Vista Investment Partners LLC Portfolio Holdings

Vista Investment Partners LLC

  • $320 Billion
  • Q4 2024

Vista Investment Partners LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $320 Billion distributed in 149 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $11.8B, Exxon Mobil Corp with a value of $11.2B, Spdr S&P 500 ETF Trust with a value of $10.7B, Alliance Resource Partners LP with a value of $9.14B, and Sprouts Farmers Market, Inc. with a value of $8.46B.

Examining the 13F form we can see an increase of $8.09B in the current position value, from $312B to 320B.

Vista Investment Partners LLC is based out at Oklahoma City, OK

Below you can find more details about Vista Investment Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $320 Billion
Technology: $47.7 Billion
Financial Services: $41.4 Billion
Industrials: $40.8 Billion
Consumer Cyclical: $40.2 Billion
Energy: $37.8 Billion
Consumer Defensive: $31 Billion
Healthcare: $30.1 Billion
ETFs: $18.5 Billion
Other: $24.1 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.7 Billion 3.34% of portfolio
18,262
Q4 2024 Added 5.29%
$0
$4.37 Billion 1.36% of portfolio
8,543
Q4 2024 Added 3.83%
$0
$960 Million 0.3% of portfolio
15,638
Q4 2024 Added 156.44%
$0
$903 Million 0.28% of portfolio
9,313
Q4 2024 New
$0
$488 Million 0.15% of portfolio
1,743
Q4 2024 Added 128.44%
$0
$471 Million 0.15% of portfolio
10,691
Q4 2024 New
$0
$405 Million 0.13% of portfolio
951
Q4 2024 Added 0.42%
$0
$380 Million 0.12% of portfolio
5,690
Q4 2024 New
$0
$230 Million 0.07% of portfolio
1,174
Q4 2024 Added 0.09%

Summary

  • Portfolio
  • No. of Stocks 149
  • Current Value $320 Billion
  • Prior Value $312 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 15 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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