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Vista Investment Partners LLC Portfolio
$383.8M across 166 positions as of 2026-09-30, with 28% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+8.9%
-5.5% a year vs the S&P 500
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
3 of 11
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -0.6% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +10.6% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -0.9% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +0.0% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +6.7% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +7.0% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | +2.0% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +0.2% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| AAPLApple Inc | $16.2M | 4.2% | 48,745 |
| XOMExxonmobil Holdings Corp | $15M | 3.9% | 91,933 |
| SPYState Street SPDR S&P 500 ETF Trust | $14.1M | 3.7% | 18,507 |
| CVXChevron Corp | $10.7M | 2.8% | 52,629 |
| AVDEAvantis International Equity ETF | $10.1M | 2.6% | 111,541 |
| DELLDell Technologies Inc | $9.2M | 2.4% | 17,025 |
| ARLPAlliance Resource Partners LP | $8.8M | 2.3% | 363,672 |
| PULSPGIM Ultra Short Bond ETF | $8.5M | 2.2% | 172,348 |
| FTNTFortinet Inc | $8.5M | 2.2% | 47,391 |
| ABBVAbbVie Inc | $7.6M | 2.0% | 29,145 |
| PHParker-Hannifin Corp | $7.5M | 1.9% | 7,815 |
| QQQInvesco QQQ Trust, Series 1 | $6.7M | 1.7% | 8,990 |
| VVisa Inc | $6.5M | 1.7% | 18,101 |
| MAMastercard Inc | $6.4M | 1.7% | 11,560 |
| NVDANVIDIA Corp | $6.3M | 1.6% | 27,697 |
| OGEOGE Energy Corp | $6.1M | 1.6% | 133,448 |
| JBLJabil Inc | $5.8M | 1.5% | 20,318 |
| MSFTMicrosoft Corp | $5.8M | 1.5% | 11,382 |
| ORLYO'Reilly Automotive Inc | $5.8M | 1.5% | 68,002 |
| INVESCO LTD | $5.4M | 1.4% | 178,385 |
| FITBFifth Third Bancorp | $5.3M | 1.4% | 104,539 |
| HINGE HEALTH INC | $5.3M | 1.4% | 54,021 |
| JOHNSON CONTROLS INTERNATION | $5.2M | 1.4% | 34,944 |
| TNLTravel + Leisure Co | $5.1M | 1.3% | 82,600 |
| EATON CORP PLC | $5.1M | 1.3% | 11,884 |
| CPAYCorpay Inc | $5M | 1.3% | 12,928 |
| CAHCardinal Health Inc | $4.8M | 1.3% | 21,627 |
| FEDERATED HERMES INC | $4.6M | 1.2% | 81,222 |
| MARMarriott International Inc | $4.5M | 1.2% | 12,742 |
| NDAQNasdaq Inc | $4.5M | 1.2% | 49,189 |
| PRIPrimerica Inc | $4.5M | 1.2% | 16,360 |
| GWWWW Grainger Inc | $4.4M | 1.1% | 3,493 |
| CFGCitizens Financial Group Inc | $4.3M | 1.1% | 68,206 |
| MCOMoody's Corp | $4.3M | 1.1% | 9,524 |
| CHUBB LIMITED | $4.3M | 1.1% | 13,187 |
| LLYEli Lilly and Co | $4.1M | 1.1% | 3,563 |
| PNCPNC Financial Services Group Inc | $4M | 1.0% | 17,987 |
| DRIDarden Restaurants Inc | $3.8M | 1.0% | 19,756 |
| WMTWalmart Inc | $3.8M | 1.0% | 36,675 |
| VZVerizon Communications Inc | $3.8M | 1.0% | 82,895 |
| MCDMcDonald's Corp | $3.6M | 0.9% | 15,484 |
| BRK.BBerkshire Hathaway Inc | $3.5M | 0.9% | 7,026 |
| TSLATesla Inc | $3.5M | 0.9% | 9,743 |
| CVSCVS Health Corp | $3.4M | 0.9% | 39,713 |
| VFLOVictoryShares Free Cash Flow ETF | $3.3M | 0.9% | 64,915 |
| JPMJPMorgan Chase & Co | $3.3M | 0.9% | 9,966 |
