Vista Investment Partners
Latest statistics and disclosures from Vista Investment Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, SPY, XOM, AVDE, KLAC, and represent 14.29% of Vista Investment Partners's stock portfolio.
- Added to shares of these 10 stocks: NDAQ, JBL, JCI, LYFT, CFG, PRI, UHS, META, SMH, T.
- Started 21 new stock positions in FCX, IWN, KALU, WFC, LNC, CFG, SMH, WEN, UHS, JBL. LYFT, AMGN, NDAQ, PRI, ADT, JCI, IBIT, WAB, CTVA, GGN, AZN.
- Reduced shares in these 10 stocks: MSI, , KLAC, VZ, ALL, CBRL, TMUS, TTD, ENR, AVAV.
- Sold out of its positions in ALL, COIN, CBRL, ENR, FI, MSI, HTO, SAIC, TMUS, TTD. UGI, VLO, ZTS.
- Vista Investment Partners was a net buyer of stock by $22M.
- Vista Investment Partners has $383M in assets under management (AUM), dropping by 6.79%.
- Central Index Key (CIK): 0002023386
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Portfolio Holdings for Vista Investment Partners
Vista Investment Partners holds 162 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 3.4 | $13M | 47k | 271.86 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.3 | $13M | 18k | 681.92 |
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| Exxon Mobil Corporation (XOM) | 3.0 | $12M | 96k | 120.34 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 2.3 | $9.0M | +5% | 109k | 82.32 |
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| Kla Corp Com New (KLAC) | 2.3 | $8.7M | -15% | 7.2k | 1215.08 |
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| Alliance Resource Partners L Ut Ltd Part (ARLP) | 2.2 | $8.4M | 364k | 23.23 |
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| Chevron Corporation (CVX) | 2.1 | $8.0M | 53k | 152.41 |
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| Broadcom (AVGO) | 2.1 | $7.9M | 23k | 346.09 |
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| Parker-Hannifin Corporation (PH) | 2.0 | $7.8M | 8.9k | 878.96 |
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| Mastercard Incorporated Cl A (MA) | 1.7 | $6.7M | 12k | 570.89 |
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| Abbvie (ABBV) | 1.7 | $6.6M | 29k | 228.49 |
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| AmerisourceBergen (COR) | 1.7 | $6.6M | 20k | 337.75 |
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| Automatic Data Processing (ADP) | 1.7 | $6.6M | 26k | 257.23 |
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| Synchrony Financial (SYF) | 1.7 | $6.6M | 79k | 83.43 |
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| O'reilly Automotive (ORLY) | 1.7 | $6.4M | 70k | 91.21 |
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| Travel Leisure Ord (TNL) | 1.6 | $6.2M | 88k | 70.53 |
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| Oracle Corporation (ORCL) | 1.5 | $5.9M | +6% | 30k | 194.91 |
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| Tempur-Pedic International (SGI) | 1.5 | $5.8M | 65k | 89.28 |
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| Oge Energy Corp (OGE) | 1.5 | $5.7M | -6% | 133k | 42.70 |
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| Microsoft Corporation (MSFT) | 1.4 | $5.5M | 11k | 483.63 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.4 | $5.4M | 8.8k | 614.30 |
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| Eli Lilly & Co. Call Option (LLY) | 1.4 | $5.2M | 4.9k | 1074.68 |
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| NVIDIA Corporation (NVDA) | 1.4 | $5.2M | 28k | 186.50 |
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| Fifth Third Ban (FITB) | 1.3 | $5.0M | 107k | 46.81 |
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| Tenet Healthcare Corp Com New (THC) | 1.3 | $5.0M | 25k | 198.72 |
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| TJX Companies (TJX) | 1.3 | $4.9M | 32k | 153.61 |
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| Nasdaq Omx (NDAQ) | 1.3 | $4.8M | NEW | 50k | 97.13 |
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| Jabil Circuit (JBL) | 1.2 | $4.7M | NEW | 21k | 228.02 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.2 | $4.4M | +5% | 44k | 101.98 |
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| Bj's Wholesale Club Holdings (BJ) | 1.1 | $4.4M | 49k | 90.03 |
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| Tesla Motors (TSLA) | 1.1 | $4.4M | +2% | 9.7k | 449.72 |
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| John Hancock Exchange Traded Multifactr Sml (JHSC) | 1.1 | $4.3M | +5% | 103k | 41.99 |
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| Kroger (KR) | 1.1 | $4.3M | 68k | 62.48 |
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| Johnson Ctls Intl SHS (JCI) | 1.1 | $4.2M | NEW | 35k | 119.75 |
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| Lyft Cl A Com (LYFT) | 1.1 | $4.1M | NEW | 212k | 19.37 |
