Vest Financial, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 30, 2026), Vest Financial, LLC reported 417 stock positions worth $7.9 billion. Its top holding was Chubb (CB) at 1.6% of the portfolio, followed by Nvidia (NVDA, 1.6%) and Microsoft (MSFT, 1.5%). Compared with Q3 2025, it opened 33 new positions, sold out of 30, added to 276 and reduced 108. The biggest buy was Lam Research (LRCX, shares +30%) and the biggest sale Aflac (AFL, shares −23%).
- Most Recent 13F
- Q2 2026
- Location
- MCLEAN, VA
- CIK
- 0001709632
- Portfolio Value
- $7.9B (Q4 2025)
- SEC Filing
- 0001709632-26-000002 ↗ filed Jan 30, 2026
Holdings Value
Holdings 417 stocks · $7.9B
| CB Chubb Ltd. | 1.58% | 400,304 | $124.9M | Add +2.4% |
| NVDA Nvidia Corp. | 1.57% | 664,292 | $123.9M | Add +9.6% |
| MSFT Microsoft Corp. | 1.52% | 248,399 | $120.1M | Add +16.7% |
| ABT Abbott Laboratories | 1.29% | 810,893 | $101.6M | Add +11.3% |
| GOOGL Alphabet Inc. Class A | 1.25% | 314,509 | $98.4M | Reduce -3.4% |
| LRCX Lam Research Corp. | 1.19% | 548,642 | $93.9M | Add +30.4% |
| ADP Automatic Data Processing | 1.11% | 339,023 | $87.2M | Add +4.4% |
| DOV Dover Corp. | 1.10% | 444,451 | $86.8M | Add +23.4% |
| AAPL Apple Inc. | 1.07% | 310,464 | $84.4M | Reduce -3.7% |
| JNJ Johnson & Johnson | 1.01% | 386,034 | $79.9M | Reduce -11.9% |
| AMAT Applied Materials Inc. | 1.00% | 307,995 | $79.2M | Reduce -0.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.98% | 259,575 | $76.9M | Reduce -8.3% |
| ALB Albemarle Corp. | 0.97% | 540,453 | $76.4M | Reduce -17.0% |
| KLAC KLA Corp. | 0.92% | 59,731 | $72.6M | Reduce -5.8% |
| JPM JPMorgan Chase & Co. | 0.90% | 220,531 | $71.1M | Add +6.3% |
| META Meta Platforms Inc. Class A | 0.90% | 107,615 | $71.0M | Add +10.4% |
| MLI Mueller Industries Inc. | 0.88% | 606,466 | $69.6M | Add +0.3% |
| GE General Electric filed as GE AEROSPACE | 0.87% | 222,510 | $68.5M | Add +32.1% |
| CINF Cincinnati Financial Corp. | 0.86% | 413,506 | $67.5M | Reduce -10.1% |
| CAH Cardinal Health Inc. | 0.83% | 319,704 | $65.7M | Reduce -12.5% |
| XOM Exxon Mobil Corp. | 0.82% | 534,725 | $64.3M | Reduce -22.3% |
| WMT Walmart Inc. | 0.81% | 571,871 | $63.7M | Reduce -9.0% |
| CAT Caterpillar Inc. | 0.80% | 109,763 | $62.9M | Reduce -21.8% |
| CHRW C.H. Robinson Worldwide Inc. | 0.79% | 387,945 | $62.4M | Reduce -27.0% |
| EXPD Expeditors Intl Wash Inc. | 0.79% | 418,418 | $62.3M | Reduce -11.3% |
| LIN Linde PLC | 0.79% | 145,880 | $62.2M | Add +1.4% |
| AFL Aflac Inc. | 0.79% | 563,693 | $62.2M | Reduce -23.4% |
| CRM Salesforce Inc. | 0.78% | 233,570 | $61.9M | Add +22.5% |
| V Visa Inc. Class A | 0.78% | 176,066 | $61.7M | Add +9.7% |
| EWBC East West Bancorp Inc. | 0.78% | 548,858 | $61.7M | Add +8.7% |
| AXP American Express Co. | 0.77% | 163,448 | $60.5M | Add +4.6% |
