$174 Million is the total value of Vest Financial, LLC's 130 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2021 | ||||||||
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2021-07-09
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| NUCOR CORP | 15 | Q2 2024 | 2.4% |
| EXXON MOBIL CORP | 15 | Q2 2024 | 1.9% |
| AFLAC INC | 15 | Q2 2024 | 1.8% |
| CHEVRON CORP NEW | 15 | Q2 2024 | 2.0% |
| ARCHER DANIELS MIDLAND CO | 15 | Q2 2024 | 2.0% |
| CHUBB LIMITED | 15 | Q2 2024 | 1.7% |
| ABBOTT LABS | 15 | Q2 2024 | 1.6% |
| GRAINGER W W INC | 15 | Q2 2024 | 1.8% |
| ABBVIE INC | 15 | Q2 2024 | 1.9% |
| CINTAS CORP | 15 | Q2 2024 | 1.7% |
View Vest Financial, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-09 |
| 13F-HR | 2024-08-08 |
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-13 |
| 13F-HR/A | 2022-11-14 |
| 13F-HR | 2022-11-10 |
View Vest Financial, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.