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| Chubb (CB) | 1.1 | $4.1M | 13k | 312.11 |
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| Home Depot (HD) | 1.1 | $4.1M | 12k | 344.10 |
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| Citizens Financial (CFG) | 1.0 | $4.0M | NEW | 69k | 58.41 |
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| Hca Holdings (HCA) | 1.0 | $4.0M | 8.5k | 466.84 |
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| Marriott Intl Cl A (MAR) | 1.0 | $4.0M | 13k | 310.24 |
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| PNC Financial Services (PNC) | 1.0 | $3.7M | +4% | 18k | 208.73 |
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| Darden Restaurants (DRI) | 0.9 | $3.6M | 19k | 184.02 |
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| Janus Henderson Group Ord Shs (JHG) | 0.9 | $3.5M | 74k | 47.57 |
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| Honeywell International (HON) | 0.9 | $3.5M | +3% | 18k | 195.09 |
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| Verizon Communications (VZ) | 0.9 | $3.4M | -19% | 84k | 40.73 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $3.4M | 6.8k | 502.65 |
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| Thomson Reuters Corp. (TRI) | 0.9 | $3.4M | 26k | 131.89 |
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| W.W. Grainger (GWW) | 0.9 | $3.3M | 3.3k | 1009.12 |
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| AeroVironment (AVAV) | 0.9 | $3.3M | -12% | 14k | 241.89 |
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| JPMorgan Chase & Co. (JPM) | 0.8 | $3.2M | 9.9k | 322.23 |
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| Paychex (PAYX) | 0.8 | $3.0M | 27k | 112.18 |
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| McDonald's Corporation (MCD) | 0.7 | $2.8M | 9.1k | 305.62 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.7 | $2.7M | 24k | 111.78 |
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| Primerica (PRI) | 0.7 | $2.7M | NEW | 11k | 258.36 |
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| Universal Hlth Svcs CL B (UHS) | 0.7 | $2.7M | NEW | 12k | 218.02 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $2.7M | 8.5k | 313.00 |
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| Victory Portfolios Ii Shares Free Cash (VFLO) | 0.6 | $2.4M | -11% | 61k | 39.38 |
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| Wal-Mart Stores (WMT) | 0.6 | $2.2M | 20k | 111.41 |
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| Williams Companies (WMB) | 0.6 | $2.2M | 37k | 60.11 |
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| At&t (T) | 0.5 | $2.1M | +81% | 84k | 24.84 |
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| Philip Morris International (PM) | 0.5 | $2.1M | -13% | 13k | 160.40 |
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| International Business Machines (IBM) | 0.5 | $2.0M | -3% | 6.9k | 296.23 |
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| Meta Platforms Cl A (META) | 0.5 | $1.9M | +162% | 2.9k | 660.11 |
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| Visa Com Cl A (V) | 0.5 | $1.9M | +45% | 5.4k | 350.71 |
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| Abbott Laboratories (ABT) | 0.5 | $1.9M | 15k | 125.29 |
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| Coca-Cola Company (KO) | 0.5 | $1.8M | 26k | 69.91 |
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| Raytheon Technologies Corp (RTX) | 0.5 | $1.8M | 9.9k | 183.40 |
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| Johnson & Johnson (JNJ) | 0.5 | $1.8M | 8.7k | 206.95 |
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| Oneok (OKE) | 0.5 | $1.7M | -2% | 24k | 73.50 |
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| Pfizer (PFE) | 0.4 | $1.7M | 68k | 24.90 |
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| Palantir Technologies Cl A (PLTR) | 0.4 | $1.7M | 9.5k | 177.75 |
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| PNM Resources (TXNM) | 0.4 | $1.7M | -4% | 28k | 58.88 |
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| Boyd Gaming Corporation (BYD) | 0.4 | $1.5M | -3% | 18k | 85.24 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $1.5M | +13% | 2.4k | 627.18 |
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| Medtronic SHS (MDT) | 0.4 | $1.5M | 16k | 96.06 |
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| Ge Aerospace Com New (GE) | 0.4 | $1.5M | 4.8k | 308.03 |
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| Altria (MO) | 0.4 | $1.4M | -7% | 24k | 57.66 |
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| Amazon (AMZN) | 0.4 | $1.4M | +2% | 6.0k | 230.82 |
