Sign In
test

Jeremy Sperlazza

Vest Financial, Llc

Assets Managed
$9.525B
Holdings
420
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
14.4%(2Q avg: 10%)
Sustained Growth
15 quarters

Portfolio positions

This chart displays the top 10 holdings in Vest Financial, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 420 positions.

Assets under management

The assets under management (AUM) of Vest Financial, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 15 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 9.525B in assets, with a quarterly growth rate of 14.4% and a 2-quarter average growth rate of 10%. The portfolio is managed by Jeremy Sperlazza, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AMAT
Applied Materials Inc
Recent Activity
Decreased -8.6%
2.05%
$194.409M
268,892 shares@ $723.0 avg price
LRCX
Lam Research Corp
Recent Activity
Decreased -18.62%
1.75%
$166.579M
384,415 shares@ $433.34 avg price
KLAC
Kla Corp
Recent Activity
Increased 816.94%
1.67%
$158.824M
526,414 shares@ $301.72 avg price
MLI
Mueller Industries Inc
Recent Activity
Increased 95.65%
1.61%
$152.743M
1.243M shares@ $122.93 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.84%
1.5%
$141.992M
709,640 shares@ $200.1 avg price
CB
Chubb Ltd
Recent Activity
Decreased -1.12%
1.45%
$137.812M
404,449 shares@ $340.75 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 16.47%
1.37%
$129.752M
347,843 shares@ $373.03 avg price
CINF
Cincinnati Financial Corp
Recent Activity
Increased 19.72%
1.24%
$117.989M
637,297 shares@ $185.14 avg price
AAPL
Apple Inc
Recent Activity
Increased 19.05%
1.23%
$116.658M
403,159 shares@ $289.37 avg price
ADP
Automatic Data Processing
Recent Activity
Increased 20.68%
1.18%
$111.918M
499,747 shares@ $223.96 avg price

1-10 of 420