Filed: 2/11/2025ACC: 0001132699-25-000001
📋 What this filing means
VESTOR CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 273 equity positions with a total reported market value of $1.31M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
273
Positions
$1.31M
Total AUM (reported)
10.19M
Total Shares
Allocation by class
COMMON STOCK$1.09M82.9%
EXCHANGE TRADED F$224.3K17.1%
Portfolio Concentration
Top 3$266.8K20.4%
4–10$360.6K27.5%
11–25$262.9K20.1%
Rest$420.4K32.1%
Top 3 weight
20.4%
Top 10 weight
47.9%
Voting Authority Distribution
Total shares with voting rights: 10.19M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
10.19M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole273
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings273
Rows:
Apple Inc Com
SOLEShares422.44K
TypeSH
Market value$105.8K
8.07%
Sole
0.00
Shared
0.00
None
422.44K
Microsoft Corp
SOLEShares194.70K
TypeSH
Market value$82.1K
6.26%
Sole
0.00
Shared
0.00
None
194.70K
Nvidia Corp
SOLEShares587.91K
TypeSH
Market value$79.0K
6.02%
Sole
0.00
Shared
0.00
None
587.91K
Amazon Com Inc
SOLEShares359.56K
TypeSH
Market value$78.9K
6.02%
Sole
0.00
Shared
0.00
None
359.56K
Broadcom Inc
SOLEShares304.53K
TypeSH
Market value$70.6K
5.39%
Sole
0.00
Shared
0.00
None
304.53K
Financial Select Sector SPDR F
SOLEShares1.39M
TypeSH
Market value$67.4K
5.14%
Sole
0.00
Shared
0.00
None
1.39M
Meta Platforms Inc
SOLEShares73.52K
TypeSH
Market value$43.0K
3.28%
Sole
0.00
Shared
0.00
None
73.52K
Alphabet Inc Class C Common Sh
SOLEShares191.19K
TypeSH
Market value$36.4K
2.78%
Sole
0.00
Shared
0.00
None
191.19K
JP Morgan Chase & Co
SOLEShares151.29K
TypeSH
Market value$36.3K
2.77%
Sole
0.00
Shared
0.00
None
151.29K
Ishares Tr S&P 500 Index Fd
SOLEShares47.64K
TypeSH
Market value$28.0K
2.14%
Sole
0.00
Shared
0.00
None
47.64K
Fiserv Inc
SOLEShares129.42K
TypeSH
Market value$26.6K
2.03%
Sole
0.00
Shared
0.00
None
129.42K
Citigroup Inc
SOLEShares349.42K
TypeSH
Market value$24.6K
1.88%
Sole
0.00
Shared
0.00
None
349.42K
Oracle Corp
SOLEShares130.23K
TypeSH
Market value$21.7K
1.66%
Sole
0.00
Shared
0.00
None
130.23K
Eli Lilly & Co
SOLEShares25.30K
TypeSH
Market value$19.5K
1.49%
Sole
0.00
Shared
0.00
None
25.30K
Ishares Tr MSCI Index
SOLEShares248.55K
TypeSH
Market value$18.8K
1.43%
Sole
0.00
Shared
0.00
None
248.55K
SPDR S&P Midcap 400 TR
SOLEShares32.08K
TypeSH
Market value$18.3K
1.39%
Sole
0.00
Shared
0.00
None
32.08K
Tesla Inc
SOLEShares42.18K
TypeSH
Market value$17.0K
1.30%
Sole
0.00
Shared
0.00
None
42.18K
JPMorgan International Rsrch E
SOLEShares282.56K
TypeSH
Market value$16.5K
1.26%
Sole
0.00
Shared
0.00
None
282.56K
Palo Alto Networks Inc
SOLEShares85.78K
TypeSH
Market value$15.6K
1.19%
Sole
0.00
Shared
0.00
None
85.78K
Morgan Stanley Inc
SOLEShares120.14K
TypeSH
Market value$15.1K
1.15%
Sole
0.00
Shared
0.00
None
120.14K
S&P Global Inc
