Vantage Investment Partners, LLC Top Holdings and 13F Report (2025) About Vantage Investment Partners, LLCInvestment ActivityVantage Investment Partners, LLC has $1.37 billion in total holdings as of June 30, 2025.Vantage Investment Partners, LLC owns shares of 65 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 18.78% of the portfolio was purchased this quarter.About 7.30% of the portfolio was sold this quarter.This quarter, Vantage Investment Partners, LLC has purchased 64 new stocks and bought additional shares in 32 stocks.Vantage Investment Partners, LLC sold shares of 9 stocks and completely divested from 2 stocks this quarter.Largest Holdings UnitedHealth Group $90,376,461Alphabet $71,270,512EQT $62,730,917Microsoft $58,923,189Wabtec $56,016,408 Largest New Holdings this Quarter 084670702 - Berkshire Hathaway $24,698,976 Holding422806208 - Heico $16,728,446 Holding02079K305 - Alphabet $8,166,674 Holding Largest Purchases this Quarter UnitedHealth Group 148,945 shares (about $46.47M)O'Reilly Automotive 445,881 shares (about $40.19M)Meta Platforms 40,931 shares (about $30.21M)Berkshire Hathaway 50,845 shares (about $24.70M)Heico 64,651 shares (about $16.73M) Largest Sales this Quarter Heico 75,537 shares (about $24.78M)Broadcom 8,915 shares (about $2.46M)Northrop Grumman 3,385 shares (about $1.69M)Novo Nordisk A/S 5,563 shares (about $383.96K)Snowflake 1,320 shares (about $295.38K) Sector Allocation Over TimeMap of 500 Largest Holdings ofVantage Investment Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorUNHUnitedHealth Group$90,376,461$46,466,372 ▲105.8%289,6966.6%MedicalGOOGAlphabet$71,270,512$11,371,054 ▲19.0%401,7735.2%Computer and TechnologyEQTEQT$62,730,917$1,083,527 ▲1.8%1,075,6334.6%EnergyMSFTMicrosoft$58,923,189$10,606,771 ▲22.0%118,4604.3%Computer and TechnologyWABWabtec$56,016,408$2,357,909 ▲4.4%267,5734.1%TransportationNVDANVIDIA$55,143,092$12,939,539 ▲30.7%349,0294.0%Computer and TechnologyMETAMeta Platforms$47,911,636$30,210,762 ▲170.7%64,9133.5%Computer and TechnologyASMLASML$47,233,927$2,221,453 ▲4.9%58,9403.4%Computer and TechnologyCMGChipotle Mexican Grill$45,876,347$5,365,020 ▲13.2%817,0323.3%Retail/WholesaleAMZNAmazon.com$44,811,066$1,480,444 ▲3.4%204,2533.3%Retail/WholesaleORLYO'Reilly Automotive$42,946,044$40,187,255 ▲1,456.7%476,4903.1%Retail/WholesaleNOCNorthrop Grumman$41,246,850$1,692,432 ▼-3.9%82,4973.0%AerospaceNKENIKE$40,527,183$4,345,233 ▲12.0%570,4843.0%Consumer DiscretionaryCORPAY INC$39,576,835$8,760,048 ▲28.4%119,2722.9%COMLLYEli Lilly and Company$38,201,647$1,062,499 ▲2.9%49,0062.8%MedicalAAPLApple$35,039,958$1,192,038 ▲3.5%170,7852.6%Computer and TechnologyMPWRMonolithic Power Systems$34,766,880$2,755,840 ▲8.6%47,5362.5%Computer and TechnologyIDXXIDEXX Laboratories$34,736,060$6,193,654 ▲21.7%64,7652.5%MedicalNVONovo Nordisk A/S$31,343,638$383,958 ▼-1.2%454,1242.3%MedicalHEIHeico$28,407,424$24,776,136 ▼-46.6%86,6082.1%AerospaceBRK.BBerkshire Hathaway$24,698,976$24,698,976 ▲New Holding50,8451.8%FinanceAVGOBroadcom$18,974,092$2,457,420 ▼-11.5%68,8341.4%Computer and TechnologyFNDFloor & Decor$17,636,241$3,955,617 ▲28.9%232,1781.3%Retail/WholesaleJPMJPMorgan Chase & Co.