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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 16 of 21  ·  417 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 IEX IDEX CORP Industrials 14,883.0 $2.6M 0.03% -4K -22.2% $177.94 +15.6%
302 PLTR PALANTIR TECHNOLOGIES INC Technology 14,779.0 $2.6M 0.03% -21K -59.1% $177.75 -22.8%
303 HPE HEWLETT PACKARD ENTERPRISE C Technology 108,579.0 $2.6M 0.03% +43K +64.6% $24.02 +41.4%
304 PFE PFIZER INC Healthcare 104,713.0 $2.6M 0.03% +23K +28.5% $24.90 +4.2%
305 KTB KONTOOR BRANDS INC Consumer Cyclical 41,698.0 $2.5M 0.03% -10K -19.7% $61.09 +13.6%
306 HCC WARRIOR MET COAL INC Energy 28,198.0 $2.5M 0.03% -16K -36.2% $88.17 -3.1%
307 HRB BLOCK H & R INC Consumer Cyclical 56,680.0 $2.5M 0.03% +6K +11.4% $43.58 -13.1%
308 LZB LA Z BOY INC Consumer Cyclical 64,113.0 $2.4M 0.03% -23K -26.2% $37.27 -1.3%
309 TPL TEXAS PACIFIC LAND CORPORATI Energy 8,210.0 $2.4M 0.03% +7K +864.8% $287.22 +40.1%
310 TPR TAPESTRY INC Consumer Cyclical 18,189.0 $2.3M 0.03% -19K -51.7% $127.77 +6.3%
311 DELL DELL TECHNOLOGIES INC Technology 16,965.0 $2.1M 0.03% +5K +44.1% $125.88 +100.9%
312 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 7,693.0 $2.1M 0.03% -233.0 -2.9% $275.39 +172.7%
313 DDS DILLARDS INC Consumer Cyclical 3,489.0 $2.1M 0.03% -3K -43.1% $606.34 -9.0%
314 BMY BRISTOL-MYERS SQUIBB CO Healthcare 37,494.0 $2.0M 0.03% +8K +28.6% $53.94 +10.4%
315 MTCH MATCH GROUP INC NEW Communication Services 60,322.0 $1.9M 0.03% +52K +652.8% $32.29 +10.4%
316 FTV FORTIVE CORP Technology 33,236.0 $1.8M 0.02% +3K +11.4% $55.21 +6.9%
317 CW CURTISS WRIGHT CORP Industrials 3,327.0 $1.8M 0.02% -3K -49.2% $551.27 +31.9%
318 ENSG ENSIGN GROUP INC Healthcare 10,511.0 $1.8M 0.02% -8K -43.3% $174.20 -1.4%
319 CNR CORE NATURAL RESOURCES INC Energy 20,617.0 $1.8M 0.02% +2K +11.4% $88.51 -5.1%
320 FSS FEDERAL SIGNAL CORP Industrials 16,701.0 $1.8M 0.02% -12K -41.7% $108.59 +2.8%
Page 16 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%