Fund HoldingsVest Financial, LLC

Total Portfolio Value
$7.88B
Total Bought
$837.71M
Total Sold
$657.14M
Net Transaction
+$180.57M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
LAM RESEARCH CORP(LRCX)420,915548,642+127,72756,36193,9171.19%+37,556
DOVER CORP(DOV)0444,451+444,451086,7751.10%+86,775
ALBEMARLE CORP(ALB)0540,453+540,453076,4420.97%+76,442
STATE STR CORP(STT)326,344453,872+127,52837,85958,5540.74%+20,695
ALPHABET INC(GOOG)325,529314,509-11,02079,13698,4411.25%+19,305
COCA COLA CONS INC(COKE)144,685232,597+87,91216,95135,6570.45%+18,706
GE AEROSPACE(GE)168,385222,510+54,12550,65468,5400.87%+17,886
PNC FINL SVCS GROUP INC(PNC)176,723254,686+77,96335,50953,1610.67%+17,652
GE VERNOVA INC(GEV)42,23566,191+23,95625,97043,2600.55%+17,290
BANK AMERICA CORP331,105614,670+283,56517,08233,8070.43%+16,725
SALESFORCE INC(CRM)190,692233,570+42,87845,19461,8750.78%+16,681
KENVUE INC(KVUE)03,247,344+3,247,344056,0170.71%+56,017
EXPEDIA GROUP INC(EXPE)056,290+56,290015,9480.20%+15,948
APPLIED MATLS INC309,359307,995-1,36463,33879,1521.00%+15,813
REGIONS FINANCIAL CORP NEW(RF)0565,503+565,503015,3250.19%+15,325
MONOLITHIC PWR SYS INC(MPWR)49,27766,613+17,33645,36660,3750.77%+15,009
CHUBB LIMITED
COM
390,939400,304+9,365110,343124,9431.58%+14,600
US BANCORP DEL(USB)0290,656+290,656015,5090.20%+15,509
VERALTO CORP(VLTO)129,334280,112+150,77813,78827,9500.35%+14,161
INGREDION INC(INGR)0166,774+166,774018,3890.23%+18,389
ALLSTATE CORP(ALL)110,063176,986+66,92323,62536,8400.47%+13,215
RALPH LAUREN CORP(RL)054,701+54,701019,3430.25%+19,343
PROGRESSIVE CORP(PGR)86,202147,535+61,33321,28833,5970.43%+12,309
FACTSET RESH SYS INC(FDS)0170,147+170,147049,3750.63%+49,375
RESMED INC(RMD)43,78898,002+54,21411,98623,6060.30%+11,620
ROSS STORES INC(ROST)312,673325,291+12,61847,64858,5980.74%+10,950
ACCENTURE PLC IRELAND
SHS CLASS A
0183,287+183,287049,1760.62%+49,176
NVIDIA CORPORATION(NVDA)606,221664,292+58,071113,109123,8901.57%+10,782
MICROSOFT CORP(MSFT)212,834248,399+35,565110,237120,1311.52%+9,893
PACCAR INC(PCAR)434,455478,698+44,24342,71652,4220.66%+9,707
SYNCHRONY FINANCIAL(SYF)566,420587,954+21,53440,24449,0530.62%+8,809
AMERICAN EXPRESS CO(AXP)156,253163,448+7,19551,90160,4680.77%+8,567
MUELLER INDS INC(MLI)604,382606,466+2,08461,10969,6220.88%+8,513
CARDINAL HEALTH INC(CAH)0319,704+319,704065,6990.83%+65,699
COSTCO WHSL CORP NEW(COST)041,234+41,234035,5580.45%+35,558
EAST WEST BANCORP INC(EWBC)504,970548,858+43,88853,75461,6860.78%+7,932
AMAZON COM INC(AMZN)126,876154,211+27,33527,85835,5950.45%+7,737
VISA INC(V)0176,066+176,066061,7480.78%+61,748
NUCOR CORP(NUE)0360,972+360,972058,8780.75%+58,878
TEXAS INSTRS INC(TXN)73,920111,191+37,27113,58119,2910.24%+5,709
JPMORGAN CHASE & CO.(JPM)207,470220,531+13,06165,44271,0590.90%+5,617
ALPHABET INC(GOOG)60,68864,057+3,36914,78120,1010.25%+5,321
MICRON TECHNOLOGY INC(MU)018,343+18,34305,2350.07%+5,235
AMERIPRISE FINL INC(AMP)053,717+53,717026,3400.33%+26,340
SNAP ON INC(SNA)149,852165,192+15,34051,92856,9250.72%+4,997
MASTERCARD INCORPORATED(MA)56,27464,582+8,30832,00936,8690.47%+4,859
BOOKING HOLDINGS INC(BKNG)010,288+10,288055,0960.70%+55,096
