SEC 13F Intelligence

Managers / Q1 2026

Vest Financial, LLC

CIK 0001709632 · 8350 BROAD STREET, SUITE 240, MCLEAN, VA, 22102 · 855-979-6060

Reported Value
$8.3B
Q1 2026
Positions
605
Filings on Record
24
2019–present window
Filed
Apr 24, 2026
original filing

Summary

Vest Financial, LLC reported $8.3B in U.S.-listed holdings across 605 positions for Q1 2026.

Its largest position, Chubb Ltd Switz, represents 1.4% of the portfolio.

Compared with Q4 2025, the fund opened 29 new positions and exited 32.

Portfolio Metrics

Turnover
+7.0%
vs prior filed quarter
Top-10 Concentration
+10.5%
share of reported value
Largest Position
+1.4%
Chubb Ltd Switz
New / Exited
29 / 32
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’20: $149MQ4 ’20Q1 ’21: $174MQ2 ’21: $264MQ3 ’21: $329MQ3 ’21Q4 ’21: $460MQ1 ’22: $551MQ2 ’22: $550MQ2 ’22Q3 ’22: $528MQ4 ’22: $641MQ1 ’23: $735MQ1 ’23Q2 ’23: $1.1BQ3 ’23: $1.8BQ4 ’23: $2.7BQ4 ’23Q1 ’24: $3.8BQ2 ’24: $4.2BQ3 ’24: $5.2BQ3 ’24Q4 ’24: $5.6BQ1 ’25: $6.4BQ2 ’25: $7.1BQ2 ’25Q3 ’25: $7.7BQ4 ’25: $7.9BQ1 ’26: $8.3BQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 92.3%Other: 5.5%REIT: 2.0%ADR: 0.2%
  • Common Stock · 92.3% · $7.7B
  • Other · 5.5% · $456M
  • REIT · 2.0% · $166M
  • ADR · 0.2% · $21M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
AMCOR PLCNEW+1.22M1.22M+$49M$49M
REGNREGENERON PHARMACEUTICALSNEW+19.4K19.4K+$15M$15M
PNFPPINNACLE FINL PARTNERS INCNEW+36.4K36.4K+$3M$3M
ASML HLDG NVNEW+2.0K2.0K+$3M$3M
TPCTUTOR PERINI CORPNEW+25.2K25.2K+$2M$2M
VOYAVOYA FINANCIAL INCNEW+28.3K28.3K+$2M$2M
ASBASSOCIATED BANC-CORPNEW+71.8K71.8K+$2M$2M
EVEREST GROUP LTDNEW+5.7K5.7K+$2M$2M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

