Institutional Fund
Vest Financial, LLC
Mclean, VACIK 17096325 filings on record
Portfolio Value
$8.33B
Q1 2026
Holdings
414
Reported positions
New Buys
29
Opened this quarter
QoQ Change
+5.6%
from $7.88B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Chubb Limited1.6%
- Nvidia Corporation1.5%
- Microsoft Corp1.3%
- Lam Research Corp1.2%
- Applied Matls Inc1.2%
- Alphabet Inc1.1%
- Other92.1%
Portfolio Holdings
414 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Chubb Limited | 409.1K | $133.32M | 1.6% | +8.8K | Added |
| 2 | Nvidia Corporation | 703.8K | $122.73M | 1.5% | +39.5K | Added |
| 3 | Microsoft Corp | 298.7K | $110.56M | 1.3% | +50.3K | Added |
| 4 | Lam Research Corp | 472.4K | $100.94M | 1.2% | −76.2K | Reduced |
| 5 | Applied Matls Inc | 294.2K | $100.56M | 1.2% | −13.8K | Reduced |
| 6 | Alphabet Inc | 320.4K | $92.13M | 1.1% | +5.9K | Added |
| 7 | Johnson & Johnson | 362.8K | $88.69M | 1.1% | −23.2K | Reduced |
| 8 | Dover Corp | 417.3K | $86.99M | 1.0% | −27.1K | Reduced |
| 9 | Apple Inc | 338.7K | $85.95M | 1.0% | +28.2K | Added |
| 10 | Exxon Mobil Corp | 504.5K | $85.59M | 1.0% | −30.3K | Reduced |
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