Vista Investment Partners LLC Top Holdings and 13F Report (2026) About Vista Investment Partners LLCInvestment ActivityVista Investment Partners LLC has $378.09 million in total holdings as of March 31, 2026.Vista Investment Partners LLC owns shares of 167 different stocks, but just 60 companies or ETFs make up 80% of its holdings.Approximately 12.57% of the portfolio was purchased this quarter.About 15.45% of the portfolio was sold this quarter.This quarter, Vista Investment Partners LLC has purchased 162 new stocks and bought additional shares in 83 stocks.Vista Investment Partners LLC sold shares of 40 stocks and completely divested from 14 stocks this quarter.Largest Holdings ExxonMobil $15,661,689Apple $12,039,783SPDR S&P 500 ETF Trust $12,003,554Chevron $10,907,592Alliance Resource Partners $10,055,531 Largest New Holdings this Quarter 69344A107 - PGIM Ultra Short Bond ETF $7,703,933 Holding314211103 - Federated Hermes $4,974,304 Holding24703L202 - Dell Technologies $4,673,043 HoldingG491BT108 - Invesco $4,533,607 Holding615369105 - Moody's $4,287,469 Holding Largest Purchases this Quarter PGIM Ultra Short Bond ETF 155,635 shares (about $7.70M)Federated Hermes 87,729 shares (about $4.97M)Dell Technologies 28,470 shares (about $4.67M)Invesco 186,645 shares (about $4.53M)Moody's 9,829 shares (about $4.29M) Largest Sales this Quarter Broadcom 21,897 shares (about $6.78M)Oracle 25,845 shares (about $3.80M)Home Depot 10,036 shares (about $3.30M)Automatic Data Processing 14,952 shares (about $3.04M)Avantis U.S. Small Cap Value ETF 21,609 shares (about $2.39M) Sector Allocation Over TimeMap of 500 Largest Holdings ofVista Investment Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorXOMExxonMobil$15,661,689$624,350 ▼-3.8%92,3124.1%EnergyAAPLApple$12,039,783$20,557 ▲0.2%47,4403.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$12,003,554$20,811 ▲0.2%18,4573.2%FinanceCVXChevron$10,907,592$1,035 ▲0.0%52,7192.9%EnergyARLPAlliance Resource Partners$10,055,5310.0%363,6722.7%EnergyAVDEAvantis International Equity ETF$9,663,446$402,142 ▲4.3%113,9022.6%ETFKLACKLA$9,201,859$1,347,977 ▼-12.8%6,2532.4%Computer and TechnologyPULSPGIM Ultra Short Bond ETF$7,703,933$7,703,933 ▲New Holding155,6352.0%ETFPHParker-Hannifin$7,477,621$454,599 ▼-5.7%8,3562.0%IndustrialsORLYO'Reilly Automotive$6,619,376$138,092 ▲2.1%71,7101.8%Retail/WholesaleOGEOGE Energy$6,397,122$7,050 ▲0.1%133,3851.7%UtilitiesABBVAbbVie$6,328,451$4,350 ▲0.1%29,0981.7%MedicalCORCencora$6,273,629$127,206 ▲2.1%19,9741.7%MedicalTNLTravel + Leisure$6,207,116$111,217 ▲1.8%89,7441.6%Consumer DiscretionaryMAMastercard$5,995,666$171,861 ▲3.0%12,0011.6%Business ServicesJBLJabil$5,624,285$108,787 ▲2.0%21,1971.5%Computer and TechnologyTJXTJX