Van Diest Capital as of March 31, 2026
Portfolio Holdings for Van Diest Capital
Van Diest Capital holds 190 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 3.9 | $5.0M | 13k | 370.19 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 3.9 | $4.9M | 15k | 337.97 | |
| Apple (AAPL) | 3.5 | $4.5M | 18k | 253.78 | |
| Amazon (AMZN) | 3.3 | $4.2M | 20k | 208.28 | |
| Applied Materials (AMAT) | 3.0 | $3.9M | 11k | 341.82 | |
| NVIDIA Corporation (NVDA) | 2.7 | $3.4M | 19k | 174.40 | |
| Ishares Tr MRGSTR SM CP GR (ISCG) | 2.5 | $3.2M | 58k | 54.80 | |
| Charles Schwab Corporation (SCHW) | 2.0 | $2.6M | 27k | 93.98 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $2.5M | 8.6k | 287.56 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.9 | $2.4M | 29k | 82.75 | |
| Ishares Tr Core S&p Us Gwt (IUSG) | 1.8 | $2.3M | 15k | 155.11 | |
| Ishares Tr Morningstar Valu (ILCV) | 1.5 | $2.0M | 21k | 93.14 | |
| Meta Platforms Cl A (META) | 1.4 | $1.7M | 3.0k | 572.09 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.3 | $1.7M | 5.9k | 286.87 | |
| Wells Fargo & Company (WFC) | 1.2 | $1.6M | 20k | 79.61 | |
| Philip Morris International (PM) | 1.2 | $1.5M | 9.3k | 165.35 | |
| JPMorgan Chase & Co. (JPM) | 1.2 | $1.5M | 5.0k | 294.16 | |
| First Tr Exchng Traded Fd Vi Multi Strategy (LALT) | 1.1 | $1.5M | 60k | 24.30 | |
| Qualcomm (QCOM) | 1.1 | $1.4M | 11k | 128.77 | |
| Arista Networks Com Shs (ANET) | 1.1 | $1.4M | 12k | 122.77 | |
| Anthem (ELV) | 1.0 | $1.3M | 4.4k | 292.74 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.0 | $1.3M | 2.0k | 653.07 | |
| Lam Research Corp Com New (LRCX) | 1.0 | $1.3M | 5.9k | 213.64 | |
| Booking Holdings (BKNG) | 0.9 | $1.2M | 281.00 | 4217.68 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $1.2M | 2.0k | 597.41 | |
| Tesla Motors (TSLA) | 0.9 | $1.1M | 2.9k | 371.79 | |
| Visa Com Cl A (V) | 0.9 | $1.1M | 3.6k | 302.27 | |
| Walt Disney Company (DIS) | 0.8 | $1.1M | 11k | 96.38 | |
| Coca-Cola Company (KO) | 0.8 | $1.0M | 13k | 76.05 | |
| Starbucks Corporation (SBUX) | 0.8 | $975k | 11k | 89.59 | |
| Eli Lilly & Co. (LLY) | 0.8 | $975k | 1.1k | 919.32 | |
| Exxon Mobil Corporation (XOM) | 0.8 | $970k | 5.7k | 169.67 | |
| Becton, Dickinson and (BDX) | 0.7 | $941k | 6.0k | 157.23 | |
| Omni (OMC) | 0.7 | $941k | 13k | 75.31 | |
| Johnson & Johnson (JNJ) | 0.7 | $939k | 3.8k | 244.46 | |
| Analog Devices (ADI) | 0.7 | $918k | 2.9k | 318.24 | |
| Autodesk (ADSK) | 0.7 | $836k | 3.5k | 239.35 | |
| salesforce (CRM) | 0.6 | $816k | 4.4k | 186.65 | |
| Kla Corp Com New (KLAC) | 0.6 | $806k | 548.00 | 1470.37 | |
| Air Products & Chemicals (APD) | 0.6 | $799k | 2.8k | 290.44 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.6 | $797k | 10k | 79.27 | |
| Airbnb Com Cl A (ABNB) | 0.6 | $755k | 6.0k | 126.28 | |
| Ecolab (ECL) | 0.6 | $755k | 2.8k | 265.97 | |
| Iqvia Holdings (IQV) | 0.6 | $732k | 4.3k | 170.55 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.6 | $718k | 1.00 | 718140.00 | |
| Ishares Core Msci Emkt (IEMG) | 0.6 | $715k | 10k | 69.75 | |
| Ge Aerospace Com New (GE) | 0.6 | $699k | 2.5k | 283.76 | |
| Broadcom (AVGO) | 0.5 | $676k | 2.2k | 309.47 | |
