Vista Investment Partners LLC

13F filer · CIK 0002023386

Reported Jul 9, 2026

Net seller this quarter

13F portfolio value$397MU.S. long equity reported on 13F

Positions15111 new · 14 closed

Net flow last quarter-$23.8MBuys minus sells

Top 10 positions weight25.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 9, 2026151 positions
AAPLApple Inc.	$14.1M	3.55%	0.00%	+2.9%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$13.8M	3.47%	Not reported	+0.2%	Q4 2023
XOMExxonMobil Holdings Corp	$12.6M	3.17%	0.00%	-0.2%	Q4 2023
KLACKla Corp	$11.9M	2.99%	0.00%	-36.9%	Q4 2023
DELLDell Technologies Inc.	$9.64M	2.43%	0.00%	-21.4%	Q1 2026
CVXChevron Corp	$8.73M	2.20%	0.00%	-0.1%	Q4 2023
ARLPAlliance Resource Partners LP	$8.72M	2.19%	0.28%	Not reported	Q4 2023
JBLJabil Inc	$8.04M	2.02%	0.02%	-1.5%	Q4 2023
PHParker-Hannifin Corp	$7.96M	2.00%	0.01%	-2.6%	Q4 2023
FTNTFortinet, Inc.	$7.54M	1.90%	0.01%	+53.1%	Q1 2026
ABBVAbbVie Inc.	$7.33M	1.84%	0.00%	+0.1%	Q4 2023
TNLTravel & Leisure Co.	$6.67M	1.68%	0.14%	-2.7%	Q1 2025
QQQInvesco QQQ Trust, Series 1	$6.64M	1.67%	Not reported	+2.7%	Q4 2023
OGEOge Energy Corp.	$6.48M	1.63%	0.06%	-0.2%	Q4 2023
ORLYO Reilly Automotive Inc	$6.48M	1.63%	0.01%	-1.9%	Q4 2023
VVisa Inc.	$6.29M	1.58%	0.00%	+401.2%	Q4 2023
MAMastercard Inc	$6.05M	1.52%	0.00%	-1.9%	Q4 2023
FITBFifth Third Bancorp	$6.03M	1.52%	0.01%	-2.6%	Q1 2024
NVDANvidia Corp	$5.67M	1.43%	0.00%	+0.4%	Q4 2023
CORCencora, Inc.	$5.53M	1.39%	0.01%	-2.1%	Q4 2023
JCIJohnson Controls International plc	$5.18M	1.30%	0.01%	-2.3%	Q4 2025
SGISomnigroup International Inc.	$5.13M	1.29%	0.03%	-1.6%	Q1 2024
