Vestcor Inc

Diversified mechanical Mechanical CIK 1536925
League rank
#186
in Diversified mechanical · #4068 overall
Long book
$3.63B
Q1 2026
Positions
1192
Top-10 weight
18%
concentration
Last quarter
+11.2%
SPY +14.8%
Turnover
22%
of book per quarter

Strategy in plain words

auto-generated from filings

Vestcor Inc is a mechanically diversified allocator, running a $3.63B US long book across 1192 positions.

The portfolio is broadly diversified across 1192 positions (top 10 only 18%). Turnover is modest: positions are typically held for years. Current anchor positions: NVIDIA CORP, APPLE INC, ISHARES CORE MSCI EMERGING, MICROSOFT CORP, AMAZON.COM INC.

Over the last 9 quarters its long book ran on average 1.1pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+1.8%
Q2 2024
+7.8%
Q3 2024
-0.9%
Q4 2024
-0.7%
Q1 2025
+6.4%
Q2 2025
+5.1%
Q3 2025
+0.8%
Q4 2025
-0.9%
Q1 2026
+11.2%

Sector allocation

Technology
29%
Financials
11%
Consumer discretionary
10%
Healthcare
9%
Utilities
9%
Industrials
8%
Other
5%
Services media
5%

Long book by quarter

$2.92B
Q1 2024
$2.96B
Q2 2024
$3.17B
Q3 2024
$3.02B
Q4 2024
$2.97B
Q1 2025
$3.31B
Q2 2025
$3.35B
Q3 2025
$3.51B
Q4 2025
$3.63B
Q1 2026

What does Vestcor Inc own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
NVDA NVIDIA CORPTechnology654.7K$114.2M3.1%+4.5%
AAPL APPLE INCTechnology358.7K$91.0M2.5%+0.6%
MSFT MICROSOFT CORPTechnology231.4K$85.7M2.4%+2.2%
AMZN AMAZON.COM INCConsumer discretionary286.6K$59.7M1.6%+2.0%
GOOGL ALPHABET INC-CL ATechnology162.3K$46.7M1.3%+16.7%
GOOG ALPHABET INC-CL CTechnology151.0K$43.3M1.2%+10.9%
JNJ JOHNSON & JOHNSONHealthcare174.8K$42.7M1.2%-5.6%
T AT&T INCCommunications1.4M$41.6M1.1%+5.4%
AVGO BROADCOM INCTechnology133.3K$41.3M1.1%+8.1%
VZ VERIZON COMMUNICATIONS INCCommunications739.5K$37.1M1.0%+6.7%
DUK DUKE ENERGY CORPUtilities279.8K$36.6M1.0%+51.7%
META META PLATFORMS INC-CLASS ATechnology62.3K$35.7M1.0%-0.4%
CSCO CISCO SYSTEMS INCTechnology401.7K$31.2M0.9%+3.3%
WMT WALMART INCConsumer discretionary223.0K$27.7M0.8%-11.4%
ED CONSOLIDATED EDISON INCUtilities242.3K$27.4M0.8%+8.8%
FHI FEDERATED HERMES INCFinancials452.0K$25.6M0.7%+4.4%
CL COLGATE-PALMOLIVE COOther300.3K$25.6M0.7%+1.5%
GILD GILEAD SCIENCES INCHealthcare183.5K$25.6M0.7%-17.8%
MO ALTRIA GROUP INCConsumer staples377.0K$24.9M0.7%-12.0%
PG PROCTER & GAMBLE CO/THEOther161.3K$23.3M0.6%-9.0%
PEP PEPSICO INCConsumer staples148.0K$23.0M0.6%+0.4%
MRK MERCK & CO. INC.Healthcare187.1K$22.5M0.6%-27.6%
MA MASTERCARD INC - AServices media44.6K$22.3M0.6%+1.3%
NFLX NETFLIX INCServices media230.1K$22.1M0.6%+43.3%
SO SOUTHERN CO/THEUtilities225.1K$21.7M0.6%+9.2%
TSLA TESLA INCIndustrials57.0K$21.2M0.6%+1.2%
KR KROGER COConsumer discretionary292.7K$21.2M0.6%-16.7%
PGR PROGRESSIVE CORPFinancials106.1K$21.0M0.6%-2.4%
VRSN VERISIGN INCTechnology83.8K$20.8M0.6%-2.4%
LLY ELI LILLY & COHealthcare22.2K$20.4M0.6%-5.2%
EA ELECTRONIC ARTS INCTechnology99.1K$20.2M0.6%-25.6%
XOM EXXON MOBIL CORPEnergy117.5K$19.9M0.5%+37.8%
TMUS T-MOBILE US INCCommunications89.8K$18.9M0.5%-20.5%
V VISA INC-CLASS A SHARESServices media61.3K$18.5M0.5%-1.3%
MCK MCKESSON CORPConsumer discretionary20.9K$18.1M0.5%-4.7%
PM PHILIP MORRIS INTERNATIONALConsumer staples107.8K$17.8M0.5%-12.6%
IBM INTL BUSINESS MACHINES CORPTechnology71.8K$17.4M0.5%-10.9%
ALL ALLSTATE CORPFinancials83.0K$17.2M0.5%+32.8%
LRCX LAM RESEARCH CORPIndustrials77.8K$16.6M0.5%-1.5%
MNST MONSTER BEVERAGE CORPConsumer staples226.0K$16.4M0.5%+30.4%
GFL GFL ENVIRONMENTAL INC-SUB VTUtilities391.8K$16.3M0.5%Held
KO COCA-COLA CO/THEConsumer staples214.3K$16.3M0.4%+0.8%
JPM JPMORGAN CHASE & COFinancials54.7K$16.1M0.4%-9.1%
ABBV ABBVIE INCHealthcare73.6K$16.0M0.4%-16.9%
EQT EQT CORPEnergy250.7K$16.0M0.4%+11.1%
XEL XCEL ENERGY INCUtilities199.3K$15.8M0.4%+95.5%
COR CENCORA INCConsumer discretionary49.9K$15.7M0.4%+103.2%
PLTR PALANTIR TECHNOLOGIES INC-ATechnology105.8K$15.5M0.4%+20.4%
APH AMPHENOL CORP-CL ATechnology121.1K$15.3M0.4%+18.4%
LMT LOCKHEED MARTIN CORPIndustrials25.3K$15.3M0.4%+71.9%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 12, 20261192$3.63B $K fixed canonicalSEC ↗
Q4 202513F-HRFeb 11, 20261157$3.51B $K fixed canonicalSEC ↗
Q3 202513F-HRNov 13, 20251176$3.35B $K fixed canonicalSEC ↗
Q2 202513F-HRAug 8, 20251154$3.31B $K fixed canonicalSEC ↗
Q1 202513F-HRMay 8, 20251159$2.97B $K fixed canonicalSEC ↗
Q4 202413F-HRFeb 10, 20251205$3.02B $K fixed canonicalSEC ↗
Q3 202413F-HRNov 15, 20241171$3.17B $K fixed canonicalSEC ↗
Q2 202413F-HRAug 13, 20241178$2.96B $K fixed canonicalSEC ↗
Q1 202413F-HRMay 14, 20241261$2.92B $K fixed canonicalSEC ↗