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CIK: 0002023386
Total reported value
$397.4M
$397.4M
154 檔
13.4%
According to the latest 13F quarterly dataset, Vista Investment Partners LLC managed an equity portfolio of $397.4M at the end of Q1 2025, spanning 154 distinct U.S. exchange-listed positions.
Vista Investment Partners LLC executed strategic sector rebalancing during Q1 2025, establishing 10 new positions while fully exiting 12 holdings and trimming 11 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | Stock-Energy | 3.73% | -0.97% | -1.01% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.29% | +0.38% | +3.46% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.12% | +0.30% | +0.32% | |
| 4 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 3.06% | — | -1.24% | |
| 5 | ARLP | Alliance Resource Partners | Stock-Other | 3.02% | -0.47% | +4.61% | |
| 6 | CVX | Chevron CORP | Stock-Energy | 2.69% | -0.68% | -0.22% | |
| 7 | ADP | Automatic Data Processing | Stock-Tech | 2.35% | +0.03% | -0.92% | |
| 8 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 2.06% | -0.12% | +0.21% | |
| 9 | OGE | Oge Energy CORP | Stock-Utilities | 1.98% | -0.06% | +0.10% | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 1.97% | -0.07% | +0.35% | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 1.85% | +0.17% | +0.61% | |
| 12 | KLAC | Kla CORP | Stock-Tech | 1.77% | +0.56% | -2.26% | |
| 13 | BJ | Bj's Wholesale Club Holdings | Stock-Consumer Staples | 1.70% | -1.31% | EXIT | |
| 14 | COR | Cencora Inc | Stock-Healthcare | 1.67% | -0.27% | +0.31% | |
| 15 | PH | Parker Hannifin CORP | Stock-Industrials | 1.66% | +0.02% | -2.01% | |
| 16 | AVDE | Avantis International Equity | ETF-Other | 1.50% | -0.06% | +375.59% | |
| 17 | ORCL | Oracle CORP | Stock-Tech | 1.50% | -0.01% | +0.53% | |
| 18 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.44% | -0.24% | -2.65% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.43% | -0.06% | -11.20% | |
| 20 | KR | Kroger Co | Stock-Consumer Staples | 1.40% | -1.34% | EXIT | |
| 21 | TRI4EUR | Thomson Reuters CORP | Stock-Other | 1.33% | — | -0.73% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 1.33% | — | +1.31% | |
| 23 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.32% | -2.04% | EXIT | |
| 24 | SYF | Synchrony Financial | Stock-Financials | 1.28% | — | -1.54% | |
| 25 | FITB | Fifth Third Bancorp | Stock-Financials | 1.27% | +0.17% | -1.27% | |
| 26 | ACN | Accenture plc | Stock-Tech | 1.25% | — | -0.88% | |
| 27 | PAYX | Paychex Inc | Stock-Tech | 1.25% | — | -0.83% | |
| 28 | ZTS | Zoetis Inc | Stock-Healthcare | 1.25% | — | -9.82% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.22% | +0.33% | +0.32% | |
| 30 | CAT | Caterpillar Inc | Stock-Industrials | 1.21% | +0.10% | -1.11% | |
| 31 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.19% | -0.17% | -0.60% | |
| 32 | SGI | Somnigroup International Inc | Stock-Consumer Disc | 1.18% | -0.01% | -0.16% | |
| 33 | CB | Chubb Limited | Stock-Financials | 1.18% | -0.02% | +1.96% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.17% | +0.21% | -2.46% | |
| 35 | MSI | Motorola Solutions Inc | Stock-Tech | 1.13% | — | +53.97% | |
| 36 | HON | Honeywell International Inc | Stock-Industrials | 1.11% | -1.10% | EXIT | |
| 37 | THC | Tenet Healthcare CORP | Stock-Healthcare | 1.03% | -1.29% | EXIT | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.02% | +0.01% | +2.45% | |
| 39 | GWW | Ww Grainger Inc | Stock-Industrials | 0.96% | +0.22% | +1.88% | |
| 40 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.91% | +0.06% | +1.16% | |
| 41 | PNC | Pnc Financial Services Group | Stock-Financials | 0.91% | +0.11% | +0.60% | |
| 42 | T | At&t Inc | Stock-Comm Services | 0.90% | -0.04% | -2.69% | |
| 43 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.90% | -1.10% | EXIT | |
| 44 | NVDA | Nvidia CORP | Stock-Tech | 0.89% | +0.13% | -33.20% | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.87% | -0.13% | +0.73% | |
| 46 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 0.81% | -0.03% | — | |