CFGCitizens Financial Group Inc	$4.89M	1.23%	0.02%	-2.1%	Q4 2025
TPRTapestry, Inc.	$4.83M	1.22%	0.02%	New	Q2 2026
TJXTJX Companies Inc	$4.83M	1.22%	0.00%	-2.9%	Q1 2024
IVZInvesco Ltd.	$4.83M	1.21%	0.04%	-2.0%	Q1 2026
GWWW.W. Grainger, Inc.	$4.79M	1.20%	0.01%	+3.4%	Q4 2023
MARMarriott International Inc	$4.78M	1.20%	0.00%	-1.8%	Q4 2023
FHIFederated Hermes, Inc.	$4.72M	1.19%	Not reported	-2.5%	Q1 2026
CBChubb Ltd	$4.54M	1.14%	0.00%	-1.2%	Q4 2023
PNCPNC Financial Services Group, Inc.	$4.49M	1.13%	0.00%	-2.1%	Q4 2024
CPAYCorpay, Inc.	$4.39M	1.10%	0.02%	Not reported	Q1 2024
PRIPrimerica, Inc.	$4.38M	1.10%	0.05%	+41.8%	Q4 2025
MCOMoodys Corp	$4.37M	1.10%	0.01%	-1.8%	Q1 2026
LLYELI LILLY & Co	$4.28M	1.08%	0.00%	-1.4%	Q4 2023
MSFTMicrosoft Corp	$4.21M	1.06%	0.00%	-1.3%	Q4 2023
CVSCVS HEALTH Corp	$4.21M	1.06%	0.00%	-2.5%	Q4 2023
TSLATesla, Inc.	$4.1M	1.03%	0.00%	+0.1%	Q4 2023
DRIDarden Restaurants Inc	$4.07M	1.02%	0.02%	-2.0%	Q1 2025
NDAQNasdaq, Inc.	$3.97M	1.00%	0.01%	-2.1%	Q4 2023
BRK.BBerkshire Hathaway Inc	$3.52M	0.89%	Not reported	+1.4%	Q4 2023
VZVerizon Communications Inc	$3.52M	0.88%	0.00%	-1.2%	Q4 2023
HNGEHinge Health, Inc.	$3.47M	0.87%	0.26%	New	Q2 2026
JPMJPMorgan Chase & Co	$3.26M	0.82%	0.00%	+0.2%	Q4 2023
OKEOneok Inc	$3.16M	0.79%	0.01%	+8.3%	Q4 2023
GOOGLAlphabet Inc.	$3.04M	0.77%	0.00%	-2.4%	Q4 2023
AVAVAeroVironment Inc	$2.72M	0.68%	0.03%	+22.3%	Q4 2023
WMBWilliams Companies, Inc.	$2.7M	0.68%	0.00%	-0.7%	Q4 2023
MCDMcdonalds Corp	$2.48M	0.62%	0.00%	+0.2%	Q4 2023
ADPAutomatic Data Processing Inc	$2.37M	0.60%	0.00%	+0.1%	Q4 2023