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| Procter & Gamble Company (PG) | 0.4 | $1.4M | -4% | 9.7k | 143.31 |
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| Enterprise Products Partners (EPD) | 0.4 | $1.4M | +38% | 42k | 32.06 |
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| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.3 | $1.2M | -2% | 16k | 75.77 |
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| Air Products & Chemicals (APD) | 0.3 | $1.2M | 4.9k | 247.04 |
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| Pacer Fds Tr Us Lrg Cp Cash (COWG) | 0.3 | $1.2M | 33k | 35.21 |
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| Nextera Energy (NEE) | 0.3 | $1.1M | 14k | 80.28 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.1M | 3.5k | 313.77 |
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| Deere & Company (DE) | 0.3 | $1.1M | 2.3k | 465.57 |
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| Vaneck Etf Trust Semiconductr Etf Call Option (SMH) | 0.3 | $1.1M | NEW | 3.0k | 360.13 |
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| Devon Energy Corporation (DVN) | 0.3 | $1.0M | +184% | 28k | 36.63 |
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| Ford Motor Company (F) | 0.3 | $1.0M | 77k | 13.12 |
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| Roku Com Cl A (ROKU) | 0.3 | $993k | 9.2k | 108.49 |
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| Pepsi (PEP) | 0.3 | $981k | 6.8k | 143.52 |
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| Nrg Energy Com New (NRG) | 0.2 | $934k | -4% | 5.9k | 159.24 |
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| Wells Fargo & Company (WFC) | 0.2 | $872k | NEW | 9.4k | 93.20 |
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| 3M Company (MMM) | 0.2 | $871k | -2% | 5.4k | 160.11 |
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| Walt Disney Company (DIS) | 0.2 | $850k | 7.5k | 113.77 |
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| Palo Alto Networks (PANW) | 0.2 | $848k | -5% | 4.6k | 184.20 |
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| Corning Incorporated (GLW) | 0.2 | $828k | 9.5k | 87.56 |
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| Otter Tail Corporation (OTTR) | 0.2 | $791k | 9.8k | 80.81 |
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| Peabody Energy (BTU) | 0.2 | $777k | -22% | 26k | 29.70 |
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| Huntington Ingalls Inds (HII) | 0.2 | $726k | 2.1k | 340.07 |
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| Caterpillar (CAT) | 0.2 | $715k | 1.2k | 572.70 |
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| L3harris Technologies (LHX) | 0.2 | $710k | 2.4k | 293.57 |
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| Costco Wholesale Corporation (COST) | 0.2 | $705k | -10% | 818.00 | 862.34 |
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| Lowe's Companies (LOW) | 0.2 | $700k | 2.9k | 241.16 |
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| Dominion Resources (D) | 0.2 | $679k | 12k | 58.59 |
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| Marsh & McLennan Companies (MMC) | 0.2 | $668k | 3.6k | 185.52 |
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| Ambarella SHS (AMBA) | 0.2 | $660k | +6% | 9.3k | 70.84 |
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| Becton, Dickinson and (BDX) | 0.2 | $650k | 3.3k | 194.06 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.2 | $620k | 10k | 60.17 |
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| Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG) | 0.2 | $605k | 12k | 52.44 |
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| Kaiser Aluminum Corp Com Par $0.01 (KALU) | 0.2 | $586k | NEW | 5.1k | 114.86 |
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| Eversource Energy (ES) | 0.1 | $571k | 8.5k | 67.33 |
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| Corteva (CTVA) | 0.1 | $537k | NEW | 8.0k | 67.03 |
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| Wabtec Corporation (WAB) | 0.1 | $521k | NEW | 2.4k | 213.45 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $514k | 4.4k | 116.09 |
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| Sherwin-Williams Company (SHW) | 0.1 | $497k | 1.5k | 324.03 |
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| Ishares Tr Rus 2000 Val Etf Call Option (IWN) | 0.1 | $475k | NEW | 2.6k | 181.21 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $472k | 983.00 | 480.49 |
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| Analog Devices (ADI) | 0.1 | $449k | 1.7k | 271.20 |
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| Union Pacific Corporation (UNP) | 0.1 | $442k | 1.9k | 231.32 |
