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Latest VESTOR CAPITAL, LLC Stock Portfolio

$1.59Billion | No. of Holdings #276

VESTOR CAPITAL, LLC Performance

2026 Q2+35.13%
YTD-99.64%
2025+1840.39%

About VESTOR CAPITAL, LLC and 13F Hedge Fund Stock Holdings

On 2026-07-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, VESTOR CAPITAL, LLC reported an equity portfolio of $1.6 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of VESTOR CAPITAL, LLC are ACHR, KRYS, ORCL. The fund has invested 5.8% of it's portfolio in APPLE INC COM and 4.9% of portfolio in JPMORGAN U.S. TECH LEADERS ETF. <br><br> The fund managers got completely rid off ABBVIE INC COM (ABBV), SERVICENOW INC (NOW) and REGENERON PHARMACEUTICALS INC (REGN) stocks. They significantly reduced their stock positions in PARKER HANNIFIN CORP, MARKEL CORP COM (MCD) and MERCADOLIBRE INC (MSFT). VESTOR CAPITAL, LLC opened new stock positions in APPLE INC COM (ACHR), ENERGY SELECT SECTOR SPDR ETF (EQIX) and MICRON TECHNOLOGY INC (MNST). The fund showed a lot of confidence in some stocks as they added substantially to JPMORGAN U.S. TECH LEADERS ETF (KRYS), TERAWULF INC (TRV) and ISHARES EXPANDED TECH-SOFTWARE (AAXJ).
VESTOR CAPITAL, LLC Equity Portfolio Value
Last Reported on: 28 Jul, 2026
$1.59Billion
  as of Jul 28, 2026

VESTOR CAPITAL, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that VESTOR CAPITAL, LLC made a return of 35.13% in the last quarter. In trailing 12 months, it's portfolio return was 378.91%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
apple inc com92,645,000
energy select sector spdr etf33,498,000
micron technology inc32,641,000
ge vernova inc31,686,000
eli lilly & co23,120,000
marvell technology inc15,505,000
general electric co7,164,000
communication services select6,277,000
New stocks bought by VESTOR CAPITAL, LLC

Additions

Ticker% Inc.
jpmorgan u.s. tech leaders etf350,357
terawulf inc128,614
ishares expanded tech-software91,832
beam inc72,880
churchill downs inc46,744
perspective therapeutics inc45,860
arista networks inc36,931
verizon communications34,874
Additions to existing portfolio by VESTOR CAPITAL, LLC

Reductions

Ticker% Reduced
parker hannifin corp-99.99
markel corp com-99.94
mastercard inc cl a-99.92
mercadolibre inc-99.92
allstate-99.86
american express co.-99.83
intuitive surgical inc-99.83
vertex pharmaceuticals inc-99.83
VESTOR CAPITAL, LLC reduced stake in above stock

Sold off

Ticker$ Sold
servicenow inc-12,791,000
figure technology solutions in-2,758,000
abbott laboratories-7,511,000
abbvie inc com-15,609,000
vanguard mega cap etf 529f-3,470,000
dollar general corp-3,441,000
graniteshares 2x lng pltr dly-405,000
vistra energy corp-3,621,000
VESTOR CAPITAL, LLC got rid off the above stocks

Sector Distribution

VESTOR CAPITAL, LLC has about 21.9% of it's holdings in Others sector.

  • Others
  • Industrials
  • Financial Services
  • Consumer Defensive
  • Healthcare
  • Energy
  • Technology
  • Communication Services
  • Real Estate
  • Utilities
  • Consumer Cyclical
Sector%
Others21.9
Industrials16.7
Financial Services14.2
Consumer Defensive12.4
Healthcare10.5
Energy8
Technology7.3
Communication Services3.6
Real Estate2.1
Utilities1.7
Consumer Cyclical1.4

Market Cap. Distribution

VESTOR CAPITAL, LLC has about 59.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MEGA-CAP
  • UNALLOCATED
  • MID-CAP
Category%
LARGE-CAP34
MEGA-CAP25.3
UNALLOCATED22
MID-CAP18.7

Stocks belong to which Index?

