StockDriftsStockDriftsTop 50 Vest Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 2% | 370.5K | $190.0M | +6.51%(+22.63K) | $419.86(+24.11%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 1.77% | 738.1K | $168.6M | +4.01%(+28.45K) | $142.12(+49.31%) | 2026-09-30 | |
| AAPL | APPLE INC | 1.45% | 413.3K | $137.6M | +2.52%(+10.15K) | $224.93(+54.81%) | 2026-09-30 | |
| CB | CHUBB LIMITED | 1.43% | 419.8K | $136.6M | +3.81%(+15.39K) | $246.90(+47.41%) | 2026-09-30 | |
| ADP | AUTOMATIC DATA PROCESSING IN | 1.36% | 501.8K | $129.5M | +0.41%(+2.03K) | $246.42(+24.97%) | 2026-09-30 | |
| CINF | CINCINNATI FINL CORP | 1.27% | 761.5K | $121.4M | +19.49%(+124.24K) | $137.65(+29.52%) | 2026-09-30 | |
| META | META PLATFORMS INC | 1.19% | 156.7K | $113.6M | +16.30%(+21.96K) | $603.54(+7.51%) | 2026-09-30 | |
| MU | MICRON TECHNOLOGY INC | 1.13% | 101.2K | $107.8M | +32.99%(+25.11K) | $566.04(+51.31%) | 2026-09-30 | |
| AMAT | APPLIED MATLS INC | 1.13% | 210.5K | $107.7M | -21.71%(-58.38K) | $186.88(+100.97%) | 2026-09-30 | |
| LRCX | LAM RESEARCH CORP | 1.13% | 326.1K | $107.1M | -15.18%(-58.36K) | $106.85(+115.40%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.67% | +28.35% | +4.35% | +23.74% |
| Top 20 Holdings Unweighted | +9.31% | +30.61% | +4.73% | +25.97% |
Vest Financial LLC reports $9.52B in US-listed equity holdings across 414 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (2.0%), NVDA (1.8%) and AAPL (1.4%). The top 20 holdings account for 23.44% of reported assets. Its disclosed equity book has returned +28.35% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Vest Financial LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1709632). View Vest Financial LLC’s 13F filings on SEC