Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
VISTA INVESTMENT PARTNERS LLC (CIK 2023386) reported $378.1M across 165 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: XOM ($15.7M, 4.14%), AAPL ($12.0M, 3.18%), SPY ($12.0M, 3.17%), CVX ($10.9M, 2.88%), ARLP ($10.1M, 2.66%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP | $15.7M | 4.14% | 92,312 | Trimmed |
| 2 | AAPL | APPLE INC | $12.0M | 3.18% | 47,440 | Added |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $12.0M | 3.17% | 18,457 | Added |
| 4 | CVX | CHEVRON CORPORATION | $10.9M | 2.88% | 52,719 | Added |
| 5 | ARLP | ALLIANCE RESOURCE PARTNERS L | $10.1M | 2.66% | 363,672 | Hold |
| 6 | AVDE | AMERICAN CENTY ETF TR | $9.7M | 2.56% | 113,902 | Added |
| 7 | KLAC | KLA CORP | $9.2M | 2.43% | 6,253 | Trimmed |
| 8 | PULS | PGIM ETF TR | $7.7M | 2.04% | 155,635 | New |
| 9 | PH | PARKER-HANNIFIN CORP | $7.5M | 1.98% | 8,356 | Trimmed |
| 10 | ORLY | OREILLY AUTOMOTIVE INC | $6.6M | 1.75% | 71,710 | Added |
| 11 | OGE | OGE ENERGY CORP | $6.4M | 1.69% | 133,385 | Added |
| 12 | ABBV | ABBVIE INC | $6.3M | 1.67% | 29,098 | Added |
| 13 | ABC | CENCORA INC | $6.3M | 1.66% | 19,974 | Added |
| 14 | TNL | TRAVEL PLUS LEISURE CO | $6.2M | 1.64% | 89,744 | Added |
| 15 | MA | MASTERCARD INCORPORATED | $6.0M | 1.59% | 12,001 | Added |
| 16 | JBL | JABIL INC | $5.6M | 1.49% | 21,197 | Added |
| 17 | TJX | TJX COS INC NEW | $5.2M | 1.39% | 32,811 | Added |
| 18 | FITB | FIFTH THIRD BANCORP | $5.1M | 1.35% | 109,827 | Added |
| 19 | QQQ | INVESCO QQQ TR | $5.1M | 1.34% | 8,778 | Added |
| 20 | KR | KROGER CO | $5.1M | 1.34% | 70,096 | Added |
| 21 | FHI | FEDERATED HERMES INC | $5.0M | 1.32% | 87,729 | New |
| 22 | BJ | BJS WHSL CLUB HLDGS INC | $5.0M | 1.31% | 50,358 | Added |
| 23 | TPX | SOMNIGROUP INTERNATIONAL INC | $4.9M | 1.30% | 66,446 | Added |
| 24 | NVDA | NVIDIA CORPORATION | $4.9M | 1.30% | 28,198 | Added |
| 25 | THC | TENET HEALTHCARE CORP | $4.9M | 1.29% | 25,749 | Added |
Source: SEC Form 13F filings · as of 2026-03-31