Vista Investment Partners LLC Portfolio Holdings

Vista Investment Partners LLC

  • $328 Billion
  • Q1 2025

Vista Investment Partners LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $328 Billion distributed in 154 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Exxon Mobil Corp with a value of $12.3B, Apple Inc. with a value of $10.8B, Spdr S&P 500 ETF Trust with a value of $10.2B, Sprouts Farmers Market, Inc. with a value of $10B, and Alliance Resource Partners LP with a value of $9.92B.

Examining the 13F form we can see an increase of $7.67B in the current position value, from $320B to 328B.

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 $328 Billion
Technology: $44.9 Billion
Energy: $42 Billion
Consumer Cyclical: $38.9 Billion
Industrials: $36.6 Billion
Financial Services: $35.8 Billion
Healthcare: $33.8 Billion
Consumer Defensive: $32.3 Billion
ETFs: $27.5 Billion
Other: $26.6 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.24B
$546 Million 0.17% of portfolio
39,925
Q4 2024 Reduced 3.04%
$1.91B
$428 Million 0.13% of portfolio
14,320
Q1 2025 Reduced 9.65%
$1.85B
$246 Million 0.07% of portfolio
18,132
Q1 2025 New
$1.13B
$217 Million 0.07% of portfolio
10,743
Q1 2025 Reduced 4.92%
$600M
$80 Million 0.02% of portfolio
20,400
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 154
  • Current Value $328 Billion
  • Prior Value $320 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 20 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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