| MPWR Monolithic Power Systems Inc. | 0.77% | 66,613 | $60.4M | Add +35.2% |
| NUE Nucor Corp. | 0.75% | 360,972 | $58.9M | Reduce -6.9% |
| ROST Ross Stores Inc. | 0.74% | 325,291 | $58.6M | Add +4.0% |
| STT State Street Corp. | 0.74% | 453,872 | $58.6M | Add +39.1% |
| CVX Chevron Corp. | 0.73% | 379,911 | $57.9M | Reduce -4.8% |
| MCD McDonald's Corp. | 0.73% | 187,716 | $57.4M | Reduce -10.1% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.73% | 494,115 | $57.4M | Reduce -0.8% |
| ABBV Abbvie Inc. | 0.72% | 249,584 | $57.0M | Reduce -20.2% |
| SPGI S&P Global Inc. | 0.72% | 109,018 | $57.0M | Add +0.3% |
| SNA Snap-on Inc. | 0.72% | 165,192 | $56.9M | Add +10.2% |
| KO The Coca-Cola Co. | 0.72% | 806,941 | $56.4M | Reduce -9.0% |
| NEE Nextera Energy Inc. | 0.71% | 700,038 | $56.2M | Reduce -17.5% |
| KVUE Kenvue Inc. | 0.71% | 3,247,344 | $56.0M | Add +33.3% |
| BKNG Booking Holdings Inc. | 0.70% | 10,288 | $55.1M | Add +10.0% |
| PG The Procter & Gamble Co. | 0.70% | 384,448 | $55.1M | Reduce -2.5% |
| PHM Pultegroup Inc. | 0.69% | 465,170 | $54.5M | Add +12.0% |
| AOS Smith (a.o.) Corp. | 0.69% | 811,623 | $54.3M | Reduce -0.8% |
| WSM Williams-Sonoma Inc. | 0.68% | 301,845 | $53.9M | Add +6.8% |
| MDT Medtronic PLC | 0.68% | 557,175 | $53.5M | Reduce -10.6% |
| PNC PNC Financial Services Group | 0.67% | 254,686 | $53.2M | Add +44.1% |
| SWK Stanley Black & Decker Inc. | 0.67% | 712,509 | $52.9M | Reduce -5.5% |
| EMR Emerson Electric Co. | 0.67% | 395,526 | $52.5M | Add +1.9% |
| PCAR Paccar Inc. | 0.66% | 478,698 | $52.4M | Add +10.2% |
| BEN Franklin Templeton Inc. | 0.66% | 2,183,589 | $52.2M | Reduce -1.6% |
| HIG Hartford Insurance Group Inc. | 0.66% | 375,818 | $51.8M | Add +4.7% |
| GWW WW Grainger Inc. | 0.65% | 50,963 | $51.4M | Reduce -2.2% |
| TRV The Travelers Cos Inc. | 0.65% | 176,961 | $51.3M | Add +5.0% |
| TGT Target Corp. | 0.65% | 524,641 | $51.3M | Add +0.1% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.65% | 498,038 | $51.0M | Reduce -2.3% |
| LOW Lowe's Cos Inc. | 0.65% | 211,181 | $50.9M | Reduce -15.7% |
| BDX Becton Dickinson and Co. | 0.65% | 262,229 | $50.9M | Reduce -12.2% |
| NDSN Nordson Corp. | 0.64% | 210,670 | $50.7M | Reduce -15.8% |
| AMCR Amcor PLC | 0.64% | 6,059,855 | $50.5M | Add +7.9% |
| BKR Baker Hughes Co. | 0.64% | 1,105,084 | $50.3M | Add +4.1% |
| CL Colgate-Palmolive Co. | 0.64% | 635,906 | $50.2M | Add +0.0% |
| PEP Pepsico Inc. | 0.64% | 349,279 | $50.1M | Reduce -13.7% |
| PPG PPG Industries Inc. | 0.63% | 482,840 | $49.5M | Add +1.3% |
| GD General Dynamics Corp. | 0.63% | 146,756 | $49.4M | Reduce -16.3% |
| FDS Factset Research Systems Inc. | 0.63% | 170,147 | $49.4M | Add +30.8% |
| FRT Federal Realty Invs Trust | 0.62% | 488,385 | $49.2M | Reduce -15.6% |
