Institutional manager
Vest Financial, LLC
Holds positions in 233 of the S&P 500, worth $7.28bn as reported for the quarter ended 31-mar-2026.
Positions held233of 488 index companies covered
Reported value$7.28bnS&P 500 positions only
Top ten weight14%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 233 held. The rest are smaller than every one of these.
Chubb LimitedCB409,060$133mFinancialsNvidiaNVDA703,754$123mInformation TechnologyAlphabet Inc. (Class A)GOOGL391,347$112mCommunication ServicesMicrosoftMSFT298,665$111mInformation TechnologyLam ResearchLRCX472,416$101mInformation TechnologyApplied MaterialsAMAT294,220$101mInformation TechnologyJohnson & JohnsonJNJ362,843$89mHealth CareDover CorporationDOV417,340$87mIndustrialsApple Inc.AAPL338,661$86mInformation TechnologyExxonMobilXOM504,458$86mEnergyKLA CorporationKLAC57,410$85mInformation TechnologyAutomatic Data ProcessingADP414,118$84mIndustrialsCincinnati FinancialCINF532,344$84mFinancialsAbbott LaboratoriesABT797,523$82mHealth CareChevron CorporationCVX382,225$79mEnergyGE VernovaGEV90,550$79mIndustrialsLinde plcLIN158,351$79mMaterialsRoss StoresROST341,089$74mConsumer DiscretionaryIBMIBM300,847$73mInformation TechnologyBaker HughesBKR1.2m$71mEnergyMeta PlatformsMETA123,023$70mCommunication ServicesJPMorgan ChaseJPM237,928$70mFinancialsNextEra EnergyNEE734,376$68mUtilitiesCaterpillar Inc.CAT95,392$68mIndustrialsAflacAFL614,148$67mFinancialsSnap-onSNA184,561$67mIndustrialsGE AerospaceGE228,084$65mIndustrialsCoca-Cola Company (The)KO847,858$64mConsumer StaplesWalmartWMT515,629$64mConsumer StaplesMcDonald'sMCD202,976$63mConsumer DiscretionaryBNY MellonBNY528,641$63mFinancialsWilliams-Sonoma, Inc.WSM342,710$62mConsumer DiscretionaryProcter & GamblePG425,701$61mConsumer StaplesVisa Inc.V202,868$61mFinancialsPulteGroupPHM513,876$60mConsumer DiscretionaryPNC Financial ServicesPNC286,034$60mFinancialsPepsiCoPEP383,115$59mConsumer StaplesAbbVieABBV272,265$59mHealth CareTarget CorporationTGT488,346$59mConsumer StaplesMonolithic Power SystemsMPWR52,323$57mInformation TechnologyAir ProductsAPD196,817$57mMaterialsTravelers Companies (The)TRV194,796$57mFinancialsAtmos EnergyATO307,562$57mUtilitiesConsolidated EdisonED498,694$56mUtilitiesSalesforceCRM301,139$56mInformation TechnologyAmerican ExpressAXP185,127$56mFinancialsArcher Daniels MidlandADM764,909$56mConsumer StaplesAllstateALL266,127$55mFinancialsFastenalFAST1.2m$54mIndustrialsColgate-PalmoliveCL631,299$54mConsumer StaplesA. O. SmithAOS815,872$54mIndustrialsFederal Realty Investment TrustFRT505,409$54mReal EstateCostcoCOST53,711$54mConsumer StaplesW. W. GraingerGWW48,919$53mIndustrialsChurch & DwightCHD564,344$53mConsumer StaplesCardinal HealthCAH248,401$52mHealth CareBooking HoldingsBKNG12,393$52mConsumer DiscretionaryIllinois Tool WorksITW199,215$52mIndustrialsAlbemarle CorporationALB287,595$52mMaterialsKenvueKVUE3.0m$51mConsumer Staples
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.