Q1 2026Reported Apr 9, 2026153 positions
XOMExxonMobil Holdings Corp	$15.7M	4.14%	0.00%	-3.8%	Q4 2023
AAPLApple Inc.	$12M	3.18%	0.00%	+0.2%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$12M	3.17%	Not reported	+0.2%	Q4 2023
CVXChevron Corp	$10.9M	2.88%	0.00%	0.0%	Q4 2023
ARLPAlliance Resource Partners LP	$10.1M	2.66%	0.28%	Not reported	Q4 2023
KLACKla Corp	$9.2M	2.43%	0.00%	-12.8%	Q4 2023
PULSPulse Electronics Corp	$7.7M	2.04%	0.89%	Not reported	Q2 2024
PHParker-Hannifin Corp	$7.48M	1.98%	0.01%	-5.7%	Q4 2023
ORLYO Reilly Automotive Inc	$6.62M	1.75%	0.01%	+2.1%	Q4 2023
OGEOge Energy Corp.	$6.4M	1.69%	0.06%	+0.1%	Q4 2023
ABBVAbbVie Inc.	$6.33M	1.67%	0.00%	+0.1%	Q4 2023
CORCencora, Inc.	$6.27M	1.66%	0.01%	+2.1%	Q4 2023
TNLTravel & Leisure Co.	$6.21M	1.64%	0.14%	+1.8%	Q1 2025
MAMastercard Inc	$6M	1.59%	0.00%	+3.0%	Q4 2023
JBLJabil Inc	$5.62M	1.49%	0.02%	+2.0%	Q4 2023
TJXTJX Companies Inc	$5.24M	1.39%	0.00%	+2.6%	Q1 2024
FITBFifth Third Bancorp	$5.1M	1.35%	0.01%	+2.7%	Q1 2024
KRKroger Co	$5.07M	1.34%	0.01%	+3.0%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$5.07M	1.34%	Not reported	+0.3%	Q4 2023
FHIFederated Hermes, Inc.	$4.97M	1.32%	Not reported	New	Q1 2026
BJBJ's Wholesale Club Holdings, Inc.	$4.96M	1.31%	0.04%	+3.5%	Q4 2023
NVDANvidia Corp	$4.92M	1.30%	0.00%	+1.1%	Q4 2023
SGISomnigroup International Inc.	$4.91M	1.30%	0.03%	+2.3%	Q1 2024
THCTenet Healthcare Corp	$4.86M	1.29%	0.03%	+2.3%	Q3 2024
JCIJohnson Controls International plc	$4.75M	1.26%	0.01%	+3.5%	Q4 2025
DELLDell Technologies Inc.	$4.67M	1.24%	0.00%	New	Q1 2026
IVZInvesco Ltd.	$4.53M	1.20%	0.04%	New	Q1 2026
CBChubb Ltd	$4.4M	1.16%	0.00%	+2.9%	Q4 2023
NDAQNasdaq, Inc.	$4.37M	1.16%	0.01%	+3.3%	Q4 2023
MARMarriott International Inc	$4.29M	1.13%	0.01%	+2.9%	Q4 2023
MCOMoodys Corp	$4.29M	1.13%	0.01%	New	Q1 2026
CFGCitizens Financial Group Inc	$4.27M	1.13%	0.02%	+3.9%	Q4 2025
MSFTMicrosoft Corp	$4.24M	1.12%	0.00%	+0.4%	Q4 2023
VZVerizon Communications Inc	$4.22M	1.12%	0.00%	+0.3%	Q4 2023
HONHoneywell International Inc	$4.17M	1.10%	0.00%	+3.5%	Q4 2023
HCAHCA Healthcare, Inc.	$4.16M	1.10%	0.00%	+3.1%	Q4 2023
DRIDarden Restaurants Inc	$3.95M	1.05%	0.02%	+4.4%	Q1 2025
SBHSally Beauty Holdings, Inc.	$3.94M	1.04%	0.30%	New	Q1 2026
PNCPNC Financial Services Group, Inc.	$3.87M	1.02%	0.00%	+3.9%	Q4 2024
UHSUniversal Health Services Inc	$3.78M	1.00%	Not reported	+70.5%	Q4 2025
GWWW.W. Grainger, Inc.	$3.71M	0.98%	0.01%	+4.1%	Q4 2023
TSLATesla, Inc.	$3.62M	0.96%	0.00%	+0.1%	Q4 2023
LLYELI LILLY & Co	$3.33M	0.88%	0.00%	-24.2%	Q4 2023
BRK.BBerkshire Hathaway Inc	$3.33M	0.88%	Not reported	+2.6%	Q4 2023
OKEOneok Inc	$3.03M	0.80%	0.01%	+41.4%	Q4 2023
CVSCVS HEALTH Corp	$2.99M	0.79%	0.00%	Not reported	Q4 2023
JPMJPMorgan Chase & Co	$2.92M	0.77%	0.00%	-0.1%	Q4 2023
MCDMcdonalds Corp	$2.84M	0.75%	0.00%	+0.2%	Q4 2023
PRIPrimerica, Inc.	$2.72M	0.72%	0.04%	+3.4%	Q4 2025
WMBWilliams Companies, Inc.	$2.66M	0.70%	0.00%	-0.1%	Q4 2023

