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CIK: 0002023386
Total reported value
$397.4M
$397.4M
149 檔
12.9%
As reported in its official Q4 2024 Form 13F filing, Vista Investment Partners LLC's tracked investment portfolio stood at $397.4M with 149 total positions.
Vista Investment Partners LLC executed strategic sector rebalancing during Q4 2024, establishing 13 new positions while fully exiting 8 holdings and trimming 14 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.67% | +0.38% | -0.70% | |
| 2 | XOM | Exxon Mobil CORP | Stock-Energy | 3.49% | -0.97% | -0.50% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.34% | +0.30% | +5.29% | |
| 4 | ARLP | Alliance Resource Partners | Stock-Other | 2.85% | -0.47% | — | |
| 5 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 2.64% | — | -23.42% | |
| 6 | CVX | Chevron CORP | Stock-Energy | 2.39% | -0.68% | -0.43% | |
| 7 | ADP | Automatic Data Processing | Stock-Tech | 2.33% | +0.03% | -0.14% | |
| 8 | MA | Mastercard Inc - A | Stock-Financials | 1.93% | -0.07% | +0.81% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.86% | -0.06% | -0.83% | |
| 10 | ORCL | Oracle CORP | Stock-Tech | 1.82% | -0.01% | +0.74% | |
| 11 | OGE | Oge Energy CORP | Stock-Utilities | 1.82% | -0.06% | -3.61% | |
| 12 | PH | Parker Hannifin CORP | Stock-Industrials | 1.82% | +0.02% | -0.50% | |
| 13 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.74% | -0.12% | +0.97% | |
| 14 | KLAC | Kla CORP | Stock-Tech | 1.72% | +0.56% | -0.94% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.70% | +0.13% | +27.60% | |
| 16 | SYF | Synchrony Financial | Stock-Financials | 1.63% | — | -0.22% | |
| 17 | ABBV | Abbvie Inc | Stock-Healthcare | 1.60% | +0.17% | -0.10% | |
| 18 | ACN | Accenture plc | Stock-Tech | 1.46% | — | +0.32% | |
| 19 | FITB | Fifth Third Bancorp | Stock-Financials | 1.42% | +0.17% | -0.36% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 1.42% | — | +1.25% | |
| 21 | ZTS | Zoetis Inc | Stock-Healthcare | 1.40% | — | +1.71% | |
| 22 | CAT | Caterpillar Inc | Stock-Industrials | 1.38% | +0.10% | -1.29% | |
| 23 | COR | Cencora Inc | Stock-Healthcare | 1.38% | -0.27% | +1.08% | |
| 24 | BJ | Bj's Wholesale Club Holdings | Stock-Consumer Staples | 1.37% | -1.31% | EXIT | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.36% | +0.33% | +3.83% | |
| 26 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.33% | -0.24% | -1.69% | |
| 27 | KR | Kroger Co | Stock-Consumer Staples | 1.31% | -1.34% | EXIT | |
| 28 | TRI4EUR | Thomson Reuters CORP | Stock-Other | 1.28% | — | -0.07% | |
| 29 | HON | Honeywell International Inc | Stock-Industrials | 1.22% | -1.10% | EXIT | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.21% | +0.07% | — | |
| 31 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.21% | -0.17% | — | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.21% | -0.05% | +0.93% | |
| 33 | WM | Waste Management Inc | Stock-Industrials | 1.20% | — | -0.06% | |
| 34 | PAYX | Paychex Inc | Stock-Tech | 1.17% | — | +0.04% | |
| 35 | SGI | Somnigroup International Inc | Stock-Consumer Disc | 1.15% | -0.01% | +1.37% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.14% | +0.21% | -3.20% | |
| 37 | CB | Chubb Limited | Stock-Financials | 1.08% | -0.02% | +2.87% | |
| 38 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.08% | +0.06% | +2.82% | |
| 39 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 1.05% | — | — | |
| 40 | GWW | Ww Grainger Inc | Stock-Industrials | 1.03% | +0.22% | +4.76% | |
| 41 | PNC | Pnc Financial Services Group | Stock-Financials | 1.01% | +0.11% | — | |
| 42 | THC | Tenet Healthcare CORP | Stock-Healthcare | 0.98% | -1.29% | EXIT | |
| 43 | JHG | Janus Henderson Group plc | Stock-Financials | 0.94% | — | — | |
| 44 | EG | Everest Group, Ltd. | Stock-Financials | 0.90% | — | +2.12% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.87% | +0.01% | -6.25% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.83% | -0.09% | -1.31% | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.82% | -0.13% | -5.24% | |
