VESTOR CAPITAL, LLC
SEC Form 13F institutional filer · CIK 0001132699
13F-HR · 175 reported holdings · 2026-03-31
Reported long-US-equity value
$0.00B
Top-10 concentration
47.6%
VESTOR CAPITAL, LLC — $1.13M AUM allocation strategy
VESTOR CAPITAL, LLC files SEC Form 13F and reports $1.13M of long US equity value across 175 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 19.1%, followed by Financials 14.1% and Communication Services 8.4%.
The top 10 holdings account for 48% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
VESTOR CAPITAL, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.13M
total across 175 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
48% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$PFE +680K sh · +$18.8K+$XLI +313K sh · +$45.9K+$NVDA +310K sh · −$3.34K
Biggest trims (shares)
−$COST −970K sh · −$156−$MO −514K sh · +$47−$BRK.B −455K sh · −$117
Exited to nil (held last quarter, gone now)
$HONA ($4.53K last qtr)$LVS ($56 last qtr)$BAX ($54 last qtr)$DLTR ($50 last qtr)$ADP ($49 last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services8.4%—
- Semiconductors8.3%—
- Diversified Banks7.6%—
- Technology Hardware, Storage & Peripherals7.4%—
- Pharmaceuticals4.0%—
- Broadline Retail4.0%—
- Systems Software3.5%—
- Investment Banking & Brokerage3.3%—
- Other holdings53.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 331K | $84K | +231K | 7.4% |
| $NVDA | NVIDIA Corporation | 313K | $54.6K | +310K | 4.8% |
| $GOOGL | Alphabet Inc | 190K | $54.5K | +115K | 4.8% |
| $JPM | JP Morgan Chase & Co | 180K | $53K | +166K | 4.7% |
| $AMZN | Amazon.com Inc | 215K | $44.8K | -12.4K | 4.0% |
| $META | Meta Platforms Inc | 70.3K | $40.2K | +69.3K | 3.6% |
| $AVGO | Broadcom Inc | 126K | $38.9K | +64.4K | 3.4% |
…and 168 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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