Holdings
Vest Financial, LLC
As of Jun 30, 2026, Vest Financial, LLC reported 393 positions worth US$9.05B. Largest: Applied Materials, Inc., Lam Research Corporation and Kla Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Applied Materials, Inc. | 269K | US$194M | −25,328 | Jun 30, 2026 |
| Lam Research Corporation | 384K | US$167M | −88,001 | Jun 30, 2026 |
| Kla Corporation | 526K | US$159M | +469K | Jun 30, 2026 |
| Mueller Industries, Inc. | 1.24M | US$153M | +607K | Jun 30, 2026 |
| Nvidia Corporation | 710K | US$142M | +5,886 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 373K | US$133M | −18,048 | Jun 30, 2026 |
| Microsoft Corp. | 348K | US$130M | +49,178 | Jun 30, 2026 |
| Cincinnati Financial Corporation | 637K | US$118M | +105K | Jun 30, 2026 |
| Apple Inc | 403K | US$117M | +64,498 | Jun 30, 2026 |
| Automatic Data Processing, Inc. | 500K | US$112M | +85,629 | Jun 30, 2026 |