SOLEShares28.57K
TypeSH
Market value$14.2K
1.09%
Sole
0.00
Shared
0.00
None
28.57K
Salesforce Inc
SOLEShares42.39K
TypeSH
Market value$14.2K
1.08%
Sole
0.00
Shared
0.00
None
42.39K
Reddit Inc
SOLEShares84.78K
TypeSH
Market value$13.9K
1.06%
Sole
0.00
Shared
0.00
None
84.78K
Astera Labs Inc
SOLEShares102.21K
TypeSH
Market value$13.5K
1.03%
Sole
0.00
Shared
0.00
None
102.21K
Snowflake Inc
SOLEShares86.26K
TypeSH
Market value$13.3K
1.02%
Sole
0.00
Shared
0.00
None
86.26K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple Inc ComSOLE | COMMON STOCK | 422.44K | SH | $105.8K 8.07% | 0.00 | 0.00 | 422.44K |
Microsoft CorpSOLE | COMMON STOCK | 194.70K | SH | $82.1K 6.26% | 0.00 | 0.00 | 194.70K |
Nvidia CorpSOLE | COMMON STOCK | 587.91K | SH | $79.0K 6.02% | 0.00 | 0.00 | 587.91K |
Amazon Com IncSOLE | COMMON STOCK | 359.56K | SH | $78.9K 6.02% | 0.00 | 0.00 | 359.56K |
Broadcom IncSOLE | COMMON STOCK | 304.53K | SH | $70.6K 5.39% | 0.00 | 0.00 | 304.53K |
Financial Select Sector SPDR FSOLE | EXCHANGE TRADED F | 1.39M | SH | $67.4K 5.14% | 0.00 | 0.00 | 1.39M |
Meta Platforms IncSOLE | COMMON STOCK | 73.52K | SH | $43.0K 3.28% | 0.00 | 0.00 | 73.52K |
Alphabet Inc Class C Common ShSOLE | COMMON STOCK | 191.19K | SH | $36.4K 2.78% | 0.00 | 0.00 | 191.19K |
JP Morgan Chase & CoSOLE | COMMON STOCK | 151.29K | SH | $36.3K 2.77% | 0.00 | 0.00 | 151.29K |
Ishares Tr S&P 500 Index FdSOLE | EXCHANGE TRADED F | 47.64K | SH | $28.0K 2.14% | 0.00 | 0.00 | 47.64K |
Fiserv IncSOLE | COMMON STOCK | 129.42K | SH | $26.6K 2.03% | 0.00 | 0.00 | 129.42K |
Citigroup IncSOLE | COMMON STOCK | 349.42K | SH | $24.6K 1.88% | 0.00 | 0.00 | 349.42K |
Oracle CorpSOLE | COMMON STOCK | 130.23K | SH | $21.7K 1.66% | 0.00 | 0.00 | 130.23K |
Eli Lilly & CoSOLE | COMMON STOCK | 25.30K | SH | $19.5K 1.49% | 0.00 | 0.00 | 25.30K |
Ishares Tr MSCI IndexSOLE | EXCHANGE TRADED F | 248.55K | SH | $18.8K 1.43% | 0.00 | 0.00 | 248.55K |
SPDR S&P Midcap 400 TRSOLE | EXCHANGE TRADED F | 32.08K | SH | $18.3K 1.39% | 0.00 | 0.00 | 32.08K |
Tesla IncSOLE | COMMON STOCK | 42.18K | SH | $17.0K 1.30% | 0.00 | 0.00 | 42.18K |
JPMorgan International Rsrch ESOLE | EXCHANGE TRADED F | 282.56K | SH | $16.5K 1.26% | 0.00 | 0.00 | 282.56K |
Palo Alto Networks IncSOLE | COMMON STOCK | 85.78K | SH | $15.6K 1.19% | 0.00 | 0.00 | 85.78K |
Morgan Stanley IncSOLE | COMMON STOCK | 120.14K | SH | $15.1K 1.15% | 0.00 | 0.00 | 120.14K |
S&P Global IncSOLE | COMMON STOCK | 28.57K | SH | $14.2K 1.09% | 0.00 | 0.00 | 28.57K |
Salesforce IncSOLE | COMMON STOCK | 42.39K | SH | $14.2K 1.08% | 0.00 | 0.00 | 42.39K |
Reddit IncSOLE | COMMON STOCK | 84.78K | SH | $13.9K 1.06% | 0.00 | 0.00 | 84.78K |
Astera Labs IncSOLE | COMMON STOCK | 102.21K | SH | $13.5K 1.03% | 0.00 | 0.00 | 102.21K |
Snowflake IncSOLE | COMMON STOCK | 86.26K | SH | $13.3K 1.02% | 0.00 | 0.00 | 86.26K |
Page 1 of 11
…