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CIK: 0001709632
Total reported value
$9.5B
$9.5B
399 檔
4.9%
In Q1 2025, Vest Financial, LLC's U.S. equity holdings reached a combined market value of $9.5B, distributed across 399 disclosed stock positions.
In Q1 2025, Vest Financial, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 399 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CB | Chubb Limited | Stock-Financials | 1.68% | -0.15% | +10.66% | |
| 2 | AFL | Aflac Inc | Stock-Financials | 1.52% | +0.07% | +6.76% | |
| 3 | ADP | Automatic Data Processing | Stock-Tech | 1.49% | +0.17% | +60.02% | |
| 4 | XOM | Exxon Mobil CORP | Stock-Energy | 1.48% | -0.39% | -2.42% | |
| 5 | ABBV | Abbvie Inc | Stock-Healthcare | 1.10% | — | +9.03% | |
| 6 | ABT | Abbott Laboratories | Stock-Healthcare | 1.09% | -0.21% | +5.63% | |
| 7 | IBM | Intl Business Machines CORP | Stock-Tech | 1.09% | +0.17% | -2.72% | |
| 8 | CINF | Cincinnati Financial CORP | Stock-Financials | 1.07% | +0.23% | +9.48% | |
| 9 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.05% | -0.10% | +7.09% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.04% | -0.38% | +10.71% | |
| 11 | NUE | Nucor CORP | Stock-Materials | 1.04% | -0.03% | -18.28% | |
| 12 | ED | Consolidated Edison Inc | Stock-Utilities | 1.04% | -0.16% | +14.07% | |
| 13 | BRO | Brown & Brown Inc | Stock-Financials | 1.03% | -0.05% | -1.41% | |
| 14 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 1.03% | -0.11% | +37.07% | |
| 15 | LIN | Linde plc | Stock-Materials | 1.02% | -0.18% | +9.23% | |
| 16 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.01% | -0.20% | +6.99% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.00% | -0.36% | -3.18% | |
| 18 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.98% | -0.06% | +6.77% | |
| 19 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 0.97% | +0.01% | +9.00% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.97% | -0.09% | +5.18% | |
| 21 | ROP | Roper Technologies Inc | Stock-Tech | 0.95% | -0.06% | -1.29% | |
| 22 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.95% | -0.02% | +3.13% | |
| 23 | ATO | Atmos Energy CORP | Stock-Utilities | 0.94% | -0.20% | -1.22% | |
| 24 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.94% | -0.04% | -13.18% | |
| 25 | ESS | Essex Property Trust Inc | Stock-Real Estate | 0.94% | — | +4.87% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.94% | +0.19% | +44.30% | |
| 27 | ES | Eversource Energy | Stock-Utilities | 0.94% | -0.05% | — | |
| 28 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.94% | +0.02% | +1.60% | |
| 29 | ERIE | Erie Indemnity Company-cl A | Stock-Financials | 0.92% | -0.08% | — | |
| 30 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.92% | -0.06% | +10.14% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.92% | +0.03% | +39.21% | |
| 32 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 0.91% | — | -2.15% | |
| 33 | O | Realty Income CORP | Stock-Real Estate | 0.91% | -0.13% | +12.53% | |
| 34 | ECL | Ecolab Inc | Stock-Materials | 0.90% | -0.08% | +2.70% | |
| 35 | NEE | Nextera Energy Inc | Stock-Utilities | 0.88% | -0.22% | +12.41% | |
| 36 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.88% | -0.10% | -6.70% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.88% | -0.22% | +11.51% | |
| 38 | GD | General Dynamics CORP | Stock-Industrials | 0.87% | -0.03% | +9.28% | |
| 39 | FAST | Fastenal Co | Stock-Industrials | 0.87% | -0.11% | -3.29% | |
| 40 | MDT | Medtronic plc | Stock-Healthcare | 0.87% | -0.06% | -1.39% | |
| 41 | CTAS | Cintas CORP | Stock-Industrials | 0.87% | -0.05% | +0.13% | |
| 42 | SPGI | S&p Global Inc | Stock-Financials | 0.87% | -0.03% | -6.01% | |
| 43 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.87% | +0.04% | -6.80% | |