| HUMHumana Inc | $3.3M | 0.8% | 8,526 |
| OKEONEOK Inc | $3.1M | 0.8% | 36,205 |
| GOOGLAlphabet Inc | $2.8M | 0.7% | 8,278 |
| ADPAutomatic Data Processing Inc | $2.7M | 0.7% | 10,554 |
| FDXFedEx Corp | $2.6M | 0.7% | 9,034 |
| VBKVanguard Small-Cap Growth ETF | $2.5M | 0.6% | 7,334 |
| WMBWilliams Companies Inc | $2.5M | 0.6% | 36,299 |
| AVUVAvantis U.S. Small Cap Value ETF | $2.5M | 0.6% | 20,807 |
| AVAVAeroVironment Inc | $2.4M | 0.6% | 16,594 |
| JNJJohnson & Johnson | $2.3M | 0.6% | 8,849 |
| KOCoca-Cola Co | $2.3M | 0.6% | 26,298 |
| HONHoneywell International Inc | $2.1M | 0.6% | 10,073 |
| TAT&T Inc | $2M | 0.5% | 83,089 |
| VOOVanguard S&P 500 ETF | $2M | 0.5% | 2,835 |
| RTXRTX Corp | $1.8M | 0.5% | 9,866 |
| ABTAbbott Laboratories | $1.8M | 0.5% | 18,368 |
| PLTRPalantir Technologies Inc | $1.8M | 0.5% | 9,624 |
| COWGPacer US Large Cap Cash Cows Growth Leaders ETF | $1.7M | 0.4% | 41,715 |
| AMZNAmazon.com Inc | $1.6M | 0.4% | 6,456 |
| AVLVAvantis U.S. Large Cap Value ETF | $1.6M | 0.4% | 17,431 |
| PMPhilip Morris International Inc | $1.5M | 0.4% | 8,103 |
| GEGeneral Electric Co | $1.5M | 0.4% | 4,822 |
| DISWalt Disney Co | $1.4M | 0.4% | 13,526 |
| CATCaterpillar Inc | $1.4M | 0.4% | 1,729 |
| APDAir Products and Chemicals Inc | $1.4M | 0.4% | 4,969 |
| VLOValero Energy Corp | $1.3M | 0.3% | 3,404 |
| PGProcter & Gamble Co | $1.3M | 0.3% | 8,982 |
| BYDBoyd Gaming Corp | $1.2M | 0.3% | 18,681 |
| PFEPfizer Inc | $1.2M | 0.3% | 42,368 |
| UNPUnion Pacific Corp | $1.2M | 0.3% | 4,301 |
| METAMeta Platforms Inc | $1.1M | 0.3% | 1,508 |
| GOOGAlphabet Inc | $1.1M | 0.3% | 3,178 |
| DEDeere & Co | $1.1M | 0.3% | 1,596 |
| EPDEnterprise Products Partners L.P | $1.1M | 0.3% | 30,097 |
| NEENextera Energy Inc | $1M | 0.3% | 13,809 |
| FFord Motor Co | $993.6K | 0.3% | 82,388 |
| SPCXSpace Exploration Technologies Corp | $992.4K | 0.3% | 6,578 |
| PEPPepsiCo Inc | $867.1K | 0.2% | 6,843 |
| MMM3M Co | $866.3K | 0.2% | 5,278 |
| MEDTRONIC PLC | $831.1K | 0.2% | 9,631 |
| INVESCO EXCHANGE TRADED FD T | $818.3K | 0.2% | 13,837 |
| EOGEOG Resources Inc | $814.2K | 0.2% | 5,910 |
| COWZPacer US Cash Cows 100 ETF | $806K | 0.2% | 12,074 |
| PSXPhillips 66 | $788.7K | 0.2% | 3,089 |
| OTTER TAIL CORP | $778.9K | 0.2% | 8,847 |
| MOAltria Group Inc | $765.2K | 0.2% | 11,363 |
| COSTCostco Wholesale Corp | $711K | 0.2% | 781 |
| GLWCorning Inc | $702.8K | 0.2% | 4,571 |
| WABWestinghouse Air Brake Technologies Corp | $695K | 0.2% | 2,420 |
| WMWaste Management Inc | $688.8K | 0.2% | 3,378 |
| TXNMTXNM Energy Inc | $667.7K | 0.2% | 11,449 |
| UGIUGI Corp | $662.2K | 0.2% | 18,564 |
| DVNDevon Energy Corp | $655.1K | 0.2% | 14,230 |
| ORCLOracle Corp | $617K | 0.2% | 4,494 |
| MRSHMarsh & McLennan Companies Inc | $614.6K | 0.2% | 3,600 |
| MSIMotorola Solutions Inc | $609.2K | 0.2% | 1,366 |
| BDXBecton Dickinson and Co | $603.6K | 0.2% | 3,372 |
| MPCMarathon Petroleum Corp | $595.9K | 0.2% | 1,507 |
| MRKMerck & Co Inc | $561.8K | 0.1% | 3,866 |
| TRGPTarga Resources Corp | $553.1K | 0.1% | 2,046 |
| ESEversource Energy | $541.4K | 0.1% | 8,439 |
| SHELShell PLC | $537.1K | 0.1% | 5,651 |
