13F ガイド13F 完全解析
SEC Form 13Fとは？米国機関投資家の保有銘柄完全ガイド
Form 13Fの基準（運用資産1億ドル以上）と45日間の遅延開示ルールを解説。ヘッジファンドの保有銘柄を効果的に追跡する方法を学びます。
AlphaSMO 公式研究ガイド記事を読む
CIK: 0001709632
申告総資産額
$95.2億
$95.2億
420 檔
8.6%
Q2 2026の報告期間中、Vest Financial, LLC（CIK: 0001709632）が米国SECに提出したForm 13F報告書によると、追跡対象の米国株式ポートフォリオの時価総額は $95.2億 に達し、合計 420 件の保有銘柄を報告しました。
Q2 2026において、Vest Financial, LLCは積極的な買い増し姿勢を示しました。当四半期中に新規買付 12 銘柄、追加買付 103 銘柄を記録し、買い増し動作が優位を占めました。
上位5銘柄（AMAT, LRCX, KLAC等）の合計時価総額は全体ポートフォリオの 8.6% を占めており、主要コア銘柄への集中度を示しています。
今期最大新規買付
LUV
市值: $2303.8万
今期最大全売却 / 減却
EA
前期市值: $1790.8万
上位200銘柄を表示中（全420銘柄）
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | 株式-IT | 2.04% | -0.91% | -8.61% | |
| 2 | LRCX | Lam Research CORP | 株式-IT | 1.75% | -0.62% | -18.63% | |
| 3 | KLAC | Kla CORP | 株式-IT | 1.67% | -0.72% | +816.94% | |
| 4 | MLI | Mueller Industries Inc | 株式-資本財 | 1.60% | -0.95% | +95.64% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 1.49% | +0.28% | +0.84% | |
| 6 | CB | Chubb Limited | 株式-金融 | 1.45% | -0.02% | -1.13% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 1.36% | +0.64% | +16.47% | |
| 8 | CINF | Cincinnati Financial CORP | 株式-金融 | 1.24% | +0.03% | +19.72% | |
| 9 | AAPL | Apple Inc | 株式-IT | 1.22% | +0.23% | +19.05% | |
| 10 | ADP | Automatic Data Processing | 株式-IT | 1.18% | +0.18% | +20.68% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.13% | -0.03% | -5.74% | |
| 12 | IBM | Intl Business Machines CORP | 株式-IT | 1.05% | +0.05% | +18.70% | |
| 13 | GEV | GE Vernova Inc | 株式-資本財 | 1.04% | -0.16% | -6.47% | |
| 14 | GE | General Electric | 株式-資本財 | 0.93% | -0.28% | +4.09% | |
| 15 | MU | Micron Technology Inc | 株式-IT | 0.92% | +0.21% | +34.91% | |
| 16 | WSM | Williams-sonoma Inc | 株式-一般消費財 | 0.88% | -0.15% | +5.07% | |
| 17 | AFL | Aflac Inc | 株式-金融 | 0.88% | +0.16% | +16.13% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.88% | +0.08% | +7.33% | |
| 19 | CAT | Caterpillar Inc | 株式-資本財 | 0.85% | -0.25% | -20.26% | |
| 20 | SNA | Snap-on Inc | 株式-資本財 | 0.84% | -0.01% | +7.24% | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 0.82% | +0.13% | +12.42% | |
| 22 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.80% | +0.03% | -0.08% | |
| 23 | BAC | Bank Of America CORP | 株式-金融 | 0.80% | +0.03% | +39.15% | |
| 24 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.80% | +0.39% | +9.53% | |
| 25 | DOV | Dover CORP | 株式-資本財 | 0.78% | -0.08% | -21.06% | |
| 26 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.77% | -0.07% | +1.02% | |
| 27 | SYF | Synchrony Financial | 株式-金融 | 0.76% | +0.05% | +45.14% | |
