Vantage Investment Partners as of Dec. 31, 2024
Portfolio Holdings for Vantage Investment Partners
Vantage Investment Partners holds 62 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| UnitedHealth (UNH) | 6.4 | $74M | 146k | 505.86 | |
| Alphabet Inc Class C cs (GOOG) | 5.4 | $62M | 323k | 190.44 | |
| EQT Corporation (EQT) | 4.5 | $52M | 1.1M | 46.11 | |
| Novo-nordisk A S Adr (NVO) | 4.4 | $50M | 580k | 86.02 | |
| Centene Corporation (CNC) | 4.2 | $48M | 794k | 60.58 | |
| Wabtec Corporation (WAB) | 4.0 | $46M | 243k | 189.59 | |
| CoStar (CSGP) | 3.8 | $44M | 614k | 71.59 | |
| Ftai Aviation SHS (FTAI) | 3.8 | $43M | 299k | 144.04 | |
| Apple (AAPL) | 3.6 | $41M | 165k | 250.42 | |
| Northrop Grumman Corporation (NOC) | 3.5 | $40M | 86k | 469.29 | |
| Chipotle Mexican Grill (CMG) | 3.4 | $39M | 644k | 60.30 | |
| HEICO Corporation (HEI) | 3.3 | $38M | 160k | 237.74 | |
| Microsoft Corporation (MSFT) | 3.3 | $38M | 90k | 421.50 | |
| O'reilly Automotive (ORLY) | 3.3 | $38M | 32k | 1185.80 | |
| Asml Holding N V SHS (ASML) | 3.2 | $37M | 53k | 693.08 | |
| Nike (NKE) | 3.0 | $35M | 461k | 75.67 | |
| Floor & Decor Hldgs Cl A (FND) | 2.0 | $23M | 232k | 99.70 | |
| Monolithic Power Systems (MPWR) | 1.8 | $21M | 35k | 591.70 | |
| Broadcom (AVGO) | 1.7 | $20M | 86k | 231.84 | |
| Blackstone Group Inc Com Cl A (BX) | 1.3 | $15M | 87k | 172.42 | |
| JPMorgan Chase & Co. (JPM) | 1.3 | $15M | 61k | 239.71 | |
| Cisco Systems (CSCO) | 1.2 | $14M | 241k | 59.20 | |
| Facebook Inc cl a (META) | 1.2 | $14M | 24k | 585.52 | |
| Paychex (PAYX) | 1.2 | $14M | 98k | 140.22 | |
| Raytheon Technologies Corp (RTX) | 1.2 | $14M | 118k | 115.72 | |
| McDonald's Corporation (MCD) | 1.2 | $14M | 47k | 289.89 | |
| Eli Lilly & Co. (LLY) | 1.2 | $13M | 17k | 772.01 | |
| Lowe's Companies (LOW) | 1.2 | $13M | 54k | 246.80 | |
| Diamondback Energy (FANG) | 1.1 | $13M | 80k | 163.83 | |
| Lockheed Martin Corporation (LMT) | 1.1 | $13M | 27k | 485.94 | |
| T. Rowe Price (TROW) | 1.1 | $13M | 115k | 113.09 | |
| Starbucks Corporation (SBUX) | 1.1 | $13M | 141k | 91.25 | |
| Fastenal Company (FAST) | 1.1 | $13M | 177k | 71.91 | |
| Southern Copper Corporation (SCCO) | 1.1 | $13M | 140k | 91.13 | |
| Pepsi (PEP) | 1.1 | $13M | 82k | 152.06 | |
| Caterpillar (CAT) | 1.1 | $13M | 35k | 362.76 | |
| Watsco, Incorporated (WSO) | 1.1 | $12M | 26k | 473.88 | |
| Nextera Energy (NEE) | 1.1 | $12M | 173k | 71.69 | |
| American Tower Reit (AMT) | 1.0 | $12M | 65k | 183.41 | |
| Toyota Motor Corp Ads (TM) | 0.9 | $11M | 56k | 194.61 | |
| Amazon (AMZN) | 0.8 | $8.9M | 41k | 219.39 | |
| NVIDIA Corporation (NVDA) | 0.8 | $8.7M | 65k | 134.28 | |
| Intuitive Surgical (ISRG) | 0.7 | $8.1M | 16k | 521.95 | |
| Costco Wholesale Corporation (COST) | 0.7 | $8.1M | 8.8k | 916.25 | |
| Visa (V) | 0.7 | $8.1M | 26k | 316.05 | |
| MasterCard Incorporated (MA) | 0.7 | $7.5M | 14k | 526.54 | |
| Sherwin-Williams Company (SHW) | 0.6 | $7.2M | 21k | 339.94 | |
| S&p Global (SPGI) | 0.6 | $6.7M | 14k | 498.04 | |
| Nxp Semiconductors N V (NXPI) | 0.6 | $6.4M | 31k | 207.85 | |
| Snowflake Inc Cl A (SNOW) | 0.6 | $6.4M | 41k | 154.42 | |
| Spdr Series Trust Prtflo S&p 500 Etf (SPLG) | 0.2 | $1.9M | 28k | 68.94 | |
| Vanguard Whitehall Fds Etf (VYM) | 0.1 | $1.0M | 8.1k | 127.64 | |
| Ishares Tr Intrm Gov Cr Etf Etf (GVI) | 0.1 | $897k | 8.6k | 104.18 | |
| Vanguard Index Fds Etf (VTI) | 0.1 | $621k | 2.1k | 289.65 | |
| Spdr Ser Tr Prtflo S&p 500 Hi Etf (SPYD) | 0.0 | $411k | 9.5k | 43.29 | |
| Ishares Tr Select Divd Etf Etf (DVY) | 0.0 | $374k | 2.8k | 131.46 | |
| Spdr Ser Tr Portfolio S&p600 Etf (SPSM) | 0.0 | $351k | 7.8k | 44.86 | |
| Spdr Index Shs Fds Portfolio Emg Mkt Etf (SPEM) | 0.0 | $325k | 8.5k | 38.33 | |
| Spdr Index Shs Fds Portfolio Devlpd Etf (SPDW) | 0.0 | $323k | 9.5k | 34.14 | |
| Spdr Series Trust Bloomberg Brc Etf (FLRN) | 0.0 | $319k | 10k | 30.78 | |
| Vanguard Intl Equity Index F Etf (VEU) | 0.0 | $315k | 5.5k | 57.35 | |
| Spdr S&p 500 Etf Tr Etf (SPY) | 0.0 | $295k | 504.00 | 585.32 |