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CIK: 0001709632
Total reported value
$9.5B
$9.5B
417 檔
6.0%
In Q4 2025, Vest Financial, LLC's U.S. equity holdings reached a combined market value of $9.5B, distributed across 417 disclosed stock positions.
Vest Financial, LLC executed strategic sector rebalancing during Q4 2025, establishing 2 new positions while fully exiting 1 holdings and trimming 24 positions.
In terms of portfolio concentration, the top 5 core holdings (including CB, NVDA, MSFT) accounted for 6.0% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 417 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CB | Chubb Limited | Stock-Financials | 1.58% | -0.15% | +2.40% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 1.57% | +0.02% | +9.58% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 1.52% | +0.03% | +16.71% | |
| 4 | ABT | Abbott Laboratories | Stock-Healthcare | 1.29% | -0.21% | +11.29% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.25% | +0.02% | -3.39% | |
| 6 | LRCX | Lam Research CORP | Stock-Tech | 1.19% | +0.54% | +30.35% | |
| 7 | ADP | Automatic Data Processing | Stock-Tech | 1.11% | +0.17% | +4.43% | |
| 8 | DOV | Dover CORP | Stock-Industrials | 1.10% | -0.26% | +23.41% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.07% | +0.19% | -3.68% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.01% | -0.38% | -11.95% | |
| 11 | AMAT | Applied Materials Inc | Stock-Tech | 1.00% | +0.83% | -0.44% | |
| 12 | IBM | Intl Business Machines CORP | Stock-Tech | 0.98% | +0.17% | -8.29% | |
| 13 | ALB | Albemarle CORP | Stock-Materials | 0.97% | -0.27% | -17.03% | |
| 14 | KLAC | Kla CORP | Stock-Tech | 0.92% | +0.65% | -5.75% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.90% | +0.04% | +6.30% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.90% | -0.05% | +10.40% | |
| 17 | MLI | Mueller Industries Inc | Stock-Industrials | 0.88% | +0.75% | +0.34% | |
| 18 | GE | General Electric | Stock-Industrials | 0.87% | +0.15% | +32.14% | |
| 19 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.86% | +0.23% | -10.11% | |
| 20 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.83% | -0.04% | -12.51% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.82% | -0.39% | -22.29% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 0.81% | -0.23% | -9.02% | |
| 23 | CAT | Caterpillar Inc | Stock-Industrials | 0.80% | +0.04% | -21.77% | |
| 24 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 0.79% | -0.06% | -27.01% | |
| 25 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 0.79% | — | -11.31% | |
| 26 | LIN | Linde plc | Stock-Materials | 0.79% | -0.18% | +1.41% | |
| 27 | AFL | Aflac Inc | Stock-Financials | 0.79% | +0.07% | -23.40% | |
| 28 | CRM | Salesforce Inc | Stock-Tech | 0.78% | -0.06% | +22.49% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.78% | +0.08% | +9.65% | |
| 30 | EWBC | East West Bancorp Inc | Stock-Financials | 0.78% | -0.13% | +8.69% | |
| 31 | AXP | American Express Co | Stock-Financials | 0.77% | +0.05% | +4.60% | |
| 32 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 0.77% | -0.18% | +35.18% | |
| 33 | NUE | Nucor CORP | Stock-Materials | 0.75% | -0.03% | -6.89% | |
| 34 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.74% | -0.14% | +4.04% | |
| 35 | STT | State Street CORP | Stock-Financials | 0.74% | -0.12% | +39.08% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.73% | -0.36% | -4.78% | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.73% | -0.20% | -10.09% | |
| 38 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.73% | +0.05% | -0.75% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.72% | — | -20.19% | |
| 40 | SPGI | S&p Global Inc | Stock-Financials | 0.72% | -0.03% | +0.27% | |
| 41 | SNA | Snap-on Inc | Stock-Industrials | 0.72% | +0.03% | +10.24% | |
| 42 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.72% | -0.10% | -9.03% | |
| 43 | NEE | Nextera Energy Inc | Stock-Utilities | 0.71% | -0.22% | -17.52% | |
| 44 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.71% | -0.06% | +33.25% | |
