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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 1 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 EVEREST GROUP LTD 32,965 $11.5M 0.15% SOLD
2 IDT IDT CORP Communication Services 43,120 $2.3M 0.03% SOLD
3 PHIN PHINIA INC Consumer Cyclical 23,707 $1.4M 0.02% SOLD
4 PRG PROG HOLDINGS INC Industrials 40,530 $1.3M 0.02% SOLD
5 EBC EASTERN BANKSHARES INC Financial Services 71,331 $1.3M 0.02% SOLD
6 TEX TEREX CORP NEW Industrials 24,266 $1.2M 0.02% SOLD
7 CMC COMMERCIAL METALS CO Basic Materials 21,552 $1.2M 0.02% SOLD
8 TNC TENNANT CO Industrials 15,045 $1.2M 0.02% SOLD
9 FCF FIRST COMWLTH FINL CORP PA Financial Services 70,607 $1.2M 0.02% SOLD
10 WKC WORLD KINECT CORPORATION Energy 45,927 $1.2M 0.02% SOLD
11 RNR RENAISSANCERE HLDGS LTD Financial Services 4,647 $1.2M 0.01% SOLD
12 CTRA COTERRA ENERGY INC Energy 49,759 $1.2M 0.01% SOLD
13 MGY MAGNOLIA OIL & GAS CORP Energy 47,930 $1.1M 0.01% SOLD
14 WAFD WAFD INC Financial Services 36,349 $1.1M 0.01% SOLD
15 NBHC NATIONAL BK HLDGS CORP Financial Services 27,849 $1.1M 0.01% SOLD
16 OMC OMNICOM GROUP INC Communication Services 12,684 $1.0M 0.01% SOLD
17 KMPR KEMPER CORP Financial Services 18,597 $959K 0.01% SOLD
18 TNET TRINET GROUP INC Industrials 14,230 $952K 0.01% SOLD
19 HUBG HUB GROUP INC Industrials 25,749 $887K 0.01% SOLD
20 ATKR ATKORE INC Industrials 14,098 $885K 0.01% SOLD
Page 1 of 2  ·  30 positions
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%