About 66.7% of the stocks held by VESTOR CAPITAL, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50054.5
Others33.4
RUSSELL 200012.2
Top 5 Winners (%)%
BX
berkshire hathaway inc
328223.7 %
johnson & johnson com
33809.8 %
parker hannifin corp
11725.7 %
blackrock inc cl a
2101.4 %
QS
progressive corp of ohio
1716.7 %
Top 5 Winners ($)$
parker hannifin corp
537.3 M
BX
berkshire hathaway inc
410.3 M
XLB
eaton corp
189.5 M
johnson & johnson com
123.4 M
MSFT
mercadolibre inc
69.7 M
Top 5 Losers (%)%
LRCX
jupiter neurosciences ord
-99.8 %
ISRG
immunitybio ord
-98.1 %
PSX
perspective therapeutics inc
-96.3 %
ADSK
archer aviation cl a ord
-96.2 %
BLK
beam inc
-93.1 %
Top 5 Losers ($)$
LRCX
jupiter neurosciences ord
-110.0 M
bank of america corp
-109.7 M
IJR
ishares tr msci index
-99.1 M
PSX
perspective therapeutics inc
-95.6 M
KRYS
jpmorgan u.s. tech leaders etf
-52.0 M

VESTOR CAPITAL, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of VESTOR CAPITAL, LLC

VESTOR CAPITAL, LLC has 276 stocks in it's portfolio. About 37.8% of the portfolio is in top 10 stocks. LRCX proved to be the most loss making stock for the portfolio. was the most profitable stock for VESTOR CAPITAL, LLC last quarter.

$1.59BTotal Value
317Positions
28 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of VESTOR CAPITAL, LLC, last reported on 28 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Expanded Tech-Software

Ishares Expanded Tech-Software

AAXJ
VESTOR CAPITAL, LLC's holding in Ishares Expanded Tech-Software over time
1.09%191,220
$17.32M
1.09%
increased 91832.7 percentadded
AAXJ
Ishares Global Infrastructure

Ishares Global Infrastructure

AAXJ
VESTOR CAPITAL, LLC's holding in Ishares Global Infrastructure over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACVF
T Rex 2x Long Nvidia Daily Etf

T Rex 2x Long Nvidia Daily Etf

ACVF
VESTOR CAPITAL, LLC's holding in T Rex 2x Long Nvidia Daily Etf over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AFK
Universal Display Corp

Universal Display Corp

AFK
VESTOR CAPITAL, LLC's holding in Universal Display Corp over time
0.02%3,045
$264.0K
0.02%
increased 181.68 percentadded
AFK
Market Vectors Junior Gold Min

Market Vectors Junior Gold Min

AFK
VESTOR CAPITAL, LLC's holding in Market Vectors Junior Gold Min over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AGNG
Franklin Bsp Capital Corp

Franklin Bsp Capital Corp

AGNG
VESTOR CAPITAL, LLC's holding in Franklin Bsp Capital Corp over time
0%4,744
$64.0K
0%
increased 216.27 percentadded
AGQ
Proshares Ultra Silver

Proshares Ultra Silver

AGQ
VESTOR CAPITAL, LLC's holding in Proshares Ultra Silver over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AGZD
Wells Fargo & Co

Wells Fargo & Co

AGZD
VESTOR CAPITAL, LLC's holding in Wells Fargo & Co over time
0.49%93,887
$7.76M
0.49%
increased 30.47 percentadded
AGZD
Waste Management Inc

Waste Management Inc

AGZD
VESTOR CAPITAL, LLC's holding in Waste Management Inc over time
0%370
$82.0K
0%
decreased 97.09 percentreduced
AGZD
Western Midstream Partners Lp

Western Midstream Partners Lp

AGZD
VESTOR CAPITAL, LLC's holding in Western Midstream Partners Lp over time
0%1,222
$53.0K
0%
decreased 98.38 percentreduced
ALCC
Northrop Grumman Corp

Northrop Grumman Corp

ALCC
VESTOR CAPITAL, LLC's holding in Northrop Grumman Corp over time
0.02%486
$248.0K
0.02%
decreased 51.69 percentreduced