| OXYOccidental Petroleum Corp | $532.1K | 0.1% | 9,618 |
| LOWLowe's Companies Inc | $522.3K | 0.1% | 2,834 |
| HDHome Depot Inc | $510.4K | 0.1% | 1,794 |
| DIAState Street SPDR Dow Jones Industrial Average ETF Trust | $499.8K | 0.1% | 983 |
| SHWSherwin-Williams Co | $490.7K | 0.1% | 1,518 |
| CPCanadian Pacific Kansas City Ltd | $455.1K | 0.1% | 5,348 |
| TXNTexas Instruments Inc | $448.1K | 0.1% | 1,600 |
| COPConocoPhillips | $447K | 0.1% | 3,572 |
| NUENucor Corp | $430.6K | 0.1% | 1,842 |
| ANGEL OAK FUNDS TRUST | $428.4K | 0.1% | 21,291 |
| DGDollar General Corp | $424.7K | 0.1% | 3,552 |
| GAPGap Inc | $422K | 0.1% | 18,475 |
| EVRGEvergy Inc | $420.3K | 0.1% | 5,358 |
| PRUPrudential Financial Inc | $410.5K | 0.1% | 3,614 |
| QCOMQualcomm Inc | $404.4K | 0.1% | 2,197 |
| INTCIntel Corp | $402.9K | 0.1% | 3,351 |
| KAISER ALUMINIUM CORPORATION | $392.9K | 0.1% | 2,713 |
| BLACKROCK ETF TRUST | $384.8K | 0.1% | 12,324 |
| BKHBlack Hills Corp | $382.1K | 0.1% | 5,453 |
| CSCOCisco Systems Inc | $367K | 0.1% | 3,410 |
| LNCLincoln National Corp | $365.4K | 0.1% | 9,077 |
| BMYBristol-Myers Squibb Co | $360.5K | 0.1% | 5,777 |
| ETEnergy Transfer LP | $345.8K | 0.1% | 17,492 |
| UPSUnited Parcel Service Inc | $336.9K | 0.1% | 3,606 |
| BLKBlackRock Inc | $330.2K | 0.1% | 312 |
| GILDGilead Sciences, Inc | $330K | 0.1% | 2,214 |
| BPBP PLC | $325.4K | 0.1% | 7,397 |
| NFGNational Fuel Gas Co | $325.1K | 0.1% | 4,286 |
| VIGVanguard Div Appreciation ETF | $314.7K | 0.1% | 1,349 |
| HXLHexcel Corp | $310.9K | 0.1% | 3,705 |
| AVGOBroadcom Inc | $307.8K | 0.1% | 876 |
| HOODRobinhood Markets Inc | $300.8K | 0.1% | 2,674 |
| SFNCSimmons First National Corp | $288.8K | 0.1% | 12,790 |
| AWRAmerican States Water Company Common Stock | $288.2K | 0.1% | 3,500 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $286.9K | 0.1% | 629 |
| AMGNAmgen Inc | $279.5K | 0.1% | 663 |
| AXPAmerican Express Co | $276.7K | 0.1% | 910 |
| UNHUnitedHealth Group Inc | $274.6K | 0.1% | 748 |
| GSGoldman Sachs Group Inc | $240.4K | 0.1% | 267 |
| GEVGE Vernova Inc | $233.8K | 0.1% | 246 |
| KTOSKratos Defense and Security Solutions Inc | $224.3K | 0.1% | 5,255 |
| IVViShares Core S&P 500 ETF | $221.3K | 0.1% | 289 |
| RIORio Tinto PLC | $216.9K | 0.1% | 2,303 |
| SOSouthern Co | $214.4K | 0.1% | 2,587 |
| IBITiShares Bitcoin Trust ETF | $212.7K | 0.1% | 4,494 |
| ASML HLDG NV | $212.2K | 0.1% | 117 |
| NFLXNetflix Inc | $209.3K | 0.1% | 3,008 |
| WATWaters Corp | $206.6K | 0.1% | 470 |
| CORCencora Inc | $206K | 0.1% | 686 |
| KMIKinder Morgan Inc | $200.5K | 0.1% | 6,651 |
| ADT INC DEL | $186.8K | 0.0% | 30,725 |
| WENDYS CO | $179.8K | 0.0% | 28,182 |
| BNY MELLON MUN BD INFRASTRUC | $164.7K | 0.0% | 17,500 |
| GAMCO GLOBAL GOLD NAT RES & | $127.5K | 0.0% | 24,141 |
| LLYEli Lilly and Cocall | $115.7K | 0.0% | 100 |
| BMYBristol-Myers Squibb Cocall | $112.3K | 0.0% | 1,800 |
| RIBBON COMMUNICATIONS INC | $35.9K | 0.0% | 20,400 |
| SPCEVirgin Galactic Holdings Inc | $31.8K | 0.0% | 10,650 |
Quarter ending 2026-09-30.
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