VESTOR CAPITAL, LLC Q2 2025 Filing

Filed August 12, 2025

Portfolio Value

$1.3B

Holdings

274

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (274 positions)

#StockSharesValue% PortfolioType
1
ABTAbbott Laboratories
151,696$75.5M5.65%
2
ABBVAbbvie Inc Com
271,098$74.7M5.60%
3
AMDAdvanced Micro Devices Inc
280,722$61.6M4.61%
4
AFRMAffirm Holdings Inc
643,085$60.5M4.53%
5
AFLAflac Inc
284,126$58.3M4.37%
6
APDAir Products & Chemicals
183,410$53.2M3.98%
7
ALSAllState
70,835$52.3M3.92%
8
GOOGAlphabet Inc Class C Common Sh
912,780$47.8M3.58%
9
GOOGLAlphabet Inc. Class A Common S
287,986$45.5M3.41%
10
MOAltria Group Inc
64,321$39.9M2.99%
11
AMZNAmazon Com Inc
404,800$34.2M2.56%
12
AXPAmerican Express Co.
192,024$34.1M2.55%
13
AFGAmerican Financial Group Inc.
388,388$33.1M2.48%
14
AWCAmerican Waterworks Co Inc
320,550$25.7M1.92%
15
AONAON PLC
18,146$24.3M1.82%
16
AAPLApple Inc Com
238,933$21.4M1.60%
17
AMATApplied Materials
143,765$20.3M1.52%
18
APPAppLovin Corp
236,571$20.1M1.50%
19
ACHRARCHER AVIATION CL A ORD
278,666$19.7M1.48%
20
ANETEURArista Networks Inc
83,301$18.6M1.40%
21
ARKBARK 21Shares Bitcoin ETF
619,370$17.9M1.34%
22
TAT&T Inc
31,010$17.6M1.32%
23
ADSKAutodesk Inc
22,398$17.5M1.31%
24
ADPAutomatic Data Processing Inc
205,735$16.7M1.25%
25
AXONAxon Enterprise Inc
833,599$16.0M1.20%
26
BACBank of America Corp
106,263$15.7M1.17%
27
BKBank of New York Mellon Corp
68,075$15.6M1.17%
28
BAXBaxter International Inc
27,996$14.8M1.11%
29
BRK-BBerkshire Hathaway Inc
399,828$14.4M1.08%
30
BRK/BBerkshire Hathaway Inc B
39,227$13.9M1.04%
31
BRK/BBerkshire Hathaway Inc Del Cl
211,232$13.3M1.00%
32
BLKBlackrock Inc Cl A
37,940$13.3M0.99%
33
BXBlackstone Group L P Com Unit
124,483$11.6M0.87%
34
OWLBlue Owl Capital Inc
122,970$11.0M0.82%
35
BABoeing Company
246,086$10.6M0.80%
36
BKNGBooking Hldgs Inc
105,444$10.5M0.78%
37
BSXBoston Scientific Corp
97,262$10.4M0.78%
38
Bowater Inc
134,139$10.4M0.78%
39
BPBP Plc Spons ADR
57,983$10.2M0.77%
40
AVGOBroadcom Inc
72,602$9.9M0.74%
41
CNRCanadian National Railroad
75,631$8.7M0.65%
42
COFCapital One Financial Corp
51,247$8.6M0.64%
43
CAHCardinal Health Inc
38,348$8.4M0.63%
44
CARRCarrier Global Corp-Wi
15,705$8.3M0.62%
45
CATCaterpillar Inc
54,798$8.3M0.62%
46
CDWCDW Corp
37,252$7.9M0.59%
47
CELHCelsius Holdings Inc
54,727$7.8M0.58%
48
SCHWCharles Schwab Corp. New
68,292$7.5M0.56%
49
CVXChevron Corp
46,455$7.4M0.55%
50
