Vest Financial, LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| LAM RESEARCH CORP | 420,915 | 548,642 | +127,727 | 56,360,519 | 93,916,539 | +37,556,020 |
| DOVER CORP | 360,129 | 444,451 | +84,322 | 60,080,322 | 86,774,612 | +26,694,290 |
| ALBEMARLE CORP | 651,369 | 540,453 | -110,916 | 52,812,998 | 76,441,672 | +23,628,674 |
| STATE STR CORP | 326,344 | 453,872 | +127,528 | 37,859,168 | 58,554,027 | +20,694,859 |
| ALPHABET INC | 325,529 | 314,509 | -11,020 | 79,136,099 | 98,441,317 | +19,305,218 |
| COCA COLA CONS INC | 144,685 | 232,597 | +87,912 | 16,951,294 | 35,657,119 | +18,705,825 |
| GE AEROSPACE | 168,385 | 222,510 | +54,125 | 50,653,576 | 68,539,756 | +17,886,180 |
| PNC FINL SVCS GROUP INC | 176,723 | 254,686 | +77,963 | 35,508,953 | 53,160,609 | +17,651,656 |
| GE VERNOVA INC | 42,235 | 66,191 | +23,956 | 25,970,301 | 43,260,452 | +17,290,151 |
| BANK AMERICA CORP | 331,105 | 614,670 | +283,565 | 17,081,706 | 33,806,850 | +16,725,144 |
| SALESFORCE INC | 190,692 | 233,570 | +42,878 | 45,194,004 | 61,875,031 | +16,681,027 |
| KENVUE INC | 2,436,986 | 3,247,344 | +810,358 | 39,552,282 | 56,016,685 | +16,464,403 |
| EXPEDIA GROUP INC | 0 | 56,290 | +56,290 | 0 | 15,947,519 | +15,947,519 |
| APPLIED MATLS INC | 309,359 | 307,995 | -1,364 | 63,338,163 | 79,151,636 | +15,813,473 |
| REGIONS FINANCIAL CORP NEW | 0 | 565,503 | +565,503 | 0 | 15,325,131 | +15,325,131 |
| MONOLITHIC PWR SYS INC | 49,277 | 66,613 | +17,336 | 45,366,376 | 60,375,359 | +15,008,983 |
| CHUBB LIMITED | 390,939 | 400,304 | +9,365 | 110,342,535 | 124,942,885 | +14,600,350 |
| US BANCORP DEL | 22,019 | 290,656 | +268,637 | 1,064,178 | 15,509,405 | +14,445,227 |
| VERALTO CORP | 129,334 | 280,112 | +150,778 | 13,788,298 | 27,949,575 | +14,161,277 |
| INGREDION INC | 38,602 | 166,774 | +128,172 | 4,713,690 | 18,388,501 | +13,674,811 |
| ALLSTATE CORP | 110,063 | 176,986 | +66,923 | 23,625,023 | 36,839,636 | +13,214,613 |
| RALPH LAUREN CORP | 19,685 | 54,701 | +35,016 | 6,172,429 | 19,342,821 | +13,170,392 |
| PROGRESSIVE CORP | 86,202 | 147,535 | +61,333 | 21,287,584 | 33,596,671 | +12,309,087 |
| FACTSET RESH SYS INC | 130,100 | 170,147 | +40,047 | 37,272,349 | 49,374,958 | +12,102,609 |
| RESMED INC | 43,788 | 98,002 | +54,214 | 11,986,089 | 23,605,742 | +11,619,653 |
| ROSS STORES INC | 312,673 | 325,291 | +12,618 | 47,648,238 | 58,597,921 | +10,949,683 |
| ACCENTURE PLC IRELAND | 155,098 | 183,287 | +28,189 | 38,247,169 | 49,175,904 | +10,928,735 |
| NVIDIA CORPORATION | 606,221 | 664,292 | +58,071 | 113,108,716 | 123,890,461 | +10,781,745 |
| MICROSOFT CORP | 212,834 | 248,399 | +35,565 | 110,237,369 | 120,130,724 | +9,893,355 |
| PACCAR INC | 434,455 | 478,698 | +44,243 | 42,715,616 | 52,422,218 | +9,706,602 |
| SYNCHRONY FINANCIAL | 566,420 | 587,954 | +21,534 | 40,244,140 | 49,053,002 | +8,808,862 |
| AMERICAN EXPRESS CO | 156,253 | 163,448 | +7,195 | 51,900,998 | 60,467,587 | +8,566,589 |
