13F

Investor

Van Diest Capital, LLC

CIK 0002111825 · filed 2026-05-15 · SEC filing

13F book

$127M

Positions

190

74 new · 22 sold

Largest name

3.9%

Microsoft Corp · MSFT

Est. mark

−$2.89M

Price effect on 116 names still held. Flow $62.9M.
NameTickerSharesValueWeightEst. markChange
Microsoft CorpMSFT13.4K$4.98M3.9%−$666.4KAdded$2.14M
Taiwan Semiconductor Mfg Ltd14.6K$4.94M3.9%$214.8KAdded$3.03M
Apple Inc.AAPL17.6K$4.46M3.5%−$107.1KAdded$2.85M
Amazon Com IncAMZN20.1K$4.18M3.3%−$185.4KAdded$2.28M
Applied Matls Inc11.3K$3.87M3.0%$321.4KAdded$2.9M
Nvidia CorpNVDA19.4K$3.39M2.7%−$152.9KAdded$1.03M
Ishares Tr58.4K$3.2M2.5%−$5.01KAdded$2.78M
Schwab Charles Corp27.3K$2.57M2.0%−$64.5KAdded$1.48M
Alphabet Inc8.56K$2.46M1.9%−$196.7KAdded$40K
Vanguard Scottsdale Fds29.4K$2.43M1.9%−$11.9KAdded$1.43M
Ishares Tr15K$2.32M1.8%−$45.3KAdded$1.73M
Ishares Tr21K$1.96M1.5%−$6.28KAdded$1.47M
Meta Platforms, Inc.META3K$1.72M1.4%−$232.3KAdded−$24.6K
Alphabet Inc5.85K$1.68M1.3%−$97.1KAdded$546.3K
Wells Fargo Co New19.9K$1.59M1.2%−$111.8KAdded$818.8K
Philip Morris Intl Inc9.3K$1.54M1.2%$23.1KAdded$789.1K
Jpmorgan Chase & Co.5K$1.47M1.2%−$104KAdded$275.1K
First Tr Exchng Traded Fd Vi60K$1.46M1.1%$90.8KCut$58.9K
Qualcomm Inc11.2K$1.45M1.1%−$107.7KAdded$1.01M
Arista Networks, Inc.ANET11.5K$1.41M1.1%−$30.4KAdded$924.2K
Elevance Health Inc Formerly4.39K$1.28M1.0%−$77.9KAdded$811.7K
Ishares Tr1.97K$1.28M1.0%−$62.7KCut−$531.9K
Lam Research CorpLRCX5.88K$1.26M1.0%$51.3KAdded$1.05M
Booking Holdings Inc.BKNG281$1.19M0.9%−$243.2KAdded$30.9K
Vanguard Index Fds1.96K$1.17M0.9%−$24.2KAdded$659.2K
Tesla, Inc.TSLA2.94K$1.09M0.9%−$104.5KAdded$491.1K
Visa Inc.V3.61K$1.09M0.9%−$170.3KAdded−$141.9K
Disney Walt Co11K$1.06M0.8%−$74.4KAdded$570K
Coca Cola CoKO13.3K$1.01M0.8%$47.7KAdded$471.7K
Starbucks CorpSBUX10.9K$975.3K0.8%$24.5KAdded$592.5K
Eli Lilly & CoLLY1.06K$974.5K0.8%−$88KAdded$367K
Exxon Mobil Corp5.72K$970K0.8%$261.7KAdded$331.9K
Becton Dickinson & CoBDX5.98K$940.9K0.7%−$69.1KAdded$577K
Omnicom Group Inc.OMC12.5K$940.8K0.7%−$21.7KAdded$618.5K
Johnson & JohnsonJNJ3.84K$939.2K0.7%$85.8KAdded$465.7K
Analog Devices IncADI2.88K$917.8K0.7%$39.1KAdded$693.1K
Autodesk, Inc.ADSK3.49K$836.3K0.7%−$74.4KAdded$447.9K
Salesforce, Inc.CRM4.37K$815.5K0.6%−$200.4KAdded$137.2K