| 45 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.70% | -0.14% | +9.98% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.70% | -0.09% | -2.46% | |
| 47 | PHM | Pultegroup Inc | Stock-Consumer Disc | 0.69% | -0.18% | +11.98% | |
| 48 | AOS | Smith (a.o.) CORP | Stock-Industrials | 0.69% | -0.09% | -0.75% | |
| 49 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.68% | +0.13% | +6.85% | |
| 50 | MDT | Medtronic plc | Stock-Healthcare | 0.68% | -0.06% | -10.61% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +0.5% | +30.35% | Add |
| 2 | DOV | Dover CORP | +0.3% | +23.41% | Add |
| 3 | ALB | Albemarle CORP | +0.3% | -17.03% | Trim |
| 4 | STT | State Street CORP | +0.3% | +39.08% | Add |
| 5 | COKE | Coca-cola Consolidated Inc | +0.2% | +60.76% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | -3.39% | Trim |
| 7 | GE | General Electric | +0.2% | +32.14% | Add |
| 8 | PNC | Pnc Financial Services Group | +0.2% | +44.12% | Add |
| 9 | GEV | GE Vernova Inc | +0.2% | +56.72% | Add |
| 10 | BAC | Bank Of America CORP | +0.2% | +85.64% | Add |
| 11 | CRM | Salesforce Inc | +0.2% | +22.49% | Add |
| 12 | KVUE | Kenvue Inc | +0.2% | +33.25% | Add |
| 13 | USB | US Bancorp | +0.2% | +1220.02% | Add |
| 14 | MPWR | Monolithic Power Systems Inc | +0.2% | +35.18% | Add |
| 15 | AMAT | Applied Materials Inc | +0.2% | -0.44% | Trim |
| 16 | VLTO | Veralto CORP | +0.2% | +116.58% | Add |
| 17 | INGR | Ingredion Inc | +0.2% | +332.03% | Add |
| 18 | RL | Ralph Lauren CORP | +0.2% | +177.88% | Add |
| 19 | ALL | Allstate CORP | +0.2% | +60.80% | Add |
| 20 | PGR | Progressive CORP | +0.2% | +71.15% | Add |
| 21 | CB | Chubb Limited | +0.1% | +2.40% | Add |
| 22 | FDS | Factset Research Systems Inc | +0.1% | +30.78% | Add |
| 23 | RMD | Resmed Inc | +0.1% | +123.81% | Add |
| 24 | ROST | Ross Stores Inc | +0.1% | +4.04% | Add |
| 25 | ACN | Accenture plc | +0.1% | +18.18% | Add |
| 26 | NVDA | Nvidia CORP | +0.1% | +9.58% | Add |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -69.81% | Trim |
| 28 | UNM | Unum Group | -0.2% | -20.53% | Trim |
| 29 | CF | Cf Industries Holdings Inc | -0.2% | -89.36% | Trim |
| 30 | LEN | Lennar Corp-a | -0.2% | -20.94% | Trim |
| 31 | O | Realty Income CORP | -0.2% | -13.40% | Trim |
| 32 | NTRS | Northern Trust CORP | -0.2% | -66.77% | Trim |
| 33 | DHI | Dr Horton Inc | -0.2% | -40.56% | Trim |
| 34 | EA | Electronic Arts Inc | -0.2% | -26.91% | Trim |
| 35 | PNR | Pentair plc | -0.2% | -15.38% | Trim |
| 36 | LOW | Lowe's Cos Inc | -0.2% | -15.71% | Trim |
| 37 | KMB | Kimberly-clark CORP | -0.2% | -4.40% | Trim |
| 38 | GPC | Genuine Parts Co | -0.2% | -9.80% | Trim |
| 39 | RJF | Raymond James Financial Inc | -0.2% | -20.07% | Trim |
| 40 | ES | Eversource Energy | -0.2% | -18.30% | Trim |
| 41 | XOM | Exxon Mobil CORP | -0.2% | -22.29% | Trim |
| 42 | ADM | Archer-daniels-midland Co | -0.2% | -19.35% | Trim |
| 43 | BLK | Blackrock Inc | -0.2% | -25.03% | Trim |
| 44 | ATO | Atmos Energy CORP | -0.2% | -19.89% | Trim |
| 45 | EBAY | Ebay Inc | -0.2% | -24.78% | Trim |
| 46 | ABBV | Abbvie Inc | -0.2% | -20.19% | Trim |
| 47 | AFL | Aflac Inc | -0.3% | -23.40% | Trim |
| 48 | EXPE | Expedia Group Inc | — | NEW | New buy |
| 49 | RF | Regions Financial CORP | — | NEW | New buy |
| 50 | EG | Everest Group, Ltd. | — | EXIT | Sold out |
According to official SEC Form 13F filings, Vest Financial, LLC reported a total U.S. public equity portfolio value of $9.5B across 417 disclosed positions in Q4 2025.
During Q4 2025, Vest Financial, LLC's top holdings by market value included CB (1.6%)、NVDA (1.6%)、MSFT (1.5%). The largest single position, CB, represented 1.6% 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.
Top New Position Initiated
EXPE
市值: $15.9M
Top Position Liquidated / Trimmed
EG
前期市值: $11.5M
In Q4 2025, Vest Financial, LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 23 positions, trimming 24 holdings, and fully liquidating 1 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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