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Vestor Capital, LLC
Vestor Capital, LLC is a Chicago-based SEC-registered investment advisory and wealth management firm founded in 1984. It is a wholly-owned indirect subsidiary of Focus Financial Partners and serves primarily individuals and families, as well as corporate and institutional clients, seeking comprehensive asset management and financial planning. The firm has around 25-27 employees and provides investment advice and responsive asset management to help clients grow, protect, and transfer their wealth. Vestor Capital offers deeply personalized service, and is managed by an experienced leadership team.
Investment Strategy
Vestor Capital employs a personalized investment management approach, seeking to grow, protect, and transfer client wealth through thoughtful strategies tailored to the individual goals of clients. The firm creates customized portfolios designed to meet unique financial objectives, with a focus on long-term growth and preservation of capital. Their advisory process emphasizes understanding each client's needs, risk tolerance, and time horizon, while providing responsive asset management and holistic wealth planning solutions.
Latest 13F Filing Activity
Vestor Capital, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 263 equity positions with a total 13F market value of $1B. The fund increased holdings in Abbvie Inc. Com, Abbott Laboratories, Advanced Micro Devices Inc. among other positions. Vestor Capital, LLC reduced exposure to Financial Select Sector SPDR F, Meta Platforms Inc., Microsoft Corp. among others.
Top Holdings
Equity Positions (263)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A ABT | Abbott Laboratories | 5.65% | $75.5M | 151,696 | $123.14 | $136.01 | +$65.8M |
A ABBV | Abbvie Inc Com | 5.60% | $74.7M | 271,098 | $184.72 | $185.62 | +$71.8M |
A AMD | Advanced Micro Devices Inc | 4.61% | $61.6M | 280,722 | $142.00 | $141.90 | +$61.5M |
A AFRM | Affirm Holdings Inc | 4.53% | $60.5M | 643,085 | $69.14 | $69.14 | +$60.5M |
A AFL | Aflac Inc | 4.37% | $58.3M | 284,126 | $105.46 | $105.46 | +$58.3M |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
E Elaine Moss | Vice President and Portfolio Manager | Chicago, IL , United States | |
P Peter Mullins | Partner | Chicago, IL , United States | |
T Tim Detloff | Chief Investment Officer | Chicago, IL , United States | |
 | Trading Associate | Chicago, IL , United States |
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