AMCOR PLC(AMCR)06,059,855+6,059,855050,5390.64%+50,539
BROADCOM INC(AVGO)116,308124,041+7,73338,37142,9310.54%+4,559
EXPEDITORS INTL WASH INC(EXPD)0418,418+418,418062,3480.79%+62,348
TRAVELERS COMPANIES INC(TRV)168,588176,961+8,37347,07351,3290.65%+4,256
TARGET CORP(TGT)0524,641+524,641051,2840.65%+51,284
KLA CORP(KLAC)63,37559,731-3,64468,35672,5780.92%+4,222
FOX CORP(FOX)297,983313,186+15,20318,79122,8850.29%+4,094
S&P GLOBAL INC(SPGI)0109,018+109,018056,9720.72%+56,972
ABBOTT LABS728,652810,893+82,24197,596101,5971.29%+4,001
HARTFORD INSURANCE GROUP INC(HIG)358,916375,818+16,90247,87651,7880.66%+3,912
OLD DOMINION FREIGHT LINE IN(ODFL)0136,759+136,759021,4440.27%+21,444
BANK NEW YORK MELLON CORP497,830494,115-3,71554,24457,3620.73%+3,118
INTUITIVE SURGICAL INC011,833+11,83306,7020.09%+6,702
TESLA INC(TSLA)36,09542,176+6,08116,05218,9670.24%+2,915
MERCK & CO INC(MRK)072,504+72,50407,6320.10%+7,632
LINCOLN NATL CORP IND(LNC)384,803413,428+28,62515,51918,4100.23%+2,891
ATMUS FILTRATION TECHNOLOGIE(ATMU)98,317140,002+41,6854,4337,2680.09%+2,834
VERIZON COMMUNICATIONS INC(VZ)0254,655+254,655010,3720.13%+10,372
ANALOG DEVICES INC(ADI)024,844+24,84406,7380.09%+6,738
COMCAST CORP NEW(CCZ)0232,883+232,88306,9610.09%+6,961
UNIFIRST CORP MASS(UNF)031,785+31,78506,1310.08%+6,131
TAIWAN SEMICONDUCTOR MFG LTD(TSM)25,91132,273+6,3627,2379,8070.12%+2,571
M & T BK CORP(MTB)068,829+68,829013,8680.18%+13,868
UL SOLUTIONS INC(ULS)63,46587,608+24,1434,4976,9090.09%+2,412
AMGEN INC(AMGN)018,477+18,47706,0480.08%+6,048
APPLE INC(AAPL)322,329310,464-11,86582,07584,4031.07%+2,328
INTUIT(INTU)012,562+12,56208,3210.11%+8,321
BRINKS CO(BCO)41,34159,785+18,4444,8316,9790.09%+2,148
ENERSYS(ENS)55,01856,742+1,7246,2158,3270.11%+2,112
HORMEL FOODS CORP(HRL)02,042,541+2,042,541048,4080.61%+48,408
HENRY JACK & ASSOC INC(JKHY)018,590+18,59003,3920.04%+3,392
UNITEDHEALTH GROUP INC(UNH)21,20928,488+7,2797,3239,4040.12%+2,081
ACUITY INC(AYI)9,31214,583+5,2713,2075,2500.07%+2,044
BRADY CORP(BRC)53,49879,312+25,8144,1746,2160.08%+2,041
HANOVER INS GROUP INC(THG)22,67033,567+10,8974,1186,1350.08%+2,017
OLD REP INTL CORP(ORI)077,443+77,44303,5340.04%+3,534
TURNING PT BRANDS INC(TPB)031,398+31,39803,4040.04%+3,404
MOTOROLA SOLUTIONS INC(MSI)013,548+13,54805,1930.07%+5,193
NATIONAL HEALTHCARE CORP(NHC)025,343+25,34303,4740.04%+3,474
UMB FINL CORP(UMBF)35,20553,104+17,8994,1676,1090.08%+1,943
MICROCHIP TECHNOLOGY INC.(MCHP)063,534+63,53404,0480.05%+4,048
PEGASYSTEMS INC(PEGA)057,527+57,52703,4360.04%+3,436
NETAPP INC(NTAP)055,128+55,12805,9040.07%+5,904
ZIONS BANCORPORATION N A(ZION)056,420+56,42003,3030.04%+3,303
GOLDMAN SACHS GROUP INC(GS)07,020+7,02006,1710.08%+6,171
CACTUS INC(WHD)0134,568+134,56806,1470.08%+6,147
HOME BANCSHARES INC(HOMB)0204,289+204,28905,6750.07%+5,675
SELECTIVE INS GROUP INC(SIGI)039,983+39,98303,3450.04%+3,345
TELUS CORPORATION(TU)0357,705+357,70504,7110.06%+4,711
WEATHERFORD INTL PLC(WFRD)87,683100,302+12,6196,0007,8500.10%+1,849
WD 40 CO(WDFC)021,111+21,11104,1570.05%+4,157
PINNACLE FINL PARTNERS INC033,199+33,19903,1680.04%+3,168
EXPONENT INC(EXPO)062,350+62,35004,3310.05%+4,331
Page 1 of 1