Vest Financial, LLC

13F filer · CIK 0001709632

Reported Jul 24, 2026

Net buyer this quarter

13F portfolio value$9.52BU.S. long equity reported on 13F

Positions42030 new · 26 closed

Net flow last quarter+$201MBuys minus sells

Top 10 positions weight15.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 24, 2026420 positions
AMATApplied Materials Inc	$194M	2.04%	0.03%	-8.6%	Q4 2022
LRCXLam Research Corp	$167M	1.75%	0.03%	-18.6%	Q4 2022
KLACKla Corp	$159M	1.67%	0.04%	-8.3%	Q4 2022
MLIMueller Industries Inc	$153M	1.60%	0.56%	+95.6%	Q1 2023
NVDANvidia Corp	$142M	1.49%	0.00%	+0.8%	Q4 2022
CBChubb Ltd	$138M	1.45%	0.10%	-1.1%	Q4 2020
MSFTMicrosoft Corp	$130M	1.36%	0.00%	+16.5%	Q4 2022
CINFCincinnati Financial Corp	$118M	1.24%	0.41%	+19.7%	Q4 2020
AAPLApple Inc.	$117M	1.22%	0.00%	+19.1%	Q4 2022
ADPAutomatic Data Processing Inc	$112M	1.18%	0.13%	+20.7%	Q4 2020
GOOGLAlphabet Inc.	$108M	1.13%	0.00%	-5.7%	Q1 2024
IBMInternational Business Machines Corp	$100M	1.05%	0.04%	+18.7%	Q1 2021
GEVGE Vernova Inc.	$99.5M	1.04%	0.03%	-6.5%	Q2 2024
GEGeneral Electric Co	$88.7M	0.93%	0.02%	+4.1%	Q1 2024
MUMicron Technology Inc	$87.9M	0.92%	0.01%	+34.9%	Q1 2023
WSMWilliams Sonoma Inc	$83.9M	0.88%	0.31%	+5.1%	Q4 2022
AFLAflac Inc	$83.6M	0.88%	0.14%	+16.1%	Q4 2020
JPMJPMorgan Chase & Co	$83.6M	0.88%	0.01%	+7.3%	Q4 2022
CATCaterpillar Inc	$81M	0.85%	0.02%	-20.3%	Q4 2020
SNASnap-on Inc	$79.6M	0.84%	0.38%	+7.2%	Q4 2022
VVisa Inc.	$78.2M	0.82%	0.01%	+12.4%	Q4 2022
BNYBank of New York Mellon Corp	$76.4M	0.80%	0.08%	-0.1%	Q1 2025
