Vest Financial, LLC holds a diversified book of 414 stocks worth $8.3B as of Q1 2026 (disclosed Apr 24, 2026, a ~45-day 13F lag). This quarter they opened Amcor PLC and trimmed Lam Research Corp. Their largest long position is Chubb Ltd at 2% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1709632/holdings"
Use Arkolith to show Vest Financial, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Chubb Ltd Switz COM | $133.3M | 409.1K | 1.6% | ▲+2.2% Added · +9K sh | |
| 2 | Nvidia Corporation COM | $122.7M | 703.8K | 1.5% | ▲+5.9% Added · +39K sh | |
| 3 | Microsoft Corp COM | $110.6M | 298.7K | 1.3% | ▲+20% Added · +50K sh | |
| 4 | Lam Research Corp COM NEW | $100.9M | 472.4K | 1.2% | ▼−14% Reduced · −76K sh | |
| 5 | Applied Matls Inc COM | $100.6M | 294.2K | 1.2% | ▼−4.5% Reduced · −14K sh | |
| 6 | Alphabet Inc CAP STK CL A | $92.1M | 320.4K | 1.1% | ▲+1.9% Added · +6K sh | |
| 7 | Johnson & Johnson COM | $88.7M | 362.8K | 1.1% | ▼−6.0% Reduced · −23K sh | |
| 8 | Dover Corp COM | $87.0M | 417.3K | 1.0% | ▼−6.1% Reduced · −27K sh | |
| 9 | Apple Inc COM | $85.9M | 338.7K | 1.0% | ▲+9.1% Added · +28K sh | |
| 10 | Exxon Mobil Corp COM | $85.6M | 504.5K | 1.0% | ▼−5.7% Reduced · −30K sh | |
| 11 | Kla Corp COM NEW | $84.5M | 57.4K | 1.0% | ▼−3.9% Reduced · −2K sh | |
| 12 | Automatic Data Processing In COM | $84.1M | 414.1K | 1.0% | ▲+22% Added · +75K sh | |
| 13 | Cincinnati Finl Corp COM | $83.8M | 532.3K | 1.0% | ▲+29% Added · +119K sh | |
| 14 | Abbott Laboratories COM | $81.9M | 797.5K | 1.0% | ▼−1.6% Reduced · −13K sh | |
| 15 | Chevron Corporation COM | $79.1M | 382.2K | 0.9% | ▲+0.6% Added · +2K sh | |
| 16 | Ge Vernova Inc COM | $79.0M | 90.5K | 0.9% | ▲+37% Added · +24K sh | |
| 17 | Linde PLC SHS | $78.5M | 158.4K | 0.9% | ▲+8.5% Added · +12K sh | |
| 18 | Ross Stores Inc COM | $73.9M | 341.1K | 0.9% | ▲+4.8% Added · +16K sh | |
| 19 | International Business Machs COM | $72.9M | 300.8K | 0.9% | ▲+16% Added · +41K sh | |
| 20 | Baker Hughes Company CL A | $71.1M | 1.16M | 0.9% | ▲+5.4% Added · +59K sh | |
| 21 | Meta Platforms Inc CL A | $70.4M | 123.0K | 0.8% | ▲+14% Added · +15K sh | |
| 22 | Mueller Inds Inc COM | $70.4M | 635.1K | 0.8% | ▲+4.7% Added · +29K sh | |
| 23 | JPMorgan Chase & Co COM | $70.0M | 237.9K | 0.8% | ▲+7.9% Added · +17K sh | |
| 24 | NextEra Energy Inc COM | $68.2M | 734.4K | 0.8% | ▲+4.9% Added · +34K sh | |
| 25 | Caterpillar Inc COM | $67.6M | 95.4K | 0.8% | ▼−13% Reduced · −14K sh | |
| 26 | Aflac Inc COM | $67.4M | 614.1K | 0.8% | ▲+8.9% Added · +50K sh | |
| 27 | Snap On Inc COM | $67.0M | 184.6K | 0.8% | ▲+12% Added · +19K sh | |
| 28 | Ge Aerospace COM NEW | $64.7M | 228.1K | 0.8% | ▲+2.5% Added · +6K sh | |
| 29 | Coca Cola Co COM | $64.5M | 847.9K | 0.8% | ▲+5.1% Added · +41K sh | |
| 30 | Walmart Inc COM | $64.1M | 515.6K | 0.8% | ▼−9.8% Reduced · −56K sh | |
| 31 | McDonalds Corp COM | $63.1M | 203.0K | 0.8% | ▲+8.1% Added · +15K sh | |
| 32 | Bank New York Mellon Corp COM | $62.7M | 528.6K | 0.8% | ▲+7.0% Added · +35K sh | |
| 33 | Williams Sonoma Inc COM | $62.5M | 342.7K | 0.8% | ▲+14% Added · +41K sh | |