| ACN Accenture PLC Class A | 0.62% | 183,287 | $49.2M | Add +18.2% |
| SYF Synchrony Financial | 0.62% | 587,954 | $49.1M | Add +3.8% |
| WST West Pharmaceutical Services | 0.62% | 178,079 | $49.0M | Reduce -9.4% |
| MKC McCormick & Co.-Non VTG SHRS | 0.62% | 719,260 | $49.0M | Reduce -6.3% |
| ESS Essex Property Trust Inc. | 0.62% | 186,694 | $48.9M | Reduce -2.1% |
| HRL Hormel Foods Corp. | 0.61% | 2,042,541 | $48.4M | Add +9.1% |
| APD Air Products & Chemicals Inc. | 0.61% | 194,855 | $48.1M | Add +5.6% |
| ED Consolidated Edison Inc. | 0.61% | 483,878 | $48.1M | Reduce -9.9% |
| ITW Illinois Tool Works | 0.61% | 195,003 | $48.0M | Reduce -6.9% |
| CTAS Cintas Corp. | 0.61% | 254,868 | $47.9M | Add +3.6% |
| SHW The Sherwin-Williams Co. | 0.61% | 147,764 | $47.9M | Reduce -8.3% |
| ECL Ecolab Inc. | 0.60% | 179,818 | $47.2M | Reduce -12.0% |
| PNR Pentair PLC | 0.60% | 451,137 | $47.0M | Reduce -15.4% |
| CHD Church & Dwight Co. Inc. | 0.60% | 559,770 | $46.9M | Reduce -0.7% |
| ATO Atmos Energy Corp. | 0.59% | 278,526 | $46.7M | Reduce -19.9% |
| FAST Fastenal Co. | 0.59% | 1,157,914 | $46.5M | Add +1.2% |
| SYY Sysco Corp. | 0.59% | 627,575 | $46.2M | Reduce -8.6% |
| O Realty Income Corp. | 0.59% | 818,442 | $46.1M | Reduce -13.4% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.58% | 470,907 | $46.1M | Reduce -6.7% |
| ADM Archer-Daniels-Midland Co. | 0.58% | 796,756 | $45.8M | Reduce -19.4% |
| BF.B Brown-Forman Corp. Class B | 0.58% | 1,756,041 | $45.8M | Reduce -0.2% |
| GPC Genuine Parts Co. | 0.58% | 371,274 | $45.7M | Reduce -9.8% |
| ES Eversource Energy | 0.58% | 674,603 | $45.4M | Reduce -18.3% |
| ROP Roper Technologies Inc. | 0.56% | 99,616 | $44.3M | Add +0.3% |
| BRO Brown & Brown Inc. | 0.56% | 552,994 | $44.1M | Add +3.7% |
| ERIE Erie Indemnity Company Class A | 0.56% | 152,841 | $43.8M | Add +2.3% |
| GEV GE Vernova Inc. | 0.55% | 66,191 | $43.3M | Add +56.7% |
| AVGO Broadcom Inc. | 0.54% | 124,041 | $42.9M | Add +6.7% |
| CLX Clorox Company | 0.53% | 417,391 | $42.1M | Add +0.0% |
Portfolio Sells Q3 2025 → Q4 2025
| AFL Aflac Inc. | Reduce -23.4% | 0.79% | −0.29 |
| EBAY eBay Inc. | Reduce -24.8% | 0.53% | −0.23 |
| ABBV Abbvie Inc. | Reduce -20.2% | 0.72% | −0.22 |
| XOM Exxon Mobil Corp. | Reduce -22.3% | 0.82% | −0.20 |
| ES Eversource Energy | Reduce -18.3% | 0.58% | −0.19 |
| ADM Archer-Daniels-Midland Co. | Reduce -19.4% | 0.58% | −0.19 |
| RJF Raymond James Financial Inc. | Reduce -20.1% | 0.49% | −0.19 |
| ATO Atmos Energy Corp. | Reduce -19.9% | 0.59% | −0.18 |
| BLK BlackRock Inc. | Reduce -25.0% | 0.36% | −0.18 |
| NTRS Northern Trust Corp. | Reduce -66.8% | 0.09% | −0.18 |
| LOW Lowe's Cos Inc. | Reduce -15.7% | 0.65% | −0.18 |
| PNR Pentair PLC | Reduce -15.4% | 0.60% | −0.18 |
| DHI D.R. Horton Inc. | Reduce -40.6% | 0.17% | −0.17 |