BACBank of America Corp	$76.3M	0.80%	0.02%	+39.2%	Q4 2022
METAMeta Platforms, Inc.	$75.9M	0.80%	Not reported	+9.5%	Q1 2024
DOVDOVER Corp	$73.9M	0.78%	0.24%	-21.1%	Q4 2020
ABTAbbott Laboratories	$73.1M	0.77%	0.05%	+1.0%	Q4 2020
SYFSynchrony Financial	$72.6M	0.76%	0.29%	+45.1%	Q4 2022
LINLinde PLC	$72.2M	0.76%	0.03%	-12.1%	Q4 2020
ROSTRoss Stores, Inc.	$71.7M	0.75%	0.11%	-1.2%	Q1 2025
ALLAllstate Corp	$71.3M	0.75%	0.12%	+12.6%	Q4 2022
TRVTravelers Companies, Inc.	$71.1M	0.75%	0.10%	+10.5%	Q1 2025
COSTCostco Wholesale Corp	$69.2M	0.73%	0.02%	+37.8%	Q1 2024
AXPAmerican Express Co	$68.7M	0.72%	0.03%	+9.7%	Q4 2022
AVGOBroadcom Inc.	$68.1M	0.72%	0.00%	+11.8%	Q4 2023
ABBVAbbVie Inc.	$67.5M	0.71%	0.02%	-1.5%	Q4 2020
JNJJohnson & Johnson	$65.8M	0.69%	0.01%	-28.5%	Q4 2020
WSTWest Pharmaceutical Services Inc	$65.5M	0.69%	0.26%	-10.0%	Q1 2021
VLTOVeralto Corp	$65.5M	0.69%	0.30%	+52.7%	Q1 2025
KOCoca Cola Co	$64.1M	0.67%	0.02%	-7.1%	Q4 2020
BKRBaker Hughes Co	$62.8M	0.66%	0.11%	-2.8%	Q1 2025
TROWPrice T Rowe Group Inc	$62.4M	0.65%	0.26%	+3.9%	Q4 2020
HIGHartford Insurance Group, Inc.	$62M	0.65%	0.17%	+13.0%	Q1 2024
PGPROCTER & GAMBLE Co	$61.5M	0.65%	0.02%	-1.4%	Q4 2020
XOMExxonMobil Holdings Corp	$61M	0.64%	0.01%	-11.6%	Q4 2020
RFRegions Financial Corp	$60.1M	0.63%	0.23%	+59.1%	Q4 2022
SWKStanley Black & Decker, Inc.	$59.9M	0.63%	0.41%	+2.7%	Q4 2020
EXPEExpedia Group, Inc.	$59.8M	0.63%	0.20%	+64.0%	Q4 2025
BENFranklin Resources Inc	$59.3M	0.62%	0.35%	-12.3%	Q4 2020
CRMSalesforce, Inc.	$58.6M	0.62%	0.05%	+24.2%	Q1 2024
NEENextera Energy Inc	$57.5M	0.60%	0.03%	-10.9%	Q1 2021