$17,522,450$79,435 ▼-0.5%60,4411.3%FinanceRTXRTX$17,021,989$181,795 ▼-1.1%116,5731.2%AerospaceHEI.AHeico$16,728,446$16,728,446 ▲New Holding64,6511.2%AerospaceCSCOCisco Systems$16,690,122$5,897 ▼0.0%240,5611.2%Computer and TechnologyFASTFastenal$15,215,592$7,607,796 ▲100.0%362,2761.1%Retail/WholesaleAMTAmerican Tower$14,918,4080.0%67,4981.1%FinanceTMToyota Motor$14,776,635$5,133,692 ▲53.2%85,7811.1%Auto/Tires/TrucksSCCOSouthern Copper$14,386,072$140,525 ▲1.0%142,1971.0%Basic MaterialsCATCaterpillar$14,349,4060.0%36,9631.0%IndustrialsPAYXPaychex$14,236,8980.0%97,8751.0%Computer and TechnologyBXBlackstone$13,782,600$10,620 ▼-0.1%92,1421.0%FinanceMCDMcDonald's$13,769,3880.0%47,1281.0%Retail/WholesaleSBUXStarbucks$12,944,387$45,815 ▲0.4%141,2680.9%Retail/WholesaleLMTLockheed Martin$12,576,5670.0%27,1550.9%AerospaceLOWLowe's Companies$12,457,3350.0%56,1470.9%Retail/WholesaleTROWT. Rowe Price Group$12,273,739$254,278 ▲2.1%127,1890.9%FinanceWSOWatsco$12,072,1240.0%27,3360.9%ConstructionNEENextEra Energy$12,048,2580.0%173,5560.9%UtilitiesZTSZoetis$12,024,213$92,478 ▲0.8%77,1030.9%MedicalFANGDiamondback Energy$11,429,482$477,602 ▲4.4%83,1840.8%EnergySNOWSnowflake$8,952,590$295,376 ▼-3.2%40,0080.7%Computer and TechnologyVVisa$8,831,5140.0%24,8740.6%Business ServicesISRGIntuitive Surgical$8,830,956$364,628 ▲4.3%16,2510.6%MedicalCOSTCostco Wholesale$8,712,4620.0%8,8010.6%Retail/WholesaleGOOGLAlphabet$8,166,674$8,166,674 ▲New Holding46,3410.6%Computer and TechnologyMAMastercard$8,053,1620.0%14,3310.6%Business ServicesSHWSherwin-Williams$7,941,230$609,464 ▲8.3%23,1280.6%Basic MaterialsSPGIS&P Global$7,606,686$474,034 ▲6.6%14,4260.6%FinanceNXPINXP Semiconductors$7,470,829$365,971 ▲5.2%34,1930.5%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$2,028,5600.0%27,9070.1%ETFGVIiShares Intermediate Government/Credit Bond ETF$1,307,003$241,666 ▲22.7%12,2390.1%ETFISHARES BITCOIN TRUST ETF$1,171,0700.0%19,1320.1%ETFVYMVanguard High Dividend Yield ETF$1,084,0770.0%8,1320.1%ETFVTIVanguard Total Stock Market ETF$651,6260.0%2,1440.0%ETFSPYDSPDR Portfolio S&P 500 High Dividend ETF$409,546$6,578 ▲1.6%9,6500.0%ETFSPDWSPDR Portfolio Developed World ex-US ETF$383,0350.0%9,4600.0%ETFDVYiShares Select Dividend ETF$377,8440.0%2,8450.0%ETFVEUVanguard FTSE All-World ex-US ETF$369,2390.0%5,4930.0%ETFSPEMSPDR Portfolio Emerging Markets ETF$362,3500.0%8,4780.0%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$336,753$3,408 ▲1.0%7,9050.0%ETFFLRNSPDR Bloomberg Investment Grade Floating Rate ETF$319,5530.0%10,3650.0%ETFSPYSPDR S&P 500 ETF Trust$318,1930.0%5150.0%FinanceCNCCentene$0$38,994,215 ▼-100.0%00.0%MedicalXLFFinancial Select Sector SPDR Fund$0$31,344,038 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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