1y return+12.2%S&P 500 +20.9%
3y return+58.0%S&P 500 +68.5%
5y return+58.7%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2020: $200 against $223 in the S&P 500.2
Vestor Capital, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| ACHRApple Inc Com | $93K | 5.8% | New |
| KRYSJPMorgan U.S. Tech Leaders ETF | $78K | 4.9% | +350357.0% |
| ORCLNvidia Corp | $76K | 4.8% | +3305.8% |
| AXPAlphabet Inc Class C Common Sh | $64K | 4.0% | +22334.5% |
| JNJIshares Tr S&P 500 Index Fd | $54K | 3.4% | +2655.6% |
| NFGMorgan Stanley Inc | $52K | 3.2% | +28961.4% |
| Amazon Com IncCUSIP G0403H108 | $50K | 3.2% | +11873.7% |
| CATBroadcom Inc | $46K | 2.9% | +395.3% |
| KOCitigroup Inc | $46K | 2.9% | +4508.7% |
| KMBJP Morgan Chase & Co | $44K | 2.7% | +11166.6% |
| CLXChurchill Downs Inc | $36K | 2.2% | +46744.4% |
| EQIXEnergy Select Sector SPDR ETF | $33K | 2.1% | New |
| MNSTMicron Technology Inc | $33K | 2.0% | New |
| INTWGE Vernova Inc | $32K | 2.0% | New |
| IVVIshares Tr MSCI Index | $30K | 1.9% | +313.8% |
| MDLZMeta Platforms Inc | $29K | 1.8% | +2074.7% |
| BRK/BBank of America Corp | $29K | 1.8% | +8134.5% |
| KGCJPMorgan International Rsrch E | $27K | 1.7% | +15118.0% |
| WMVisa Inc Class A Shares | $27K | 1.7% | +19935.2% |
| CVXCaterpillar Inc | $27K | 1.7% | +1850.4% |
| HUBBHealth Care Select Sector SPDR | $27K | 1.7% | +4324.8% |
| EFAiShares MSCI Emerging Mkts ex | $24K | 1.5% | −16.5% |
| Taiwan Semiconductor Mfg CoCUSIP H84989104 | $24K | 1.5% | +11122.8% |
| MAINLam Research Corp | $24K | 1.5% | +14.1% |
| EPDEli Lilly & Co | $23K | 1.5% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGAdvanced Micro Devices Inc | September 30, 2020 | +380.9% | $18K |
| CEGCoherent Inc | September 30, 2022 | +198.5% | $17K |
| HUBBHealth Care Select Sector SPDR | September 30, 2021 | +189.6% | $27K |
| CATBroadcom Inc | September 30, 2024 | +172.3% | $46K |
| BRK/BBank of America Corp | September 30, 2020 | +135.0% | $29K |
| AXPAlphabet Inc Class C Common Sh | December 31, 2022 | +128.9% | $64K |
| NTRSNebius Group NV | September 30, 2020 | +122.9% | $14K |
| IVVIshares Tr MSCI Index | September 30, 2020 | +122.8% | $30K |
| XLEEaton Corp | March 31, 2021 | +116.5% | $12K |
| WMVisa Inc Class A Shares | September 30, 2020 | +96.9% | $27K |
Sold off last quarter
- ABBVAbbvie Inc Com was $16K
- NOWServiceNow Inc was $13K
- REGNRegeneron Pharmaceuticals Inc was $9,005
- ABTAbbott Laboratories was $7,511
- JLLJones Lang LaSalle Inc was $3,693
- VSTVistra Energy Corp was $3,621
- Vanguard Mega Cap ETF 529FCUSIP 108913807 was $3,470
- DGDollar General Corp was $3,441
- AMGNAmgen Inc was $3,261
- FIGRFigure Technology Solutions In was $2,758
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.7% | +14.8% |
| March 31, 2026 | −4.7% | −4.6% |
| December 31, 2025 | +1.0% | +2.4% |
| September 30, 2025 | +3.5% | +7.8% |
| June 30, 2025 | +12.4% | +10.5% |
| March 31, 2025 | −7.8% | −4.6% |
| December 31, 2024 | +5.6% | +2.1% |
| September 30, 2024 | +2.6% | +5.4% |
| June 30, 2024 | +4.7% | +4.0% |
| March 31, 2024 | +9.8% | +10.0% |
| December 31, 2023 | +12.4% | +11.2% |
| September 30, 2023 | −2.9% | −3.6% |
| June 30, 2023 | +9.5% | +8.3% |
| March 31, 2023 | +1.1% | +7.0% |
| December 31, 2022 | +8.9% | +7.1% |
| September 30, 2022 | −5.3% | −5.3% |
| June 30, 2022 | −15.3% | −16.5% |
| March 31, 2022 | −4.4% | −4.9% |
| December 31, 2021 | +8.7% | +10.7% |
| September 30, 2021 | −0.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Vestor Capital, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1132699&type=13F-HR&dateb=&owner=include&count=40CIK 1132699
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1132699/000113269926000004/Filed July 28, 2026 · accession 0001132699-26-000004