| 28 | LIN | Linde plc | 株式-素材 | 0.76% | -0.08% | -12.10% | |
| 29 | ROST | Ross Stores Inc | 株式-一般消費財 | 0.75% | +0.10% | -1.23% | |
| 30 | ALL | Allstate CORP | 株式-金融 | 0.75% | +0.01% | +12.57% | |
| 31 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.75% | +0.11% | +10.50% | |
| 32 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.73% | +0.07% | +37.77% | |
| 33 | AXP | American Express Co | 株式-金融 | 0.72% | +0.02% | +9.65% | |
| 34 | AVGO | Broadcom Inc | 株式-IT | 0.72% | +0.09% | +11.82% | |
| 35 | ABBV | Abbvie Inc | 株式-ヘルスケア | 0.71% | -0.09% | -1.45% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.69% | -0.03% | -28.54% | |
| 37 | WST | West Pharmaceutical Services | 株式-ヘルスケア | 0.69% | -0.11% | -10.04% | |
| 38 | VLTO | Veralto CORP | 株式-資本財 | 0.69% | +0.16% | +52.67% | |
| 39 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.67% | -0.01% | -7.05% | |
| 40 | BKR | Baker Hughes Co | 株式-エネルギー | 0.66% | +0.03% | -2.82% | |
| 41 | TROW | T Rowe Price Group Inc | 株式-金融 | 0.65% | -0.10% | +3.93% | |
| 42 | HIG | Hartford Insurance Group Inc | 株式-金融 | 0.65% | +0.04% | +12.98% | |
| 43 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.65% | -0.02% | -1.42% | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.64% | -0.64% | EXIT | |
| 45 | RF | Regions Financial CORP | 株式-金融 | 0.63% | +0.18% | +59.11% | |
| 46 | SWK | Stanley Black & Decker Inc | 株式-資本財 | 0.63% | -0.12% | +2.74% | |
| 47 | EXPE | Expedia Group Inc | 株式-一般消費財 | 0.63% | +0.26% | +63.95% | |
| 48 | BEN | Franklin Resources Inc | 株式-金融 | 0.62% | -0.11% | -12.32% | |
| 49 | CRM | Salesforce Inc | 株式-IT | 0.62% | +0.19% | +24.19% | |
| 50 | NEE | Nextera Energy Inc | 株式-公益事業 | 0.60% | -0.07% | -10.85% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | +0.8% | -8.61% | 減少 |
| 2 | MLI | Mueller Industries Inc | +0.8% | +95.64% | 増加 |
| 3 | MU | Micron Technology Inc | +0.7% | +34.91% | 増加 |
| 4 | KLAC | Kla CORP | +0.7% | +816.94% | 増加 |
| 5 | LRCX | Lam Research CORP | +0.5% | -18.63% | 減少 |
| 6 | BAC | Bank Of America CORP | +0.2% | +39.15% | 増加 |
| 7 | RF | Regions Financial CORP | +0.2% | +59.11% | 増加 |
| 8 | LUV | Southwest Airlines Co | +0.2% | NEW | 新規購入 |
| 9 | CINF | Cincinnati Financial CORP | +0.2% | +19.72% | 増加 |
| 10 | EXPE | Expedia Group Inc | +0.2% | +63.95% | 増加 |
| 11 | SYF | Synchrony Financial | +0.2% | +45.14% | 増加 |
| 12 | USB | US Bancorp | +0.2% | +57.07% | 増加 |
| 13 | RL | Ralph Lauren CORP | +0.2% | +80.25% | 増加 |
| 14 | EG | Everest Group, Ltd. | +0.2% | +1051.81% | 増加 |
| 15 | WDC | Western Digital CORP | +0.2% | NEW | 新規購入 |