| Micron Technology (MU) | 0.5 | $675k | 2.0k | 337.69 | |
| Northern Lts Fd Tr Iv Inspire 500 Etf (PTL) | 0.5 | $666k | 2.7k | 250.56 | |
| General Dynamics Corporation (GD) | 0.5 | $664k | 1.9k | 343.34 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $652k | 7.2k | 90.53 | |
| Mastercard Incorporated Cl A (MA) | 0.5 | $644k | 1.3k | 499.70 | |
| Lloyds Banking Group Sponsored Adr (LYG) | 0.5 | $636k | 126k | 5.03 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $635k | 1.3k | 479.40 | |
| BP Sponsored Adr (BP) | 0.5 | $633k | 14k | 47.00 | |
| Unilever Spon Adr New (UL) | 0.5 | $624k | 11k | 56.97 | |
| Wal-Mart Stores (WMT) | 0.5 | $613k | 4.9k | 124.27 | |
| Bank of New York Mellon Corporation (BK) | 0.5 | $597k | 5.0k | 118.62 | |
| Amgen (AMGN) | 0.5 | $586k | 1.7k | 351.94 | |
| Advanced Micro Devices (AMD) | 0.4 | $571k | 2.8k | 203.38 | |
| Texas Instruments Incorporated (TXN) | 0.4 | $563k | 2.9k | 194.13 | |
| Comcast Corp Cl A (CMCSA) | 0.4 | $550k | 19k | 28.71 | |
| AmerisourceBergen (COR) | 0.4 | $545k | 1.7k | 314.23 | |
| Medtronic SHS (MDT) | 0.4 | $529k | 6.1k | 86.65 | |
| Veeva Sys Cl A Com (VEEV) | 0.4 | $508k | 2.9k | 175.71 | |
| American Express Company (AXP) | 0.4 | $503k | 1.7k | 302.57 | |
| CarMax (KMX) | 0.4 | $501k | 12k | 41.58 | |
| Casey's General Stores (CASY) | 0.4 | $500k | 686.00 | 728.22 | |
| Northwestern Energy Group In Com New (NWE) | 0.4 | $483k | 7.3k | 65.95 | |
| Intuit (INTU) | 0.4 | $478k | 1.1k | 432.36 | |
| Power Integrations (POWI) | 0.4 | $476k | 9.3k | 51.20 | |
| Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH) | 0.4 | $465k | 5.4k | 85.62 | |
| McKesson Corporation (MCK) | 0.4 | $463k | 535.00 | 866.02 | |
| First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT) | 0.4 | $461k | 12k | 37.27 | |
| Masco Corporation (MAS) | 0.4 | $457k | 7.6k | 60.38 | |
| Huntington Ingalls Inds (HII) | 0.4 | $446k | 1.2k | 379.76 | |
| Oracle Corporation (ORCL) | 0.3 | $426k | 2.9k | 147.09 | |
| Ing Groep Sponsored Adr (ING) | 0.3 | $425k | 16k | 26.05 | |
| Stryker Corporation (SYK) | 0.3 | $420k | 1.3k | 328.80 | |
| Pepsi (PEP) | 0.3 | $416k | 2.7k | 155.29 | |
| Crocs (CROX) | 0.3 | $414k | 5.0k | 83.01 | |
| Exelixis (EXEL) | 0.3 | $413k | 9.6k | 42.89 | |
| Atkore Intl (ATKR) | 0.3 | $407k | 6.9k | 58.91 | |
| Kaiser Aluminium Corporation Com Par $0.01 (KALU) | 0.3 | $406k | 3.4k | 120.49 | |
| Mueller Wtr Prods Com Ser A (MWA) | 0.3 | $406k | 15k | 27.49 | |
| Citigroup Com New (C) | 0.3 | $395k | 3.5k | 113.40 | |
| Palantir Technologies Cl A (PLTR) | 0.3 | $395k | 2.7k | 146.31 | |
| Caterpillar (CAT) | 0.3 | $394k | 556.00 | 709.28 | |
| Expedia Group Com New (EXPE) | 0.3 | $394k | 1.7k | 230.83 | |
| TJX Companies (TJX) | 0.3 | $387k | 2.4k | 159.76 | |
| Agnico (AEM) | 0.3 | $383k | 1.9k | 203.05 | |
| Altria (MO) | 0.3 | $380k | 5.8k | 65.99 | |
| Fs Kkr Capital Corp (FSK) | 0.3 | $378k | 37k | 10.18 | |
| Cummins (CMI) | 0.3 | $377k | 700.00 | 538.16 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.3 | $372k | 2.6k | 142.83 | |
| Spdr Series Trust State Street Spd (BIL) | 0.3 | $371k | 4.1k | 91.64 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $371k | 1.3k | 287.24 | |
