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

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