| 16 | C | Citigroup Inc | +0.2% | +439.41% | 増加 |
| 17 | AAPL | Apple Inc | +0.2% | +19.05% | 増加 |
| 18 | HWM | Howmet Aerospace Inc | +0.2% | NEW | 新規購入 |
| 19 | VLTO | Veralto CORP | +0.2% | +52.67% | 増加 |
| 20 | WFC | Wells Fargo & Co | +0.2% | +96.79% | 増加 |
| 21 | ADP | Automatic Data Processing | +0.2% | +20.68% | 増加 |
| 22 | IBM | Intl Business Machines CORP | +0.2% | +18.70% | 増加 |
| 23 | SCHW | Schwab (charles) CORP | +0.2% | +104.15% | 増加 |
| 24 | GE | General Electric | +0.2% | +4.09% | 増加 |
| 25 | PYPL | Paypal Holdings Inc | +0.2% | +114.16% | 増加 |
| 26 | REGN | Regeneron Pharmaceuticals | +0.1% | +150.38% | 増加 |
| 27 | WSM | Williams-sonoma Inc | +0.1% | +5.07% | 増加 |
| 28 | RMD | Resmed Inc | +0.1% | +88.93% | 増加 |
| 29 | AVGO | Broadcom Inc | +0.1% | +11.82% | 増加 |
| 30 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +53.35% | 増加 |
| 31 | CSCO | Cisco Systems Inc | +0.1% | +3.98% | 増加 |
| 32 | TXN | Texas Instruments Inc | +0.1% | +0.59% | 増加 |
| 33 | AMD | Advanced Micro Devices | +0.1% | +1.63% | 増加 |
| 34 | SWK | Stanley Black & Decker Inc | +0.1% | +2.74% | 増加 |
| 35 | APH | Amphenol Corp-cl A | +0.1% | +22.47% | 増加 |
| 36 | WFRD | Weatherford International plc | +0.1% | +144.26% | 増加 |
| 37 | GEV | GE Vernova Inc | +0.1% | -6.47% | 減少 |
| 38 | ALL | Allstate CORP | +0.1% | +12.57% | 増加 |
| 39 | COST | Costco Wholesale CORP | +0.1% | +37.77% | 増加 |
| 40 | V | Visa Inc-class A Shares | +0.1% | +12.42% | 増加 |
| 41 | TROW | T Rowe Price Group Inc | +0.1% | +3.93% | 増加 |
| 42 | WST | West Pharmaceutical Services | +0.1% | -10.04% | 減少 |
| 43 | INTC | Intel CORP | +0.1% | +1.63% | 増加 |
| 44 | TRI | Thomson Reuters CORP | +0.1% | NEW | 新規購入 |
| 45 | AFL | Aflac Inc | +0.1% | +16.13% | 増加 |
| 46 | TRV | Travelers Cos Inc/the | +0.1% | +10.50% | 増加 |
| 47 | ADI | Analog Devices Inc | +0.1% | +53.46% | 増加 |
| 48 | GLW | Corning Inc | +0.1% | +44.95% | 増加 |
| 49 | BNY | Bank Of New York Mellon CORP | +0.1% | -0.08% | 減少 |
| 50 | AXP | American Express Co | +0.1% | +9.65% | 増加 |
SEC公式 Form 13F 報告によると、Vest Financial, LLC の Q2 2026 における米国株式保有時価総額は約 $95.2億、保有銘柄数は 420 件です。
Q2 2026 における上位3銘柄は AMAT (2.0%)、LRCX (1.8%)、KLAC (1.7%) です。最大保有銘柄 AMAT がポートフォリオの約 2.0% を占めています。
Q2 2026 中に合計 200 件の調整を実施しました（新規買付 12 件、追加買付 103 件、減却 74 件、全売却 11 件）。
本ページのデータはSEC EDGARアーカイブの Form 13F-HR より自動取得・解析され、正確なCUSIP照合により構造化データセットとして提供されています。
AlphaSMO公式ガイドをチェックして機関投資家の動きを把握
Form 13Fの基準（運用資産1億ドル以上）と45日間の遅延開示ルールを解説。ヘッジファンドの保有銘柄を効果的に追跡する方法を学びます。
5%以上の株式保有申告ルール（13Dと13G）の違いを解説。機関投資家のアクティビスト（物言う株主）意図を見抜く。
ヘッジファンドの13F買い増しと企業役員のインサイダー買いが重なる「スマートマネー重複シグナル」の活用法。