StockDriftsStockDriftsTop 50 Vest Financial, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATLS INC | 2.04% | 268.9K | $194.4M | -8.61%(-25.33K) | $186.88(+184.57%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 1.75% | 384.4K | $166.6M | -18.63%(-88.00K) | $106.85(+215.78%) | 2026-06-30 | |
| KLAC | KLA CORP | 1.67% | 526.4K | $158.8M | -8.31%(-47.69K) | $79.24(+150.61%) | 2026-06-30 | |
| MLI | MUELLER INDS INC | 1.6% | 1.24M | $152.7M | +95.64%(+607.42K) | $43.35(+54.00%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.49% | 709.6K | $142.0M | +0.84%(+5.89K) | $139.23(+62.36%) | 2026-06-30 | |
| CB | CHUBB LIMITED | 1.45% | 404.4K | $137.8M | -1.13%(-4.61K) | $243.62(+41.92%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.36% | 347.8K | $129.8M | +16.47%(+49.18K) | $418.36(+16.18%) | 2026-06-30 | |
| CINF | CINCINNATI FINL CORP | 1.24% | 637.3K | $118.0M | +19.72%(+104.95K) | $130.90(+32.29%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.22% | 403.2K | $116.7M | +19.05%(+64.50K) | $222.76(+37.09%) | 2026-06-30 | |
| ADP | AUTOMATIC DATA PROCESSING IN | 1.18% | 499.7K | $111.9M | +20.68%(+85.63K) | $246.44(+8.62%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.98% | +33.02% | +5.72% | +32.06% |
| Top 20 Holdings Unweighted | +10.23% | +33.94% | +5.93% | +33.40% |
Vest Financial, LLC reports $9.52B in US-listed equity holdings across 420 positions in its most recent 13F filing. Its largest disclosed positions are AMAT (2.0%), LRCX (1.8%) and KLAC (1.7%). The top 20 holdings account for 24.4% of reported assets. Its disclosed equity book has returned +33.02% on a three-year cumulative basis. Figures reflect the Q2 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