Vista Investment Partners Llc Portfolio Stock Holdings

According to the SEC 13F filed on July 9, 2026, Vista Investment Partners Llc disclosed 167 stock positions valued at approximately $396.08M as of quarter-end June 30, 2026. The largest holdings include APPLE INC, STATE STR SPDR S&P 500 ETF T, and EXXON MOBIL CORP.

Report Period
June 30, 2026
No. of Stocks
167
Portfolio Value
$396.08M
Holdings by Sector
Vista Investment Partners Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
APPLE INCAAPLTechnology3.57%48,818+1,378+2.90%$14,125,938
STATE STR SPDR S&P 500 ETF TSPYOther3.49%18,486+29+0.16%$13,804,521
EXXON MOBIL CORPXOMEnergy3.18%92,148-164-0.18%$12,598,412
KLA CORPKLACTechnology3.00%39,472+33,219+531.25%$11,897,904
AMERICAN CENTY ETF TRAVDEOther2.51%111,513-2,389-2.10%$9,946,960
DELL TECHNOLOGIES INCDELLTechnology2.43%22,365-6,105-21.44%$9,642,825
CHEVRON CORPORATIONCVXEnergy2.21%52,693-26-0.05%$8,734,416
ALLIANCE RESOURCE PARTNERS LARLPEnergy2.20%363,672--$8,720,855
JABIL INCJBLTechnology2.03%20,873-324-1.53%$8,042,640
PARKER-HANNIFIN CORPPHIndustrials2.01%8,136-220-2.63%$7,956,938
FORTINET INCFTNTTechnology1.90%49,058+17,018+53.11%$7,537,273
ABBVIE INCABBVHealthcare1.85%29,128+30+0.10%$7,329,800
TRAVEL PLUS LEISURE COTNLConsumer Cyclical1.68%87,301-2,443-2.72%$6,673,668
INVESCO QQQ TRQQQOther1.68%9,013+235+2.68%$6,637,271
OGE ENERGY CORPOGEUtilities1.64%133,171-214-0.16%$6,480,105
OREILLY AUTOMOTIVE INCORLYConsumer Cyclical1.63%70,330-1,380-1.92%$6,475,339
VISA INCVFinancial Services1.59%18,343+14,683+401.17%$6,293,144
MASTERCARD INCORPORATEDMAFinancial Services1.53%11,778-223-1.86%$6,048,847
FIFTH THIRD BANCORPFITBFinancial Services1.52%107,009-2,818-2.57%$6,032,668
NVIDIA CORPORATIONNVDATechnology1.43%28,317+119+0.42%$5,665,949
CENCORA INCCORHealthcare1.40%19,554-420-2.10%$5,533,174
AMERICAN CENTY ETF TRAVUVOther1.33%42,233+20,344+92.94%$5,268,989
JOHNSON CONTROLS INTERNATIONJCIIndustrials1.31%35,466-842-2.32%$5,178,751
SOMNIGROUP INTERNATIONAL INCTPXConsumer Cyclical1.29%65,396-1,050-1.58%$5,126,837
CITIZENS FINL GROUP INCCFGFinancial Services1.23%69,722-1,515-2.13%$4,885,834
TAPESTRY INCTPRConsumer Cyclical1.22%32,997+32,997+100.00%$4,830,226
TJX COS INC NEWTJXConsumer Cyclical1.22%31,869-942-2.87%$4,828,033
INVESCO LTDIVZOther1.22%182,880-3,765-2.02%$4,826,203
WW GRAINGER INCGWWIndustrials1.21%3,519+116+3.41%$4,787,198
MARRIOTT INTL INC NEWMARConsumer Cyclical1.21%12,887-239-1.82%$4,776,840
Showing 30 of 167 holdings in the latest reporting period.
Vista Investment Partners Llc Options Holdings in Q2 2026
QuarterSymbolCompanyOptionContractsNotional Value
Q2 2026SMHVanEck Semiconductor ETFPUT1,100$721,479
Q2 2026IWMiShares Russell 2000 ETFPUT1,100$330,495
Q2 2026LLYEli Lilly and CompanyCALL100$119,943
Q2 2026BMYBristol-Myers Squibb CompanyCALL1,800$103,716
Showing 4 of 4 options positions in the latest reporting period.

Notional value represents the total exposure of the options position.

Vista Investment Partners Llc Portfolio Stock Holdings | InsiderSet