Vista Investment Partners Llc Portfolio Stock Holdings

Vista Investment Partners Llc disclosed 167 stock positions valued at approximately $377.8 million in its latest SEC 13F filing. The largest holdings include EXXON MOBIL CORP, APPLE INC, and STATE STR SPDR S&P 500 ETF T. The filing reflects positions held as of March 31, 2026 and was filed on April 9, 2026.

Report Period
March 31, 2026
No. of Stocks
167
Portfolio Value
$377.8M
Holdings by Sector
Vista Investment Partners Llc Portfolio Holdings in Q1 2026

165 holdings in the latest reporting period.

Page 1 of 2
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
EXXON MOBIL CORPXOMEnergy4.15%92,312-3,680-3.83%$15,661,689
APPLE INCAAPLTechnology3.19%47,440+81+0.17%$12,039,783
STATE STR SPDR S&P 500 ETF TSPYOther3.18%18,457+32+0.17%$12,003,554
CHEVRON CORPORATIONCVXEnergy2.89%52,719+5+0.01%$10,907,592
ALLIANCE RESOURCE PARTNERS LARLPEnergy2.66%363,672--$10,055,531
AMERICAN CENTY ETF TRAVDEOther2.56%113,902+4,740+4.34%$9,663,446
KLA CORPKLACTechnology2.44%6,253-916-12.78%$9,201,859
PGIM ETF TRPULSOther2.04%155,635+155,635+100.00%$7,703,933
PARKER-HANNIFIN CORPPHIndustrials1.98%8,356-508-5.73%$7,477,621
OREILLY AUTOMOTIVE INCORLYConsumer Cyclical1.75%71,710+1,496+2.13%$6,619,376
OGE ENERGY CORPOGEUtilities1.69%133,385+147+0.11%$6,397,122
ABBVIE INCABBVHealthcare1.68%29,098+20+0.07%$6,328,451
CENCORA INCCORHealthcare1.66%19,974+405+2.07%$6,273,629
TRAVEL PLUS LEISURE COTNLConsumer Cyclical1.64%89,744+1,608+1.82%$6,207,116
MASTERCARD INCORPORATEDMAFinancial Services1.59%12,001+344+2.95%$5,995,666
JABIL INCJBLTechnology1.49%21,197+410+1.97%$5,624,285
TJX COS INC NEWTJXConsumer Cyclical1.39%32,811+844+2.64%$5,237,774
FIFTH THIRD BANCORPFITBFinancial Services1.35%109,827+2,915+2.73%$5,099,513
KROGER COKRConsumer Defensive1.34%70,096+2,060+3.03%$5,073,870
INVESCO QQQ TRQQQOther1.34%8,778+22+0.25%$5,066,562
FEDERATED HERMES INCFHIFinancial Services1.32%87,729+87,729+100.00%$4,974,304
BJS WHSL CLUB HLDGS INCBJConsumer Defensive1.31%50,358+1,693+3.48%$4,956,694
NVIDIA CORPORATIONNVDATechnology1.30%28,198+305+1.09%$4,917,731
SOMNIGROUP INTERNATIONAL INCTPXConsumer Cyclical1.30%66,446+1,473+2.27%$4,907,298
TENET HEALTHCARE CORPTHCHealthcare1.29%25,749+582+2.31%$4,858,807
JOHNSON CONTROLS INTERNATIONJCIIndustrials1.26%36,308+1,218+3.47%$4,751,548
DELL TECHNOLOGIES INCDELLTechnology1.24%28,470+28,470+100.00%$4,673,043
INVESCO LTDIVZOther1.20%186,645+186,645+100.00%$4,533,607
CHUBB LTD SWITZCBFinancial Services1.16%13,490+377+2.88%$4,396,561
NASDAQ INCNDAQFinancial Services1.16%51,495+1,623+3.25%$4,370,168
MARRIOTT INTL INC NEWMARConsumer Cyclical1.14%13,126+373+2.92%$4,291,147
MOODYS CORPMCOFinancial Services1.13%9,829+9,829+100.00%$4,287,469
CITIZENS FINL GROUP INCCFGFinancial Services1.13%71,237+2,658+3.88%$4,268,570
MICROSOFT CORPMSFTTechnology1.12%11,441+42+0.37%$4,235,291
VERIZON COMMUNICATIONS INCVZCommunication Services1.12%84,046+240+0.29%$4,219,109
HONEYWELL INTL INCHONIndustrials1.10%18,441+620+3.48%$4,167,271
HCA HEALTHCARE INCHCAHealthcare1.10%8,798+264+3.09%$4,162,538
DARDEN RESTAURANTS INCDRIConsumer Cyclical1.05%20,166+847+4.38%$3,952,923
SALLY BEAUTY HLDGS INCSBHConsumer Cyclical1.04%284,315+284,315+100.00%$3,935,330
PNC FINL SVCS GROUP INCPNCFinancial Services1.02%18,612+693+3.87%$3,870,457
UNIVERSAL HLTH SVCS INCUHSHealthcare1.00%21,107+8,725+70.47%$3,778,854
WW GRAINGER INCGWWIndustrials0.98%3,403+134+4.10%$3,709,762
TESLA INCTSLAConsumer Cyclical0.96%9,728+8+0.08%$3,616,384
ELI LILLY & COLLYHealthcare0.88%3,619-1,157-24.23%$3,328,793
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.88%6,946+177+2.61%$3,328,523
ONEOK INC NEWOKEEnergy0.80%33,514+9,804+41.35%$3,029,330
CVS HEALTH CORPCVSHealthcare0.79%41,699+41,699+100.00%$2,993,782