Q1 2026Reported Apr 24, 2026414 positions
CBChubb Ltd	$133M	1.60%	0.11%	+2.2%	Q4 2020
NVDANvidia Corp	$123M	1.47%	0.00%	+5.9%	Q4 2022
MSFTMicrosoft Corp	$111M	1.33%	0.00%	+20.2%	Q4 2022
LRCXLam Research Corp	$101M	1.21%	0.04%	-13.9%	Q4 2022
AMATApplied Materials Inc	$101M	1.21%	0.04%	-4.5%	Q4 2022
GOOGLAlphabet Inc.	$92.1M	1.11%	0.00%	+1.9%	Q1 2024
JNJJohnson & Johnson	$88.7M	1.07%	0.02%	-6.0%	Q4 2020
DOVDOVER Corp	$87M	1.04%	0.31%	-6.1%	Q4 2020
AAPLApple Inc.	$85.9M	1.03%	0.00%	+9.1%	Q4 2022
XOMExxonMobil Holdings Corp	$85.6M	1.03%	0.01%	-5.7%	Q4 2020
KLACKla Corp	$84.5M	1.02%	0.04%	-3.9%	Q4 2022
ADPAutomatic Data Processing Inc	$84.1M	1.01%	0.10%	+22.2%	Q4 2020
CINFCincinnati Financial Corp	$83.8M	1.01%	0.34%	+28.7%	Q4 2020
ABTAbbott Laboratories	$81.9M	0.98%	0.05%	-1.7%	Q4 2020
CVXChevron Corp	$79.1M	0.95%	0.02%	+0.6%	Q4 2020
GEVGE Vernova Inc.	$79M	0.95%	0.03%	+36.8%	Q2 2024
LINLinde PLC	$78.5M	0.94%	0.03%	+8.6%	Q4 2020
ROSTRoss Stores, Inc.	$73.9M	0.89%	0.11%	+4.9%	Q1 2025
IBMInternational Business Machines Corp	$72.9M	0.88%	0.03%	+15.9%	Q1 2021
BKRBaker Hughes Co	$71.1M	0.85%	0.12%	+5.4%	Q1 2025
METAMeta Platforms, Inc.	$70.4M	0.85%	Not reported	+14.3%	Q1 2024
MLIMueller Industries Inc	$70.4M	0.85%	0.57%	+4.7%	Q1 2023
JPMJPMorgan Chase & Co	$70M	0.84%	0.01%	+7.9%	Q4 2022
NEENextera Energy Inc	$68.2M	0.82%	0.04%	+4.9%	Q1 2021
CATCaterpillar Inc	$67.6M	0.81%	0.02%	-13.1%	Q4 2020
AFLAflac Inc	$67.4M	0.81%	0.12%	+9.0%	Q4 2020
SNASnap-on Inc	$67M	0.81%	0.36%	+11.7%	Q4 2022
GEGeneral Electric Co	$64.7M	0.78%	0.02%	+2.5%	Q1 2024
KOCoca Cola Co	$64.5M	0.77%	0.02%	+5.1%	Q4 2020
WMTWalmart Inc.	$64.1M	0.77%	0.01%	-9.8%	Q4 2020
MCDMcdonalds Corp	$63.1M	0.76%	0.03%	+8.1%	Q4 2020
BNYBank of New York Mellon Corp	$62.7M	0.75%	0.08%	+7.0%	Q1 2025
WSMWilliams Sonoma Inc	$62.5M	0.75%	0.29%	+13.5%	Q4 2022
PGPROCTER & GAMBLE Co	$61.5M	0.74%	0.02%	+10.7%	Q4 2020
VVisa Inc.	$61.3M	0.74%	0.01%	+15.2%	Q4 2022
PHMPultegroup Inc	$60.4M	0.73%	0.27%	+10.5%	Q4 2022
PNCPNC Financial Services Group, Inc.	$59.5M	0.71%	0.07%	+12.3%	Q1 2023
PEPPepsico Inc	$59.5M	0.71%	0.03%	+9.7%	Q4 2020
ABBVAbbVie Inc.	$59.2M	0.71%	0.02%	+9.1%	Q4 2020
TGTTarget Corp	$59.2M	0.71%	0.11%	-6.9%	Q4 2020
MPWRMonolithic Power Systems, Inc.	$57.2M	0.69%	0.11%	-21.5%	Q4 2024
APDAir Products & Chemicals, Inc.	$57.2M	0.69%	0.09%	+1.0%	Q4 2020
TRVTravelers Companies, Inc.	$56.8M	0.68%	0.09%	+10.1%	Q1 2025
ATOAtmos Energy Corp	$56.8M	0.68%	0.18%	+10.4%	Q4 2020
EDConsolidated Edison Inc	$56.4M	0.68%	0.14%	+3.1%	Q4 2020
CRMSalesforce, Inc.	$56.2M	0.68%	0.03%	+28.9%	Q1 2024
AXPAmerican Express Co	$56M	0.67%	0.03%	+13.3%	Q4 2022
HIGHartford Insurance Group, Inc.	$56M	0.67%	0.15%	+10.2%	Q1 2024
ADMArcher-Daniels-Midland Co	$55.6M	0.67%	0.16%	-4.0%	Q4 2020
ALLAllstate Corp	$55.2M	0.66%	0.10%	+50.4%	Q4 2022

