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 $397.4M across 168 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($14.1M, 3.55%), SPY ($13.8M, 3.47%), XOM ($12.6M, 3.17%), KLAC ($11.9M, 2.99%), AVDE ($9.9M, 2.50%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $14.1M | 3.55% | 48,818 | Added |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $13.8M | 3.47% | 18,486 | Added |
| 3 | XOM | EXXON MOBIL CORP | $12.6M | 3.17% | 92,148 | Trimmed |
| 4 | KLAC | KLA CORP | $11.9M | 2.99% | 39,472 | Added |
| 5 | AVDE | AMERICAN CENTY ETF TR | $9.9M | 2.50% | 111,513 | Trimmed |
| 6 | DELL | DELL TECHNOLOGIES INC | $9.6M | 2.43% | 22,365 | Trimmed |
| 7 | CVX | CHEVRON CORPORATION | $8.7M | 2.20% | 52,693 | Trimmed |
| 8 | ARLP | ALLIANCE RESOURCE PARTNERS L | $8.7M | 2.19% | 363,672 | Hold |
| 9 | JBL | JABIL INC | $8.0M | 2.02% | 20,873 | Trimmed |
| 10 | PH | PARKER-HANNIFIN CORP | $8.0M | 2.00% | 8,136 | Trimmed |
| 11 | FTNT | FORTINET INC | $7.5M | 1.90% | 49,058 | Added |
| 12 | ABBV | ABBVIE INC | $7.3M | 1.84% | 29,128 | Added |
| 13 | TNL | TRAVEL PLUS LEISURE CO | $6.7M | 1.68% | 87,301 | Trimmed |
| 14 | QQQ | INVESCO QQQ TR | $6.6M | 1.67% | 9,013 | Added |
| 15 | ORLY | OREILLY AUTOMOTIVE INC | $6.5M | 1.63% | 70,330 | Trimmed |
| 16 | OGE | OGE ENERGY CORP | $6.5M | 1.63% | 133,171 | Trimmed |
| 17 | V | VISA INC | $6.3M | 1.58% | 18,343 | Added |
| 18 | FITB | FIFTH THIRD BANCORP | $6.0M | 1.52% | 107,009 | Trimmed |
| 19 | MA | MASTERCARD INCORPORATED | $6.0M | 1.52% | 11,778 | Trimmed |
| 20 | NVDA | NVIDIA CORPORATION | $5.7M | 1.43% | 28,317 | Added |
| 21 | ABC | CENCORA INC | $5.5M | 1.39% | 19,554 | Trimmed |
| 22 | AVUV | AMERICAN CENTY ETF TR | $5.3M | 1.33% | 42,233 | Added |
| 23 | JCI | JOHNSON CONTROLS INTERNATION | $5.2M | 1.30% | 35,466 | Trimmed |
| 24 | TPX | SOMNIGROUP INTERNATIONAL INC | $5.1M | 1.29% | 65,396 | Trimmed |
| 25 | CFG | CITIZENS FINL GROUP INC | $4.9M | 1.23% | 69,722 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30