49 positions
#IssuerClass% PortfolioValueShares
1NVDANVIDIA CORPORATIONhistory →COM1.47%$123M703.8K
2CHUBB LTD SWITZCOM1.41%$117M359.9K
3LRCXLAM RESEARCH CORPhistory →COM NEW1.15%$95M446.8K
4AMATAPPLIED MATLS INChistory →COM1.14%$95M278.3K
5DOVDOVER CORPhistory →COM1.03%$86M411.6K
6KLACKLA CORPhistory →COM NEW1.00%$83M56.6K
7ADPAUTOMATIC DATA PROCESSING INhistory →COM1.00%$83M408.1K
8CINFCINCINNATI FINL CORPhistory →COM0.99%$83M525.2K
9JNJJOHNSON & JOHNSONhistory →COM0.94%$79M321.6K
10GEVGE VERNOVA INChistory →COM0.94%$78M89.2K
11ABTABBOTT LABORATORIEShistory →COM0.91%$76M738.8K
12MSFTMICROSOFT CORPhistory →COM0.89%$74M200.4K
13ROSTROSS STORES INChistory →COM0.87%$73M336.1K
14BKRBAKER HUGHES COMPANYhistory →CL A0.84%$70M1.15M
15MLIMUELLER INDS INChistory →COM0.83%$69M626.7K
16GOOGLALPHABET INChistory →CAP STK CL A0.83%$69M241.4K
17CHVCHEVRON CORPORATIONhistory →COM0.83%$69M332.4K
18IBMINTERNATIONAL BUSINESS MACHShistory →COM0.81%$68M279.3K
19EXMOCEXXON MOBIL CORPhistory →COM0.81%$67M397.7K
20AFLAFLAC INChistory →COM0.80%$66M605.4K
21SNASNAP ON INChistory →COM0.79%$66M182.1K
22BNYBANK NEW YORK MELLON CORPhistory →COM0.74%$62M520.8K
23WSMWILLIAMS SONOMA INChistory →COM0.74%$62M338.2K
24LINDE PLCSHS0.73%$61M122.3K
25PHMPULTE GROUP INChistory →COM0.72%$60M507.1K
26PNCPNC FINL SVCS GROUP INChistory →COM0.70%$59M281.8K
27KOCOCA COLA COhistory →COM0.70%$59M769.3K
28DYHTARGET CORPhistory →COM0.70%$58M481.4K
29NEENEXTERA ENERGY INChistory →COM0.70%$58M624.4K
30CATCATERPILLAR INChistory →COM0.69%$57M81.1K
31JPMJPMORGAN CHASE & COhistory →COM0.68%$57M193.6K
32MPWRMONOLITHIC PWR SYS INChistory →COM0.68%$56M51.6K
33APDAIR PRODUCTS AND CHEMICALS Ihistory →COM0.68%$56M194.0K
34MCDMCDONALDS CORPhistory →COM0.67%$56M180.7K
35ATOATMOS ENERGY CORPhistory →COM0.67%$56M303.2K
36TRVTRAVELERS COMPANIES INChistory →COM0.67%$56M191.9K
37EDCONSOLIDATED EDISON INChistory →COM0.67%$56M491.6K
38GE AEROSPACECOM NEW0.67%$56M195.6K
39HIGHARTFORD INSURANCE GROUP INChistory →COM0.66%$55M407.9K
40PEPPEPSICO INChistory →COM0.66%$55M354.0K
41PGPROCTER & GAMBLE COhistory →COM0.66%$55M380.4K
42WMTWALMART INChistory →COM0.66%$55M441.6K
43ADMARCHER DANIELS MIDLAND COhistory →COM0.66%$55M754.1K
44ALSALLSTATE CORPhistory →COM0.65%$54M262.2K
45AOSSMITH A O CORPhistory →COM0.64%$53M805.7K
46FASTFASTENAL COhistory →COM0.64%$53M1.14M
47FRTFEDERAL RLTY INVT TR NEWhistory →SH BEN INT NEW0.64%$53M498.2K
48ABBVABBVIE INChistory →COM0.63%$53M241.9K
49GWWWW GRAINGER INChistory →COM0.63%$53M48.2K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$8.3B605Apr 24, 202613F-HRchanges · EDGAR ↗
Q4 2025$7.9B573Jan 30, 202613F-HRchanges · EDGAR ↗
Q3 2025$7.7B573Oct 30, 202513F-HRchanges · EDGAR ↗
Q2 2025$7.1B558Jul 25, 202513F-HRchanges · EDGAR ↗
Q1 2025$6.4B554Apr 11, 202513F-HRchanges · EDGAR ↗
Q4 2024$5.6B415Jan 28, 202513F-HRchanges · EDGAR ↗
Q3 2024$5.2B377Oct 18, 202413F-HRchanges · EDGAR ↗
Q2 2024$4.2B356Aug 8, 202413F-HRchanges · EDGAR ↗
Q1 2024$3.8B384Apr 30, 202413F-HRchanges · EDGAR ↗
Q4 2023$2.7B270Jan 11, 202413F-HRchanges · EDGAR ↗
Q3 2023$1.8B182Oct 30, 202313F-HRchanges · EDGAR ↗
Q2 2023$1.1B180Jul 28, 202313F-HRchanges · EDGAR ↗
Q1 2023$735M176May 12, 202313F-HRchanges · EDGAR ↗
Q4 2022$641M174Feb 13, 202313F-HRchanges · EDGAR ↗
Q3 2022$528M128Nov 14, 2022RESTATEMENTchanges · EDGAR ↗
Q2 2022$550M128Aug 12, 202213F-HRchanges · EDGAR ↗
Q1 2022$551M130May 13, 202213F-HRchanges · EDGAR ↗
Q4 2021$460M128Feb 11, 202213F-HRchanges · EDGAR ↗
Q3 2021$329M130Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$264M130Jul 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$174M65May 14, 202113F-HRchanges · EDGAR ↗
Q4 2020$149M65Feb 9, 202113F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 1 additional manager.

  • FIRST TRUST ADVISORS LP028-06487

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.