AiSiWhale

AI & tech investing

Vest Financial, LLC

CIK 1709632

13F filing for Q2 2026・No. 588

Holdings
US$9.52B
Quarter change
+US$1.2B
Entries
583
Net bought (estimate)
+US$235.03M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 32
  • Sold out 26
  • Cut 133
  • Added 255
  • Corporate actions 4
  • Unchanged 0

Largest holdings

420 stocks worth US$9.52B, options and bonds left out.

StockThis quarterValueWeight
AMATAPPLIED MATLS INCCOMCutUS$194.41M2.04%
LRCXLAM RESEARCH CORPCOM NEWCutUS$166.58M1.75%
KLACKLA CORPCOM NEWAddedSplit 9:1US$158.82M1.67%
MLIMUELLER INDS INCCOMAddedUS$152.74M1.60%
NVDANvidiaCOMAddedUS$141.99M1.49%
CBCHUBB LIMITEDCOMCutUS$137.81M1.45%
MSFTMicrosoftCOMAddedUS$129.75M1.36%
CINFCINCINNATI FINL CORPCOMAddedUS$117.99M1.24%
AAPLAppleCOMAddedUS$116.66M1.22%
ADPAUTOMATIC DATA PROCESSING INCOMAddedUS$111.92M1.18%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.