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VISTA INVESTMENT PARTNERS LLC

Q2 2026 13F filing

Updated 63 days ago

172 disclosed positions worth $397.4M

Portfolio value
$397.4M
Total holdings
172
New positions
18
Closed positions
17
Increased
55
Decreased
78
Turnover
20.4%
Filed
2026-07-09

Full holdings

Every line item disclosed in Q2 2026

A

APPLE INC

+2.9%
Value
$14.1M
Shares
48.8K
% Port
3.56%
S
2.SPY

STATE STR SPDR S&P 500 ETF T

+0.2%
Value
$13.8M
Shares
18.5K
% Port
3.47%
?
3.N/A

EXXON MOBIL CORP

-0.2%
Value
$12.6M
Shares
92.1K
% Port
3.17%
K

KLA CORP

+531.3%
Value
$11.9M
Shares
39.5K
% Port
2.99%
?
5.N/A

AMERICAN CENTY ETF TR

-2.1%
Value
$9.9M
Shares
111.5K
% Port
2.50%
D

DELL TECHNOLOGIES INC

-21.4%
Value
$9.6M
Shares
22.4K
% Port
2.43%
C
7.CVX

CHEVRON CORPORATION

-0.1%
Value
$8.7M
Shares
52.7K
% Port
2.20%
A

ALLIANCE RESOURCE PARTNERS L

Unchanged
Value
$8.7M
Shares
363.7K
% Port
2.19%
J
9.JBL

JABIL INC

-1.5%
Value
$8M
Shares
20.9K
% Port
2.02%
P
10.PH

PARKER-HANNIFIN CORP

-2.6%
Value
$8M
Shares
8.1K
% Port
2.00%
?
11.N/A

FORTINET INC

+53.1%
Value
$7.5M
Shares
49.1K
% Port
1.90%
A
12.ABBV

ABBVIE INC

+0.1%
Value
$7.3M
Shares
29.1K
% Port
1.84%
?
13.N/A

TRAVEL PLUS LEISURE CO

-2.7%
Value
$6.7M
Shares
87.3K
% Port
1.68%
?
14.N/A

INVESCO QQQ TR

+2.7%
Value
$6.6M
Shares
9.0K
% Port
1.67%
O
15.OGE

OGE ENERGY CORP

-0.2%
Value
$6.5M
Shares
133.2K
% Port
1.63%
O
16.ORLY

OREILLY AUTOMOTIVE INC

-1.9%
Value
$6.5M
Shares
70.3K
% Port
1.63%
V
17.V

VISA INC

+401.2%
Value
$6.3M
Shares
18.3K
% Port
1.58%
M
18.MA

MASTERCARD INCORPORATED

-1.9%
Value
$6M
Shares
11.8K
% Port
1.52%
F

FIFTH THIRD BANCORP

-2.6%
Value
$6M
Shares
107.0K
% Port
1.52%
N
20.NVDA

NVIDIA CORPORATION

+0.4%
Value
$5.7M
Shares
28.3K
% Port
1.43%
C
21.COR

CENCORA INC

-2.1%
Value
$5.5M
Shares
19.6K
% Port
1.39%
?
22.N/A

AMERICAN CENTY ETF TR

+92.9%
Value
$5.3M
Shares
42.2K
% Port
1.33%
J
23.JCI

JOHNSON CONTROLS INTERNATION

-2.3%
Value
$5.2M
Shares
35.5K
% Port
1.30%
S
24.SGI

SOMNIGROUP INTERNATIONAL INC

-1.6%
Value
$5.1M
Shares
65.4K
% Port
1.29%
C

CITIZENS FINL GROUP INC

-2.1%
Value
$4.9M
Shares
69.7K
% Port
1.23%
?
26.N/A

TAPESTRY INC

Value
$4.8M
Shares
33.0K
% Port
1.22%
T
27.TJX

TJX COS INC NEW

-2.9%
Value
$4.8M
Shares
31.9K
% Port
1.22%
I
28.IVZ

INVESCO LTD

-2.0%
Value
$4.8M
Shares
182.9K
% Port
1.21%
?
29.N/A

WW GRAINGER INC

+3.4%
Value
$4.8M
Shares
3.5K
% Port
1.20%
M
30.MAR

MARRIOTT INTL INC NEW

-1.8%
Value
$4.8M
Shares
12.9K
% Port
1.20%
F
31.FMN

FEDERATED HERMES INC

-2.5%
Value
$4.7M
Shares
85.5K
% Port
1.19%
C
32.CB

CHUBB LIMITED

-1.2%
Value
$4.5M
Shares
13.3K
% Port
1.14%
P
33.PNC

PNC FINL SVCS GROUP INC

-2.1%
Value
$4.5M
Shares
18.2K
% Port
1.13%
?
34.N/A

CORPAY INC

Value
$4.4M
Shares
13.2K
% Port
1.10%
?
35.N/A

PRIMERICA INC

+41.8%
Value
$4.4M
Shares
15.4K
% Port
1.10%
M
36.MCO

MOODYS CORP

-1.8%
Value
$4.4M
Shares
9.7K
% Port
1.10%
L
37.LLY

ELI LILLY & CO

-1.4%
Value
$4.3M
Shares
3.6K
% Port
1.08%
M
38.MSFT

MICROSOFT CORP

-1.3%
Value
$4.2M
Shares
11.3K
% Port
1.06%
C
39.CVS

CVS HEALTH CORP

-2.5%
Value
$4.2M
Shares
40.7K
% Port
1.06%
T
40.TSLA

TESLA INC

+0.1%
Value
$4.1M
Shares
9.7K
% Port
1.03%
D
41.DRI

DARDEN RESTAURANTS INC

-2.0%
Value
$4.1M
Shares
19.8K
% Port
1.02%
?
42.N/A

NASDAQ INC

-2.1%
Value
$4M
Shares
50.4K
% Port
1.00%
B

BERKSHIRE HATHAWAY INC DEL

+1.4%
Value
$3.5M
Shares
7.0K
% Port
0.89%
V
44.VZ

VERIZON COMMUNICATIONS INC

-1.2%
Value
$3.5M
Shares
83.0K
% Port
0.88%
H
45.HNGE

HINGE HEALTH INC

Value
$3.5M
Shares
41.8K
% Port
0.87%
J

JPMORGAN CHASE & CO

+0.2%
Value
$3.3M
Shares
10.0K
% Port
0.82%
O
47.OKE

ONEOK INC NEW

+8.3%
Value
$3.2M
Shares
36.3K
% Port
0.79%
?
48.N/A

AMERICAN CENTY ETF TR

Value
$3.2M
Shares
24.6K
% Port
0.79%
?
49.N/A

VICTORY PORTFOLIOS II

-4.6%
Value
$3.1M
Shares
67.6K
% Port
0.78%
G

ALPHABET INC

-2.4%
Value
$3M
Shares
8.5K
% Port
0.77%