| MUELLER INDS INC | 604,382 | 606,466 | +2,084 | 61,109,064 | 69,622,296 | +8,513,232 |
| CARDINAL HEALTH INC | 365,416 | 319,704 | -45,712 | 57,355,695 | 65,699,173 | +8,343,478 |
| COSTCO WHSL CORP NEW | 29,428 | 41,234 | +11,806 | 27,239,438 | 35,557,728 | +8,318,290 |
| EAST WEST BANCORP INC | 504,970 | 548,858 | +43,888 | 53,754,057 | 61,686,150 | +7,932,093 |
| AMAZON COM INC | 126,876 | 154,211 | +27,335 | 27,858,163 | 35,594,983 | +7,736,820 |
| VISA INC | 160,568 | 176,066 | +15,498 | 54,814,701 | 61,748,108 | +6,933,407 |
| NUCOR CORP | 387,697 | 360,972 | -26,725 | 52,505,805 | 58,878,143 | +6,372,338 |
| TEXAS INSTRS INC | 73,920 | 111,191 | +37,271 | 13,581,319 | 19,290,525 | +5,709,206 |
| JPMORGAN CHASE & CO. | 207,470 | 220,531 | +13,061 | 65,442,262 | 71,059,497 | +5,617,235 |
| ALPHABET INC | 60,688 | 64,057 | +3,369 | 14,780,562 | 20,101,086 | +5,320,524 |
| MICRON TECHNOLOGY INC | 0 | 18,343 | +18,343 | 0 | 5,235,275 | +5,235,275 |
| AMERIPRISE FINL INC | 43,360 | 53,717 | +10,357 | 21,300,600 | 26,339,594 | +5,038,994 |
| SNAP ON INC | 149,852 | 165,192 | +15,340 | 51,928,214 | 56,925,162 | +4,996,948 |
| MASTERCARD INCORPORATED | 56,274 | 64,582 | +8,308 | 32,009,214 | 36,868,571 | +4,859,357 |
| BOOKING HOLDINGS INC | 9,354 | 10,288 | +934 | 50,504,773 | 55,095,636 | +4,590,863 |
| AMCOR PLC | 5,618,052 | 6,059,855 | +441,803 | 45,955,665 | 50,539,191 | +4,583,526 |
| BROADCOM INC | 116,308 | 124,041 | +7,733 | 38,371,173 | 42,930,592 | +4,559,419 |
| EXPEDITORS INTL WASH INC | 471,784 | 418,418 | -53,366 | 57,836,000 | 62,348,466 | +4,512,466 |
| TRAVELERS COMPANIES INC | 168,588 | 176,961 | +8,373 | 47,073,142 | 51,329,307 | +4,256,165 |
| TARGET CORP | 524,278 | 524,641 | +363 | 47,027,737 | 51,283,658 | +4,255,921 |
| KLA CORP | 63,375 | 59,731 | -3,644 | 68,356,276 | 72,577,943 | +4,221,667 |
| FOX CORP | 297,983 | 313,186 | +15,203 | 18,790,807 | 22,884,501 | +4,093,694 |
| S&P GLOBAL INC | 108,727 | 109,018 | +291 | 52,918,518 | 56,971,718 | +4,053,200 |
| ABBOTT LABS | 728,652 | 810,893 | +82,241 | 97,595,651 | 101,596,784 | +4,001,133 |
| HARTFORD INSURANCE GROUP INC | 358,916 | 375,818 | +16,902 | 47,875,806 | 51,787,720 | +3,911,914 |
| OLD DOMINION FREIGHT LINE IN | 129,021 | 136,759 | +7,738 | 18,163,576 | 21,443,811 | +3,280,235 |
| BANK NEW YORK MELLON CORP | 497,830 | 494,115 | -3,715 | 54,243,557 | 57,361,811 | +3,118,254 |
| INTUITIVE SURGICAL INC | 8,154 | 11,833 | +3,679 | 3,646,714 | 6,701,738 | +3,055,024 |
| TESLA INC | 36,095 | 42,176 | +6,081 | 16,052,167 | 18,967,391 | +2,915,224 |
| MERCK & CO INC | 56,281 | 72,504 | +16,223 | 4,723,664 | 7,631,770 | +2,908,106 |
| LINCOLN NATL CORP IND | 384,803 | 413,428 | +28,625 | 15,519,105 | 18,409,949 | +2,890,844 |
| ATMUS FILTRATION TECHNOLOGIE | 98,317 | 140,002 | +41,685 | 4,433,114 | 7,267,504 | +2,834,390 |
| VERIZON COMMUNICATIONS INC | 171,567 | 254,655 | +83,088 | 7,540,369 | 10,372,098 | +2,831,729 |
| ANALOG DEVICES INC | 16,312 | 24,844 | +8,532 | 4,007,858 | 6,737,693 | +2,729,835 |