| 34 | Procter & Gamble Co COM | $61.5M | 425.7K | 0.7% | ▲+11% Added · +41K sh | |
| 35 | Visa Inc COM CL A | $61.3M | 202.9K | 0.7% | ▲+15% Added · +27K sh | |
| 36 | Pulte Group Inc COM | $60.4M | 513.9K | 0.7% | ▲+10% Added · +49K sh | |
| 37 | PNC Finl Svcs Group Inc COM | $59.5M | 286.0K | 0.7% | ▲+12% Added · +31K sh | |
| 38 | Pepsico Inc COM | $59.5M | 383.1K | 0.7% | ▲+9.7% Added · +34K sh | |
| 39 | Abbvie Inc COM | $59.2M | 272.3K | 0.7% | ▲+9.1% Added · +23K sh | |
| 40 | Target Corp COM | $59.2M | 488.3K | 0.7% | ▼−6.9% Reduced · −36K sh | |
| 41 | Monolithic PWR Sys Inc COM | $57.2M | 52.3K | 0.7% | ▼−21% Reduced · −14K sh | |
| 42 | Air Products And Chemicals I COM | $57.2M | 196.8K | 0.7% | ▲+1.0% Added · +2K sh | |
| 43 | Travelers Companies Inc COM | $56.8M | 194.8K | 0.7% | ▲+10% Added · +18K sh | |
| 44 | Atmos Energy Corp COM | $56.8M | 307.6K | 0.7% | ▲+10% Added · +29K sh | |
| 45 | Consolidated Edison Inc COM | $56.4M | 498.7K | 0.7% | ▲+3.1% Added · +15K sh | |
| 46 | Salesforce Inc COM | $56.2M | 301.1K | 0.7% | ▲+29% Added · +68K sh | |
| 47 | American Express Co COM | $56.0M | 185.1K | 0.7% | ▲+13% Added · +22K sh | |
| 48 | Hartford Insurance Group Inc COM | $56.0M | 414.1K | 0.7% | ▲+10% Added · +38K sh | |
| 49 | Archer Daniels Midland Co COM | $55.6M | 764.9K | 0.7% | ▼−4.0% Reduced · −32K sh | |
| 50 | Allstate Corp COM | $55.2M | 266.1K | 0.7% | ▲+50% Added · +89K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | Apr 24, 2026 | 605 | $8.3B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 30, 2026 | 573 | $7.9B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 30, 2025 | 573 | $7.7B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 25, 2025 | 558 | $7.1B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 11, 2025 | 554 | $6.4B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 28, 2025 | 415 | $5.6B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 18, 2024 | 377 | $5.2B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 8, 2024 | 356 | $4.2B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 30, 2024 | 384 | $3.8B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 11, 2024 | 270 | $2.7B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 30, 2023 | 182 | $1.8B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 28, 2023 | 180 | $1.1B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 12, 2023 | 176 | $734.6M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 13, 2023 | 174 | $640.7M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 128 | $528.4M | 13F-HR/A |
| Q2 2022 | Jun 30, 2022 | Aug 12, 2022 | 128 | $550.0M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 13, 2022 | 130 | $550.5M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 11, 2022 | 128 | $459.9M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 130 | $328.7M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 16, 2021 | 130 | $264.0M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Jul 9, 2021 | 130 | $174.4M | 13F-HR/A |
| Q4 2020 | Dec 31, 2020 | Feb 9, 2021 | 65 | $149.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.