Q4 2025Reported Jan 16, 2026146 positions
AAPLApple Inc.	$12.9M	3.37%	0.00%	+0.1%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$12.6M	3.28%	Not reported	+0.1%	Q4 2023
XOMExxonMobil Holdings Corp	$11.6M	3.02%	0.00%	-1.9%	Q4 2023
KLACKla Corp	$8.71M	2.28%	0.01%	-15.8%	Q4 2023
ARLPAlliance Resource Partners LP	$8.45M	2.21%	0.28%	Not reported	Q4 2023
CVXChevron Corp	$8.03M	2.10%	0.00%	0.0%	Q4 2023
AVGOBroadcom Inc.	$7.88M	2.06%	0.00%	-0.1%	Q1 2025
PHParker-Hannifin Corp	$7.79M	2.04%	0.01%	-0.4%	Q4 2023
MAMastercard Inc	$6.65M	1.74%	0.00%	-0.4%	Q4 2023
ABBVAbbVie Inc.	$6.64M	1.74%	0.00%	0.0%	Q4 2023
CORCencora, Inc.	$6.61M	1.73%	0.01%	-0.4%	Q4 2023
ADPAutomatic Data Processing Inc	$6.57M	1.72%	0.01%	+1.0%	Q4 2023
SYFSynchrony Financial	$6.55M	1.71%	0.02%	-0.3%	Q3 2024
ORLYO Reilly Automotive Inc	$6.4M	1.67%	0.01%	-0.3%	Q4 2023
TNLTravel & Leisure Co.	$6.22M	1.62%	0.14%	-1.6%	Q1 2025
ORCLOracle Corp	$5.92M	1.55%	0.00%	+6.1%	Q4 2023
SGISomnigroup International Inc.	$5.8M	1.52%	0.03%	-0.4%	Q1 2024
OGEOge Energy Corp.	$5.69M	1.49%	0.06%	-6.1%	Q4 2023
MSFTMicrosoft Corp	$5.51M	1.44%	0.00%	0.0%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$5.38M	1.41%	Not reported	+1.1%	Q4 2023
NVDANvidia Corp	$5.2M	1.36%	0.00%	+0.7%	Q4 2023
LLYELI LILLY & Co	$5.13M	1.34%	0.00%	-0.2%	Q4 2023
FITBFifth Third Bancorp	$5M	1.31%	0.02%	+0.7%	Q1 2024
THCTenet Healthcare Corp	$5M	1.31%	0.03%	-0.3%	Q3 2024
TJXTJX Companies Inc	$4.91M	1.28%	0.00%	+0.4%	Q1 2024
NDAQNasdaq, Inc.	$4.84M	1.27%	0.01%	Not reported	Q4 2023
JBLJabil Inc	$4.74M	1.24%	0.02%	Not reported	Q4 2023
BJBJ's Wholesale Club Holdings, Inc.	$4.38M	1.15%	0.04%	-0.2%	Q4 2023
TSLATesla, Inc.	$4.37M	1.14%	0.00%	+2.1%	Q4 2023
KRKroger Co	$4.25M	1.11%	0.01%	+0.7%	Q4 2023
JCIJohnson Controls International plc	$4.2M	1.10%	0.01%	New	Q4 2025
LYFTLyft, Inc.	$4.1M	1.07%	0.05%	New	Q4 2025
CBChubb Ltd	$4.09M	1.07%	0.00%	+1.0%	Q4 2023
HDHome Depot, Inc.	$4.08M	1.07%	0.00%	-0.2%	Q4 2023
CFGCitizens Financial Group Inc	$4.01M	1.05%	0.02%	New	Q4 2025
HCAHCA Healthcare, Inc.	$3.98M	1.04%	0.00%	-0.3%	Q4 2023
MARMarriott International Inc	$3.96M	1.03%	0.00%	+0.2%	Q4 2023
PNCPNC Financial Services Group, Inc.	$3.74M	0.98%	0.00%	+4.2%	Q4 2024
DRIDarden Restaurants Inc	$3.56M	0.93%	0.02%	+0.5%	Q1 2025
HONHoneywell International Inc	$3.48M	0.91%	0.00%	+3.5%	Q4 2023
VZVerizon Communications Inc	$3.41M	0.89%	0.00%	-19.5%	Q4 2023
BRK.BBerkshire Hathaway Inc	$3.4M	0.89%	Not reported	+1.1%	Q4 2023
TRIThomson Reuters Corp	$3.37M	0.88%	0.01%	+1.8%	Q4 2023
GWWW.W. Grainger, Inc.	$3.3M	0.86%	0.01%	+0.6%	Q4 2023
AVAVAeroVironment Inc	$3.26M	0.85%	0.03%	-12.7%	Q4 2023
JPMJPMorgan Chase & Co	$3.21M	0.84%	0.00%	0.0%	Q4 2023
PAYXPaychex Inc	$3.02M	0.79%	0.01%	+0.8%	Q4 2023
MCDMcdonalds Corp	$2.79M	0.73%	0.00%	0.0%	Q4 2023
PRIPrimerica, Inc.	$2.72M	0.71%	0.03%	New	Q4 2025
UHSUniversal Health Services Inc	$2.7M	0.71%	Not reported	New	Q4 2025

