VESTOR CAPITAL CORP logo

VESTOR CAPITAL CORP Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for VESTOR CAPITAL CORP with $294.79B in long positions as of Q2 2025, 99% allocated to Financial Services, and 100% concentrated in top 10 positions.

Portfolio Value
$294.79B
Top 10 Concentration
100%
Top Sector
Financial Services (99%)
US Exposure
100%
Market Cap Focus
Mega Cap
Countries
5

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

Financial Services: 99.00%Financial ServicesIndustrials: 0.30%Technology: 0.30%Consumer Cyclical: 0.20%Communication Services: 0.10%
Financial Services
99.00%
Industrials
0.30%
Technology
0.30%
Consumer Cyclical
0.20%
Communication Services
0.10%

Industry Breakdown

69 industries across all sectors

Insurance - Diversified: 98.89%Insurance - DiversifiedAerospace & Defense: 0.25%Travel Services: 0.21%Software - Infrastructure: 0.19%Internet Content & Information: 0.07%Software - Application: 0.03%63 more: 0.35%
Insurance - Diversified
Financial Services
98.89%
Aerospace & Defense
Industrials
0.25%
Travel Services
Consumer Cyclical
0.21%
Software - Infrastructure
Technology
0.19%
Internet Content & Information
Communication Services
0.072%
Software - Application
Technology
0.033%
Specialty Retail
Consumer Cyclical
0.031%
Semiconductors
Technology
0.03%
Financial - Credit Services
Financial Services
0.025%
Discount Stores
Consumer Defensive
0.025%
Asset Management
Financial Services
0.023%
Insurance - Property & Casualty
Financial Services
0.022%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 99.11%Mega Cap (> $200B)Large Cap ($10B - $200B): 0.87%Mid Cap ($2B - $10B): 0.00%Small Cap ($300M - $2B): 0.00%Micro Cap ($50M - $300M): 0.00%Nano Cap (< $50M): 0.00%N/A (ETF or Unknown): 0.02%
Mega Cap (> $200B)
99.11%
Large Cap ($10B - $200B)
0.87%
Mid Cap ($2B - $10B)
0.00%
Small Cap ($300M - $2B)
0.00%
Micro Cap ($50M - $300M)
0.00%
Nano Cap (< $50M)
0.00%
N/A (ETF or Unknown)
0.02%

Portfolio Concentration

Top 10 Holdings %
99.66%
Top 20 Holdings %
99.83%
Top 50 Holdings %
99.96%
Top 100 Holdings %
99.99%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
99.99%
International
0.006%
Countries
5
Largest Int'l Market
Canada - 0.00%
United States of America
99.99% ($294.77B)
242 holdings
Canada
0.00% ($8.0M)
4 holdings
Ireland
0.00% ($7.0M)
3 holdings
Uruguay
0.00% ($1.7M)
1 holdings
Switzerland
0.00% ($421.7K)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
9.7 quarters
Avg. Top 20
11.7 quarters
Avg. All Positions
11.4 quarters
Median Holding Period
15 quarters
Persistence Rate
75.7%
Persistent Holdings Weight
0.848%
Persistent Positions
190
Longest Held
Altria Group, Inc. logo
Altria Group, Inc.MO - 19 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.004%
Avg. Position Weight
0.40%
Largest Position
Berkshire Hathaway Inc. logo
Berkshire Hathaway Inc.BRK.A - 98.85%
Largest Ownership Stake
Berkshire Hathaway Inc. logo
Berkshire Hathaway Inc.BRK.A - 27.80%
Avg. Ownership Stake
27.49%
Ownership Stake >5%
1
Ownership Stake >1%
2

Historical (Since Q2 2013)

Avg. New Position
0.39%
Avg. Ownership Stake
25.44%
Largest Position
Berkshire Hathaway Inc. logo
Berkshire Hathaway Inc.BRK.A - 98.85% (Q2 2025)
Largest Ownership Stake
Berkshire Hathaway Inc. logo
Berkshire Hathaway Inc.BRK.A - 27.80% (Q2 2025)

Portfolio Turnover

Current Quarter

Turnover Ratio
50.1%
Value Traded
$147.76B
Positions Added
15
Positions Exited
14

Historical (Since Q2 2013)

Avg. Turnover Ratio
11.4%
Avg. Positions Added
13
Avg. Positions Exited
13
Highest Turnover
50.1%
Q2 2025
Lowest Turnover
1.6%
Q3 2016

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