| 48 | OKE | Oneok Inc | Stock-Energy | 0.80% | -0.01% | — | |
| 49 | MSI | Motorola Solutions Inc | Stock-Tech | 0.79% | — | +976.17% | |
| 50 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.79% | -1.10% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TJX | Tjx Companies Inc | +1.2% | NEW | New buy |
| 2 | TOL | Toll Brothers Inc | +1.1% | NEW | New buy |
| 3 | PNC | Pnc Financial Services Group | +1% | NEW | New buy |
| 4 | JHG | Janus Henderson Group plc | +0.9% | NEW | New buy |
| 5 | MSI | Motorola Solutions Inc | +0.7% | +976.17% | Add |
| 6 | NVDA | Nvidia CORP | +0.5% | +27.60% | Add |
| 7 | VFLO | Victoryshares Free Cash Flow | +0.4% | NEW | New buy |
| 8 | TSLA | Tesla Inc | +0.4% | — | Unchanged |
| 9 | SYF | Synchrony Financial | +0.3% | -0.22% | Trim |
| 10 | AVUS | Avantis U.s. Equity ETF | +0.3% | NEW | New buy |
| 11 | LUV | Southwest Airlines Co | +0.2% | NEW | New buy |
| 12 | KMB | Kimberly-clark CORP | +0.2% | NEW | New buy |
| 13 | ENR | Energizer Holdings Inc | +0.2% | NEW | New buy |
| 14 | AVDE | Avantis International Equity | +0.2% | +156.44% | Add |
| 15 | HWM | Howmet Aerospace Inc | +0.2% | NEW | New buy |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +5.29% | Add |
| 17 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | +0.2% | NEW | New buy |
| 18 | AAPL | Apple Inc | +0.1% | -0.70% | Trim |
| 19 | MAR | Marriott International -cl A | +0.1% | +2.82% | Add |
| 20 | COWG | Pacer US Lrg Cap Cows Gr Ld | +0.1% | NEW | New buy |
| 21 | AVLV | Avantis US Large Cap Value | +0.1% | NEW | New buy |
| 22 | T | At&t Inc | +0.1% | +14.05% | Add |
| 23 | MA | Mastercard Inc - A | +0.1% | +0.81% | Add |
| 24 | BJ | Bj's Wholesale Club Holdings | +0.1% | +1.15% | Add |
| 25 | ARLP | Alliance Resource Partners | +0.1% | — | Unchanged |
| 26 | ADP | Automatic Data Processing | +0.1% | -0.14% | Trim |
| 27 | LEVI | Levi Strauss & Co- Class A | -0.1% | EXIT | Sold out |
| 28 | MDLZ | Mondelez International Inc-a | -0.1% | EXIT | Sold out |
| 29 | NOC | Northrop Grumman CORP | -0.2% | EXIT | Sold out |
| 30 | IBM | Intl Business Machines CORP | -0.2% | -17.22% | Trim |
| 31 | PEP | Pepsico Inc | -0.2% | +0.93% | Add |
| 32 | CAT | Caterpillar Inc | -0.2% | -1.29% | Trim |
| 33 | BLBD | Blue Bird CORP | -0.2% | EXIT | Sold out |
| 34 | CARR | Carrier Global CORP | -0.2% | EXIT | Sold out |
| 35 | PHM | Pultegroup Inc | -0.2% | +3.09% | Add |
| 36 | AMGN | Amgen Inc | -0.2% | EXIT | Sold out |
| 37 | ABBV | Abbvie Inc | -0.2% | -0.10% | Trim |
| 38 | VZ | Verizon Communications Inc | -0.2% | -1.69% | Trim |
| 39 | LLY | Eli Lilly & Co | -0.3% | -3.20% | Trim |
| 40 | PG | Procter & Gamble Co/the | -0.3% | -28.86% | Trim |
| 41 | HCA | Hca Healthcare Inc | -0.3% | +2.79% | Add |
| 42 | ZTS | Zoetis Inc | -0.3% | +1.71% | Add |
| 43 | THC | Tenet Healthcare CORP | -0.3% | +1.69% | Add |
| 44 | TLT | Ishares 20+ Year Treasury Bd | -0.3% | EXIT | Sold out |
| 45 | COP | Conocophillips | -0.4% | -75.16% | Trim |
| 46 | SFM | Sprouts Farmers Market Inc | -0.4% | -23.42% | Trim |
| 47 | XOM | Exxon Mobil CORP | -0.4% | -0.50% | Trim |
| 48 | PFE | Pfizer Inc | -0.5% | -69.09% | Trim |
| 49 | KLAC | Kla CORP | -0.5% | -0.94% | Trim |
| 50 | ULTA | Ulta Beauty Inc | -0.8% | EXIT | Sold out |
According to official SEC Form 13F filings, Vista Investment Partners LLC reported a total U.S. public equity portfolio value of $397.4M across 149 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, XOM, SPY) accounted for 12.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
TJX
市值: $3.9M
Top Position Liquidated / Trimmed
ULTA
前期市值: $2.6M
During Q4 2024, Vista Investment Partners LLC's top holdings by market value included AAPL (3.7%)、XOM (3.5%)、SPY (3.3%). The largest single position, AAPL, represented 3.7% of total portfolio value.
In Q4 2024, Vista Investment Partners LLC made 48 total portfolio adjustments, initiating 13 new buys, adding to 13 positions, trimming 14 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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