Vista Investment Partners
Latest statistics and disclosures from Vista Investment Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, AAPL, XOM, ARLP, KLAC, and represent 15.00% of Vista Investment Partners's stock portfolio.
- Added to shares of these 10 stocks: IBM, PFE, PM, PANW, AVDE, AMBA, CBRL, ES, TTD, JHSC.
- Started 11 new stock positions in VLO, CBRL, ES, HTO, PANW, AMBA, NFG, ADI, HSY, FI. TTD.
- Reduced shares in these 10 stocks: SFM (-$8.6M), , PHM, ORCL, T, LRCX, BSX, XOM, HD, KO.
- Sold out of its positions in BKR, BKNG, BSX, CALM, EVRI, LRCX, PHM, SFM, XYZ, SYM. ACN.
- Vista Investment Partners was a net seller of stock by $-11M.
- Vista Investment Partners has $358M in assets under management (AUM), dropping by 3.30%.
- Central Index Key (CIK): 0002023386
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Portfolio Holdings for Vista Investment Partners
Vista Investment Partners holds 154 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.4 | $12M | 18k | 666.19 |
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| Apple (AAPL) | 3.4 | $12M | 47k | 254.63 |
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| Exxon Mobil Corporation (XOM) | 3.1 | $11M | -4% | 98k | 112.75 |
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| Alliance Resource Partners L Ut Ltd Part (ARLP) | 2.6 | $9.2M | 364k | 25.29 |
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| Kla Corp Com New (KLAC) | 2.6 | $9.2M | 8.5k | 1078.60 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 2.3 | $8.2M | +12% | 104k | 78.90 |
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| Chevron Corporation (CVX) | 2.3 | $8.2M | 53k | 155.29 |
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| Oracle Corporation (ORCL) | 2.2 | $8.1M | -18% | 29k | 281.24 |
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| O'reilly Automotive (ORLY) | 2.1 | $7.6M | 70k | 107.81 |
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| Broadcom (AVGO) | 2.1 | $7.5M | 23k | 329.91 |
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| Automatic Data Processing (ADP) | 2.1 | $7.4M | 25k | 293.50 |
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| Parker-Hannifin Corporation (PH) | 1.9 | $6.7M | 8.9k | 758.15 |
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| Abbvie (ABBV) | 1.9 | $6.7M | 29k | 231.54 |
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| Mastercard Incorporated Cl A (MA) | 1.9 | $6.7M | 12k | 568.82 |
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| Oge Energy Corp (OGE) | 1.8 | $6.6M | 142k | 46.27 |
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| AmerisourceBergen (COR) | 1.7 | $6.1M | 20k | 312.53 |
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| Microsoft Corporation (MSFT) | 1.6 | $5.9M | 11k | 517.97 |
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| Synchrony Financial (SYF) | 1.6 | $5.6M | 79k | 71.05 |
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| Tempur-Pedic International (SGI) | 1.5 | $5.5M | 65k | 84.33 |
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| Travel Leisure Ord (TNL) | 1.5 | $5.3M | 90k | 59.49 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.5 | $5.2M | 8.7k | 600.36 |
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| NVIDIA Corporation (NVDA) | 1.4 | $5.2M | 28k | 186.58 |
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| Tenet Healthcare Corp Com New (THC) | 1.4 | $5.1M | 25k | 203.04 |
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| AeroVironment (AVAV) | 1.4 | $4.9M | 15k | 314.89 |
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| Home Depot (HD) | 1.3 | $4.8M | -10% | 12k | 405.18 |
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| Fifth Third Ban (FITB) | 1.3 | $4.7M | 106k | 44.55 |
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| TJX Companies (TJX) | 1.3 | $4.6M | 32k | 144.54 |
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| Verizon Communications (VZ) | 1.3 | $4.6M | 104k | 43.95 |
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| Kroger (KR) | 1.3 | $4.6M | 68k | 67.41 |
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| Bj's Wholesale Club Holdings (BJ) | 1.3 | $4.5M | 49k | 93.25 |
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| Tesla Motors (TSLA) | 1.2 | $4.2M | -2% | 9.5k | 444.72 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.1 | $4.1M | +10% | 41k | 99.53 |
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| John Hancock Exchange Traded Multifactr Sml (JHSC) | 1.1 | $4.1M | +11% | 97k | 41.85 |
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| Motorola Solutions Com New (MSI) | 1.1 | $3.9M | 8.5k | 457.31 |