Kla CorpKLAC548$805.8K0.6%$48KAdded$577.4K
Air Prods & Chems Inc2.75K$799.3K0.6%$53.6KAdded$494.8K
Vanguard Scottsdale Fds10.1K$797.4K0.6%−$1.76KAdded$487.4K
Airbnb, Inc.ABNB5.98K$755.4K0.6%−$28KAdded$353K
Ecolab Inc.ECL2.84K$754.8K0.6%$4.25KAdded$438K
Iqvia Hldgs Inc4.29K$732.2K0.6%−$191.6KAdded−$55.4K
Berkshire Hathaway Inc Del1$718.1K0.6%−$36.7KHeld
Ishares Inc10.2K$714.8K0.6%$14.3KAdded$333.8K
Ge Aerospace2.46K$699.2K0.5%−$23.6KAdded$400K
Broadcom Inc.AVGO2.19K$676.2K0.5%−$57.4KAdded$135.1K
Micron Technology IncMU2K$675.4K0.5%New
Northern Lts Fd Tr Iv2.66K$666K0.5%New
General Dynamics CorpGD1.93K$664K0.5%$4.09KAdded$450.8K
Ishares Tr7.2K$652K0.5%New
Mastercard IncMA1.29K$643.6K0.5%−$85.7KAdded−$42.7K
Lloyds Banking Group Plc126.4K$635.7K0.5%−$7.22KAdded$494.1K
Berkshire Hathaway Inc Del1.32K$634.7K0.5%−$21.4KAdded$172.3K
Bp Plc13.5K$632.5K0.5%New
Unilever Plc11K$624.1K0.5%−$28.9KAdded$399.6K
Walmart Inc.WMT4.93K$612.6K0.5%$27.3KAdded$376.6K
Bank New York Mellon Corp5.03K$596.9K0.5%$4.5KAdded$389.4K
Amgen IncAMGN1.66K$585.6K0.5%New
Advanced Micro Devices IncAMD2.81K$570.7K0.4%New
Texas Instrs Inc2.9K$563.4K0.4%$26.2KAdded$342.5K
Comcast Corp New19.1K$549.5K0.4%−$13.4KAdded$209.4K
Cencora, Inc.COR1.73K$544.9K0.4%−$40.9KCut−$56.4K
Medtronic PlcMDT6.11K$529.2K0.4%−$36.3KAdded$158.9K
Veeva Sys Inc2.89K$507.5K0.4%−$57.2KAdded$238.8K
American Express CoAXP1.66K$502.9K0.4%−$56.5KAdded$192.8K
Carmax IncKMX12.1K$501.3K0.4%$17.2KAdded$275.6K
Caseys Gen Stores Inc686$499.6K0.4%$96.4KAdded$196.1K
Northwestern Energy Group In7.33K$483.4K0.4%New
Intuit Inc.INTU1.11K$478.2K0.4%New
Power Integrations IncPOWI9.29K$475.6K0.4%New
Ishares U S Etf Tr5.43K$464.7K0.4%−$1.46KAdded$255.2K
Mckesson CorpMCK535$463.3K0.4%$24.5KCut$2.32K
First Tr Exchng Traded Fd Vi12.4K$461K0.4%−$5.88KCut−$65.6K
Masco Corp7.56K$456.6K0.4%−$10.1KAdded$248K
Huntington Ingalls Inds Inc1.17K$445.8K0.4%New
Oracle Corp2.89K$425.5K0.3%−$86.7KAdded$72K
Ing Groep N.V.16.3K$425.2K0.3%New
Stryker CorpSYK1.28K$420.2K0.3%New
Pepsico IncPEP2.68K$415.9K0.3%New
Crocs, Inc.CROX4.99K$413.9K0.3%New
Exelixis, Inc.EXEL9.63K$412.8K0.3%−$7.31KAdded$72.8K
Atkore Inc.ATKR6.91K$407.2K0.3%New
Kaiser Aluminum CorpKALU3.37K$406.3K0.3%New
Mueller Wtr Prods Inc14.8K$405.6K0.3%New
Citigroup Inc3.49K$395.3K0.3%New
