VISTA INVESTMENT PARTNERS LLC
13F Reported Value
ⓘ$397.4M
incl. option notional
Equity Holdings
ⓘ$396.1M
Option Notional
ⓘ$1.3M
$1.1M puts / $223,659 calls
Holdings
172
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
VISTA INVESTMENT PARTNERS LLC disclosed 172 positions worth $397.4M in its Form 13F-HR for Q2 2026 — $396.1M in common stock plus $1.3M of put/call option positions (reported at underlying notional value, not premium at risk), led by $AAPL (Apple Inc.) at 3.6% of the equity portfolio, followed by $SPY and $XOM. During the quarter the fund opened 20 new positions and exited 17 — including a new stake in $TPR. The portfolio is most concentrated in Technology (20.4% of disclosed assets). All figures are sourced directly from VISTA INVESTMENT PARTNERS LLC’s Form 13F-HR filing with the SEC under CIK 2023386.
AI Fund Analysis
Stable
$AAPL
$SPY
$XOM
$KLAC$SPY
$GWW
$PLTR
$BDX
$ABBVSector Allocation
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 76.1#112
Quality
$14.1M48,818 sh - —
Quality
$13.8M18,486 sh - 61.8#782
Quality
$12.6M92,148 sh - 84.4
Quality
$11.9M39,472 sh AMERICAN CENTY ETF TR - INTL EQT ETF
—Quality
$9.9M111,513 sh- 76.0
Quality
$9.6M22,365 sh - 54.7
Quality
$8.7M52,693 sh - 54.2
Quality
$8.7M363,672 sh - 51.9
Quality
$8.0M20,873 sh - 73.8
Quality
$8.0M8,136 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $14.1M | 48,818 |
| SPDR S&P 500 ETF TRUST$SPY | — | $13.8M | 18,486 |
| EXXON MOBIL CORP$XOM | 61.8#782 | $12.6M | 92,148 |
| KLA CORP$KLAC | 84.4 | $11.9M | 39,472 |
| AMERICAN CENTY ETF TR - INTL EQT ETF | — | $9.9M | 111,513 |
 Dell Technologies Inc.$DELL | 76.0 | $9.6M | 22,365 |
 CHEVRON CORP$CVX | 54.7 | $8.7M | 52,693 |
 ALLIANCE RESOURCE PARTNERS LP$ARLP | 54.2 | $8.7M | 363,672 |
 JABIL INC$JBL | 51.9 | $8.0M | 20,873 |
 Parker-Hannifin Corp$PH | 73.8 | $8.0M | 8,136 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of VISTA INVESTMENT PARTNERS LLC's 172 positions.
Showing top 10 of 172 holdings.
Sector Allocation
Technology
$80.8M
Financials
$64.9M
Other
$56.5M
Consumer Discretionary
$52.6M
Energy
$42.5M
Industrials
$36.9M
Healthcare
$24.5M
Consumer Staples
$13.9M
Full Holdings — VISTA INVESTMENT PARTNERS LLC (Q2 2026)
All 172 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $14.1M | 3.6% | +3% | 76.1 |
| 2 | $SPY | SPDR S&P 500 ETF TRUST | $13.8M | 3.5% | +0% | — |
| 3 | $XOM | EXXON MOBIL CORP | $12.6M | 3.2% | -0% | 61.8 |
| 4 | $KLAC | KLA CORP | $11.9M | 3.0% | +531% | 84.4 |
| 5 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | $9.9M | 2.5% | -2% | — |
| 6 | $DELL | Dell Technologies Inc. | $9.6M | 2.4% | -21% | 76 |
| 7 | $CVX | CHEVRON CORP | $8.7M | 2.2% | -0% | 54.7 |
| 8 | $ARLP | ALLIANCE RESOURCE PARTNERS LP | $8.7M | 2.2% | +0% | 54.2 |
| 9 | $JBL | JABIL INC | $8.0M | 2.0% | -2% | 51.9 |
| 10 | $PH | Parker-Hannifin Corp | $8.0M | 2.0% | -3% | 73.8 |
| 11 |  $FTNT | Fortinet, Inc. | $7.5M | 1.9% | +53% | 78.1 |
