Vantage Investment Partners

Vantage Investment Partners as of March 31, 2026

Portfolio Holdings for Vantage Investment Partners

Vantage Investment Partners holds 64 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alphabet Inc Class C cs (GOOG) 7.3 $105M 367k 286.86
UnitedHealth (UNH) 5.6 $82M 301k 270.59
Watsco, Incorporated (WSO) 4.3 $63M 172k 363.79
EQT Corporation (EQT) 4.1 $59M 927k 63.64
Microsoft Corporation (MSFT) 3.8 $56M 150k 370.17
Northrop Grumman Corporation (NOC) 3.6 $52M 77k 682.24
Wabtec Corporation (WAB) 3.5 $51M 205k 249.91
Corpay (CPAY) 3.4 $50M 172k 290.99
NVIDIA Corporation (NVDA) 3.4 $49M 279k 174.40
Asml Holding N V SHS (ASML) 3.2 $46M 35k 1320.83
Eli Lilly & Co. (LLY) 3.0 $44M 48k 919.77
Taiwan Semiconductor Mfg Ads (TSM) 3.0 $43M 128k 337.95
Apple (AAPL) 3.0 $43M 170k 253.79
Amazon (AMZN) 2.9 $42M 202k 208.27
O'reilly Automotive (ORLY) 2.7 $40M 430k 92.31
Facebook Inc cl a (META) 2.7 $39M 69k 572.13
Berkshire Hathaway (BRK.B) 2.5 $37M 77k 479.20
Chipotle Mexican Grill (CMG) 2.4 $35M 1.1M 32.01
Booking Holdings (BKNG) 2.3 $34M 8.0k 4210.32
Uber Technologies (UBER) 2.3 $33M 455k 71.93
IDEXX Laboratories (IDXX) 2.1 $30M 54k 561.89
Caterpillar (CAT) 1.5 $21M 30k 708.46
Southern Copper Corporation (SCCO) 1.4 $20M 115k 172.06
Raytheon Technologies Corp (RTX) 1.3 $19M 99k 192.90
Cisco Systems (CSCO) 1.3 $19M 240k 77.59
Diamondback Energy (FANG) 1.3 $19M 94k 197.79
Toyota Motor Corp Ads (TM) 1.2 $18M 86k 206.09
JPMorgan Chase & Co. (JPM) 1.2 $17M 58k 294.16
Broadcom (AVGO) 1.2 $17M 55k 309.51
Fastenal Company (FAST) 1.1 $17M 358k 46.40
Lockheed Martin Corporation (LMT) 1.1 $16M 27k 604.39
Heico Corp Cl A (HEI.A) 1.1 $16M 77k 211.09
Nextera Energy (NEE) 1.1 $16M 173k 92.88
Eaton Corp SHS (ETN) 1.1 $16M 44k 357.67
McDonald's Corporation (MCD) 1.0 $15M 47k 310.79
Blackstone Group Inc Com Cl A (BX) 1.0 $15M 127k 114.99
Alphabet Inc Class A cs (GOOGL) 0.9 $13M 46k 287.56
Lowe's Companies (LOW) 0.9 $13M 56k 236.28
Zoetis Inc Cl A (ZTS) 0.8 $12M 101k 118.21
American Tower Reit (AMT) 0.8 $12M 69k 172.58
Nike (NKE) 0.7 $10M 195k 52.82
Paychex (PAYX) 0.7 $9.8M 106k 92.12
Monolithic Power Systems (MPWR) 0.7 $9.5M 8.7k 1093.35
HEICO Corporation (HEI) 0.6 $8.4M 31k 274.20
Costco Wholesale Corporation (COST) 0.6 $8.3M 8.3k 996.43
Intuitive Surgical (ISRG) 0.5 $7.5M 16k 460.99
Sherwin-Williams Company (SHW) 0.5 $7.4M 23k 320.55
Visa (V) 0.5 $7.4M 24k 302.24
MasterCard Incorporated (MA) 0.5 $7.2M 14k 499.66
Markel Corporation (MKL) 0.5 $6.8M 3.6k 1914.07
Nxp Semiconductors N V (NXPI) 0.5 $6.7M 34k 196.86
S&p Global (SPGI) 0.4 $6.1M 14k 425.34
Snowflake Inc Cl A (SNOW) 0.4 $5.6M 37k 150.82
Ishares Tr Intrm Gov Cr Etf Etf (GVI) 0.1 $1.6M 15k 106.68
Vanguard Whitehall High Div Yld Etf (VYM) 0.1 $1.2M 8.0k 148.10
Spdr Series Trust Prtflo S&p 500 Etf (SPYM) 0.1 $891k 12k 76.54
Ishares Bitcoin Trust Etf Etf (IBIT) 0.1 $735k 19k 38.42
Vanguard Index Fds Total Stk Mkt Etf (VTI) 0.0 $682k 2.1k 320.81
Boeing Company (BA) 0.0 $487k 2.4k 199.03
Ishares Tr Select Divd Etf Etf (DVY) 0.0 $425k 2.8k 151.41
Vanguard Intl Equity All Wrld Ex Us Etf (VEU) 0.0 $413k 5.5k 75.10
Spdr S&p 500 Etf Tr Etf (SPY) 0.0 $341k 524.00 650.34
Spdr Series Trust Bloomberg Brc Etf (FLRN) 0.0 $319k 10k 30.78
Spdr Ser Tr Prtflo S&p 500 Hi Etf (SPYD) 0.0 $244k 5.4k 45.52