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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 21  ·  417 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 THOMSON REUTERS CORP 26,429.0 $3.5M 0.04% +14K +110.3% $131.89
262 NHC NATIONAL HEALTHCARE CORP Healthcare 25,343.0 $3.5M 0.04% +13K +101.4% $137.09 +43.0%
263 GLW CORNING INC Technology 39,470.0 $3.5M 0.04% +8K +26.4% $87.56 +119.2%
264 PEGA PEGASYSTEMS INC Technology 57,527.0 $3.4M 0.04% +31K +118.3% $59.72 -42.6%
265 DE DEERE & CO Industrials 7,343.0 $3.4M 0.04% +727.0 +11.0% $465.57 +14.1%
266 HPQ HP INC Technology 153,350.0 $3.4M 0.04% +72K +87.7% $22.28 -1.7%
267 TPB TURNING PT BRANDS INC Consumer Defensive 31,398.0 $3.4M 0.04% +17K +118.8% $108.40 -15.9%
268 JKHY HENRY JACK & ASSOC INC Technology 18,590.0 $3.4M 0.04% +10K +112.5% $182.48 -23.5%
269 CVS CVS HEALTH CORP Healthcare 42,369.0 $3.4M 0.04% +14K +47.1% $79.36 +17.6%
270 SIGI SELECTIVE INS GROUP INC Financial Services 39,983.0 $3.3M 0.04% +22K +119.0% $83.67 +6.6%
271 LECO LINCOLN ELEC HLDGS INC Industrials 13,948.0 $3.3M 0.04% -5K -25.0% $239.64 +8.5%
272 LEA LEAR CORP Consumer Cyclical 28,903.0 $3.3M 0.04% +3K +11.4% $114.60 +20.8%
273 ZION ZIONS BANCORPORATION N A Financial Services 56,420.0 $3.3M 0.04% +32K +129.1% $58.54 +5.4%
274 ACT ENACT HLDGS INC Financial Services 82,609.0 $3.3M 0.04% +8K +11.4% $39.64 +9.5%
275 ADBE ADOBE INC Technology 9,238.0 $3.2M 0.04% +1K +17.5% $349.99 -30.3%
276 BHE BENCHMARK ELECTRS INC Technology 75,429.0 $3.2M 0.04% -19K -20.1% $42.76 +92.8%
277 ESI ELEMENT SOLUTIONS INC Basic Materials 128,672.0 $3.2M 0.04% +13K +11.4% $24.99 +61.5%
278 HWC HANCOCK WHITNEY CORPORATION Financial Services 49,895.0 $3.2M 0.04% +5K +11.4% $63.68 +4.7%
279 PNFP PINNACLE FINL PARTNERS INC Financial Services 33,199.0 $3.2M 0.04% +19K +126.0% $95.41 +1.4%
280 DIS DISNEY WALT CO Communication Services 27,822.0 $3.2M 0.04% +5K +24.2% $113.77 -9.0%
Page 14 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%