| 12 | $ABBV | AbbVie Inc. | $7.3M | 1.9% | +0% | 59.3 |
| 13 |  $TNL | Travel & Leisure Co. | $6.7M | 1.7% | -3% | 61 |
| 14 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $6.6M | 1.7% | +3% | — |
| 15 |  $OGE | OGE ENERGY CORP. | $6.5M | 1.6% | -0% | 57.8 |
| 16 |  $ORLY | O REILLY AUTOMOTIVE INC | $6.5M | 1.6% | -2% | 72.7 |
| 17 |  $V | VISA INC. | $6.3M | 1.6% | +401% | 83.5 |
| 18 |  $MA | Mastercard Inc | $6.0M | 1.5% | -2% | 81.7 |
| 19 |  $FITB | FIFTH THIRD BANCORP | $6.0M | 1.5% | -3% | — |
| 20 |  $NVDA | NVIDIA CORP | $5.7M | 1.4% | +0% | 90.2 |
| 21 |  $COR | Cencora, Inc. | $5.5M | 1.4% | -2% | 59.6 |
| 22 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $5.3M | 1.3% | +93% | — |
| 23 |  $JCI | Johnson Controls International plc | $5.2M | 1.3% | -2% | — |
| 24 |  $SGI | SOMNIGROUP INTERNATIONAL INC. | $5.1M | 1.3% | -2% | 64.6 |
| 25 |  $CFG | CITIZENS FINANCIAL GROUP INC/RI | $4.9M | 1.2% | -2% | 68.8 |
| 26 |  $TPR | TAPESTRY, INC. | $4.8M | 1.2% | NEW | 76.4 |
| 27 |  $TJX | TJX COMPANIES INC /DE/ | $4.8M | 1.2% | -3% | 70.7 |
| 28 |  $IVZ | Invesco Ltd. | $4.8M | 1.2% | -2% | — |
| 29 | $GWW | W.W. GRAINGER, INC. | $4.8M | 1.2% | +3% | 69.5 |
| 30 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $4.8M | 1.2% | -2% | 65.9 |
| 31 |  $FHI | FEDERATED HERMES, INC. | $4.7M | 1.2% | -3% | 70.6 |
| 32 |  $CB | Chubb Ltd | $4.5M | 1.1% | -1% | — |
| 33 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $4.5M | 1.1% | -2% | 70.9 |
| 34 |  $CPAY | CORPAY, INC. | $4.4M | 1.1% | NEW | 67.1 |
| 35 |  $PRI | Primerica, Inc. | $4.4M | 1.1% | +42% | 72.3 |
| 36 |  $MCO | MOODYS CORP /DE/ | $4.4M | 1.1% | -2% | 81.3 |
| 37 |  $LLY | ELI LILLY & Co | $4.3M | 1.1% | -1% | 89.3 |
| 38 |  $MSFT | MICROSOFT CORP | $4.2M | 1.1% | -1% | 83.7 |
| 39 |  $CVS | CVS HEALTH Corp | $4.2M | 1.1% | -2% | 51.3 |
| 40 |  $TSLA | Tesla, Inc. | $4.1M | 1.0% | +0% | 50.1 |
| 41 |  $DRI | DARDEN RESTAURANTS INC | $4.1M | 1.0% | -2% | 68.6 |
| 42 |  $NDAQ | NASDAQ, INC. | $4.0M | 1.0% | -2% | 78.5 |
| 43 |  $BRK.B | BERKSHIRE HATHAWAY INC | $3.5M | 0.9% | +1% | 64.5 |
| 44 |  $VZ | VERIZON COMMUNICATIONS INC | $3.5M | 0.9% | -1% | 71.6 |
| 45 |  $HNGE | Hinge Health, Inc. | $3.5M | 0.9% | NEW | 44.9 |
| 46 |  $JPM | JPMORGAN CHASE & CO | $3.3M | 0.8% | +0% | 35.6 |
| 47 |  $OKE | ONEOK INC /NEW/ | $3.2M | 0.8% | +8% | 72 |
| 48 | — | AMERICAN CENTY ETF TR - US EQT ETF | $3.2M | 0.8% | NEW | — |
| 49 | — | VICTORY PORTFOLIOS II - SHS FR CA FL ETF | $3.1M | 0.8% | -5% | — |
| 50 |  $GOOG | Alphabet Inc. | $3.0M | 0.8% | -2% | 80.2 |
| 51 |  $AVAV | AeroVironment Inc | $2.7M | 0.7% | +22% | 42.1 |
| 52 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $2.7M | 0.7% | NEW | — |
| 53 |  $WMB | WILLIAMS COMPANIES, INC. | $2.7M | 0.7% | -1% | 72.8 |
| 54 | — | JOHN HANCOCK EXCHANGE TRADED - MULTIFACTR SML | $2.6M | 0.7% | -2% | — |
| 55 |  $MCD | MCDONALDS CORP | $2.5M | 0.6% | +0% | 73.9 |