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| Thomson Reuters Corp. (TRI) | 1.1 | $3.9M | 25k | 155.33 |
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| Eli Lilly & Co. Call Option (LLY) | 1.0 | $3.7M | +2% | 4.9k | 763.00 |
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| Chubb (CB) | 1.0 | $3.7M | 13k | 282.24 |
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| Darden Restaurants (DRI) | 1.0 | $3.7M | 19k | 190.36 |
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| Zoetis Cl A (ZTS) | 1.0 | $3.6M | 25k | 146.32 |
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| Hca Holdings (HCA) | 1.0 | $3.6M | 8.6k | 426.18 |
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| Honeywell International (HON) | 1.0 | $3.6M | 17k | 210.50 |
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| PNC Financial Services (PNC) | 1.0 | $3.5M | 17k | 200.93 |
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| Paychex (PAYX) | 0.9 | $3.4M | 27k | 126.76 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $3.4M | 6.7k | 502.74 |
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| Marriott Intl Cl A (MAR) | 0.9 | $3.3M | 13k | 260.44 |
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| Janus Henderson Group Ord Shs (JHG) | 0.9 | $3.3M | 74k | 44.51 |
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| JPMorgan Chase & Co. (JPM) | 0.9 | $3.1M | -4% | 9.9k | 315.44 |
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| W.W. Grainger (GWW) | 0.9 | $3.1M | 3.3k | 953.02 |
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| McDonald's Corporation (MCD) | 0.8 | $2.8M | 9.1k | 303.87 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.7 | $2.6M | +4% | 24k | 108.70 |
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| Victory Portfolios Ii Shares Free Cash (VFLO) | 0.7 | $2.6M | 70k | 37.50 |
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| Philip Morris International (PM) | 0.7 | $2.4M | +98% | 15k | 162.20 |
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| Williams Companies (WMB) | 0.6 | $2.3M | 37k | 63.35 |
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| Wal-Mart Stores (WMT) | 0.6 | $2.1M | 20k | 103.06 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $2.0M | 8.4k | 243.10 |
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| International Business Machines (IBM) | 0.6 | $2.0M | +862% | 7.1k | 282.16 |
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| Abbott Laboratories (ABT) | 0.6 | $2.0M | 15k | 133.94 |
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| Oneok (OKE) | 0.5 | $1.8M | -3% | 24k | 72.97 |
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| Pfizer (PFE) | 0.5 | $1.8M | +236% | 70k | 25.48 |
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| Coca-Cola Company (KO) | 0.5 | $1.7M | -22% | 26k | 66.32 |
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| Altria (MO) | 0.5 | $1.7M | 26k | 66.06 |
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| Palantir Technologies Cl A (PLTR) | 0.5 | $1.7M | 9.4k | 182.42 |
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| PNM Resources (TXNM) | 0.5 | $1.7M | 29k | 56.55 |
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| Raytheon Technologies Corp (RTX) | 0.5 | $1.7M | 9.9k | 167.33 |
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| Johnson & Johnson (JNJ) | 0.5 | $1.6M | 8.7k | 185.42 |
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| Boyd Gaming Corporation (BYD) | 0.4 | $1.6M | 18k | 86.45 |
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| Procter & Gamble Company (PG) | 0.4 | $1.6M | 10k | 153.66 |
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| Medtronic SHS (MDT) | 0.4 | $1.5M | 16k | 95.24 |
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| Ge Aerospace Com New (GE) | 0.4 | $1.5M | 4.9k | 300.82 |
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| Air Products & Chemicals (APD) | 0.4 | $1.3M | 4.9k | 272.71 |
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| At&t (T) | 0.4 | $1.3M | -55% | 46k | 28.24 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $1.3M | 2.1k | 612.44 |
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| Amazon (AMZN) | 0.4 | $1.3M | 5.8k | 219.57 |
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| Visa Com Cl A (V) | 0.4 | $1.3M | 3.7k | 341.38 |
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| Pacer Fds Tr Us Lrg Cp Cash (COWG) | 0.3 | $1.2M | +10% | 33k | 36.30 |
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| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.3 | $1.2M | +7% | 17k | 72.26 |