| COMCAST CORP NEW | 135,282 | 232,883 | +97,601 | 4,250,561 | 6,960,876 | +2,710,315 |
| UNIFIRST CORP MASS | 20,507 | 31,785 | +11,278 | 3,428,565 | 6,131,327 | +2,702,762 |
| TAIWAN SEMICONDUCTOR MFG LTD | 25,911 | 32,273 | +6,362 | 7,236,683 | 9,807,442 | +2,570,759 |
| M & T BK CORP | 57,281 | 68,829 | +11,548 | 11,319,871 | 13,867,666 | +2,547,795 |
| UL SOLUTIONS INC | 63,465 | 87,608 | +24,143 | 4,497,130 | 6,908,767 | +2,411,637 |
| AMGEN INC | 13,095 | 18,477 | +5,382 | 3,695,408 | 6,047,706 | +2,352,298 |
| APPLE INC | 322,329 | 310,464 | -11,865 | 82,074,633 | 84,402,744 | +2,328,111 |
| INTUIT | 8,785 | 12,562 | +3,777 | 5,999,365 | 8,321,320 | +2,321,955 |
| BRINKS CO | 41,341 | 59,785 | +18,444 | 4,831,109 | 6,978,703 | +2,147,594 |
| ENERSYS | 55,018 | 56,742 | +1,724 | 6,214,833 | 8,326,889 | +2,112,056 |
| HORMEL FOODS CORP | 1,871,404 | 2,042,541 | +171,137 | 46,298,535 | 48,408,222 | +2,109,687 |
| HENRY JACK & ASSOC INC | 8,749 | 18,590 | +9,841 | 1,302,989 | 3,392,303 | +2,089,314 |
| UNITEDHEALTH GROUP INC | 21,209 | 28,488 | +7,279 | 7,323,469 | 9,404,174 | +2,080,705 |
| ACUITY INC | 9,312 | 14,583 | +5,271 | 3,206,960 | 5,250,463 | +2,043,503 |
| BRADY CORP | 53,498 | 79,312 | +25,814 | 4,174,449 | 6,215,681 | +2,041,232 |
| HANOVER INS GROUP INC | 22,670 | 33,567 | +10,897 | 4,117,552 | 6,135,041 | +2,017,489 |
| OLD REP INTL CORP | 35,731 | 77,443 | +41,712 | 1,517,496 | 3,534,499 | +2,017,003 |
| TURNING PT BRANDS INC | 14,352 | 31,398 | +17,046 | 1,418,839 | 3,403,543 | +1,984,704 |
| MOTOROLA SOLUTIONS INC | 7,087 | 13,548 | +6,461 | 3,240,815 | 5,193,219 | +1,952,404 |
| NATIONAL HEALTHCARE CORP | 12,584 | 25,343 | +12,759 | 1,529,082 | 3,474,272 | +1,945,190 |
| UMB FINL CORP | 35,205 | 53,104 | +17,899 | 4,166,512 | 6,109,084 | +1,942,572 |
| MICROCHIP TECHNOLOGY INC. | 32,946 | 63,534 | +30,588 | 2,115,792 | 4,048,386 | +1,932,594 |
| PEGASYSTEMS INC | 26,348 | 57,527 | +31,179 | 1,515,010 | 3,435,512 | +1,920,502 |
| NETAPP INC | 33,630 | 55,128 | +21,498 | 3,983,810 | 5,903,657 | +1,919,847 |
| ZIONS BANCORPORATION N A | 24,622 | 56,420 | +31,798 | 1,393,113 | 3,302,827 | +1,909,714 |
| GOLDMAN SACHS GROUP INC | 5,374 | 7,020 | +1,646 | 4,279,585 | 6,170,580 | +1,890,995 |
| CACTUS INC | 107,899 | 134,568 | +26,669 | 4,258,774 | 6,147,066 | +1,888,292 |
| HOME BANCSHARES INC | 134,033 | 204,289 | +70,256 | 3,793,134 | 5,675,148 | +1,882,014 |
| SELECTIVE INS GROUP INC | 18,257 | 39,983 | +21,726 | 1,480,095 | 3,345,378 | +1,865,283 |
| TELUS CORPORATION | 181,389 | 357,705 | +176,316 | 2,860,505 | 4,710,975 | +1,850,470 |
| WEATHERFORD INTL PLC | 87,683 | 100,302 | +12,619 | 6,000,148 | 7,849,635 | +1,849,487 |
| WD 40 CO | 11,876 | 21,111 | +9,235 | 2,346,698 | 4,156,756 | +1,810,058 |
| PINNACLE FINL PARTNERS INC | 14,691 | 33,199 | +18,508 | 1,377,869 | 3,167,517 | +1,789,648 |
| EXPONENT INC | 36,813 | 62,350 | +25,537 | 2,557,767 | 4,330,831 | +1,773,064 |