| 56 |  $ADP | AUTOMATIC DATA PROCESSING INC | $2.4M | 0.6% | +0% | 77.9 |
| 57 |  $WMT | Walmart Inc. | $2.3M | 0.6% | -0% | 63.2 |
| 58 |  $JNJ | JOHNSON & JOHNSON | $2.2M | 0.6% | +0% | 72.8 |
| 59 |  $PG | PROCTER & GAMBLE Co | $2.2M | 0.6% | +0% | 72.9 |
| 60 |  $KO | COCA COLA CO | $2.1M | 0.5% | +0% | 74 |
| 61 |  $HON | HONEYWELL INTERNATIONAL INC | $2.0M | 0.5% | -51% | 65.7 |
| 62 |  $HONA | Honeywell Aerospace Inc. | $1.9M | 0.5% | NEW | — |
| 63 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $1.9M | 0.5% | +15% | — |
| 64 |  $RTX | RTX Corp | $1.9M | 0.5% | -0% | 70 |
| 65 |  $GE | GENERAL ELECTRIC CO | $1.8M | 0.5% | +0% | 74.8 |
| 66 |  $BYD | BOYD GAMING CORP | $1.6M | 0.4% | +0% | 70.7 |
| 67 |  $AMZN | AMAZON COM INC | $1.6M | 0.4% | -6% | 74.6 |
| 68 | — | PACER FDS TR - US LRG CP CASH | $1.6M | 0.4% | +1% | — |
| 69 |  $T | AT&T INC. | $1.5M | 0.4% | +32% | 71.9 |
| 70 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | $1.5M | 0.4% | +1% | — |
| 71 |  $PM | Philip Morris International Inc. | $1.5M | 0.4% | -1% | 80.5 |
| 72 |  $APD | Air Products & Chemicals, Inc. | $1.5M | 0.4% | +0% | 41.2 |
| 73 |  $PFE | PFIZER INC | $1.4M | 0.3% | -14% | 69 |
| 74 |  $ABT | ABBOTT LABORATORIES | $1.4M | 0.3% | +0% | 67 |
| 75 |  $CAT | CATERPILLAR INC | $1.3M | 0.3% | -1% | 67.8 |
| 76 |  $DIS | Walt Disney Co | $1.3M | 0.3% | +81% | 68.9 |
| 77 | — | ISHARES INC - MSCI GBL GOLD MN | $1.3M | 0.3% | NEW | — |
| 78 |  $META | Meta Platforms, Inc. | $1.3M | 0.3% | -8% | 80.9 |
| 79 |  $TXNM | TXNM ENERGY INC | $1.3M | 0.3% | -16% | 57.8 |
| 80 |  $NEE | NEXTERA ENERGY INC | $1.2M | 0.3% | -0% | 71.7 |
| 81 |  $GOOGL | Alphabet Inc. | $1.2M | 0.3% | -3% | 80.2 |
| 82 |  $UNP | UNION PACIFIC CORP | $1.2M | 0.3% | +124% | 74 |
| 83 | $PLTR | Palantir Technologies Inc. | $1.1M | 0.3% | +0% | 85.8 |
| 84 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $1.1M | 0.3% | -1% | 66.4 |
| 85 |  $DE | DEERE & CO | $1.0M | 0.3% | -1% | 57.4 |
| 86 |  $KALU | KAISER ALUMINUM CORP | $998,496 | 0.3% | -0% | 61 |
| 87 |  $GLW | CORNING INC /NY | $964,504 | 0.2% | -32% | 72.7 |
| 88 |  $PEP | PEPSICO INC | $926,383 | 0.2% | +0% | 62.7 |
| 89 |  $VLO | VALERO ENERGY CORP/TX | $890,184 | 0.2% | +190% | 51.4 |
| 90 |  $OTTR | Otter Tail Corp | $880,544 | 0.2% | -0% | 55.2 |
| 91 |  $MMM | 3M CO | $852,635 | 0.2% | +0% | 60.7 |
| 92 |  $NRG | NRG ENERGY, INC. | $839,699 | 0.2% | -0% | 59.5 |
| 93 |  $MO | ALTRIA GROUP, INC. | $817,712 | 0.2% | -52% | 72.1 |
| 94 | $IVZ | Invesco Ltd. | $765,971 | 0.2% | +1% | — |
| 95 |  $MDT | Medtronic plc | $752,822 | 0.2% | -38% | — |
| 96 |  $DOCU | DOCUSIGN, INC. | $750,787 | 0.2% | +39% | 67.5 |
| 97 |  $F | FORD MOTOR CO | $744,234 | 0.2% | +4% | 58.5 |
| 98 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $721,479 | — | NEW | — |
| 99 |  $COST | COSTCO WHOLESALE CORP /NEW | $719,376 | 0.2% | -6% | 67 |
| 100 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $702,356 | 0.2% | +0% | 66.5 |