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| Deere & Company (DE) | 0.3 | $1.1M | 2.3k | 457.26 |
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| Nextera Energy (NEE) | 0.3 | $1.1M | 14k | 75.49 |
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| Palo Alto Networks (PANW) | 0.3 | $994k | NEW | 4.9k | 203.62 |
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| Nrg Energy Com New (NRG) | 0.3 | $993k | 6.1k | 161.95 |
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| Pepsi (PEP) | 0.3 | $970k | 6.9k | 140.44 |
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| Enterprise Products Partners (EPD) | 0.3 | $954k | 31k | 31.27 |
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| Roku Com Cl A (ROKU) | 0.3 | $918k | +2% | 9.2k | 100.13 |
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| Ford Motor Company (F) | 0.3 | $912k | 76k | 11.96 |
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| Peabody Energy (BTU) | 0.2 | $892k | 34k | 26.52 |
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| 3M Company (MMM) | 0.2 | $863k | 5.6k | 155.19 |
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| Walt Disney Company (DIS) | 0.2 | $855k | 7.5k | 114.50 |
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| Costco Wholesale Corporation (COST) | 0.2 | $850k | 918.00 | 925.63 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $837k | +3% | 3.4k | 243.52 |
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| Meta Platforms Cl A (META) | 0.2 | $819k | 1.1k | 734.43 |
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| Otter Tail Corporation (OTTR) | 0.2 | $803k | 9.8k | 81.97 |
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| Corning Incorporated (GLW) | 0.2 | $779k | 9.5k | 82.03 |
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| L3harris Technologies (LHX) | 0.2 | $739k | 2.4k | 305.41 |
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| Lowe's Companies (LOW) | 0.2 | $729k | 2.9k | 251.31 |
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| Allstate Corporation (ALL) | 0.2 | $729k | 3.4k | 214.65 |
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| Marsh & McLennan Companies (MMC) | 0.2 | $726k | 3.6k | 201.53 |
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| Ambarella SHS (AMBA) | 0.2 | $719k | NEW | 8.7k | 82.52 |
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| Dominion Resources (D) | 0.2 | $710k | 12k | 61.17 |
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| Cracker Barrel Old Country Store (CBRL) | 0.2 | $642k | NEW | 15k | 44.06 |
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| Becton, Dickinson and (BDX) | 0.2 | $626k | 3.3k | 187.19 |
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| Huntington Ingalls Inds (HII) | 0.2 | $616k | 2.1k | 287.91 |
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| Eversource Energy (ES) | 0.2 | $605k | NEW | 8.5k | 71.14 |
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| Caterpillar (CAT) | 0.2 | $600k | 1.3k | 477.32 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.2 | $597k | +5% | 10k | 57.47 |
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| Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG) | 0.2 | $588k | +6% | 12k | 50.95 |
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| Metropcs Communications (TMUS) | 0.2 | $582k | 2.4k | 239.38 |
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| The Trade Desk Com Cl A (TTD) | 0.2 | $568k | NEW | 12k | 49.01 |
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| Kratos Defense & Sec Solutio Com New (KTOS) | 0.2 | $544k | 6.0k | 91.37 |
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| Sherwin-Williams Company (SHW) | 0.1 | $532k | 1.5k | 346.26 |
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| Energizer Holdings (ENR) | 0.1 | $526k | +48% | 21k | 24.89 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $484k | 4.4k | 108.96 |
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| Netflix (NFLX) | 0.1 | $462k | 385.00 | 1198.92 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $456k | 983.00 | 463.66 |
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| Union Pacific Corporation (UNP) | 0.1 | $452k | 1.9k | 236.37 |
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| Phillips 66 (PSX) | 0.1 | $435k | 3.2k | 136.02 |
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| Analog Devices (ADI) | 0.1 | $411k | NEW | 1.7k | 245.70 |
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| National Fuel Gas (NFG) | 0.1 | $408k | NEW | 4.4k | 92.37 |
