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Portfolio (Quarterly) Guide ↗

VESTOR CAPITAL, LLC

· CIK 0001132699
13F Portfolio $1.4B AUM 281 positions Filed May 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 276 New
Page 13 of 14  ·  276 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SU Suncor Energy Inc New Com Energy 888.0 $59K 0.00% NEW $66.44 -1.3%
242 APP AppLovin Corp Technology 145.0 $58K 0.00% NEW $400.00 +28.6%
243 TRV The Travelers Companies Inc Co Financial Services 200.0 $58K 0.00% NEW $290.00 +5.1%
244 Expedia Inc Del Com New 253.0 $58K 0.00% NEW $229.25
245 WCN WASTE CONNECTIONS INC COM Industrials 351.0 $57K 0.00% NEW $162.39 -4.1%
246 PGR Progressive Corp of Ohio Financial Services 280.0 $56K 0.00% NEW $200.00 -0.6%
247 SLB Schlumberger Limited Energy 1,099.0 $56K 0.00% NEW $50.96 +13.8%
248 SNOW Snowflake Inc Technology 370.0 $56K 0.00% NEW $151.35 +17.3%
249 LEU Centrus Energy Corp Cl A Energy 317.0 $55K 0.00% NEW $173.50 +5.7%
250 NET Cloudflare Inc Technology 265.0 $55K 0.00% NEW $207.55 +4.8%
251 FDX Fedex Corp Industrials 155.0 $55K 0.00% NEW $354.84 +12.7%
252 PDX Pediatrix Medical Grp Inc Financial Services 2,500.0 $55K 0.00% NEW $22.00 -1.4%
253 VVV Valvoline Inc Energy 1,646.0 $55K 0.00% NEW $33.41 +0.5%
254 CNI Canadian National Railroad Industrials 520.0 $53K 0.00% NEW $101.92 +14.2%
255 STZ Constellation Brands Inc Cl A Consumer Defensive 350.0 $53K 0.00% NEW $151.43 -2.5%
256 KRYS Krystal Biotech Inc Healthcare 200.0 $52K 0.00% NEW $260.00 +16.4%
257 SONY Sony Group Corp Technology 2,500.0 $52K 0.00% NEW $20.80 +6.5%
258 WEC Wisconsin Energy Corp Utilities 451.0 $52K 0.00% NEW $115.30 -1.6%
259 QS QuantumScape Corp Consumer Cyclical 8,000.0 $51K 0.00% NEW $6.38 +36.6%
260 DGRW WisdomTree US Quality Dividend 582.0 $51K 0.00% NEW $87.63 +9.9%
Page 13 of 14  ·  276 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.6%
Financial Services 16.5%
Healthcare 16.4%
Consumer Cyclical 13.7%
Communication Services 13.1%
Industrials 8.5%
Utilities 3.3%
Consumer Defensive 3.1%
Real Estate 0.4%
Energy 0.3%