Palantir Technologies Inc.PLTR2.7K$395K0.3%−$39.3KAdded$173.3K
Caterpillar IncCAT556$394.4K0.3%New
Expedia Group, Inc.EXPE1.71K$394.3K0.3%−$87.4KAdded−$77.2K
Tjx Cos Inc New2.42K$386.9K0.3%New
Agnico Eagle Mines LtdAEM1.89K$383.4K0.3%New
Altria Group, Inc.MO5.75K$379.6K0.3%New
Fs Kkr Cap Corp37.1K$377.9K0.3%New
Cummins IncCMI700$376.7K0.3%New
Check Point Software Tech Lt2.6K$371.6K0.3%−$94KAdded−$36.7K
Spdr Series Trust4.05K$371.3K0.3%$747Added$112.4K
Vanguard Index Fds1.29K$370.8K0.3%−$2.15KAdded$155.3K
Infosys LtdINFY27.4K$370.5K0.3%New
Dexcom IncDXCM5.81K$364.9K0.3%New
Coty Inc.COTY181.5K$364.8K0.3%New
Bank America Corp7.3K$355.9K0.3%−$27.4KAdded$114.4K
Vanguard Tax-Managed Fds5.5K$352.6K0.3%$8.86KCut−$101.7K
Bristol-Myers Squibb Co5.81K$352.2K0.3%New
Chevron Corp NewCVX1.66K$344.3K0.3%New
Duke Energy Corp New2.6K$340.9K0.3%$35.8KCut−$67.4K
Ishares Tr3.01K$340.2K0.3%−$30.6KCut−$46.7K
Blackrock Etf Trust5.84K$339.5K0.3%−$15.4KCut−$71.8K
Vanguard Bd Index Fds4.6K$339K0.3%−$1.76KAdded$27.5K
Vanguard Bd Index Fds4.92K$338.7K0.3%New
Novartis Ag2.18K$333.2K0.3%$29.3KAdded$62.6K
Ishares Tr4.16K$330.9K0.3%−$4.06KAdded$25.1K
RTX CorpRTX1.7K$328.5K0.3%$11.3KAdded$107.9K
Uber Technologies, IncUBER4.44K$319.6K0.3%New
Invesco Exchange Traded Fd T6.97K$315.5K0.2%New
First Tr Exchange-Traded Fd3.02K$311.5K0.2%New
Ishares Tr1.59K$304.4K0.2%−$10.8KCut−$39.6K
Cardinal Health IncCAH1.43K$302.7K0.2%$8.28KCut−$62.2K
Lamar Advertising Co/NewLAMR2.36K$298.8K0.2%$158Added$59.7K
Shopify Inc.SHOP2.51K$298.2K0.2%−$100.1KAdded−$82.1K
First Tr Exchange-Traded Fd6.09K$296.8K0.2%−$2.49KAdded$14.5K
Southern Co3.07K$296K0.2%$24.6KAdded$65.2K
Vanguard Index Fds921$295.6K0.2%−$13KCut−$61.3K
Spdr S&P 500 Etf Tr447$290.9K0.2%−$13.8KCut−$186.2K
Ishares Tr1.36K$290.2K0.2%$4.56KAdded$8.83K
Intel CorpINTC6.56K$289.6K0.2%New
AbbVie Inc.ABBV1.33K$288.8K0.2%−$12.1KAdded$37.3K
Canadian Nat Res Ltd5.91K$288.1K0.2%New
Cisco Sys Inc3.71K$287.5K0.2%$1.67KAdded$56.5K
Gilead Sciences, Inc.GILD2.05K$286.1K0.2%New
Ishares Tr3.82K$284.3K0.2%$11.2KCut−$57.7K
Ishares Tr643$274K0.2%−$30.2KCut−$107.8K
Intercontinental Exchange In1.74K$273.6K0.2%New
Gsk Plc4.78K$263.6K0.2%New
Nokia Corp32.7K$263.2K0.2%New
Vanguard Index Fds1.02K$261.7K0.2%New
Adobe Inc.ADBE1.07K$260.8K0.2%−$98.6KAdded−$61.7K
First Tr Exchange Traded Fd14.1K$250.9K0.2%$30.6KCut$2.79K
