Vest Financial, LLC
•CIK: 1709632•Filing: Q4 2025
Vest Financial, LLC, managed by the seasoned duo of John Vest and his son, John Vest Jr., is known for its concentrated, high-conviction investment strategy, currently managing $7.9 billion in assets across 417 positions. Recently, the fund has made notable moves by adding Expedia Group, Raytheon Technologies, and Micron Technology, while significantly increasing its stake in U.S. Bancorp by 1,357% and Ingredion by 290%, reflecting its focus on growth and value in technology and financial sectors.
Total AUM
$7.9B
QoQ Performance
+3.0%
Positions
416
Top 10 Concentration
13.6%
Latest Filing
Q4 2025
Top Holdings Allocation
CB1.6%
NVDA1.6%
MSFT1.5%
ABT1.3%
GOOGL1.2%
LRCX1.2%
ADP1.1%
DOV1.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other62.0%
Technology12.9%
Financial5.9%
Consumer4.6%
Healthcare4.3%
Materials3.6%
Industrial1.9%
Consumer Staples1.4%
🚪 Exited Positionssold since Q3 2025
+211 more exited positions
Changes from Q3 2025
NEW2 new positions
↑127 increased
↓71 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023