Arkolith/Funds/Vest Financial, LLC

Vest Financial, LLC

CIK 1709632
Holdings as of Mar 31, 2026·disclosed Apr 24, 2026·~24-day 13F lag·13F-HR
Active Filer

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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holdings, largest changes, and filing provenance.
Opened
29
new positions
Added to
286
existing
Trimmed
99
reduced
Sold out
30
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
7%
Top 10 holdings
12%
Top 20 holdings
22%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Financials
21%
Information Technology
21%
Industrials
17%
Consumer Discretionary
10%
Materials
9%
Health Care
6%
Consumer Staples
6%
Utilities
3%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

414 positions
#SecurityValueShares% PortLast moveHistory
1Chubb Ltd Switz
COM
$133.3M409.1K
1.6%
+2.2%
Added · +9K sh
2Nvidia Corporation
COM
$122.7M703.8K
1.5%
+5.9%
Added · +39K sh
3Microsoft Corp
COM
$110.6M298.7K
1.3%
+20%
Added · +50K sh
4Lam Research Corp
COM NEW
$100.9M472.4K
1.2%
−14%
Reduced · −76K sh
5Applied Matls Inc
COM
$100.6M294.2K
1.2%
−4.5%
Reduced · −14K sh
6Alphabet Inc
CAP STK CL A
$92.1M320.4K
1.1%
+1.9%
Added · +6K sh
7Johnson & Johnson
COM
$88.7M362.8K
1.1%
−6.0%
Reduced · −23K sh
8Dover Corp
COM
$87.0M417.3K
1.0%
−6.1%
Reduced · −27K sh
9Apple Inc
COM
$85.9M338.7K
1.0%
+9.1%
Added · +28K sh
10Exxon Mobil Corp
COM
$85.6M504.5K
1.0%
−5.7%
Reduced · −30K sh
11Kla Corp
COM NEW
$84.5M57.4K
1.0%
−3.9%
Reduced · −2K sh
12Automatic Data Processing In
COM
$84.1M414.1K
1.0%
+22%
Added · +75K sh
13Cincinnati Finl Corp
COM
$83.8M532.3K
1.0%
+29%
Added · +119K sh
14Abbott Laboratories
COM
$81.9M797.5K
1.0%
−1.6%
Reduced · −13K sh
15Chevron Corporation
COM
$79.1M382.2K
0.9%
+0.6%
Added · +2K sh
16Ge Vernova Inc
COM
$79.0M90.5K
0.9%
+37%
Added · +24K sh
17Linde PLC
SHS
$78.5M158.4K
0.9%
+8.5%
Added · +12K sh
18Ross Stores Inc
COM
$73.9M341.1K
0.9%
+4.8%
Added · +16K sh
19International Business Machs
COM
$72.9M300.8K
0.9%
+16%
Added · +41K sh
20Baker Hughes Company
CL A
$71.1M1.16M
0.9%
+5.4%
Added · +59K sh
21Meta Platforms Inc
CL A
$70.4M123.0K
0.8%
+14%
Added · +15K sh
22Mueller Inds Inc
COM
$70.4M635.1K
0.8%
+4.7%
Added · +29K sh
23JPMorgan Chase & Co
COM
$70.0M237.9K
0.8%
+7.9%
Added · +17K sh
24NextEra Energy Inc
COM
$68.2M734.4K
0.8%
+4.9%
Added · +34K sh
25Caterpillar Inc
COM
$67.6M95.4K
0.8%
−13%
Reduced · −14K sh
26Aflac Inc
COM
$67.4M614.1K
0.8%
+8.9%
Added · +50K sh
27Snap On Inc
COM
$67.0M184.6K
0.8%
+12%
Added · +19K sh
28Ge Aerospace
COM NEW
$64.7M228.1K
0.8%
+2.5%
Added · +6K sh
29Coca Cola Co
COM
$64.5M847.9K
0.8%
+5.1%
Added · +41K sh