Enbridge Inc4.6K$249K0.2%$29KCut$25.1K
Chubb Limited762$248.3K0.2%$10.4KCut−$73.3K
Kroger CoKR3.42K$247.5K0.2%New
Vanguard Index Fds1.13K$246.3K0.2%New
Cbre Group, Inc.CBRE1.82K$246K0.2%−$32.5KAdded$40K
Capital Group Dividend Value5.71K$243.1K0.2%New
Itau Unibanco Hldg S A29K$242.9K0.2%New
Jabil IncJBL914$242.9K0.2%$34.5KCut$3.26K
First Tr Exchange-Traded Fd7.53K$242.2K0.2%$43.1KCut$16.7K
Spdr Index Shs Fds5.08K$238.2K0.2%$518Added$6.24K
Block H & R Inc7.5K$238.1K0.2%New
First Tr Exchange-Traded Fd4.67K$237.4K0.2%$30.2KCut$30.1K
Thermo Fisher Scientific Inc.TMO481$236.7K0.2%New
Ferguson Enterprises Inc1.01K$235.7K0.2%New
Ishares Tr1.89K$234.5K0.2%$7.83KCut−$5.87K
Asml Holding N V177$234.3K0.2%New
BlackRock, Inc.BLK243$233.9K0.2%−$20.2KAdded$33.7K
Spdr Series Trust3.05K$233.5K0.2%−$11.2KCut−$72K
Costco Whsl Corp New233$231.9K0.2%$30.7KCut−$72K
Alliant Energy CorpLNT3.22K$230.9K0.2%$21.7KCut−$108.7K
First Tr Exchange-Traded Fd4.82K$226.5K0.2%$4.55KCut−$9.91K
Portland Gen Elec Co4.26K$224.7K0.2%New
Albertsons Cos IncACI13.1K$224K0.2%New
Sonoco Prods Co4.13K$223.5K0.2%New
Ishares Tr1.04K$220.5K0.2%−$949Cut−$70.1K
International Business Machs904$219K0.2%New
Novo-Nordisk A S5.96K$218.9K0.2%New
Amphenol Corp New1.73K$218.6K0.2%New
Western Digital CorpWDC798$215.9K0.2%New
First Tr Exch Trd Alphdx Fd7.2K$215.8K0.2%$18.8KCut−$10.8K
Sysco CorpSYY3.01K$214.7K0.2%−$7.12KCut−$78K
Spdr Series Trust2.23K$213K0.2%New
Ishrs 10 Yr Invest Grade4.25K$211.2K0.2%New
Ishares Tr2.24K$210.3K0.2%New
Vanguard Scottsdale Fds2.81K$209.6K0.2%New
Travel Plus Leisure Co3.03K$209.3K0.2%New
Morgan Stanley1.27K$208.5K0.2%New
Visteon CorpVC2.24K$203.8K0.2%New
Honda Motor Ltd8.32K$202.3K0.2%New
Northern Lts Fd Tr Iv5.38K$201.1K0.2%New
At&T Inc6.93K$200.9K0.2%$28.8KCut−$44.9K
Deere & CoDE356$200.8K0.2%New
Selective Ins Group Inc2.66K$200.7K0.2%New
Netflix IncNFLX2.08K$200.1K0.2%New
Wstrn Ast Glbl Corp Opp Fd I13.9K$149.4K0.1%New
Global Net Lease Inc14.9K$139.7K0.1%New
Pimco Strategic Income Fd25.3K$135.6K0.1%New
Virtus Global Multi-Sector I18K$133.2K0.1%−$5.68KAdded$36.5K
Brandywinegbl Gbl Incm Opp F16.8K$129K0.1%New
Orchid Is Cap Inc17.9K$125.6K0.1%New
Agnc Invt Corp12.1K$121K0.1%New
Rithm Capital Corp12K$114.1K0.1%New

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.