Companies$5,237,774$134,732 ▲2.6%32,8111.4%Retail/WholesaleFITBFifth Third Bancorp$5,099,513$135,350 ▲2.7%109,8271.3%FinanceKRKroger$5,073,870$149,112 ▲3.0%70,0961.3%Retail/WholesaleQQQInvesco QQQ$5,066,562$12,698 ▲0.3%8,7781.3%FinanceFHIFederated Hermes$4,974,304$4,974,304 ▲New Holding87,7291.3%FinanceBJBJ's Wholesale Club$4,956,694$166,641 ▲3.5%50,3581.3%Consumer StaplesNVDANVIDIA$4,917,731$53,192 ▲1.1%28,1981.3%Computer and TechnologySOMNIGROUP INTERNATIONAL INC$4,907,298$108,787 ▲2.3%66,4461.3%COMTHCTenet Healthcare$4,858,807$109,823 ▲2.3%25,7491.3%MedicalJCIJohnson Controls International$4,751,548$159,397 ▲3.5%36,3081.3%ConstructionDELLDell Technologies$4,673,043$4,673,043 ▲New Holding28,4701.2%Computer and TechnologyIVZInvesco$4,533,607$4,533,607 ▲New Holding186,6451.2%FinanceCBChubb$4,396,561$122,869 ▲2.9%13,4901.2%FinanceNDAQNasdaq$4,370,168$137,737 ▲3.3%51,4951.2%FinanceMARMarriott International$4,291,147$121,941 ▲2.9%13,1261.1%Consumer DiscretionaryMCOMoody's$4,287,469$4,287,469 ▲New Holding9,8291.1%FinanceCFGCitizens Financial Group$4,268,570$159,269 ▲3.9%71,2371.1%FinanceMSFTMicrosoft$4,235,291$15,548 ▲0.4%11,4411.1%Computer and TechnologyVZVerizon Communications$4,219,109$12,048 ▲0.3%84,0461.1%Computer and TechnologyHONHoneywell International$4,167,271$140,107 ▲3.5%18,4411.1%Multi-Sector ConglomeratesHCAHCA Healthcare$4,162,538$124,905 ▲3.1%8,7981.1%MedicalDRIDarden Restaurants$3,952,923$166,028 ▲4.4%20,1661.0%Retail/WholesaleSBHSally Beauty$3,935,330$3,935,330 ▲New Holding284,3151.0%Retail/WholesalePNCThe PNC Financial Services Group$3,870,457$144,113 ▲3.9%18,6121.0%FinanceUHSUniversal Health Services$3,778,854$1,562,065 ▲70.5%21,1071.0%MedicalGWWW.W. Grainger$3,709,762$146,079 ▲4.1%3,4031.0%IndustrialsTSLATesla$3,616,384$2,974 ▲0.1%9,7281.0%Auto/Tires/TrucksLLYEli Lilly and Company$3,420,770$1,064,219 ▼-23.7%3,7190.9%MedicalBRK.BBerkshire Hathaway$3,328,523$84,818 ▲2.6%6,9460.9%FinanceOKEONEOK$3,029,330$886,183 ▲41.3%33,5140.8%EnergyCVSCVS Health$2,993,782$2,993,782 ▲New Holding41,6990.8%MedicalJPMJPMorgan Chase & Co.$2,922,109$3,824 ▼-0.1%9,9340.8%FinanceMCDMcDonald's$2,844,578$4,351 ▲0.2%9,1530.8%Retail/WholesaleVFLOVictoryShares Free Cash Flow ETF$2,796,368$375,455 ▲15.5%70,8300.7%ETFPRIPrimerica$2,722,201$88,403 ▲3.4%10,8700.7%FinanceWMBWilliams Companies$2,659,891$2,402 ▼-0.1%36,5470.7%EnergyFTNTFortinet$2,618,309$2,618,309 ▲New Holding32,0400.7%Computer and TechnologyGOOGLAlphabet$2,510,111$68,439 ▲2.8%8,7290.7%Computer and TechnologyWALMART INC$2,509,959$53,938 ▲2.2%20,1960.7%COMAVAVAeroVironment$2,462,938$2,563 ▼-0.1%13,4550.7%AerospaceAVUVAvantis U.S. Small Cap Value ETF$2,418,078$2,387,146 ▼-49.7%21,8890.6%ETFJHSCJohn Hancock Multifactor Small Cap