Q3 2025Reported Oct 16, 2025140 positions
SPYSPDR S&P 500 ETF Trust	$12.3M	3.42%	Not reported	+0.2%	Q4 2023
AAPLApple Inc.	$12M	3.36%	0.00%	-0.5%	Q4 2023
XOMExxonMobil Holdings Corp	$11M	3.08%	0.00%	-5.0%	Q4 2023
ARLPAlliance Resource Partners LP	$9.2M	2.57%	0.28%	Not reported	Q4 2023
KLACKla Corp	$9.18M	2.56%	0.01%	+0.1%	Q4 2023
CVXChevron Corp	$8.18M	2.28%	0.00%	Not reported	Q4 2023
ORCLOracle Corp	$8.05M	2.25%	0.00%	-18.3%	Q4 2023
ORLYO Reilly Automotive Inc	$7.59M	2.12%	0.01%	-0.1%	Q4 2023
AVGOBroadcom Inc.	$7.52M	2.10%	0.00%	-0.4%	Q1 2025
ADPAutomatic Data Processing Inc	$7.42M	2.07%	0.01%	+0.3%	Q4 2023
PHParker-Hannifin Corp	$6.74M	1.88%	0.01%	-0.1%	Q4 2023
ABBVAbbVie Inc.	$6.73M	1.88%	0.00%	+0.1%	Q4 2023
MAMastercard Inc	$6.66M	1.86%	0.00%	-0.1%	Q4 2023
OGEOge Energy Corp.	$6.57M	1.83%	0.07%	+0.1%	Q4 2023
CORCencora, Inc.	$6.14M	1.71%	0.01%	-0.1%	Q4 2023
MSFTMicrosoft Corp	$5.9M	1.65%	0.00%	-0.4%	Q4 2023
SYFSynchrony Financial	$5.6M	1.56%	0.02%	0.0%	Q3 2024
SGISomnigroup International Inc.	$5.5M	1.53%	0.03%	0.0%	Q1 2024
TNLTravel & Leisure Co.	$5.33M	1.49%	0.14%	-0.1%	Q1 2025
QQQInvesco QQQ Trust, Series 1	$5.2M	1.45%	Not reported	-1.0%	Q4 2023
NVDANvidia Corp	$5.17M	1.44%	0.00%	-1.0%	Q4 2023
THCTenet Healthcare Corp	$5.13M	1.43%	0.03%	-0.1%	Q3 2024
AVAVAeroVironment Inc	$4.86M	1.36%	0.03%	-0.1%	Q4 2023
HDHome Depot, Inc.	$4.81M	1.34%	0.00%	-10.1%	Q4 2023
FITBFifth Third Bancorp	$4.73M	1.32%	0.02%	-0.2%	Q1 2024
TJXTJX Companies Inc	$4.6M	1.28%	0.00%	-0.2%	Q1 2024
VZVerizon Communications Inc	$4.58M	1.28%	0.00%	+0.2%	Q4 2023
KRKroger Co	$4.56M	1.27%	0.01%	+0.3%	Q4 2023
BJBJ's Wholesale Club Holdings, Inc.	$4.55M	1.27%	0.04%	0.0%	Q4 2023
TSLATesla, Inc.	$4.23M	1.18%	0.00%	-2.3%	Q4 2023
MSIMotorola Solutions, Inc.	$3.9M	1.09%	0.01%	+0.1%	Q3 2024
TRIThomson Reuters Corp	$3.9M	1.09%	0.01%	-0.4%	Q4 2023
CBChubb Ltd	$3.67M	1.02%	0.00%	+0.7%	Q4 2023
DRIDarden Restaurants Inc	$3.66M	1.02%	0.02%	+0.2%	Q1 2025
LLYELI LILLY & Co	$3.65M	1.02%	0.00%	+2.6%	Q4 2023
ZTSZoetis Inc.	$3.65M	1.02%	0.01%	0.0%	Q4 2023
HCAHCA Healthcare, Inc.	$3.65M	1.02%	0.00%	-0.2%	Q4 2023
HONHoneywell International Inc	$3.63M	1.01%	0.00%	+0.5%	Q4 2023
PNCPNC Financial Services Group, Inc.	$3.45M	0.96%	0.00%	+0.2%	Q4 2024
PAYXPaychex Inc	$3.39M	0.94%	0.01%	+0.8%	Q4 2023
BRK.BBerkshire Hathaway Inc	$3.37M	0.94%	Not reported	-0.3%	Q4 2023
MARMarriott International Inc	$3.32M	0.93%	0.00%	+0.1%	Q4 2023
JPMJPMorgan Chase & Co	$3.14M	0.88%	0.00%	-4.4%	Q4 2023
GWWW.W. Grainger, Inc.	$3.1M	0.86%	0.01%	+0.2%	Q4 2023
MCDMcdonalds Corp	$2.78M	0.77%	0.00%	+0.2%	Q4 2023
PMPhilip Morris International Inc.	$2.4M	0.67%	0.00%	+98.9%	Q4 2023
WMBWilliams Companies, Inc.	$2.32M	0.65%	0.00%	-0.2%	Q4 2023
WMTWalmart Inc.	$2.05M	0.57%	0.00%	-0.2%	Q4 2023
GOOGLAlphabet Inc.	$2.05M	0.57%	0.00%	0.0%	Q4 2023
IBMInternational Business Machines Corp	$2.01M	0.56%	0.00%	+862.4%	Q4 2023

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