Evid Invest
Holders — by stockHoldings — by fund

VESTOR CAPITAL, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1132699

$1.6M

disclosed book value

276

positions

5.8%

largest position share

Positions, as of 2026-06-30

top 100 of 276 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1ACHRApple Inc Com320,171$92,6455.8%
2KRYSJPMorgan U.S. Tech Leaders ETF700,914$78,1884.9%
3ORCLNvidia Corp379,844$76,0034.7%
4AXPAlphabet Inc Class C Common Sh181,495$64,1284%
5JNJIshares Tr S&P 500 Index Fd71,452$53,5093.3%
6NFGMorgan Stanley Inc247,022$51,6373.2%
7Amazon Com Inc210,617$50,1983.1%
8CATBroadcom Inc122,835$46,4012.9%
9KOCitigroup Inc327,999$45,9072.9%
10KMBJP Morgan Chase & Co133,396$43,6652.7%
11CLXChurchill Downs Inc398,177$35,6932.2%
12EQIXEnergy Select Sector SPDR ETF630,725$33,4982.1%
13MNSTMicron Technology Inc28,278$32,6412%
14GE Vernova Inc26,970$31,6862%
15IVVIshares Tr MSCI Index290,584$30,1861.9%
16MDLZMeta Platforms Inc52,237$29,4251.8%
17BRK/BBank of America Corp512,871$29,2231.8%
18KGCJPMorgan International Rsrch E330,839$27,2911.7%
19WMVisa Inc Class A Shares79,139$27,1521.7%
20CVXCaterpillar Inc25,121$26,7511.7%
21HUBBHealth Care Select Sector SPDR167,878$26,6361.7%
22EFAiShares MSCI Emerging Mkts ex239,240$24,4741.5%
23Taiwan Semiconductor Mfg Co51,176$24,4401.5%
24MAINLam Research Corp55,208$23,9231.5%
25EPDEli Lilly & Co19,276$23,1201.4%
26XLBSPDR S&P Midcap 400 TR31,457$22,1251.4%
27MIDDMerck & Co Inc New Com144,277$18,5401.2%
28GOOGAdvanced Micro Devices Inc31,236$18,1451.1%
29ITAiShares Expanded Tech-Software191,220$17,3251.1%
30WCNVicor Corp44,917$17,0591.1%
31CEGCoherent Inc41,869$16,5161%
32XMESPDR S&P Biotech ETF104,252$16,4981%
33VVVUnitedhealth Group Inc39,333$16,3481%
34MELIMarvell Technology Inc52,050$15,5051%
35NTRSNebius Group NV51,685$14,2740.9%
36IBITIntel Corp87,894$12,2730.8%
37DFACCVS Caremark Corp116,847$12,0880.8%
38IBRXHowmet Aerospace Inc44,835$12,0540.8%
39XLEEaton Corp28,169$12,0030.7%
40IWFiShares MSCI Global Metals & M198,804$11,5600.7%
41DFAICredo Technology Group Holding41,682$11,3350.7%
42SCHWCardinal Health Inc47,192$11,2110.7%
43VPUVanguard Real Estate ETF114,137$11,0060.7%
44TMUSTesla Inc25,788$10,8460.7%
45VRTXVanguard Utilities ETF53,827$10,5360.7%
46SPHQIndustrial Select Sector SPDR56,204$10,4110.7%
47AXONArista Networks Inc53,326$9,0590.6%
48TAppLovin Corp17,361$8,9450.6%
49VVerizon Communications208,800$8,8410.6%
50ALLAbbvie Inc Com34,990$8,8050.6%
51JEFIShares TR S&P 500 Growth Inde58,669$8,0690.5%
52DONWells Fargo & Co93,887$7,7590.5%
53DISVertiv Holdings Co22,720$7,6070.5%
54GHGeneral Electric Co19,169$7,1640.4%
55JPMIshares Tr S&P Midcap 400 Inde85,741$6,6110.4%
56TRVTeraWulf Inc257,427$6,3580.4%
57Communication Services Select58,591$6,2770.4%
58TTWOState Street SPDR S&P Metals &58,185$6,2220.4%
59Corning Inc23,060$5,8900.4%
60METAMcDonald's Corp20,138$5,4440.3%
61PDXOracle Corp36,089$5,2890.3%
62RTXQnity Electronics Inc.31,699$5,1770.3%
63ITWHome Depot Inc14,259$5,0290.3%
64HWMGuardant Health Inc33,305$4,9970.3%
65TSMState Street Materials Select95,819$4,8700.3%
66BRK/AAxon Enterprise Inc8,523$4,7780.3%
67JIREiShares Tr S&P Smallcap 60030,350$4,5010.3%
68PMPepsiCo Inc32,617$4,4160.3%
69SLBRoyalty Pharma PLC76,609$4,2950.3%
70FDXEverpure Inc.52,484$4,1350.3%
71CLCloudflare Inc15,899$3,9000.2%
72GEForgent Power Solutions Inc69,169$3,8640.2%
73PNCPfizer Inc.157,833$3,8010.2%
74ARMApplied Optoelectronics Inc CO25,430$3,7680.2%
75MSMicrosoft Corp10,066$3,7550.2%
76BXBerkshire Hathaway Inc5$3,7440.2%
77IBMIllinois Tool Works13,664$3,6960.2%
78PSXPerspective Therapeutics Inc1.1M$3,6390.2%
79XELWintrust Financial Corp22,564$3,6260.2%
80Direxion Daily MU Bull 2X Shar3,444$3,6120.2%
81EXCEnphase Energy Inc72,158$3,5530.2%
82UNHTwist Bioscience Corp32,600$3,3540.2%
83CIENCerebras Systems Inc.15,093$3,3360.2%
84WFCWalmart Inc27,981$3,1690.2%
85BKNGBerkshire Hathaway Inc Del Cl5,946$2,9750.2%
86VICRVeracyte Inc46,305$2,7190.2%
87MRSHMain Street Capital Corp48,400$2,5110.2%
88TG Therapeutics Inc44,093$2,4220.2%
89NEENatera Inc8,910$2,4190.2%
90VTIVanguard 500 ETF3,355$2,3040.1%
91XLIHubbell Inc3,794$1,9850.1%
92BLKCHFBeam Inc56,925$1,9540.1%
93VIGVanguard Index Fds Total Stk M5,193$1,9220.1%
94AFGAlphabet Inc. Class A Common S5,092$1,8200.1%
95XLCCME Group Inc6,174$1,3630.1%
96APDAbbott Laboratories14,584$1,3230.1%
97YUMWisdomTree LargeCap Dividend E12,320$1,1870.1%
98EWDirexion Daily Semicondct Bull4,326$1,1540.1%
99CMECisco Systems Inc.8,614$1,0120.1%
100VOOUS Bancorp New16,386$9900.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.