Fund Holdings — Vest Financial, LLC

Total Portfolio Value
$7.66B
Total Bought
$1.00B
Total Sold
$471.08M
Net Transaction
+$533.02M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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NVIDIA CORPORATION(NVDA)465,175606,221+141,04673,493113,1091.48%+39,616
LAM RESEARCH CORP(LRCX)277,326420,915+143,58926,99556,3610.74%+29,366
KLA CORP(KLAC)45,76063,375+17,61540,98968,3560.89%+27,367
ALPHABET INC(GOOG)301,539325,529+23,99053,14079,1361.03%+25,996
APPLE INC(AAPL)273,658322,329+48,67156,14682,0751.07%+25,928
BAKER HUGHES COMPANY(BKR)742,4941,061,256+318,76228,46751,7040.68%+23,237
WILLIAMS SONOMA INC(WSM)202,459282,503+80,04433,07655,2150.72%+22,139
MONOLITHIC PWR SYS INC(MPWR)32,38549,277+16,89223,68645,3660.59%+21,681
GE AEROSPACE(GE)112,750168,385+55,63529,02150,6540.66%+21,633
MICROSOFT CORP(MSFT)182,750212,834+30,08490,902110,2371.44%+19,336
ABBOTT LABS592,300728,652+136,35280,55997,5961.27%+17,037
AECOM(ACM)132,758242,766+110,00814,98331,6740.41%+16,691
PULTE GROUP INC(PHM)365,317415,405+50,08838,52654,8870.72%+16,361
STATE STR CORP(STT)206,785326,344+119,55921,99037,8590.49%+15,870
APPLIED MATLS INC261,605309,359+47,75447,89263,3380.83%+15,446
FOX CORP(FOX)61,942297,983+236,0413,47118,7910.25%+15,320
MUELLER INDS INC(MLI)576,766604,382+27,61645,83661,1090.80%+15,273
PNC FINL SVCS GROUP INC(PNC)110,739176,723+65,98420,64435,5090.46%+14,865
GE VERNOVA INC(GEV)21,09742,235+21,13811,16325,9700.34%+14,807
MASTERCARD INCORPORATED(MA)31,82156,274+24,45317,88132,0090.42%+14,128
ALLSTATE CORP(ALL)47,528110,063+62,5359,56823,6250.31%+14,057
C H ROBINSON WORLDWIDE INC(CHRW)589,485531,473-58,01256,56170,3670.92%+13,806
BANK AMERICA CORP76,102331,105+255,0033,60117,0820.22%+13,481
COCA COLA CONS INC(COKE)33,017144,685+111,6683,68616,9510.22%+13,265
BROADCOM INC(AVGO)91,690116,308+24,61825,27438,3710.50%+13,097
METLIFE INC(MET)37,821194,560+156,7393,04216,0260.21%+12,984
VERALTO CORP(VLTO)10,954129,334+118,3801,10613,7880.18%+12,682
ABBVIE INC(ABBV)322,220312,742-9,47859,81072,4120.95%+12,602
JOHNSON & JOHNSON(JNJ)452,723438,402-14,32169,15381,2881.06%+12,135
ROSS STORES INC(ROST)279,193312,673+33,48035,61947,6480.62%+12,029
RESMED INC(RMD)043,788+43,788011,9860.16%+11,986
PROGRESSIVE CORP(PGR)35,01586,202+51,1879,34421,2880.28%+11,943
BECTON DICKINSON & CO(BDX)264,002298,601+34,59945,47455,8890.73%+10,415
SMUCKER J M CO(SJM)454,192504,715+50,52344,60254,8120.72%+10,210
EBAY INC.(EBAY)646,315634,618-11,69748,12557,7190.75%+9,594
SNAP ON INC(SNA)137,380149,852+12,47242,75051,9280.68%+9,178
JPMORGAN CHASE & CO.(JPM)194,666207,470+12,80456,43665,4420.85%+9,007
BANK NEW YORK MELLON CORP500,893497,830-3,06345,63654,2440.71%+8,607
MCDONALDS CORP(MCD)189,155208,786+19,63155,26563,4480.83%+8,183
CHUBB LIMITED
COM
353,596390,939+37,343102,444110,3431.44%+7,899
ATMOS ENERGY CORP(ATO)334,708347,677+12,96951,58259,3660.78%+7,784
ORACLE CORP(ORCL)62,61075,265+12,65513,68821,1680.28%+7,479
LOWES COS INC(LOW)251,292250,530-76255,75462,9610.82%+7,207
TESLA INC(TSLA)29,15136,095+6,9449,26016,0520.21%+6,792
QUALCOMM INC(QCOM)240,876271,044+30,16838,36245,0910.59%+6,729
RAYMOND JAMES FINL INC(RJF)292,266298,088+5,82244,82551,4500.67%+6,625
CONSOLIDATED EDISON INC(ED)474,723537,306+62,58347,63854,0100.71%+6,372
BROWN FORMAN CORP(BF-A)1,544,6261,760,263+215,63741,56647,6680.62%+6,102
ALPHABET INC(GOOG)49,26960,688+11,4198,74014,7810.19%+6,041