| Infosys Sponsored Adr (INFY) | 0.3 | $371k | 27k | 13.51 | |
| Dex (DXCM) | 0.3 | $365k | 5.8k | 62.80 | |
| Coty Com Cl A (COTY) | 0.3 | $365k | 182k | 2.01 | |
| Bank of America Corporation (BAC) | 0.3 | $356k | 7.3k | 48.75 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $353k | 5.5k | 64.08 | |
| Bristol Myers Squibb (BMY) | 0.3 | $352k | 5.8k | 60.65 | |
| Chevron Corporation (CVX) | 0.3 | $344k | 1.7k | 206.91 | |
| Duke Energy Corp Com New (DUK) | 0.3 | $341k | 2.6k | 130.96 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $340k | 3.0k | 113.10 | |
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.3 | $340k | 5.8k | 58.18 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $339k | 4.6k | 73.65 | |
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.3 | $339k | 4.9k | 68.78 | |
| Novartis Sponsored Adr (NVS) | 0.3 | $333k | 2.2k | 152.76 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.3 | $331k | 4.2k | 79.56 | |
| Raytheon Technologies Corp (RTX) | 0.3 | $329k | 1.7k | 192.87 | |
| Uber Technologies (UBER) | 0.3 | $320k | 4.4k | 71.94 | |
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.2 | $316k | 7.0k | 45.26 | |
| First Tr Exchange-traded Wtr Etf (FIW) | 0.2 | $312k | 3.0k | 103.13 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $304k | 1.6k | 191.79 | |
| Cardinal Health (CAH) | 0.2 | $303k | 1.4k | 211.24 | |
| Lamar Advertising Cl A (LAMR) | 0.2 | $299k | 2.4k | 126.68 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $298k | 2.5k | 118.60 | |
| First Tr Exchange-traded Ft Vest S&p 500 (KNG) | 0.2 | $297k | 6.1k | 48.71 | |
| Southern Company (SO) | 0.2 | $296k | 3.1k | 96.53 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $296k | 921.00 | 320.98 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $291k | 447.00 | 650.71 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $290k | 1.4k | 213.73 | |
| Intel Corporation (INTC) | 0.2 | $290k | 6.6k | 44.14 | |
| Abbvie (ABBV) | 0.2 | $289k | 1.3k | 217.44 | |
| Canadian Natural Resources (CNQ) | 0.2 | $288k | 5.9k | 48.73 | |
| Cisco Systems (CSCO) | 0.2 | $288k | 3.7k | 77.58 | |
| Gilead Sciences (GILD) | 0.2 | $286k | 2.1k | 139.43 | |
| Ishares Tr Eafe Value Etf (EFV) | 0.2 | $284k | 3.8k | 74.36 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $274k | 643.00 | 426.19 | |
| Intercontinental Exchange (ICE) | 0.2 | $274k | 1.7k | 157.25 | |
| GSK Sponsored Adr (GSK) | 0.2 | $264k | 4.8k | 55.19 | |
| Nokia Corp Sponsored Adr (NOK) | 0.2 | $263k | 33k | 8.04 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $262k | 1.0k | 257.31 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $261k | 1.1k | 243.10 | |
| First Tr Exchange-traded Indxx Nat Re Etf (FTRI) | 0.2 | $251k | 14k | 17.85 | |
| Enbridge (ENB) | 0.2 | $249k | 4.6k | 54.14 | |
| Chubb (CB) | 0.2 | $248k | 762.00 | 325.79 | |
| Kroger (KR) | 0.2 | $248k | 3.4k | 72.37 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $246k | 1.1k | 217.22 | |
| Cbre Group Cl A (CBRE) | 0.2 | $246k | 1.8k | 135.46 | |
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.2 | $243k | 5.7k | 42.54 | |
| Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) | 0.2 | $243k | 29k | 8.38 | |
| Jabil Circuit (JBL) | 0.2 | $243k | 914.00 | 265.72 | |
| First Tr Exchange-traded Energy Inm Partn (EIPX) | 0.2 | $242k | 7.5k | 32.16 | |
| Spdr Index Shs Fds State Street Spd (SPEM) | 0.2 | $238k | 5.1k | 46.91 | |
| H&R Block (HRB) | 0.2 | $238k | 7.5k | 31.74 | |
| First Tr Exchange-traded SHS (FDL) | 0.2 | $237k | 4.7k | 50.81 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $237k | 481.00 | 492.00 | |
| Ferguson Enterprises Common Stock New (FERG) | 0.2 | $236k | 1.0k | 233.35 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $235k | 1.9k | 124.33 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $234k | 177.00 | 1323.60 | |
| Blackrock (BLK) | 0.2 | $234k | 243.00 | 962.65 | |
| Spdr Series Trust State Street Spd (SPYM) | 0.2 | $234k | 3.1k | 76.55 | |
| Costco Wholesale Corporation (COST) | 0.2 | $232k | 233.00 | 995.13 | |
| Alliant Energy Corporation (LNT) | 0.2 | $231k | 3.2k | 71.76 | |
| First Tr Exchange-traded SHS (FVD) | 0.2 | $227k | 4.8k | 47.03 | |
| Portland Gen Elec Com New (POR) | 0.2 | $225k | 4.3k | 52.76 | |
| Albertsons Cos Common Stock (ACI) | 0.2 | $224k | 13k | 17.04 | |
| Sonoco Products Company (SON) | 0.2 | $224k | 4.1k | 54.10 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $221k | 1.0k | 211.23 | |
| International Business Machines (IBM) | 0.2 | $219k | 904.00 | 242.24 | |
| Novo-nordisk A S Adr (NVO) | 0.2 | $219k | 6.0k | 36.75 | |
| Amphenol Corp Cl A (APH) | 0.2 | $219k | 1.7k | 126.33 | |
| Western Digital (WDC) | 0.2 | $216k | 798.00 | 270.60 | |
| First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) | 0.2 | $216k | 7.2k | 29.95 | |
| SYSCO Corporation (SYY) | 0.2 | $215k | 3.0k | 71.32 | |
| Spdr Series Trust State Street Spd (JNK) | 0.2 | $213k | 2.2k | 95.71 | |
| Ishares Tr 10+ Yr Invst Grd (IGLB) | 0.2 | $211k | 4.3k | 49.63 | |
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.2 | $210k | 2.2k | 93.92 | |
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.2 | $210k | 2.8k | 74.72 | |
| Travel Leisure Ord (TNL) | 0.2 | $209k | 3.0k | 69.18 | |
| Morgan Stanley Com New (MS) | 0.2 | $209k | 1.3k | 164.68 | |
| Visteon Corp Com New (VC) | 0.2 | $204k | 2.2k | 91.12 | |
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.2 | $202k | 8.3k | 24.31 | |
| Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD) | 0.2 | $201k | 5.4k | 37.39 | |
| At&t (T) | 0.2 | $201k | 6.9k | 28.99 | |
| Deere & Company (DE) | 0.2 | $201k | 356.00 | 564.11 | |
| Selective Insurance (SIGI) | 0.2 | $201k | 2.7k | 75.40 | |
| Netflix (NFLX) | 0.2 | $200k | 2.1k | 96.13 | |
| Western Asset Global Cp Defi (GDO) | 0.1 | $149k | 14k | 10.76 | |
| Global Net Lease Com New (GNL) | 0.1 | $140k | 15k | 9.36 | |
| PIMCO Strategic Global Government Fund (RCS) | 0.1 | $136k | 25k | 5.36 | |
| VIRTUS GLOBAL Multi-sec (VGI) | 0.1 | $133k | 18k | 7.38 | |
| Legg Mason Bw Global Income (BWG) | 0.1 | $129k | 17k | 7.67 | |
| Orchid Is Cap Com New (ORC) | 0.1 | $126k | 18k | 7.03 | |
| Agnc Invt Corp Com reit (AGNC) | 0.1 | $121k | 12k | 10.03 | |
| Rithm Capital Corp Com New (RITM) | 0.1 | $114k | 12k | 9.48 |