Long-term investor
Vest Financial, LLC @vestfinancialllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001709632).
Record
- Tracked since 2025-06-30 (434 days), 48 trades recorded
- Returns: week n/a · month n/a · 90 days +7.6% · 6 months +9.0% · 1 year +14.1% · all +14.1%
- Max drawdown -0.1% · Sharpe 1.16 · win rate 37% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AMAT · 2.0% · long · since 2025-06-30
- LRCX · 1.7% · long · since 2025-06-30
- KLAC · 1.7% · long · since 2025-06-30
- MLI · 1.6% · long · since 2025-06-30
- NVDA · 1.5% · long · since 2025-06-30
- CB · 1.4% · long · since 2025-06-30
- MSFT · 1.4% · long · since 2025-06-30
- CINF · 1.2% · long · since 2025-06-30
- AAPL · 1.2% · long · since 2025-06-30
- ADP · 1.2% · long · since 2025-06-30
- GOOGL · 1.1% · long · since 2025-06-30
- IBM · 1.1% · long · since 2025-06-30