JPMORGAN CHASE & COJPMFinancial Services0.77%9,934-13-0.13%$2,922,109
MCDONALDS CORPMCDConsumer Cyclical0.75%9,153+14+0.15%$2,844,578
VICTORY PORTFOLIOS IIVFLOOther0.74%70,830+9,510+15.51%$2,796,368
PRIMERICA INCPRIFinancial Services0.72%10,870+353+3.36%$2,722,201
WILLIAMS COS INCWMBEnergy0.70%36,547-33-0.09%$2,659,891
FORTINET INCFTNTTechnology0.69%32,040+32,040+100.00%$2,618,309
ALPHABET INCGOOGLCommunication Services0.66%8,729+238+2.80%$2,510,111
WALMART INCWMTConsumer Defensive0.66%20,196+434+2.20%$2,509,959
AEROVIRONMENT INCAVAVIndustrials0.65%13,455-14-0.10%$2,462,938
AMERICAN CENTY ETF TRAVUVOther0.64%21,889-21,609-49.68%$2,418,078
JOHN HANCOCK EXCHANGE TRADEDJHSCOther0.62%54,862-47,609-46.46%$2,353,031
AUTOMATIC DATA PROCESSING INADPTechnology0.57%10,576-14,952-58.57%$2,148,899
PROCTER & GAMBLE COPGConsumer Defensive0.57%14,831+5,175+53.59%$2,142,209
JOHNSON & JOHNSONJNJHealthcare0.57%8,746+29+0.33%$2,137,763
COCA COLA COKOConsumer Defensive0.53%26,161+19+0.07%$1,989,539
RTX CORPORATIONRTXIndustrials0.50%9,872-44-0.44%$1,904,309
PFIZER INCPFEHealthcare0.49%65,431-2,840-4.16%$1,837,302
AT&T INCTCommunication Services0.42%54,502-29,114-34.82%$1,580,013
ALTRIA GROUP INCMOConsumer Defensive0.42%23,771-290-1.21%$1,568,648
TXNM ENERGY INCTXNMUtilities0.41%26,449-1,605-5.72%$1,546,209
ABBOTT LABORATORIESABTHealthcare0.40%14,868+21+0.14%$1,526,482
BOYD GAMING CORPBYDConsumer Cyclical0.40%18,263+500+2.81%$1,500,853
VANGUARD INDEX FDSVOOOther0.39%2,457+61+2.55%$1,467,712
AMAZON COM INCAMZNConsumer Cyclical0.39%7,046+1,047+17.45%$1,467,470
AIR PRODUCTS AND CHEMICALS IAPDBasic Materials0.38%4,951+10+0.20%$1,438,260
META PLATFORMS INCMETACommunication Services0.37%2,437-486-16.63%$1,394,353
PALANTIR TECHNOLOGIES INCPLTRTechnology0.37%9,462+6+0.06%$1,384,101
GE AEROSPACEGEIndustrials0.36%4,819+3+0.06%$1,367,488
PHILIP MORRIS INTL INCPMConsumer Defensive0.36%8,172-4,619-36.11%$1,351,158
MEDTRONIC PLCMDTOther0.36%15,546-88-0.56%$1,347,026
AMERICAN CENTY ETF TRAVLVOther0.34%16,090-233-1.43%$1,297,015
NEXTERA ENERGY INCNEEUtilities0.34%13,938+5+0.04%$1,294,561
PACER FDS TRCOWGOther0.34%38,136+4,700+14.06%$1,286,667
ENTERPRISE PRODS PARTNERS LEPDEnergy0.31%30,517-11,800-27.88%$1,154,763
INTERNATIONAL BUSINESS MACHSIBMTechnology0.29%4,585-2,293-33.34%$1,111,358
VISA INCVFinancial Services0.29%3,660-1,705-31.78%$1,106,198
PEPSICO INCPEPConsumer Defensive0.28%6,842+4+0.06%$1,062,460
DEVON ENERGY CORP NEWDVNEnergy0.27%20,104-7,998-28.46%$1,011,633
ALPHABET INCGOOGCommunication Services0.26%3,475+14+0.40%$996,759
DEERE & CODEIndustrials0.24%1,608-720-30.93%$905,786
CATERPILLAR INCCATIndustrials0.23%1,250+1+0.08%$885,394
PEABODY ENGR CORPBTUEnergy0.23%26,159--$861,939
OTTER TAIL CORPOTTRUtilities0.23%9,787--$859,005
NRG ENERGY INCNRGUtilities0.22%5,752-114-1.94%$840,597
ROKU INCROKUCommunication Services0.22%8,859-294-3.21%$838,239
L3HARRIS TECHNOLOGIES INCLHXIndustrials0.22%2,417--$834,228
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.22%819+1+0.12%$816,076
HUNTINGTON INGALLS INDS INCHIIIndustrials0.21%2,136--$811,466
3M COMMMIndustrials0.20%5,257-185-3.40%$763,518
CORNING INCGLWTechnology0.20%5,564-3,891-41.15%$756,537
DISNEY WALT CODISCommunication Services0.19%7,468--$719,766
DOMINION ENERGY INCDUtilities0.19%11,596+6+0.05%$716,865
LOWES COS INCLOWConsumer Cyclical0.18%2,904+3+0.10%$686,157
Vista Investment Partners Llc Options Holdings in Q1 2026

2 options positions in the latest reporting period.

Page 1 of 1
QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026IWNiShares Russell 2000 Value ETFPUT1,100$208,549
Q1 2026LLYEli Lilly and CompanyCALL100$91,977

Notional value represents the total exposure of the options position.

Vista Investment Partners Llc Portfolio Stock Holdings | InsiderSet