| 101 | — | PACER FDS TR - US CASH COWS 100 | $689,247 | 0.2% | +2% | — |
| 102 |  $CTVA | Corteva, Inc. | $678,706 | 0.2% | -0% | 48.4 |
| 103 |  $ORCL | ORACLE CORP | $662,113 | 0.2% | +0% | 67.2 |
| 104 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $658,363 | 0.2% | +0% | 70.8 |
| 105 |  $ADI | ANALOG DEVICES INC | $651,359 | 0.2% | -1% | 76.2 |
| 106 |  $HD | HOME DEPOT, INC. | $641,172 | 0.2% | -0% | 69.2 |
| 107 |  $LOW | LOWES COMPANIES INC | $639,641 | 0.2% | -0% | 63.5 |
| 108 |  $ES | EVERSOURCE ENERGY | $612,994 | 0.1% | -0% | 67 |
| 109 |  $BTU | PEABODY ENERGY CORP | $604,773 | 0.1% | -0% | 39.8 |
| 110 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $600,012 | 0.1% | +0% | 71.5 |
| 111 |  $DVN | DEVON ENERGY CORP/DE | $587,736 | 0.1% | -29% | 70.2 |
| 112 |  $TRGP | Targa Resources Corp. | $548,614 | 0.1% | +0% | 70 |
| 113 |  $PSX | Phillips 66 | $528,957 | 0.1% | -2% | 47.6 |
| 114 |  $SHW | SHERWIN WILLIAMS CO | $522,333 | 0.1% | -2% | 65.3 |
| 115 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $513,425 | 0.1% | +0% | — |
| 116 | $BDX | BECTON DICKINSON & CO | $509,209 | 0.1% | +0% | 50.7 |
| 117 |  $MRK | Merck & Co., Inc. | $495,753 | 0.1% | +0% | 70.9 |
| 118 |  $TXN | TEXAS INSTRUMENTS INC | $475,720 | 0.1% | +0% | 70.4 |
| 119 |  $INTC | INTEL CORP | $468,319 | 0.1% | NEW | 41.5 |
| 120 |  $EVRG | Evergy, Inc. | $463,092 | 0.1% | +0% | 56.2 |
| 121 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $459,852 | 0.1% | +2% | — |
| 122 | — | ANGEL OAK FUNDS TRUST - INCOME ETF | $442,427 | 0.1% | +10% | — |
| 123 |  $SHEL | Shell plc | $429,161 | 0.1% | +2% | — |
| 124 |  $CSCO | CISCO SYSTEMS, INC. | $425,205 | 0.1% | -1% | 72.3 |
| 125 | — | BLACKROCK ETF TRUST - ISHARES DEFENSE | $413,935 | 0.1% | -18% | — |
| 126 |  $NUE | NUCOR CORP | $410,306 | 0.1% | +0% | 58.9 |
| 127 |  $BKH | BLACK HILLS CORP /SD/ | $408,605 | 0.1% | NEW | 53.1 |
| 128 |  $QCOM | QUALCOMM INC/DE | $406,849 | 0.1% | -5% | 81.9 |
| 129 |  $UPS | UNITED PARCEL SERVICE INC | $395,493 | 0.1% | +0% | 58.2 |
| 130 |  $PFH | PRUDENTIAL FINANCIAL INC | $390,059 | 0.1% | -0% | 58.6 |
| 131 |  $COP | CONOCOPHILLIPS | $377,375 | 0.1% | -0% | 74.8 |
| 132 |  $MPC | Marathon Petroleum Corp | $372,683 | 0.1% | +0% | 50.7 |
| 133 |  $GAP | GAP INC | $345,113 | 0.1% | +0% | 61 |
| 134 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $340,023 | 0.1% | +5% | — |
| 135 |  $IBIT | iShares Bitcoin Trust ETF | $339,025 | 0.1% | +39% | — |
| 136 |  $ET | Energy Transfer LP | $334,447 | 0.1% | -4% | 64.5 |
| 137 |  $NFG | NATIONAL FUEL GAS CO | $333,856 | 0.1% | -0% | 80.4 |
| 138 |  $BMY | BRISTOL MYERS SQUIBB CO | $333,380 | 0.1% | -1% | 70.1 |
| 139 | — | ISHARES TR - RUSSELL 2000 ETF | $330,495 | — | NEW | — |
| 140 |  $AVGO | Broadcom Inc. | $324,947 | 0.1% | -1% | 86.4 |
| 141 |  $LNC | LINCOLN NATIONAL CORP | $323,311 | 0.1% | -0% | 50.8 |
| 142 |  $UNH | UNITEDHEALTH GROUP INC | $310,891 | 0.1% | +0% | 66.8 |