Q4 2025Reported Jan 30, 2026417 positions
CBChubb Ltd	$125M	1.58%	0.10%	+2.4%	Q4 2020
NVDANvidia Corp	$124M	1.57%	0.00%	+9.6%	Q4 2022
MSFTMicrosoft Corp	$120M	1.52%	0.00%	+16.7%	Q4 2022
ABTAbbott Laboratories	$102M	1.29%	0.05%	+11.3%	Q4 2020
GOOGLAlphabet Inc.	$98.4M	1.25%	0.00%	-3.4%	Q1 2024
LRCXLam Research Corp	$93.9M	1.19%	0.04%	+30.4%	Q4 2022
ADPAutomatic Data Processing Inc	$87.2M	1.11%	0.08%	+4.4%	Q4 2020
DOVDOVER Corp	$86.8M	1.10%	0.32%	+23.4%	Q4 2020
AAPLApple Inc.	$84.4M	1.07%	0.00%	-3.7%	Q4 2022
JNJJohnson & Johnson	$79.9M	1.01%	0.02%	-12.0%	Q4 2020
AMATApplied Materials Inc	$79.2M	1.00%	0.04%	-0.4%	Q4 2022
IBMInternational Business Machines Corp	$76.9M	0.98%	0.03%	-8.3%	Q1 2021
ALBAlbemarle Corp	$76.4M	0.97%	0.46%	-17.0%	Q4 2020
KLACKla Corp	$72.6M	0.92%	0.05%	-5.8%	Q4 2022
JPMJPMorgan Chase & Co	$71.1M	0.90%	0.01%	+6.3%	Q4 2022
METAMeta Platforms, Inc.	$71M	0.90%	Not reported	+10.4%	Q1 2024
MLIMueller Industries Inc	$69.6M	0.88%	0.27%	+0.3%	Q1 2023
GEGeneral Electric Co	$68.5M	0.87%	0.02%	+32.1%	Q1 2024
CINFCincinnati Financial Corp	$67.5M	0.86%	0.27%	-10.1%	Q4 2020
CAHCardinal Health Inc	$65.7M	0.83%	0.13%	-12.5%	Q4 2020
XOMExxonMobil Holdings Corp	$64.3M	0.82%	0.01%	-22.3%	Q4 2020
WMTWalmart Inc.	$63.7M	0.81%	0.01%	-9.0%	Q4 2020
CATCaterpillar Inc	$62.9M	0.80%	0.02%	-21.8%	Q4 2020
CHRWC. H. Robinson Worldwide, Inc.	$62.4M	0.79%	0.33%	-27.0%	Q1 2023
EXPDExpeditors International of Washington Inc	$62.3M	0.79%	0.31%	-11.3%	Q4 2020
LINLinde PLC	$62.2M	0.79%	0.03%	+1.4%	Q4 2020
AFLAflac Inc	$62.2M	0.79%	0.11%	-23.4%	Q4 2020
CRMSalesforce, Inc.	$61.9M	0.78%	0.02%	+22.5%	Q1 2024
VVisa Inc.	$61.7M	0.78%	0.01%	+9.7%	Q4 2022
EWBCEast West Bancorp Inc	$61.7M	0.78%	0.40%	+8.7%	Q4 2023
AXPAmerican Express Co	$60.5M	0.77%	0.02%	+4.6%	Q4 2022
MPWRMonolithic Power Systems, Inc.	$60.4M	0.77%	0.14%	+35.2%	Q4 2024
NUENucor Corp	$58.9M	0.75%	0.16%	-6.9%	Q4 2020
ROSTRoss Stores, Inc.	$58.6M	0.74%	0.10%	+4.0%	Q1 2025
STTState Street Corp	$58.6M	0.74%	0.16%	+39.1%	Q1 2025
CVXChevron Corp	$57.9M	0.73%	0.02%	-4.8%	Q4 2020
MCDMcdonalds Corp	$57.4M	0.73%	0.03%	-10.1%	Q4 2020
BNYBank of New York Mellon Corp	$57.4M	0.73%	0.07%	-0.8%	Q1 2025
ABBVAbbVie Inc.	$57M	0.72%	0.01%	-20.2%	Q4 2020
SPGIS&P Global Inc.	$57M	0.72%	0.04%	+0.3%	Q4 2020
SNASnap-on Inc	$56.9M	0.72%	0.32%	+10.2%	Q4 2022
KOCoca Cola Co	$56.4M	0.72%	0.02%	-9.0%	Q4 2020
NEENextera Energy Inc	$56.2M	0.71%	0.03%	-17.5%	Q1 2021
KVUEKenvue Inc.	$56M	0.71%	0.17%	+33.3%	Q3 2023
BKNGBooking Holdings Inc.	$55.1M	0.70%	0.03%	+10.0%	Q1 2024
PGPROCTER & GAMBLE Co	$55.1M	0.70%	0.02%	-2.5%	Q4 2020
PHMPultegroup Inc	$54.5M	0.69%	0.24%	+12.0%	Q4 2022
AOSSmith A O Corp	$54.3M	0.69%	0.54%	-0.8%	Q4 2020
WSMWilliams Sonoma Inc	$53.9M	0.68%	0.25%	+6.9%	Q4 2022
MDTMedtronic plc	$53.5M	0.68%	0.04%	-10.6%	Q4 2020

