Vista Investment Partners as of March 31, 2025
Portfolio Holdings for Vista Investment Partners
Vista Investment Partners holds 154 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Exxon Mobil Corporation (XOM) | 3.7 | $12M | 103k | 118.93 | |
| Apple (AAPL) | 3.3 | $11M | 49k | 222.13 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.1 | $10M | 18k | 559.40 | |
| Sprouts Fmrs Mkt (SFM) | 3.1 | $10M | 66k | 152.64 | |
| Alliance Resource Partners L Ut Ltd Part (ARLP) | 3.0 | $9.9M | 364k | 27.28 | |
| Chevron Corporation (CVX) | 2.7 | $8.8M | 53k | 167.29 | |
| Automatic Data Processing (ADP) | 2.4 | $7.7M | 25k | 305.52 | |
| O'reilly Automotive (ORLY) | 2.1 | $6.7M | 4.7k | 1432.58 | |
| Oge Energy Corp (OGE) | 2.0 | $6.5M | 142k | 45.96 | |
| Mastercard Incorporated Cl A (MA) | 2.0 | $6.4M | 12k | 548.13 | |
| Abbvie (ABBV) | 1.8 | $6.1M | 29k | 209.52 | |
| Kla Corp Com New (KLAC) | 1.8 | $5.8M | 8.6k | 679.80 | |
| Bj's Wholesale Club Holdings (BJ) | 1.7 | $5.6M | 49k | 114.10 | |
| AmerisourceBergen (COR) | 1.7 | $5.5M | 20k | 278.08 | |
| Parker-Hannifin Corporation (PH) | 1.7 | $5.5M | 9.0k | 607.85 | |
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 1.5 | $4.9M | 74k | 66.27 | |
| Oracle Corporation (ORCL) | 1.5 | $4.9M | 35k | 139.81 | |
| Verizon Communications (VZ) | 1.4 | $4.7M | 104k | 45.36 | |
| Microsoft Corporation (MSFT) | 1.4 | $4.7M | 13k | 375.39 | |
| Kroger (KR) | 1.4 | $4.6M | 68k | 67.69 | |
| Thomson Reuters Corp. (TRI) | 1.3 | $4.4M | 25k | 172.78 | |
| Home Depot (HD) | 1.3 | $4.4M | 12k | 366.50 | |
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 1.3 | $4.3M | 87k | 49.73 | |
| Synchrony Financial (SYF) | 1.3 | $4.2M | 79k | 52.94 | |
| Fifth Third Ban (FITB) | 1.3 | $4.2M | 107k | 39.20 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.3 | $4.1M | 13k | 312.04 | |
| Paychex (PAYX) | 1.2 | $4.1M | 27k | 154.28 | |
| Zoetis Cl A (ZTS) | 1.2 | $4.1M | 25k | 164.65 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.2 | $4.0M | 8.6k | 468.94 | |
| Caterpillar (CAT) | 1.2 | $4.0M | 12k | 329.80 | |
| TJX Companies (TJX) | 1.2 | $3.9M | 32k | 121.80 | |
| Tempur-Pedic International (SGI) | 1.2 | $3.9M | 65k | 59.88 | |
| Chubb (CB) | 1.2 | $3.9M | 13k | 302.00 | |
| Eli Lilly & Co. (LLY) | 1.2 | $3.8M | 4.6k | 825.91 | |
| Motorola Solutions Com New (MSI) | 1.1 | $3.7M | 8.5k | 437.82 | |
| Honeywell International (HON) | 1.1 | $3.6M | 17k | 211.75 | |
| Tenet Healthcare Corp Com New (THC) | 1.0 | $3.4M | 25k | 134.50 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $3.4M | 6.3k | 532.58 | |
| W.W. Grainger (GWW) | 1.0 | $3.2M | 3.2k | 987.87 | |
| Marriott Intl Cl A (MAR) | 0.9 | $3.0M | 13k | 238.19 | |
| PNC Financial Services (PNC) | 0.9 | $3.0M | 17k | 175.77 | |
| At&t (T) | 0.9 | $3.0M | 104k | 28.28 | |
| Hca Holdings (HCA) | 0.9 | $2.9M | 8.5k | 345.57 | |
| NVIDIA Corporation (NVDA) | 0.9 | $2.9M | 27k | 108.38 | |
| McDonald's Corporation (MCD) | 0.9 | $2.9M | 9.1k | 312.38 | |
| Darden Restaurants (DRI) | 0.8 | $2.6M | 13k | 207.76 | |
| Janus Henderson Group Ord Shs (JHG) | 0.8 | $2.6M | 72k | 36.15 | |
| Tesla Motors (TSLA) | 0.8 | $2.6M | 10k | 259.16 | |
| JPMorgan Chase & Co. (JPM) | 0.8 | $2.5M | 10k | 245.30 | |
| Oneok (OKE) | 0.8 | $2.5M | 25k | 99.22 | |
