Top 50 Vest Financial, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CB | CHUBB LTD SWITZ | 1.6% | 409.1K | $133.3M | +2.19%(+8.76K) | $243.62(+29.71%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.47% | 703.8K | $122.7M | +5.94%(+39.46K) | $138.87(+62.62%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.33% | 298.7K | $110.6M | +20.24%(+50.27K) | $426.98(-5.10%) | 2026-03-31 | |
| LRCX | LAM RESEARCH CORP | 1.21% | 472.4K | $100.9M | -13.89%(-76.23K) | $106.85(+176.50%) | 2026-03-31 | |
| AMAT | APPLIED MATLS INC | 1.21% | 294.2K | $100.6M | -4.47%(-13.78K) | $186.88(+133.63%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.11% | 320.4K | $92.1M | +1.87%(+5.87K) | $177.08(+127.37%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 1.07% | 362.8K | $88.7M | -6.01%(-23.19K) | $157.29(+46.49%) | 2026-03-31 | |
| DOV | DOVER CORP | 1.04% | 417.3K | $87.0M | -6.10%(-27.11K) | $165.36(+29.79%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.03% | 338.7K | $85.9M | +9.08%(+28.20K) | $214.14(+39.56%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 1.03% | 504.5K | $85.6M | -5.66%(-30.27K) | $105.14(+44.16%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +3.74% | +11.66% |
| Top 20 Holdings Unweighted | +4.23% | +13.24% |
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