| 143 |  $GS | GOLDMAN SACHS GROUP INC | $308,468 | 0.1% | -1% | — |
| 144 |  $AXP | AMERICAN EXPRESS CO | $307,478 | 0.1% | +0% | 73.2 |
| 145 |  $BLK | BlackRock, Inc. | $302,891 | 0.1% | +0% | 70.3 |
| 146 |  $AWR | AMERICAN STATES WATER CO | $289,205 | 0.1% | +0% | 60.3 |
| 147 |  $GEV | GE Vernova Inc. | $287,841 | 0.1% | +0% | 70.1 |
| 148 |  $GILD | GILEAD SCIENCES, INC. | $277,948 | 0.1% | -0% | 77.8 |
| 149 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $266,006 | 0.1% | NEW | — |
| 150 |  $ASML | ASML HOLDING NV | $264,824 | 0.1% | NEW | — |
| 151 |  $KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | $262,014 | 0.1% | -9% | 48 |
| 152 |  $BP | BP PLC | $259,241 | 0.1% | -12% | — |
| 153 |  $HOOD | Robinhood Markets, Inc. | $257,820 | 0.1% | NEW | 75.8 |
| 154 |  $SO | SOUTHERN CO | $247,219 | 0.1% | -4% | 65.1 |
| 155 |  $AMGN | AMGEN INC | $240,086 | 0.1% | -0% | 79.5 |
| 156 |  $RIO | RIO TINTO PLC | $219,573 | 0.1% | +1% | — |
| 157 | — | ISHARES TR - CORE S&P500 ETF | $216,429 | 0.1% | NEW | — |
| 158 |  $NFLX | NETFLIX INC | $216,128 | 0.1% | -0% | 86.7 |
| 159 |  $KMI | KINDER MORGAN, INC. | $212,057 | 0.1% | +0% | 74.6 |
| 160 |  $HSY | HERSHEY CO | $211,601 | 0.1% | +0% | 59.4 |
| 161 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $205,002 | 0.1% | -84% | 66.7 |
| 162 |  $ADT | ADT Inc. | $200,551 | 0.1% | +1% | 66.2 |
| 163 |  $DMB | BNY Mellon Municipal Bond Infrastructure Fund, Inc. | $193,200 | 0.1% | +0% | — |
| 164 |  $WEN | Wendy's Co | $172,366 | 0.0% | NEW | 54.6 |
| 165 |  $GT | GOODYEAR TIRE & RUBBER CO /OH/ | $151,800 | 0.0% | +0% | 32.6 |
| 166 | $LLYCALL | ELI LILLY & Co | $119,943 | — | +0% | 89.3 |
| 167 |  $GGN | GAMCO Global Gold, Natural Resources & Income Trust | $116,842 | 0.0% | +0% | — |
| 168 | $BMYCALL | BRISTOL MYERS SQUIBB CO | $103,716 | — | NEW | 70.1 |
| 169 | — | ISHARES TR - RUSSELL 2000 ETF | $62,193 | 0.0% | NEW | — |
| 170 |  $RBBN | Ribbon Communications Inc. | $47,736 | 0.0% | +0% | 28 |
| 171 |  $SPCE | Virgin Galactic Holdings, Inc | $30,779 | 0.0% | NEW | 3.2 |
| 172 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $5,903 | 0.0% | NEW | — |
New Positions (20)
$TPR TAPESTRY, INC.$4.8M$CPAY CORPAY, INC.$4.4M$HNGE Hinge Health, Inc.$3.5M$HONA Honeywell Aerospace Inc.$1.9M$INTC INTEL CORP$468,319$BKH BLACK HILLS CORP /SD/$408,605$TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$266,006$ASML ASML HOLDING NV$264,824$HOOD Robinhood Markets, Inc.$257,820Exited Positions (17)
$KR KROGER CO
$BJ BJ's Wholesale Club Holdings, Inc.
$THC TENET HEALTHCARE CORP
$HCA HCA Healthcare, Inc.
$SBH Sally Beauty Holdings, Inc.
$UHS UNIVERSAL HEALTH SERVICES INC
$ROKU ROKU, INC
$HII HUNTINGTON INGALLS INDUSTRIES, INC.
$D DOMINION ENERGY, INC
$PAAS PAN AMERICAN SILVER CORP
$AZN ASTRAZENECA PLC
$OUNZ VanEck Merk Gold ETFBrowse Top Institutional Investors
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