EAST WEST BANCORP INC(EWBC)476,271504,970+28,69948,09453,7540.70%+5,660
HARTFORD INSURANCE GROUP INC(HIG)333,875358,916+25,04142,35947,8760.63%+5,517
AMAZON COM INC(AMZN)102,277126,876+24,59922,43927,8580.36%+5,420
CLOROX CO DEL(CLX)383,962417,229+33,26746,10251,4440.67%+5,342
SOUTHSTATE BK CORP052,708+52,70805,2110.07%+5,211
PACCAR INC(PCAR)394,693434,455+39,76237,52042,7160.56%+5,196
FEDERAL RLTY INVT TR NEW(FRT)564,204578,948+14,74453,59458,6530.77%+5,059
WALMART INC(WMT)611,288628,589+17,30159,77264,7820.85%+5,011
TRAVELERS COMPANIES INC(TRV)158,637168,588+9,95142,44247,0730.61%+4,631
PEPSICO INC(PEP)395,696404,684+8,98852,24856,8340.74%+4,586
META PLATFORMS INC(META)90,83297,475+6,64367,04271,5840.93%+4,542
AMERICAN EXPRESS CO(AXP)148,490156,253+7,76347,36551,9010.68%+4,536
REALTY INCOME CORP(O)920,171945,055+24,88453,01157,4500.75%+4,439
NEXTERA ENERGY INC(NEE)864,153848,729-15,42459,99064,0710.84%+4,081
COMFORT SYS USA INC(FIX)10,27610,762+4865,5108,8810.12%+3,370
LINCOLN NATL CORP IND(LNC)353,362384,803+31,44112,22615,5190.20%+3,293
INTERACTIVE BROKERS GROUP IN(IBKR)64,86299,729+34,8673,5946,8620.09%+3,268
BERKSHIRE HATHAWAY INC DEL25,79331,381+5,58812,52915,7760.21%+3,247
INTERDIGITAL INC(IDCC)23,45124,596+1,1455,2588,4910.11%+3,233
WEATHERFORD INTL PLC(WFRD)55,58787,683+32,0962,7976,0000.08%+3,204
TAIWAN SEMICONDUCTOR MFG LTD(TSM)18,88625,911+7,0254,2777,2370.09%+2,959
PRIMORIS SVCS CORP(PRIM)15,15129,836+14,6851,1814,0970.05%+2,917
TEXAS INSTRS INC(TXN)51,91673,920+22,00410,77913,5810.18%+2,803
NORTHERN TR CORP(NTRS)136,841149,191+12,35017,35020,0810.26%+2,731
BRINKS CO(BCO)24,35441,341+16,9872,1754,8310.06%+2,657
PALANTIR TECHNOLOGIES INC(PLTR)29,16936,112+6,9433,9766,5880.09%+2,611
ERIE INDTY CO(ERIE)129,751149,430+19,67944,99647,5430.62%+2,546
GRAHAM HLDGS CO(GHC)2,2033,900+1,6972,0844,5920.06%+2,507
INSTALLED BLDG PRODS INC(IBP)22,37426,423+4,0494,0346,5170.09%+2,483
WINTRUST FINL CORP(WTFC)112,236123,509+11,27313,91516,3580.21%+2,443
CINCINNATI FINL CORP(CINF)472,308460,038-12,27070,33672,7320.95%+2,396
ATMUS FILTRATION TECHNOLOGIE(ATMU)56,41198,317+41,9062,0544,4330.06%+2,379
ENERSYS(ENS)44,91455,018+10,1043,8526,2150.08%+2,363
ELECTRONIC ARTS INC278,069231,251-46,81844,40846,6430.61%+2,236
SALESFORCE INC(CRM)157,600190,692+33,09242,97645,1940.59%+2,218
OTTER TAIL CORP(OTTR)41,21665,401+24,1853,1775,3610.07%+2,184
BRADY CORP(BRC)29,98153,498+23,5172,0384,1740.05%+2,137
WINMARK CORP(WINA)2,5706,097+3,5279703,0350.04%+2,064
UMB FINL CORP(UMBF)20,00435,205+15,2012,1044,1670.05%+2,063
HECLA MNG CO(HL)0167,830+167,83002,0310.03%+2,031
HANOVER INS GROUP INC(THG)12,29522,670+10,3752,0894,1180.05%+2,029
UNITEDHEALTH GROUP INC(UNH)17,01821,209+4,1915,3097,3230.10%+2,014
LEMAITRE VASCULAR INC(LMAT)35,17756,279+21,1022,9214,9250.06%+2,004
LINDE PLC(LIN)141,423143,858+2,43566,35368,3330.89%+1,980
PROCTER AND GAMBLE CO(PG)367,748394,150+26,40258,59060,5610.79%+1,972
ADVANCED DRAIN SYS INC DEL(WMS)34,03142,357+8,3263,9095,8750.08%+1,966
UL SOLUTIONS INC(ULS)34,79563,465+28,6702,5354,4970.06%+1,962
ACUITY INC(AYI)4,2079,312+5,1051,2553,2070.04%+1,952
THOMSON REUTERS CORP(TRI)012,565+12,56501,9520.03%+1,952
CLEAR SECURE INC(YOU)167,140196,667+29,5274,6406,5650.09%+1,925
SYNCHRONY FINANCIAL(SYF)574,549566,420-8,12938,34540,2440.53%+1,899
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Vest Financial, LLC — 13F Holdings — Q3 2025 | TickerTrail