VEST FINANCIAL, LLC

PrivateCIK: 1709632
Location

MCLEAN, VA

414
Positions
$8.33B
Total AUM (reported)
72.18M
Total Shares

Allocation by class

TOTAL AUM$8.33B414 positions
COM$6.70B80.5%
COM NEW$511.94M6.1%
CL A$374.07M4.5%
SHS$183.67M2.2%
CAP STK CL A$92.13M1.1%
COM CL A$85.22M1.0%
CL B$64.59M0.8%

Portfolio Concentration

Top 34.4%4–107.7%11–2513.6%Rest74.3%TOP 1012.1%0%100%
Top 3$366.62M4.4%
4–10$640.85M7.7%
11–25$1.14B13.6%
Rest$6.18B74.3%

Top 3 weight

4.4%

Top 10 weight

12.1%

Voting Authority Distribution

Total shares with voting rights: 72.18M

Sole

Full voting authority

72.18M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole85
Shared0
Other329
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings414
Rows:

CHUBB LTD SWITZ

SOLE
COM
Shares409.06K
TypeSH
Market value$133.32M
1.60%
Sole
409.06K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares703.75K
TypeSH
Market value$122.73M
1.47%
Sole
703.75K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares298.67K
TypeSH
Market value$110.56M
1.33%
Sole
298.67K
Shared
0.00
None
0.00

LAM RESEARCH CORP

DFND
COM NEW
Shares472.42K
TypeSH
Market value$100.94M
1.21%
Sole
472.42K
Shared
0.00
None
0.00

APPLIED MATLS INC

DFND
COM
Shares294.22K
TypeSH
Market value$100.56M
1.21%
Sole
294.22K
Shared
0.00
None
0.00

ALPHABET INC

DFND
CAP STK CL A
Shares320.38K
TypeSH
Market value$92.13M
1.11%
Sole
320.38K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
COM
Shares362.84K
TypeSH
Market value$88.69M
1.07%
Sole
362.84K
Shared
0.00
None
0.00

DOVER CORP

DFND
COM
Shares417.34K
TypeSH
Market value$86.99M
1.04%
Sole
417.34K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares338.66K
TypeSH
Market value$85.95M
1.03%
Sole
338.66K
Shared
0.00
None
0.00

EXXON MOBIL CORP

DFND
COM
Shares504.46K
TypeSH
Market value$85.59M
1.03%
Sole
504.46K
Shared
0.00
None
0.00

KLA CORP

SOLE
COM NEW
Shares57.41K
TypeSH
Market value$84.53M
1.02%
Sole
57.41K
Shared
0.00
None
0.00

AUTOMATIC DATA PROCESSING IN

DFND
COM
Shares414.12K
TypeSH
Market value$84.14M
1.01%
Sole
414.12K
Shared
0.00
None
0.00

CINCINNATI FINL CORP

DFND
COM
Shares532.34K
TypeSH
Market value$83.76M
1.01%
Sole
532.34K
Shared
0.00
None
0.00

ABBOTT LABORATORIES

DFND
COM
Shares797.52K
TypeSH
Market value$81.88M
0.98%
Sole
797.52K
Shared
0.00
None
0.00

CHEVRON CORPORATION

DFND
COM
Shares382.23K
TypeSH
Market value$79.08M
0.95%
Sole
382.23K
Shared
0.00
None
0.00

GE VERNOVA INC

DFND
COM
Shares90.55K
TypeSH
Market value$79.04M
0.95%
Sole
90.55K
Shared
0.00
None
0.00

LINDE PLC

DFND
SHS
Shares158.35K
TypeSH
Market value$78.50M
0.94%
Sole
158.35K
Shared
0.00
None
0.00

ROSS STORES INC

SOLE
COM
Shares341.09K
TypeSH
Market value$73.89M
0.89%
Sole
341.09K
Shared
0.00
None
0.00

INTERNATIONAL BUSINESS MACHS

DFND
COM
Shares300.85K
TypeSH
Market value$72.92M
0.88%
Sole
300.85K
Shared
0.00
None
0.00

BAKER HUGHES COMPANY

SOLE
CL A
Shares1.16M
TypeSH
Market value$71.09M
0.85%
Sole
1.16M
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares123.02K
TypeSH
Market value$70.39M
0.85%
Sole
123.02K
Shared
0.00
None
0.00

MUELLER INDS INC

SOLE
COM
Shares635.10K
TypeSH
Market value$70.37M
0.85%
Sole
635.10K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

DFND
COM
Shares237.93K
TypeSH
Market value$69.99M
0.84%
Sole
237.93K
Shared
0.00
None
0.00

NEXTERA ENERGY INC

SOLE
COM
Shares734.38K
TypeSH
Market value$68.21M
0.82%
Sole
734.38K
Shared
0.00
None
0.00

CATERPILLAR INC

SOLE
COM
Shares95.39K
TypeSH
Market value$67.58M
0.81%
Sole
95.39K
Shared
0.00
None
0.00
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