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| Evergy (EVRG) | 0.1 | $407k | 5.4k | 76.02 |
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| SJW (HTO) | 0.1 | $406k | NEW | 8.3k | 48.70 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $387k | 5.2k | 74.49 |
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| Prudential Financial (PRU) | 0.1 | $375k | 3.6k | 103.74 |
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| Shell Spon Ads (SHEL) | 0.1 | $369k | 5.2k | 71.53 |
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| Blackrock (BLK) | 0.1 | $368k | 316.00 | 1165.87 |
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| Qualcomm (QCOM) | 0.1 | $368k | 2.2k | 166.34 |
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| Devon Energy Corporation (DVN) | 0.1 | $346k | 9.9k | 35.06 |
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| ConocoPhillips (COP) | 0.1 | $343k | 3.6k | 94.59 |
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| Targa Res Corp (TRGP) | 0.1 | $343k | 2.0k | 167.54 |
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| Science App Int'l (SAIC) | 0.1 | $331k | 3.3k | 99.37 |
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| American Express Company (AXP) | 0.1 | $322k | -4% | 970.00 | 332.07 |
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| UGI Corporation (UGI) | 0.1 | $313k | -5% | 9.4k | 33.26 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $311k | 18k | 17.16 |
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| United Parcel Service CL B (UPS) | 0.1 | $307k | 3.7k | 83.53 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $306k | 1.6k | 192.75 |
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| Fiserv (FI) | 0.1 | $302k | NEW | 2.3k | 128.93 |
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| Merck & Co (MRK) | 0.1 | $299k | 3.6k | 83.93 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $287k | -2% | 1.3k | 215.79 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $272k | 1.5k | 183.73 |
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| UnitedHealth (UNH) | 0.1 | $259k | -21% | 749.00 | 345.30 |
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| American States Water Company (AWR) | 0.1 | $257k | 3.5k | 73.32 |
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| Southern Company (SO) | 0.1 | $256k | 2.7k | 94.77 |
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| Nucor Corporation (NUE) | 0.1 | $249k | 1.8k | 135.43 |
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| Goldman Sachs (GS) | 0.1 | $249k | 312.00 | 796.35 |
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| Cisco Systems (CSCO) | 0.1 | $248k | 3.6k | 68.42 |
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| BP Sponsored Adr (BP) | 0.1 | $248k | 7.2k | 34.46 |
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| Bristol Myers Squibb (BMY) | 0.1 | $242k | 5.4k | 45.10 |
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| Gilead Sciences (GILD) | 0.1 | $240k | 2.2k | 111.00 |
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| Hershey Company (HSY) | 0.1 | $225k | NEW | 1.2k | 187.05 |
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| Calamos Etf Tr S P 500 Structur (CPSM) | 0.1 | $224k | 7.9k | 28.29 |
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| Angel Oak Funds Trust Income Etf (CARY) | 0.1 | $208k | 9.9k | 20.91 |
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| Coinbase Global Com Cl A (COIN) | 0.1 | $205k | 606.00 | 337.49 |
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| Valero Energy Corporation (VLO) | 0.1 | $201k | NEW | 1.2k | 170.26 |
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| Bny Mellon Mun Bd Infrastruc Com Shs (DMB) | 0.1 | $187k | 18k | 10.70 |
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| Goodyear Tire & Rubber Company (GT) | 0.0 | $90k | 12k | 7.48 |
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| Ribbon Communication (RBBN) | 0.0 | $78k | 20k | 3.80 |
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Past Filings by Vista Investment Partners
SEC 13F filings are viewable for Vista Investment Partners going back to 2023
- Vista Investment Partners 2025 Q3 filed Oct. 16, 2025
- Vista Investment Partners 2025 Q2 filed July 10, 2025
- Vista Investment Partners 2025 Q1 filed April 17, 2025
- Vista Investment Partners 2024 Q4 filed Jan. 21, 2025
- Vista Investment Partners 2024 Q3 filed Oct. 16, 2024
- Vista Investment Partners 2024 Q2 filed July 19, 2024
- Vista Investment Partners 2024 Q1 filed May 16, 2024
- Vista Investment Partners 2023 Q4 filed May 15, 2024