30Walmart Inc
COM
$64.1M515.6K
0.8%
−9.8%
Reduced · −56K sh
31McDonalds Corp
COM
$63.1M203.0K
0.8%
+8.1%
Added · +15K sh
32Bank New York Mellon Corp
COM
$62.7M528.6K
0.8%
+7.0%
Added · +35K sh
33Williams Sonoma Inc
COM
$62.5M342.7K
0.8%
+14%
Added · +41K sh
34Procter & Gamble Co
COM
$61.5M425.7K
0.7%
+11%
Added · +41K sh
35Visa Inc
COM CL A
$61.3M202.9K
0.7%
+15%
Added · +27K sh
36Pulte Group Inc
COM
$60.4M513.9K
0.7%
+10%
Added · +49K sh
37PNC Finl Svcs Group Inc
COM
$59.5M286.0K
0.7%
+12%
Added · +31K sh
38Pepsico Inc
COM
$59.5M383.1K
0.7%
+9.7%
Added · +34K sh
39Abbvie Inc
COM
$59.2M272.3K
0.7%
+9.1%
Added · +23K sh
40Target Corp
COM
$59.2M488.3K
0.7%
−6.9%
Reduced · −36K sh
41Monolithic PWR Sys Inc
COM
$57.2M52.3K
0.7%
−21%
Reduced · −14K sh
42Air Products And Chemicals I
COM
$57.2M196.8K
0.7%
+1.0%
Added · +2K sh
43Travelers Companies Inc
COM
$56.8M194.8K
0.7%
+10%
Added · +18K sh
44Atmos Energy Corp
COM
$56.8M307.6K
0.7%
+10%
Added · +29K sh
45Consolidated Edison Inc
COM
$56.4M498.7K
0.7%
+3.1%
Added · +15K sh
46Salesforce Inc
COM
$56.2M301.1K
0.7%
+29%
Added · +68K sh
47American Express Co
COM
$56.0M185.1K
0.7%
+13%
Added · +22K sh
48Hartford Insurance Group Inc
COM
$56.0M414.1K
0.7%
+10%
Added · +38K sh
49Archer Daniels Midland Co
COM
$55.6M764.9K
0.7%
−4.0%
Reduced · −32K sh
50Allstate Corp
COM
$55.2M266.1K
0.7%
+50%
Added · +89K sh
Showing 50 of 414 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026Apr 24, 2026605$8.3B13F-HR
Q4 2025Dec 31, 2025Jan 30, 2026573$7.9B13F-HR
Q3 2025Sep 30, 2025Oct 30, 2025573$7.7B13F-HR
Q2 2025Jun 30, 2025Jul 25, 2025558$7.1B13F-HR
Q1 2025Mar 31, 2025Apr 11, 2025554$6.4B13F-HR
Q4 2024Dec 31, 2024Jan 28, 2025415$5.6B13F-HR
Q3 2024Sep 30, 2024Oct 18, 2024377$5.2B13F-HR
Q2 2024Jun 30, 2024Aug 8, 2024356$4.2B13F-HR
Q1 2024Mar 31, 2024Apr 30, 2024384$3.8B13F-HR
Q4 2023Dec 31, 2023Jan 11, 2024270$2.7B13F-HR
Q3 2023Sep 30, 2023Oct 30, 2023182$1.8B13F-HR
Q2 2023Jun 30, 2023Jul 28, 2023180$1.1B13F-HR
Q1 2023Mar 31, 2023May 12, 2023176$734.6M13F-HR
Q4 2022Dec 31, 2022Feb 13, 2023174$640.7M13F-HR
Q3 2022Sep 30, 2022Nov 14, 2022128$528.4M13F-HR/A
Q2 2022Jun 30, 2022Aug 12, 2022128$550.0M13F-HR
Q1 2022Mar 31, 2022May 13, 2022130$550.5M13F-HR
Q4 2021Dec 31, 2021Feb 11, 2022128$459.9M13F-HR
Q3 2021Sep 30, 2021Nov 12, 2021130$328.7M13F-HR
Q2 2021Jun 30, 2021Jul 16, 2021130$264.0M13F-HR
Q1 2021Mar 31, 2021Jul 9, 2021130$174.4M13F-HR/A
Q4 2020Dec 31, 2020Feb 9, 202165$149.3M13F-HR
Amended / restated
  • Q3 2022 · filed Nov 10, 202213F-HR · superseded
  • Q1 2021 · filed May 14, 202113F-HR · superseded

Data source

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.