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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 13 of 21  ·  417 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 MSA MSA SAFETY INC Industrials 26,629.0 $4.3M 0.05% +4K +15.9% $160.14 +5.3%
242 RCI ROGERS COMMUNICATIONS INC Communication Services 112,803.0 $4.3M 0.05% +31K +38.5% $37.73 -4.2%
243 DKS DICKS SPORTING GOODS INC Consumer Cyclical 21,470.0 $4.3M 0.05% +2K +13.1% $197.97 +12.0%
244 WDFC WD 40 CO Basic Materials 21,111.0 $4.2M 0.05% +9K +77.8% $196.90 +5.6%
245 NKE NIKE INC Consumer Cyclical 63,679.0 $4.1M 0.05% +7K +13.2% $63.71 -30.3%
246 MCHP MICROCHIP TECHNOLOGY INC. Technology 63,534.0 $4.0M 0.05% +31K +92.8% $63.72 +43.0%
247 TMO THERMO FISHER SCIENTIFIC INC Healthcare 6,918.0 $4.0M 0.05% +1K +25.8% $579.45 -22.0%
248 UBER UBER TECHNOLOGIES INC Technology 48,486.0 $4.0M 0.05% +7K +15.8% $81.71 -8.7%
249 NXPI NXP SEMICONDUCTORS N V Technology 18,123.0 $3.9M 0.05% +9K +90.8% $217.06 +37.9%
250 HON HONEYWELL INTL INC Industrials 20,137.0 $3.9M 0.05% +2K +11.3% $195.09 +14.7%
251 C CITIGROUP INC Financial Services 33,049.0 $3.9M 0.05% +6K +23.8% $116.69 +7.3%
252 RGLD ROYAL GOLD INC Basic Materials 17,256.0 $3.8M 0.05% +2K +11.4% $222.29 +0.4%
253 CSGS CSG SYS INTL INC Technology 47,482.0 $3.6M 0.05% +5K +11.9% $76.69 +5.2%
254 ETN EATON CORP PLC Industrials 11,346.0 $3.6M 0.05% +963.0 +9.3% $318.51 +19.8%
255 HL HECLA MNG CO Basic Materials 186,919.0 $3.6M 0.04% +19K +11.4% $19.19 -9.8%
256 DCI DONALDSON INC Industrials 40,190.0 $3.6M 0.04% -13K -24.3% $88.66 -6.8%
257 LLY ELI LILLY & CO Healthcare 3,311.0 $3.6M 0.04% -8K -70.8% $1074.68 -3.1%
258 NOW SERVICENOW INC Technology 23,226.0 $3.6M 0.04% +20K +532.5% $153.19 -34.9%
259 ORI OLD REP INTL CORP Financial Services 77,443.0 $3.5M 0.04% +42K +116.7% $45.64 -13.1%
260 UNP UNION PAC CORP Industrials 15,095.0 $3.5M 0.04% +2K +13.6% $231.32 +14.9%
Page 13 of 21  ·  417 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%