13F filer

Vest Financial

As of Sep 30, 2026 Filed Oct 21, 2026 CIK 1709632 SEC filings ↗
13F Value
$9.52B
Positions
414
Top Position
MSFT2.0%
Top 5
8.0%

Latest filing changes

vs Jun 30, 2026
1 QCOM Qualcomm +167.7%+$32.4M
2 MU Micron Technology +33.0%+$26.7M
3 IBM IBM +33.0%+$25.9M
4 LUV Southwest Airlines +133.0%+$24.8M
5 RF Regions Financial +44.4%+$23.8M
Holdings414
# Trend (4Q)
1 MSFT 2.0% $190.0M +6.5% 370.5K 1.4% Common Stock
2 NVDA 1.8% $168.6M +4.0% 738.1K 1.5% Common Stock
3 AAPL 1.4% $137.6M +2.5% 413.3K 1.2% Common Stock
4 CB 1.4% $136.6M +3.8% 419.8K 1.4% Common Stock
5 ADP 1.4% $129.5M +0.4% 501.8K 1.2% Common Stock
6 CINF 1.3% $121.4M +19.5% 761.5K 1.2% Common Stock
7 META 1.2% $113.6M +16.3% 156.7K 0.8% Common Stock
8 MU 1.1% $107.8M +33.0% 101.2K 0.9% Common Stock
9 AMAT 1.1% $107.7M -21.7% 210.5K 2.0% Common Stock
10 LRCX
Filing details
  • 512807306 Sep 30, 2026 326,056 reported quantity $107,112,658 reported value
1.1% $107.1M -15.2% 326.1K 1.7% Common Stock
11 IBM 1.1% $104.5M +33.0% 475.0K 1.1% Common Stock
12 GOOGL
Filing details
  • 02079K305 Sep 30, 2026 303,510 reported quantity $104,431,721 reported value
1.1% $104.4M +0.5% 303.5K 1.1% Common Stock
13 AFL 1.0% $99.4M +24.6% 888.9K 0.9% Common Stock
14 JPM 1.0% $91.5M +8.3% 276.4K 0.9% Common Stock
15 V 0.9% $90.4M +10.3% 251.7K 0.8% Common Stock
16 KLAC 0.9% $90.4M -11.9% 463.6K 1.7% — Common Stock
17 EXPE 0.9% $84.5M +37.3% 321.0K 0.6% Common Stock
18 GEV 0.9% $84.2M +4.6% 88.6K 1.0% Common Stock
19 TRV 0.9% $82.2M +7.1% 230.5K 0.7% Common Stock
20 ROST 0.8% $80.9M +2.9% 346.6K 0.8% Common Stock
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing33
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.