| 44 | SYY | Sysco CORP | Stock-Consumer Staples | 0.85% | -0.01% | -3.86% | |
| 45 | HRL | Hormel Foods CORP | Stock-Consumer Staples | 0.85% | +0.02% | -2.76% | |
| 46 | BF-B | Brown-forman Corp-class B | Stock-Other | 0.85% | -0.12% | +39.49% | |
| 47 | AMCR | Amcor plc | Stock-Consumer Disc | 0.85% | — | +9.52% | |
| 48 | AOS | Smith (a.o.) CORP | Stock-Industrials | 0.83% | -0.09% | +6.61% | |
| 49 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.83% | -0.04% | -3.03% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.82% | -0.23% | -14.24% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CB | Chubb Limited | — | NEW | New buy |
| 2 | AFL | Aflac Inc | — | NEW | New buy |
| 3 | ADP | Automatic Data Processing | — | NEW | New buy |
| 4 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 5 | ABBV | Abbvie Inc | — | NEW | New buy |
| 6 | ABT | Abbott Laboratories | — | NEW | New buy |
| 7 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 8 | CINF | Cincinnati Financial CORP | — | NEW | New buy |
| 9 | KO | Coca-cola Co/the | — | NEW | New buy |
| 10 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 11 | NUE | Nucor CORP | — | NEW | New buy |
| 12 | ED | Consolidated Edison Inc | — | NEW | New buy |
| 13 | BRO | Brown & Brown Inc | — | NEW | New buy |
| 14 | ADM | Archer-daniels-midland Co | — | NEW | New buy |
| 15 | LIN | Linde plc | — | NEW | New buy |
| 16 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 17 | CVX | Chevron CORP | — | NEW | New buy |
| 18 | KVUE | Kenvue Inc | — | NEW | New buy |
| 19 | SJM | Jm Smucker Co/the | — | NEW | New buy |
| 20 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 21 | ROP | Roper Technologies Inc | — | NEW | New buy |
| 22 | KMB | Kimberly-clark CORP | — | NEW | New buy |
| 23 | ATO | Atmos Energy CORP | — | NEW | New buy |
| 24 | CAH | Cardinal Health Inc | — | NEW | New buy |
| 25 | ESS | Essex Property Trust Inc | — | NEW | New buy |
| 26 | AAPL | Apple Inc | — | NEW | New buy |
| 27 | ES | Eversource Energy | — | NEW | New buy |
| 28 | MKC | Mccormick & Co-non Vtg Shrs | — | NEW | New buy |
| 29 | ERIE | Erie Indemnity Company-cl A | — | NEW | New buy |
| 30 | CL | Colgate-palmolive Co | — | NEW | New buy |
| 31 | MSFT | Microsoft CORP | — | NEW | New buy |
| 32 | EXPD | Expeditors Intl Wash Inc | — | NEW | New buy |
| 33 | O | Realty Income CORP | — | NEW | New buy |
| 34 | ECL | Ecolab Inc | — | NEW | New buy |
| 35 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 36 | CHD | Church & Dwight Co Inc | — | NEW | New buy |
| 37 | PEP | Pepsico Inc | — | NEW | New buy |
| 38 | GD | General Dynamics CORP | — | NEW | New buy |
| 39 | FAST | Fastenal Co | — | NEW | New buy |
| 40 | MDT | Medtronic plc | — | NEW | New buy |
| 41 | CTAS | Cintas CORP | — | NEW | New buy |
| 42 | SPGI | S&p Global Inc | — | NEW | New buy |
| 43 | GPC | Genuine Parts Co | — | NEW | New buy |
| 44 | SYY | Sysco CORP | — | NEW | New buy |
| 45 | HRL | Hormel Foods CORP | — | NEW | New buy |
| 46 | BF-B | Brown-forman Corp-class B | — | NEW | New buy |
| 47 | AMCR | Amcor plc | — | NEW | New buy |
| 48 | AOS | Smith (a.o.) CORP | — | NEW | New buy |
| 49 | SHW | Sherwin-williams Co/the | — | NEW | New buy |
| 50 | WMT | Walmart Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Vest Financial, LLC reported a total U.S. public equity portfolio value of $9.5B across 399 disclosed positions in Q1 2025.
During Q1 2025, Vest Financial, LLC's top holdings by market value included CB (1.7%)、AFL (1.5%)、ADP (1.5%). The largest single position, CB, represented 1.7% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including CB, AFL, ADP) accounted for 4.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
CB
市值: $107.9M
In Q1 2025, Vest Financial, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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