ETF$2,353,031$2,041,950 ▼-46.5%54,8620.6%ETFADPAutomatic Data Processing$2,148,899$3,038,043 ▼-58.6%10,5760.6%Computer and TechnologyPGProcter & Gamble$2,142,209$747,484 ▲53.6%14,8310.6%Consumer StaplesJNJJohnson & Johnson$2,137,763$7,088 ▲0.3%8,7460.6%MedicalKOCocaCola$1,989,539$1,445 ▲0.1%26,1610.5%Consumer StaplesRTXRTX$1,904,309$8,488 ▼-0.4%9,8720.5%AerospacePFEPfizer$1,837,302$79,747 ▼-4.2%65,4310.5%MedicalTAT&T$1,580,013$844,015 ▼-34.8%54,5020.4%Computer and TechnologyMOAltria Group$1,568,648$19,137 ▼-1.2%23,7710.4%Consumer StaplesTXNM ENERGY INC$1,546,209$93,828 ▼-5.7%26,4490.4%COMABTAbbott Laboratories$1,526,482$2,156 ▲0.1%14,8680.4%MedicalBYDBoyd Gaming$1,500,853$41,090 ▲2.8%18,2630.4%Consumer DiscretionaryVOOVanguard S&P 500 ETF$1,467,712$36,439 ▲2.5%2,4570.4%ETFAMZNAmazon.com$1,467,470$218,059 ▲17.5%7,0460.4%Retail/WholesaleAPDAir Products and Chemicals$1,438,260$2,905 ▲0.2%4,9510.4%Basic MaterialsMETAMeta Platforms$1,394,353$278,070 ▼-16.6%2,4370.4%Computer and TechnologyPALANTIR TECHNOLOGIES INC$1,384,101$878 ▲0.1%9,4620.4%CL AGEGE Aerospace$1,367,488$851 ▲0.1%4,8190.4%AerospacePMPhilip Morris International$1,351,158$763,705 ▼-36.1%8,1720.4%Consumer StaplesMDTMedtronic$1,347,026$7,625 ▼-0.6%15,5460.4%MedicalAVLVAvantis U.S. Large Cap Value ETF$1,297,015$18,782 ▼-1.4%16,0900.3%ETFNEENextEra Energy$1,294,561$464 ▲0.0%13,9380.3%UtilitiesCOWGPacer US Large Cap Cash Cows Growth Leaders ETF$1,286,667$158,573 ▲14.1%38,1360.3%ETFEPDEnterprise Products Partners$1,154,763$446,512 ▼-27.9%30,5170.3%EnergyIBMInternational Business Machines$1,111,358$555,800 ▼-33.3%4,5850.3%Computer and TechnologyVVisa$1,106,198$515,319 ▼-31.8%3,6600.3%Business ServicesPEPPepsiCo$1,062,460$621 ▲0.1%6,8420.3%Consumer StaplesDVNDevon Energy$1,011,633$402,459 ▼-28.5%20,1040.3%EnergyGOOGAlphabet$996,759$4,016 ▲0.4%3,4750.3%Computer and TechnologyDEDeere & Company$905,786$405,576 ▼-30.9%1,6080.2%IndustrialsCATCaterpillar$885,394$708 ▲0.1%1,2500.2%IndustrialsBTUPeabody Energy$861,9390.0%26,1590.2%EnergyOTTROtter Tail$859,0050.0%9,7870.2%UtilitiesNRGNRG Energy$840,597$16,660 ▼-1.9%5,7520.2%UtilitiesROKURoku$838,239$27,818 ▼-3.2%8,8590.2%Consumer DiscretionaryLHXL3Harris Technologies$834,2280.0%2,4170.2%AerospaceCOSTCostco Wholesale$816,076$996 ▲0.1%8190.2%Retail/WholesaleHIIHuntington Ingalls Industries$811,4660.0%2,1360.2%AerospaceMMM3M$763,518$26,869 ▼-3.4%5,2570.2%Multi-Sector ConglomeratesGLWCorning$756,537$529,059 ▼-41.2%5,5640.2%Computer and TechnologyDISWalt Disney$719,7660.0%7,4680.2%Consumer DiscretionaryDDominion Energy$716,865$371 ▲0.1%11,5960.2%UtilitiesLOWLowe's Companies$686,157$709 ▲0.1%2,9040.2%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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