Vest Financial, LLC
Annual return '25
+17.8%
SPY '25
+17.7%
Alpha
+0.0ptsvs SPY
Invested
$8.3B
Holdings
413
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$CB
CHUBB LTD SWITZ
Q4 2025: Sold 100.0% (710.0k → 363 shares)
1.6%
02
$NVDA
NVIDIA CORPORATION
Q4 2025: Sold 94.7% (625.0k → 33.1k shares)
1.5%
03
$MSFT
MICROSOFT CORP
Q1 2026: Sold 3.0% (5.9k → 5.7k shares)
1.3%
04
$LRCX
LAM RESEARCH CORP
Q4 2025: Sold 98.7% (16.5k → 217 shares)
1.2%
05
$AMAT
APPLIED MATLS INC
Q1 2026: Increased +455.0% (509 → 2.8k shares)
1.2%
06
$GOOGL
ALPHABET INC
Q4 2025: Sold 99.5% (155.0k → 785 shares)
1.1%
07
$JNJ
JOHNSON & JOHNSON
Q4 2025: Sold 99.6% (796.8k → 3.4k shares)
1.1%
08
$DOV
DOVER CORP
Q4 2025: Sold 99.7% (710.6k → 2.4k shares)
1.0%
09
$AAPL
APPLE INC
Q1 2026: Sold 3.5% (21.5k → 20.8k shares)
1.0%
10
$XOM
EXXON MOBIL CORP
Q1 2026: Sold 7.7% (5.8k → 5.3k shares)
1.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:28 UTC.