| 47 | JHG | Janus Henderson Group plc | Stock-Financials | 0.80% | — | +1.48% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.79% | +0.07% | +4.05% | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.77% | +0.05% | -0.82% | |
| 50 | OKE | Oneok Inc | Stock-Energy | 0.76% | -0.01% | -0.78% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PULS | Pgim Ultra Short Bond ETF | +1.3% | NEW | New buy |
| 2 | AVDE | Avantis International Equity | +1.2% | +375.59% | Add |
| 3 | DRI | Darden Restaurants Inc | +0.8% | NEW | New buy |
| 4 | TNL | Travel + Leisure Co | +0.7% | NEW | New buy |
| 5 | AVGO | Broadcom Inc | +0.6% | NEW | New buy |
| 6 | SFM | Sprouts Farmers Market Inc | +0.4% | -1.24% | Trim |
| 7 | AVUV | Avantis US Small Cap Value | +0.4% | NEW | New buy |
| 8 | JHSC | John Hancock Multi Small Cap | +0.4% | NEW | New buy |
| 9 | MSI | Motorola Solutions Inc | +0.3% | +53.97% | Add |
| 10 | BJ | Bj's Wholesale Club Holdings | +0.3% | +0.09% | Add |
| 11 | ORLY | O'reilly Automotive Inc | +0.3% | +0.21% | Add |
| 12 | VFLO | Victoryshares Free Cash Flow | +0.3% | +77.92% | Add |
| 13 | CVX | Chevron CORP | +0.3% | -0.22% | Trim |
| 14 | COR | Cencora Inc | +0.3% | +0.31% | Add |
| 15 | ABBV | Abbvie Inc | +0.3% | +0.61% | Add |
| 16 | XOM | Exxon Mobil CORP | +0.2% | -1.01% | Trim |
| 17 | KO | Coca-cola Co/the | +0.2% | +30.41% | Add |
| 18 | ROKU | Roku Inc | +0.2% | NEW | New buy |
| 19 | NRG | Nrg Energy Inc | +0.2% | NEW | New buy |
| 20 | ARLP | Alliance Resource Partners | +0.2% | +4.61% | Add |
| 21 | OGE | Oge Energy CORP | +0.2% | +0.10% | Add |
| 22 | EXE | Expand Energy CORP | +0.2% | NEW | New buy |
| 23 | LHX | L3harris Technologies Inc | +0.2% | NEW | New buy |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +2.45% | Add |
| 25 | T | At&t Inc | +0.1% | -2.69% | Trim |
| 26 | AVLV | Avantis US Large Cap Value | +0.1% | +134.18% | Add |
| 27 | COWG | Pacer US Lrg Cap Cows Gr Ld | +0.1% | +129.89% | Add |
| 28 | VBK | Vanguard Small-cap Grwth ETF | -0.2% | EXIT | Sold out |
| 29 | GAP | Gap Inc/the | -0.2% | -52.92% | Trim |
| 30 | MAR | Marriott International -cl A | -0.2% | +1.16% | Add |
| 31 | ZS | Zscaler Inc | -0.2% | EXIT | Sold out |
| 32 | LUV | Southwest Airlines Co | -0.2% | EXIT | Sold out |
| 33 | BRK-A | Berkshire Hathaway Inc-cl A | -0.2% | EXIT | Sold out |
| 34 | ACN | Accenture plc | -0.2% | -0.88% | Trim |
| 35 | ALSN | Allison Transmission Holding | -0.2% | EXIT | Sold out |
| 36 | SKAA | Skechers USA Inc-cl A | -0.3% | EXIT | Sold out |
| 37 | AVUS | Avantis U.s. Equity ETF | -0.3% | EXIT | Sold out |
| 38 | WMT | Walmart Inc | -0.3% | -32.24% | Trim |
| 39 | ORCL | Oracle CORP | -0.3% | +0.53% | Add |
| 40 | SYF | Synchrony Financial | -0.4% | -1.54% | Trim |
| 41 | AAPL | Apple Inc | -0.4% | +3.46% | Add |
| 42 | TSLA | Tesla Inc | -0.4% | +4.05% | Add |
| 43 | MSFT | Microsoft CORP | -0.4% | -11.20% | Trim |
| 44 | SCHW | Schwab (charles) CORP | -0.5% | EXIT | Sold out |
| 45 | CPAY | Corpay Inc | -0.6% | EXIT | Sold out |
| 46 | NVDA | Nvidia CORP | -0.8% | -33.20% | Trim |
| 47 | PEP | Pepsico Inc | -0.9% | -72.74% | Trim |
| 48 | EG | Everest Group, Ltd. | -0.9% | EXIT | Sold out |
| 49 | TOL | Toll Brothers Inc | -1.1% | EXIT | Sold out |
| 50 | WM | Waste Management Inc | -1.2% | 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 154 disclosed positions in Q1 2025.
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 XOM, AAPL, SPY) accounted for 13.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
PULS
市值: $4.3M
Top Position Liquidated / Trimmed
WM
前期市值: $3.8M
During Q1 2025, Vista Investment Partners LLC's top holdings by market value included XOM (3.7%)、AAPL (3.3%)、SPY (3.1%). The largest single position, XOM, represented 3.7% of total portfolio value.
In Q1 2025, Vista Investment Partners LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 17 positions, trimming 11 holdings, and fully liquidating 12 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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