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Vista Investment Partners Llc

Portfolio Manager
Vista Investment Partners Llc
Performance
+1.25% (2026 Q1)
AUM (13F)
$378.09M
# of Holdings
167
Performance Rank
Allocation (Top 20)
42.01%

Vista Investment Partners Llc Holdings Map

Top 50 Vista Investment Partners Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
XOM
EXXON MOBIL CORP
4.15%92.3K$15.7M
-3.83%(-3.68K)
2025-Q1: 103.0K shares2025-Q2: 103.0K shares2025-Q3: 97.9K shares2025-Q4: 96.0K shares2026-Q1: 92.3K shares
$108.75(+26.06%)
2026-03-31
AAPL
APPLE INC
3.19%47.4K$12.0M
+0.17%(+81)
2025-Q1: 48.6K shares2025-Q2: 47.5K shares2025-Q3: 47.3K shares2025-Q4: 47.4K shares2026-Q1: 47.4K shares
$184.01(+67.72%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF T
3.18%18.5K$12.0M
+0.17%(+32)
2025-Q1: 18.3K shares2025-Q2: 18.4K shares2025-Q3: 18.4K shares2025-Q4: 18.4K shares2026-Q1: 18.5K shares
$462.29(+61.11%)
2026-03-31
CVX
CHEVRON CORPORATION
2.89%52.7K$10.9M
+0.01%(+5)
2025-Q1: 52.8K shares2025-Q2: 52.7K shares2025-Q3: 52.7K shares2025-Q4: 52.7K shares2026-Q1: 52.7K shares
$158.89(+6.49%)
2026-03-31
ARLP
ALLIANCE RESOURCE PARTNERS L
2.66%363.7K$10.1M
+0.00%(+0)
2025-Q1: 363.7K shares2025-Q2: 363.7K shares2025-Q3: 363.7K shares2025-Q4: 363.7K shares2026-Q1: 363.7K shares
$22.07(+7.87%)
2026-03-31
AVDE
AMERICAN CENTY ETF TR
2.56%113.9K$9.7M
+4.34%(+4.74K)
2025-Q1: 74.4K shares2025-Q2: 92.3K shares2025-Q3: 103.8K shares2025-Q4: 109.2K shares2026-Q1: 113.9K shares
$67.93(+32.37%)
2026-03-31
KLAC
KLA CORP
2.44%6.3K$9.2M
-12.78%(-916)
2025-Q1: 8.6K shares2025-Q2: 8.5K shares2025-Q3: 8.5K shares2025-Q4: 7.2K shares2026-Q1: 6.3K shares
$520.97(-54.79%)
2026-03-31
PULS
PGIM ETF TR
2.04%155.6K$7.7Mnew2025-Q1: 87.2K shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 155.6K shares
$49.60(-0.06%)
2026-03-31
PH
PARKER-HANNIFIN CORP
1.98%8.4K$7.5M
-5.73%(-508)
2025-Q1: 9.0K shares2025-Q2: 8.9K shares2025-Q3: 8.9K shares2025-Q4: 8.9K shares2026-Q1: 8.4K shares
$426.65(+125.69%)
2026-03-31
ORLY
OREILLY AUTOMOTIVE INC
1.75%71.7K$6.6M
+2.13%(+1.50K)
2025-Q1: 4.7K shares2025-Q2: 70.5K shares2025-Q3: 70.4K shares2025-Q4: 70.2K shares2026-Q1: 71.7K shares
$62.95(+43.37%)
2026-03-31

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