Q3 2025Reported Oct 30, 2025414 positions
NVDANvidia Corp	$113M	1.48%	0.00%	+30.3%	Q4 2022
CBChubb Ltd	$110M	1.44%	0.10%	+10.6%	Q4 2020
MSFTMicrosoft Corp	$110M	1.44%	0.00%	+16.5%	Q4 2022
ABTAbbott Laboratories	$97.6M	1.27%	0.04%	+23.0%	Q4 2020
ADPAutomatic Data Processing Inc	$95.3M	1.24%	0.08%	+2.7%	Q4 2020
AFLAflac Inc	$82.2M	1.07%	0.14%	-4.4%	Q4 2020
AAPLApple Inc.	$82.1M	1.07%	0.00%	+17.8%	Q4 2022
JNJJohnson & Johnson	$81.3M	1.06%	0.02%	-3.2%	Q4 2020
IBMInternational Business Machines Corp	$79.9M	1.04%	0.03%	+5.3%	Q1 2021
GOOGLAlphabet Inc.	$79.1M	1.03%	0.00%	+8.0%	Q1 2024
XOMExxonMobil Holdings Corp	$77.6M	1.01%	0.02%	-8.0%	Q4 2020
CINFCincinnati Financial Corp	$72.7M	0.95%	0.29%	-2.6%	Q4 2020
ABBVAbbVie Inc.	$72.4M	0.95%	0.02%	-2.9%	Q4 2020
METAMeta Platforms, Inc.	$71.6M	0.93%	Not reported	+7.3%	Q1 2024
CHRWC. H. Robinson Worldwide, Inc.	$70.4M	0.92%	0.45%	-9.8%	Q1 2023
KLACKla Corp	$68.4M	0.89%	0.05%	+38.5%	Q4 2022
LINLinde PLC	$68.3M	0.89%	0.03%	+1.7%	Q4 2020
CATCaterpillar Inc	$66.9M	0.87%	0.03%	-26.5%	Q4 2020
JPMJPMorgan Chase & Co	$65.4M	0.85%	0.01%	+6.6%	Q4 2022
WMTWalmart Inc.	$64.8M	0.85%	0.01%	+2.8%	Q4 2020
NEENextera Energy Inc	$64.1M	0.84%	0.04%	-1.8%	Q1 2021
MCDMcdonalds Corp	$63.4M	0.83%	0.03%	+10.4%	Q4 2020
AMATApplied Materials Inc	$63.3M	0.83%	0.04%	+18.3%	Q4 2022
LOWLowes Companies Inc	$63M	0.82%	0.04%	-0.3%	Q4 2020
CVXChevron Corp	$62M	0.81%	0.02%	-8.9%	Q4 2020
MLIMueller Industries Inc	$61.1M	0.80%	0.54%	+4.8%	Q1 2023
PGPROCTER & GAMBLE Co	$60.6M	0.79%	0.02%	+7.2%	Q4 2020
DOVDOVER Corp	$60.1M	0.78%	0.26%	-5.8%	Q4 2020
AOSSmith A O Corp	$60M	0.78%	0.54%	-8.8%	Q4 2020
GDGeneral Dynamics Corp	$59.8M	0.78%	0.06%	-13.1%	Q4 2020
ATOAtmos Energy Corp	$59.4M	0.78%	0.22%	+3.9%	Q4 2020
MDTMedtronic plc	$59.4M	0.78%	0.05%	-5.8%	Q4 2020
PNRPENTAIR plc	$59M	0.77%	0.33%	-12.4%	Q4 2020
ADMArcher-Daniels-Midland Co	$59M	0.77%	0.21%	-22.2%	Q4 2020
KOCoca Cola Co	$58.8M	0.77%	0.02%	+8.4%	Q4 2020
ESEversource Energy	$58.7M	0.77%	0.22%	-10.4%	Q1 2025
FRTFederal Realty Investment Trust	$58.7M	0.77%	0.67%	+2.6%	Q4 2020
EXPDExpeditors International of Washington Inc	$57.8M	0.76%	0.35%	-5.8%	Q4 2020
EBAYEbay Inc	$57.7M	0.75%	0.14%	-1.8%	Q1 2025
ORealty Income Corp	$57.4M	0.75%	0.10%	+2.7%	Q4 2020
CAHCardinal Health Inc	$57.4M	0.75%	0.15%	-11.9%	Q4 2020
GPCGenuine Parts Co	$57.1M	0.75%	0.30%	-10.5%	Q4 2020
PEPPepsico Inc	$56.8M	0.74%	0.03%	+2.3%	Q4 2020
NDSNNordson Corp	$56.8M	0.74%	0.45%	-13.5%	Q1 2023
SYYSysco Corp	$56.5M	0.74%	0.14%	-6.3%	Q4 2020
LRCXLam Research Corp	$56.4M	0.74%	0.03%	+51.8%	Q4 2022
FASTFastenal Co	$56.1M	0.73%	0.10%	-14.1%	Q1 2024
SWKStanley Black & Decker, Inc.	$56.1M	0.73%	0.49%	-16.5%	Q4 2020
ECLEcolab Inc.	$55.9M	0.73%	0.07%	-9.4%	Q4 2020
BDXBecton Dickinson & Co	$55.9M	0.73%	0.10%	+13.1%	Q4 2020

Premium opens every quarter this fund has filed