| KMB Kimberly-Clark Corp. | Reduce -4.4% | 0.53% | −0.17 |
| EA Electronic Arts Inc. | Reduce -26.9% | 0.44% | −0.17 |
| CF CF Industries Holdings Inc. | Reduce -89.4% | 0.02% | −0.17 |
| GPC Genuine Parts Co. | Reduce -9.8% | 0.58% | −0.17 |
| O Realty Income Corp. | Reduce -13.4% | 0.59% | −0.17 |
| LEN Lennar Corp. Class A | Reduce -20.9% | 0.27% | −0.16 |
| GD General Dynamics Corp. | Reduce -16.3% | 0.63% | −0.15 |
| UNM Unum Group | Reduce -20.5% | 0.51% | −0.15 |
| SYY Sysco Corp. | Reduce -8.6% | 0.59% | −0.15 |
| EG Everest Group Ltd. | Sold out | 0.00% | −0.15 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -69.8% | 0.06% | −0.15 |
| FRT Federal Realty Invs Trust | Reduce -15.6% | 0.62% | −0.14 |
| WTFC Wintrust Financial Corp. | Reduce -62.8% | 0.08% | −0.13 |
| ECL Ecolab Inc. | Reduce -12.0% | 0.60% | −0.13 |
| SJM The JM Smucker Co. | Reduce -6.7% | 0.58% | −0.13 |
| CHRW C.H. Robinson Worldwide Inc. | Reduce -27.0% | 0.79% | −0.13 |
| NEE Nextera Energy Inc. | Reduce -17.5% | 0.71% | −0.12 |
| EOG EOG Resources Inc. | Reduce -96.7% | 0.00% | −0.12 |
| SHW The Sherwin-Williams Co. | Reduce -8.3% | 0.61% | −0.12 |
| PEP Pepsico Inc. | Reduce -13.7% | 0.64% | −0.11 |
| ITW Illinois Tool Works | Reduce -6.9% | 0.61% | −0.10 |
| MCD McDonald's Corp. | Reduce -10.1% | 0.73% | −0.10 |
| CSCO Cisco Systems Inc. | Reduce -30.7% | 0.31% | −0.10 |
| CSL Carlisle Cos Inc. | Reduce -72.0% | 0.04% | −0.10 |
| QCOM Qualcomm Inc. | Reduce -16.8% | 0.49% | −0.10 |
| NDSN Nordson Corp. | Reduce -15.8% | 0.64% | −0.10 |
| MDT Medtronic PLC | Reduce -10.6% | 0.68% | −0.10 |
| ED Consolidated Edison Inc. | Reduce -9.9% | 0.61% | −0.10 |
| AOS Smith (a.o.) Corp. | Reduce -0.8% | 0.69% | −0.10 |
| CINF Cincinnati Financial Corp. | Reduce -10.1% | 0.86% | −0.09 |
| PG The Procter & Gamble Co. | Reduce -2.5% | 0.70% | −0.09 |
| BDX Becton Dickinson and Co. | Reduce -12.2% | 0.65% | −0.08 |
| ELV Elevance Health Inc. | Reduce -25.5% | 0.29% | −0.08 |
| CAT Caterpillar Inc. | Reduce -21.8% | 0.80% | −0.08 |
| CVX Chevron Corp. | Reduce -4.8% | 0.73% | −0.07 |
| IBM Intl Business Machines Corp. | Reduce -8.3% | 0.98% | −0.07 |
| LLY Eli Lilly & Co. | Reduce -70.8% | 0.05% | −0.07 |
Portfolio Buys Q3 2025 → Q4 2025
| LRCX Lam Research Corp. | Add +30.4% | 1.19% | +0.46 |
| DOV Dover Corp. | Add +23.4% | 1.10% | +0.32 |
| STT State Street Corp. | Add +39.1% | 0.74% | +0.25 |
| COKE Coca-Cola Consolidated Inc. | Add +60.8% | 0.45% | +0.23 |
| PNC PNC Financial Services Group | Add +44.1% | 0.67% | +0.21 |
| GEV GE Vernova Inc. | Add +56.7% | 0.55% | +0.21 |
| GE General Electric | Add +32.1% | 0.87% | +0.21 |
| BAC Bank of America Corp. | Add +85.6% | 0.43% | +0.21 |
| EXPE Expedia Group Inc. | New | 0.20% | +0.20 |
| CRM Salesforce Inc. | Add +22.5% | 0.78% | +0.19 |