| Victory Portfolios Ii Shares Free Cash (VFLO) | 0.7 | $2.5M | 72k | 34.28 | |
| Coca-Cola Company (KO) | 0.7 | $2.4M | 33k | 71.62 | |
| International Business Machines (IBM) | 0.7 | $2.2M | 8.8k | 248.66 | |
| Williams Companies (WMB) | 0.7 | $2.2M | 37k | 59.76 | |
| Travel Leisure Ord (TNL) | 0.6 | $2.1M | 46k | 46.29 | |
| Broadcom (AVGO) | 0.6 | $2.1M | 13k | 167.42 | |
| Abbott Laboratories (ABT) | 0.6 | $2.0M | 15k | 132.65 | |
| Pulte (PHM) | 0.6 | $2.0M | 20k | 102.80 | |
| AeroVironment (AVAV) | 0.6 | $1.9M | 16k | 119.19 | |
| Wal-Mart Stores (WMT) | 0.5 | $1.8M | 20k | 87.79 | |
| Procter & Gamble Company (PG) | 0.5 | $1.7M | 10k | 170.43 | |
| PNM Resources (TXNM) | 0.5 | $1.6M | 30k | 53.48 | |
| Altria (MO) | 0.5 | $1.6M | 26k | 60.02 | |
| Ge Aerospace Com New (GE) | 0.5 | $1.5M | 7.4k | 200.15 | |
| Air Products & Chemicals (APD) | 0.4 | $1.5M | 4.9k | 294.92 | |
| Johnson & Johnson (JNJ) | 0.4 | $1.4M | 8.7k | 165.83 | |
| Cisco Systems (CSCO) | 0.4 | $1.4M | 23k | 61.71 | |
| Raytheon Technologies Corp (RTX) | 0.4 | $1.3M | 9.8k | 132.46 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.3M | 8.4k | 154.64 | |
| Nasdaq Omx (NDAQ) | 0.4 | $1.3M | 17k | 75.86 | |
| Visa Com Cl A (V) | 0.4 | $1.3M | 3.7k | 350.46 | |
| BP Sponsored Adr (BP) | 0.4 | $1.3M | 37k | 33.79 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.4 | $1.2M | 14k | 87.17 | |
| John Hancock Exchange Traded Multifactr Sml (JHSC) | 0.4 | $1.2M | 33k | 37.27 | |
| Boyd Gaming Corporation (BYD) | 0.4 | $1.2M | 19k | 65.83 | |
| Philip Morris International (PM) | 0.4 | $1.2M | 7.4k | 158.73 | |
| Amazon (AMZN) | 0.3 | $1.1M | 5.8k | 190.26 | |
| Pepsi (PEP) | 0.3 | $1.0M | 7.0k | 149.94 | |
| Enterprise Products Partners (EPD) | 0.3 | $1.0M | 31k | 34.14 | |
| Costco Wholesale Corporation (COST) | 0.3 | $995k | 1.1k | 945.78 | |
| Nextera Energy (NEE) | 0.3 | $988k | 14k | 70.89 | |
| Marsh & McLennan Companies (MMC) | 0.3 | $879k | 3.6k | 244.03 | |
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.3 | $869k | 13k | 65.21 | |
| Pacer Fds Tr Us Lrg Cp Cash (COWG) | 0.3 | $868k | 28k | 30.79 | |
| Medtronic SHS (MDT) | 0.3 | $855k | 9.5k | 89.86 | |
| 3M Company (MMM) | 0.2 | $814k | 5.5k | 146.87 | |
| Otter Tail Corporation (OTTR) | 0.2 | $796k | 9.9k | 80.37 | |
| Ford Motor Company (F) | 0.2 | $770k | 77k | 10.03 | |
| Palantir Technologies Cl A (PLTR) | 0.2 | $763k | 9.0k | 84.40 | |
| Becton, Dickinson and (BDX) | 0.2 | $763k | 3.3k | 229.04 | |
| Deere & Company (DE) | 0.2 | $750k | 1.6k | 469.35 | |
| Walt Disney Company (DIS) | 0.2 | $747k | 7.6k | 98.70 | |
| Allstate Corporation (ALL) | 0.2 | $711k | 3.4k | 207.07 | |
| Lowe's Companies (LOW) | 0.2 | $697k | 3.0k | 233.23 | |
| UnitedHealth (UNH) | 0.2 | $661k | 1.3k | 523.75 | |
| Dominion Resources (D) | 0.2 | $656k | 12k | 56.07 | |
| Boston Scientific Corporation (BSX) | 0.2 | $618k | 6.1k | 100.88 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $612k | 4.3k | 142.20 | |
| Roku Com Cl A (ROKU) | 0.2 | $612k | 8.7k | 70.44 | |
| Meta Platforms Cl A (META) | 0.2 | $610k | 1.1k | 576.38 | |
| Nrg Energy Com New (NRG) | 0.2 | $590k | 6.2k | 95.46 | |
| Howmet Aerospace (HWM) | 0.2 | $558k | 4.3k | 129.73 | |
| Pfizer (PFE) | 0.2 | $547k | 22k | 25.34 | |