CMGChipotle Mexican Grill Inc Com
199,484$7.2M0.54%
51
CIENCiena Corp
19,907$6.3M0.47%
52
CSCOCisco Systems Inc
87,669$6.1M0.45%
53
TRVCCitigroup Inc
15,046$5.5M0.41%
54
CLXClorox
28,839$5.4M0.40%
55
NETCloudflare Inc
107,344$5.1M0.38%
56
CMECME Group Inc
78,635$5.0M0.37%
57
KOCoca Cola Company
15,378$5.0M0.37%
58
COINCoinbase Global Inc
16,647$4.9M0.36%
59
CLColgate Palmolive
17,458$4.8M0.36%
60
XLCCommunication Services Sel Sec
74,341$4.6M0.35%
61
COPConocoPhillips
13,011$4.6M0.34%
62
STZConstellation Brands Inc Cl A
6,878$4.4M0.33%
63
CEGConstellation Energy Group Inc
18,941$4.4M0.33%
64
XLFIConsumer Staples Select Sector
29,219$3.9M0.29%
65
CRBGCorebridge Financial Inc
15,329$3.8M0.28%
66
CRWVCoreWeave Inc
67,518$3.7M0.28%
67
COSTCostco Wholesale Corp
72,576$3.4M0.25%
68
CRWDCrowdStrike Holdings Inc
977,184$3.4M0.25%
69
DDOGDatadog Inc
6,878$3.3M0.25%
70
MSTXDEFIANCE DAILY TARGT 175X MSTR
66,121$3.3M0.25%
71
DFEVDimensional Emerging Markets V
27,470$3.0M0.22%
72
DFAIDimensional International Cr E
48,400$2.9M0.21%
73
DFACDIMENSIONAL U S CORE EQUITY 2
22,880$2.8M0.21%
74
AAPUDirexion Daily AAPL Bull 2X Sh
22,855$2.8M0.21%
75
MUUDirexion Daily MU Bull 2X Shar
48,929$2.7M0.20%
76
SOXLDirexion Daily Semicondct Bull
11,263$2.7M0.20%
77
DLTRDollar Tree Inc
13,713$2.5M0.19%
78
DUKDuke Energy Corp New Com New
11,951$2.5M0.19%
79
EWEdwards Lifesciences Corp
68,772$2.2M0.16%
80
ELVElevance Health Inc
3,064$1.9M0.14%
81
LLYEli Lilly & Co
4,126$1.7M0.13%
82
XLEEnergy Select Sector SPDR Fund
5,116$1.6M0.12%
83
PEOExelon Corp
8,682$1.5M0.11%
84
EXPEExpedia Inc Del Com New
1,417$1.4M0.11%
85
XOMExxon Mobil Corp Com
3,887$1.1M0.08%
86
FASTFastenal Co
1,894$1.1M0.08%
87
FELGFIDELITY ENHANCED LARGE CAP ET
12,665$1.0M0.08%
88
FBTCFIDELITY WISE ORIGIN BITCOIN F
2,346$913K0.07%
89
FBCGFidelity Blue Chip Growth ETF
59,000$860K0.06%
90
FITBFifth Third Bancorp
4,284$780K0.06%
91
XLFFinancial Select Sector SPDR F
17,136$775K0.06%
92
BUSEFirst Busey Corp
10,176$753K0.06%
93
FISVFiserv Inc
19,994$750K0.06%
94
TLTDFlexShares Mstar DevMks exUS F
7,857$738K0.06%
95
GUNRFlexShares Mstar Glbl Upstrm N
2,883$738K0.06%
96
FFord Motor Co.
5,796$735K0.06%
97
FRBPFranklin BSP Capital Corp
2,221$711K0.05%
98
AJGGallagher Arthur J & Co
6,308$645K0.05%
99
GEHCGE HEALTHCARE TECHNOLOGIES ORD
1,759$628K0.05%
100
GEVGE Vernova Inc
5,813$627K0.05%
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