| RF Regions Financial Corp. | New | 0.19% | +0.19 |
| KVUE Kenvue Inc. | Add +33.3% | 0.71% | +0.19 |
| USB US Bancorp | Add +1220.0% | 0.20% | +0.18 |
| VLTO Veralto Corp. | Add +116.6% | 0.35% | +0.17 |
| MPWR Monolithic Power Systems Inc. | Add +35.2% | 0.77% | +0.17 |
| INGR Ingredion Inc. | Add +332.0% | 0.23% | +0.17 |
| RL Ralph Lauren Corp. | Add +177.9% | 0.25% | +0.16 |
| ALL Allstate Corp. | Add +60.8% | 0.47% | +0.16 |
| PGR Progressive Corp. | Add +71.2% | 0.43% | +0.15 |
| CB Chubb Ltd. | Add +2.4% | 1.58% | +0.14 |
| RMD Resmed Inc. | Add +123.8% | 0.30% | +0.14 |
| FDS Factset Research Systems Inc. | Add +30.8% | 0.63% | +0.14 |
| ACN Accenture PLC Class A | Add +18.2% | 0.62% | +0.12 |
| ROST Ross Stores Inc. | Add +4.0% | 0.74% | +0.12 |
| PCAR Paccar Inc. | Add +10.2% | 0.66% | +0.11 |
| SYF Synchrony Financial | Add +3.8% | 0.62% | +0.10 |
| COST Costco Wholesale Corp. | Add +40.1% | 0.45% | +0.10 |
| NVDA Nvidia Corp. | Add +9.6% | 1.57% | +0.09 |
| AXP American Express Co. | Add +4.6% | 0.77% | +0.09 |
| AMZN Amazon.com Inc. | Add +21.5% | 0.45% | +0.09 |
| MLI Mueller Industries Inc. | Add +0.3% | 0.88% | +0.08 |
| MSFT Microsoft Corp. | Add +16.7% | 1.52% | +0.08 |
| EWBC East West Bancorp Inc. | Add +8.7% | 0.78% | +0.08 |
| TXN Texas Instruments Inc. | Add +50.4% | 0.24% | +0.07 |
| V Visa Inc. Class A | Add +9.7% | 0.78% | +0.07 |
| MU Micron Technology Inc. | New | 0.07% | +0.07 |
| GOOG Alphabet Inc. Class C | Add +5.5% | 0.25% | +0.06 |
| AMP Ameriprise Financial Inc. | Add +23.9% | 0.33% | +0.06 |
| MA Mastercard Inc. Class A | Add +14.8% | 0.47% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +6.3% | 0.90% | +0.05 |
| FOXA Fox Corp. Class A | Add +5.1% | 0.29% | +0.04 |
| SNA Snap-on Inc. | Add +10.2% | 0.72% | +0.04 |
| AVGO Broadcom Inc. | Add +6.7% | 0.54% | +0.04 |
| AMCR Amcor PLC | Add +7.9% | 0.64% | +0.04 |
| BKNG Booking Holdings Inc. | Add +10.0% | 0.70% | +0.04 |
| ISRG Intuitive Surgical Inc. | Add +45.1% | 0.09% | +0.04 |
| TGT Target Corp. | Add +0.1% | 0.65% | +0.04 |
| TRV The Travelers Cos Inc. | Add +5.0% | 0.65% | +0.04 |
| MRK Merck & Co. Inc. | Add +28.8% | 0.10% | +0.04 |
| ODFL Old Dominion Freight Line | Add +6.0% | 0.27% | +0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 420 | $9.5B | AMAT, LRCX, KLAC, MLI, NVDA |
| Q1 2026 | 414 | $8.3B | CB, NVDA, MSFT, LRCX, AMAT |
| Q4 2025 | 417 | $7.9B | CB, NVDA, MSFT, ABT, GOOGL |
| Q3 2025 | 414 | $7.7B | NVDA, CB, MSFT, ABT, ADP |
| Q2 2025 | 401 | $7.1B | CB, ADP, MSFT, AFL, XOM |
| Q1 2025 | 399 | $6.4B | CB, AFL, ADP, XOM, ABBV |
| Q4 2024 | 278 | $5.6B | CB, XOM, AFL, NUE, EMR |
| Q3 2024 | 274 | $5.2B | AFL, CB, XOM, NUE, IBM |
| Q2 2024 | 254 | $4.2B | AFL, CB, XOM, NUE, CHRW |
| Q1 2024 | 261 | $3.8B | XOM, NUE, CB, AFL, TGT |