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Portfolio (Quarterly) Guide ↗

Vest Financial, LLC

· CIK 0001709632
13F Portfolio $7.9B AUM 573 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 33 New 270 Added 106 Reduced 30 Exited
Page 14 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 NET CLOUDFLARE INC Technology 1,354.0 $267K 0.00% +189.0 +16.2% $197.15 +7.9%
262 ZTS ZOETIS INC Healthcare 2,116.0 $266K 0.00% +243.0 +13.0% $125.82 -36.6%
263 WB WEIBO CORP Communication Services 25,360.0 $259K 0.00% +11K +78.4% $10.22 -19.2%
264 VIV TELEFONICA BRASIL SA Communication Services 21,743.0 $258K 0.00% +7K +52.6% $11.86 +19.1%
265 TELEFONICA S A 62,951.0 $255K 0.00% +30K +89.5% $4.05
266 RBLX ROBLOX CORP Technology 2,813.0 $228K 0.00% +411.0 +17.1% $81.03 -43.5%
267 ASX ASE TECHNOLOGY HLDG CO LTD Technology 12,954.0 $209K 0.00% +637.0 +5.2% $16.10 +102.7%
268 UMC UNITED MICROELECTRONICS CORP Technology 21,259.0 $167K 0.00% +7K +53.1% $7.86 +123.4%
269 HIMX HIMAX TECHNOLOGIES INC Technology 17,596.0 $144K 0.00% +7K +70.8% $8.19 +142.9%
270 WIT WIPRO LTD Technology 39,527.0 $112K 0.00% +11K +37.8% $2.84 -30.6%
Page 14 of 14  ·  270 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 21.9%
Industrials 18.6%
Technology 15.4%
Consumer Defensive 11.4%
Consumer Cyclical 7.8%
Healthcare 7.5%
Basic Materials 5.4%
Communication Services 4.0%
Utilities 3.3%
Energy 2.6%