VISTA INVESTMENT PARTNERS LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
VI VISTA INVESTMENT PARTNERS LLC | Institutional Filer | ▼ 0.36% | $374.4M | 165 |
Current Portfolio Holdings
Showing all 165 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil Corporation | Energy | 92K | $15.7M | 4.18% |
| 2 | AAPL | Apple Inc. | Technology | 47K | $12.0M | 3.22% |
| 3 | SPY | SPDR S&P 500 ETF Trust | — | 18K | $12.0M | 3.21% |
| 4 | CVX | Chevron Corporation | Energy | 53K | $10.9M | 2.91% |
| 5 | ARLP | Alliance Resource Partners, L.P. | Energy | 364K | $10.1M | 2.69% |
| 6 | AVDE | AMERICAN CENTY ETF TR | — | 114K | $9.7M | 2.58% |
| 7 | KLAC | KLA Corporation | Technology | 6K | $9.2M | 2.46% |
| 8 | PULS | PGIM ETF TR | — | 156K | $7.7M | 2.06% |
| 9 | PH | Parker-Hannifin Corporation | Industrials | 8K | $7.5M | 2.00% |
| 10 | ORLY | O'Reilly Automotive, Inc. | Consumer Cyclical | 72K | $6.6M | 1.77% |
| 11 | OGE | OGE Energy Corp. | Utilities | 133K | $6.4M | 1.71% |
| 12 | ABBV | AbbVie Inc. | Healthcare | 29K | $6.3M | 1.69% |
| 13 | COR | Cencora, Inc. | Healthcare | 20K | $6.3M | 1.68% |
| 14 | TNL | Travel + Leisure Co. | Consumer Cyclical | 90K | $6.2M | 1.66% |
| 15 | MA | Mastercard Incorporated | Financial Services | 12K | $6.0M | 1.60% |
Showing 1 to 15 of 165 holdings