL BUSINESS MACHS(IBM)300,847357,096+56,24972,922100,4191.05%+27,497
REGIONS FINANCIAL CORP NEW(RF)1,251,7021,991,634+739,93232,69460,1470.63%+27,453
EXPEDIA GROUP INC(EXPE)142,637233,858+91,22132,93359,8400.63%+26,906
US BANCORP(USB)601,340944,501+343,16131,27657,0480.60%+25,772
GE AEROSPACE(GE)228,084237,404+9,32064,72388,7250.93%+24,002
RALPH LAUREN CORP(RL)61,268110,435+49,16721,07644,3300.47%+23,254
SOUTHWEST AIRLS CO(LUV)0448,043+448,043023,0380.24%+23,038
VERALTO CORP(VLTO)483,601738,317+254,71642,76065,4740.69%+22,714
WILLIAMS SONOMA INC(WSM)342,710360,098+17,38862,48683,9390.88%+21,453
EVEREST GROUP LTD(EG)5,65365,112+59,4591,84823,2600.24%+21,412
WESTERN DIGITAL CORP(WDC)032,702+32,702020,8870.22%+20,887
GE VERNOVA INC(GEV)90,55084,689-5,86179,04199,4981.04%+20,457
CITIGROUP INC(C)31,506169,948+138,4423,57323,7860.25%+20,213
WELLS FARGO & CO(WFC)241,043474,355+233,31219,18939,2010.41%+20,011
NVIDIA CORPORATION(NVDA)703,754709,640+5,886122,735141,9921.49%+19,257
MICROSOFT CORP(MSFT)298,665347,843+49,178110,557129,7521.36%+19,196
SCHWAB CHARLES CORP(SCHW)199,526407,329+207,80318,75137,5840.39%+18,833
BROADCOM INC(AVGO)161,289180,361+19,07249,92168,1310.72%+18,211
HOWMET AEROSPACE INC(HWM)067,247+67,247018,0800.19%+18,080
VISA INC(V)202,868228,074+25,20661,31578,2500.82%+16,935
PAYPAL HLDGS INC(PYPL)352,544755,010+402,46615,94632,6010.34%+16,656
AFLAC INC(AFL)614,148713,223+99,07567,37883,6250.88%+16,247
ALLSTATE CORP(ALL)266,127299,585+33,45855,17971,2830.75%+16,104
STANLEY BLACK & DECKER INC(SWK)619,875636,832+16,95744,04859,9390.63%+15,890
ALPHABET INC(GOOG)320,378301,973-18,40592,128107,9161.13%+15,788
COSTCO WHOLESALE CORPORATION(COST)53,71173,996+20,28553,51969,2210.73%+15,702
RESMED INC(RMD)108,188204,403+96,21524,28639,8340.42%+15,548
REGENERON PHARMACEUTICALS(REGN)19,36348,482+29,11914,96130,2300.32%+15,270
PRICE T ROWE GROUP INC(TROW)527,901548,644+20,74347,58562,3750.65%+14,790
CISCO SYS INC(CSCO)331,245344,418+13,17325,70140,4550.42%+14,754
WEST PHARMACEUTICAL SVSC INC(WST)202,948182,581-20,36750,86765,5470.69%+14,680
TRAVELERS COMPANIES INC(TRV)194,796215,257+20,46156,81871,0610.75%+14,243
TEXAS INSTRS INC(TXN)134,527135,325+79826,11740,3360.42%+14,219
BANK OF NY MELLON CORP528,641528,232-40962,71376,3880.80%+13,675
JPMORGAN CHASE & CO(JPM)237,928255,362+17,43469,98983,5880.88%+13,599
CATERPILLAR INC(CAT)95,39276,066-19,32667,58181,0030.85%+13,421
TAIWAN SEMICONDUCTOR MANUFAC(TSM)33,60351,531+17,92811,35624,6100.26%+13,254
AMERICAN EXPRESS CO(AXP)185,127202,990+17,86355,99768,6610.72%+12,664
SNAP ON INC(SNA)184,561197,917+13,35667,03679,6420.84%+12,606
AMPHENOL CORP131,355160,865+29,51016,59728,3640.30%+11,767
FRANKLIN RESOURCES INC(BEN)2,033,1491,782,616-250,53348,02359,3080.62%+11,285
ADVANCED MICRO DEVICES INC(AMD)28,38428,848+4645,77416,7580.18%+10,984
WEATHERFORD INTL PLC(WFRD)104,216254,553+150,3379,85720,7460.22%+10,889
GENUINE PARTS CO(GPC)380,097422,248+42,15140,19549,8170.52%+9,622
HORMEL FOODS CORP(HRL)2,119,7002,285,103+165,40348,01156,7160.60%+8,705