| Everi Hldgs (EVRI) | 0.2 | $546k | 40k | 13.67 | |
| Sherwin-Williams Company (SHW) | 0.2 | $536k | 1.5k | 349.19 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $518k | 3.3k | 156.24 | |
| Chesapeake Energy Corp (EXE) | 0.2 | $516k | 4.6k | 111.32 | |
| L3harris Technologies (LHX) | 0.2 | $516k | 2.5k | 209.31 | |
| Metropcs Communications (TMUS) | 0.2 | $493k | 1.8k | 266.71 | |
| Union Pacific Corporation (UNP) | 0.1 | $456k | 1.9k | 236.24 | |
| Diamondback Energy (FANG) | 0.1 | $441k | 2.8k | 159.88 | |
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $438k | 8.0k | 54.76 | |
| Corning Incorporated (GLW) | 0.1 | $432k | 9.4k | 45.78 | |
| Energizer Holdings (ENR) | 0.1 | $429k | 14k | 29.92 | |
| Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG) | 0.1 | $426k | 9.7k | 43.83 | |
| Cal Maine Foods Com New (CALM) | 0.1 | $425k | 4.7k | 90.90 | |
| Targa Res Corp (TRGP) | 0.1 | $410k | 2.0k | 200.47 | |
| Prudential Financial (PRU) | 0.1 | $403k | 3.6k | 111.68 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $401k | 955.00 | 420.09 | |
| Phillips 66 (PSX) | 0.1 | $390k | 3.2k | 123.48 | |
| ConocoPhillips (COP) | 0.1 | $388k | 3.7k | 105.02 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $382k | 4.6k | 83.87 | |
| Science App Int'l (SAIC) | 0.1 | $380k | 3.4k | 112.27 | |
| Shell Spon Ads (SHEL) | 0.1 | $378k | 5.2k | 73.28 | |
| Evergy (EVRG) | 0.1 | $369k | 5.4k | 68.95 | |
| Devon Energy Corporation (DVN) | 0.1 | $369k | 9.9k | 37.40 | |
| Canadian Pacific Kansas City (CP) | 0.1 | $365k | 5.2k | 70.21 | |
| Netflix (NFLX) | 0.1 | $362k | 388.00 | 932.53 | |
| Merck & Co (MRK) | 0.1 | $351k | 3.9k | 89.76 | |
| United Parcel Service CL B (UPS) | 0.1 | $344k | 3.1k | 109.99 | |
| Qualcomm (QCOM) | 0.1 | $340k | 2.2k | 153.64 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $337k | 18k | 18.59 | |
| Bristol Myers Squibb (BMY) | 0.1 | $330k | 5.4k | 60.99 | |
| Gap (GAP) | 0.1 | $328k | 16k | 20.61 | |
| Baker Hughes Company Cl A (BKR) | 0.1 | $301k | 6.8k | 43.95 | |
| Blackrock (BLK) | 0.1 | $294k | 311.00 | 946.48 | |
| American States Water Company (AWR) | 0.1 | $275k | 3.5k | 78.68 | |
| American Express Company (AXP) | 0.1 | $273k | 1.0k | 269.08 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $265k | 1.5k | 179.70 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $251k | 1.3k | 193.99 | |
| Southern Company (SO) | 0.1 | $248k | 2.7k | 91.95 | |
| Peabody Energy (BTU) | 0.1 | $246k | 18k | 13.55 | |
| Gilead Sciences (GILD) | 0.1 | $237k | 2.1k | 112.05 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $231k | 1.6k | 145.68 | |
| Calamos Etf Tr S P 500 Structur (CPSM) | 0.1 | $224k | 8.3k | 26.88 | |
| Nucor Corporation (NUE) | 0.1 | $222k | 1.8k | 120.34 | |
| Symbotic Class A Com (SYM) | 0.1 | $217k | 11k | 20.21 | |
| Clorox Company (CLX) | 0.1 | $210k | 1.4k | 147.28 | |
| Angel Oak Funds Trust Income Etf (CARY) | 0.1 | $207k | 9.9k | 20.76 | |
| Hershey Company (HSY) | 0.1 | $205k | 1.2k | 171.03 | |
| Amgen (AMGN) | 0.1 | $203k | 653.00 | 311.55 | |
| Bny Mellon Mun Bd Infrastruc Com Shs (DMB) | 0.1 | $185k | 18k | 10.57 | |
| Goodyear Tire & Rubber Company (GT) | 0.0 | $111k | 12k | 9.24 | |
| Ribbon Communication (RBBN) | 0.0 | $80k | 20k | 3.92 |