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| Kratos Defense & Sec Solutio Com New (KTOS) | 0.1 | $437k | -3% | 5.8k | 75.91 |
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| Merck & Co (MRK) | 0.1 | $432k | +15% | 4.1k | 105.26 |
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| Phillips 66 (PSX) | 0.1 | $413k | 3.2k | 129.04 |
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| Prudential Financial (PRU) | 0.1 | $408k | 3.6k | 112.88 |
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| Lincoln National Corporation (LNC) | 0.1 | $407k | NEW | 9.1k | 44.53 |
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| Qualcomm (QCOM) | 0.1 | $398k | +5% | 2.3k | 171.07 |
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| Evergy (EVRG) | 0.1 | $388k | 5.4k | 72.49 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $383k | 5.2k | 73.63 |
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| Shell Spon Ads (SHEL) | 0.1 | $382k | 5.2k | 73.49 |
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| Targa Res Corp (TRGP) | 0.1 | $378k | 2.0k | 184.50 |
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| United Parcel Service CL B (UPS) | 0.1 | $365k | 3.7k | 99.19 |
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| American Express Company (AXP) | 0.1 | $359k | 970.00 | 369.90 |
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| National Fuel Gas (NFG) | 0.1 | $346k | -2% | 4.3k | 80.06 |
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| ConocoPhillips (COP) | 0.1 | $340k | 3.6k | 93.61 |
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| Blackrock (BLK) | 0.1 | $336k | 314.00 | 1070.34 |
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| Bristol Myers Squibb (BMY) | 0.1 | $314k | +8% | 5.8k | 53.94 |
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| Netflix (NFLX) | 0.1 | $311k | +762% | 3.3k | 93.76 |
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| Nucor Corporation (NUE) | 0.1 | $300k | 1.8k | 163.11 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $299k | 18k | 16.49 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $286k | NEW | 5.8k | 49.65 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $285k | -2% | 1.3k | 219.78 |
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| Cisco Systems (CSCO) | 0.1 | $284k | 3.7k | 77.03 |
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| Gilead Sciences (GILD) | 0.1 | $280k | +5% | 2.3k | 122.74 |
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| Freeport-mcmoran CL B (FCX) | 0.1 | $277k | NEW | 5.5k | 50.79 |
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| Goldman Sachs (GS) | 0.1 | $274k | 312.00 | 879.00 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $259k | 1.5k | 173.49 |
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| American States Water Company (AWR) | 0.1 | $254k | 3.5k | 72.48 |
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| BP Sponsored Adr (BP) | 0.1 | $250k | 7.2k | 34.73 |
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| Adt (ADT) | 0.1 | $247k | NEW | 31k | 8.07 |
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| UnitedHealth (UNH) | 0.1 | $246k | 744.00 | 330.11 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $237k | -8% | 1.5k | 162.60 |
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| Southern Company (SO) | 0.1 | $235k | 2.7k | 87.20 |
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| Hershey Company (HSY) | 0.1 | $218k | 1.2k | 181.98 |
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| Amgen (AMGN) | 0.1 | $217k | NEW | 662.00 | 327.31 |
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| Calamos Etf Tr S P 500 Structur (CPSM) | 0.1 | $216k | -4% | 7.6k | 28.62 |
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| Astrazeneca Sponsored Adr (AZN) | 0.1 | $213k | NEW | 2.3k | 91.93 |
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| Angel Oak Funds Trust Income Etf (CARY) | 0.1 | $207k | 9.9k | 20.83 |
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| Goodyear Tire & Rubber Company (GT) | 0.1 | $193k | +83% | 22k | 8.76 |
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| Bny Mellon Mun Bd Infrastruc Com Shs (DMB) | 0.1 | $192k | 18k | 10.99 |
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| Gamco Global Gold Nat Res & Com Sh Ben Int (GGN) | 0.0 | $127k | NEW | 25k | 5.16 |
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| Wendy's/arby's Group (WEN) | 0.0 | $107k | NEW | 13k | 8.33 |
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| Ribbon Communication (RBBN) | 0.0 | $59k | 20k | 2.88 |
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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 Q4 filed Jan. 16, 2026
- 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