ABBVIE INC(ABBV)272,265268,319-3,94659,21567,5200.71%+8,305
SMUCKER J M CO(SJM)506,744507,191+44748,87057,0590.60%+8,189
MCCORMICK & CO INC(MKC)778,010934,176+156,16639,24347,1010.49%+7,858
INTEL CORP(INTC)78,18079,456+1,2763,45011,0940.12%+7,644
THOMSON REUTERS CORP(TRI)093,557+93,55707,6410.08%+7,641
ESSEX PPTY TR INC(ESS)201,308191,810-9,49848,71755,9300.59%+7,213
FACTSET RESH SYS INC(FDS)182,256202,058+19,80239,54846,4900.49%+6,942
ANALOG DEVICES INC(ADI)23,72036,400+12,6807,54614,4570.15%+6,911
EXPEDITORS INTL WASH INC(EXPD)318,653321,621+2,96845,64152,4180.55%+6,777
CORNING INC(GLW)27,89440,433+12,5393,79310,3280.11%+6,535
SYSCO CORP(SYY)673,133649,263-23,87048,01554,2650.57%+6,251
HARTFORD INSURANCE GROUP INC(HIG)414,073467,822+53,74955,99561,9960.65%+6,001
EBAY INC.(EBAY)325,079317,874-7,20529,58935,5220.37%+5,934
UNITEDHEALTH GROUP INC(UNH)40,64940,625-2410,99916,8850.18%+5,886
MOTOROLA SOLUTIONS INC(MSI)13,05127,533+14,4825,66411,4340.12%+5,770
AMAZON COM INC(AMZN)171,487173,864+2,37735,71641,4390.44%+5,723
META PLATFORMS INC(META)123,023134,748+11,72570,38575,9020.80%+5,517
KIMBERLY-CLARK CORP(KMB)517,738502,676-15,06249,94655,1790.58%+5,233
ALPHABET INC(GOOG)70,96971,967+99820,35825,4280.27%+5,070
ASML HLDG NV
N Y REGISTRY SHS
1,9513,793+1,8422,5777,5460.08%+4,969
COMCAST CORP NEW(CCZ)252,274483,325+231,0517,24311,8660.12%+4,623
CHUBB LIMITED
COM
409,060404,449-4,611133,325137,8121.45%+4,487
NATIONAL HEALTHCARE CORP(NHC)39,36450,088+10,7246,28610,5870.11%+4,300
ELI LILLY & CO(LLY)14,02614,258+23212,90117,1010.18%+4,201
GENERAL DYNAMICS CORP(GD)142,899150,223+7,32449,04653,2150.56%+4,169
PPG INDS INC(PPG)478,650453,364-25,28651,15854,9890.58%+3,830
CARDINAL HEALTH INC(CAH)248,401236,963-11,43852,49056,2930.59%+3,803
SELECTIVE INS GROUP INC(SIGI)66,40289,017+22,6155,0068,6360.09%+3,629
TD SYNNEX CORPORATION(SNX)16,12723,745+7,6182,7216,3480.07%+3,627
T-MOBILE US INC(TMUS)28,99157,489+28,4986,0899,6430.10%+3,554
MATCH GROUP INC NEW(MTCH)135,748202,599+66,8514,1697,7090.08%+3,540
MICROCHIP TECHNOLOGY INC.(MCHP)57,60079,205+21,6053,7227,2230.08%+3,502
HP INC(HPQ)245,596372,407+126,8114,7188,1710.09%+3,453
NUCOR CORP(NUE)287,323233,387-53,93648,58651,9870.55%+3,401
SHERWIN WILLIAMS CO(SHW)145,334145,120-21446,58749,9680.52%+3,381
MASTERCARD INCORPORATED(MA)97,667101,584+3,91748,80052,1740.55%+3,373
TOLL BROTHERS INC(TOL)36,71050,774+14,0645,0108,3650.09%+3,355
AMERIPRISE FINL INC(AMP)91,30795,660+4,35340,57743,8850.46%+3,308
ZIONS BANCORPORATION NATL AS(ZION)94,999126,367+31,3685,4748,7430.09%+3,269
MILLICOM INTL CELLULAR S A
COM STK
62,02586,655+24,6304,6487,8650.08%+3,217
TELUS CORPORATION(TU)458,052859,066+401,0145,8779,0800.10%+3,204
ORACLE CORP(ORCL)204,964226,669+21,70530,15233,2180.35%+3,066
WW GRAINGER INC(GWW)48,91941,466-7,45353,36156,4100.59%+3,049
METLIFE INC(MET)167,493175,100+7,60711,84514,8150.16%+2,970
S&P GLOBAL INC(SPGI)104,408116,230+11,82244,40947,3360.50%+2,927
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Vest Financial, LLC — 13F Holdings — Q2 2026 | TickerTrail