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CIK: 0002023386
Total reported value
$397.4M
$397.4M
154 檔
12.7%
At the close of Q2 2025, Vista Investment Partners LLC disclosed equity holdings valued at approximately $397.4M, spread across 154 reported holdings.
Vista Investment Partners LLC executed strategic sector rebalancing during Q2 2025, establishing 4 new positions while fully exiting 6 holdings and trimming 19 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.27% | +0.30% | +0.31% | |
| 2 | XOM | Exxon Mobil CORP | Stock-Energy | 3.20% | -0.97% | -0.03% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.81% | +0.38% | -2.22% | |
| 4 | ARLP | Alliance Resource Partners | Stock-Other | 2.74% | -0.47% | — | |
| 5 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 2.47% | — | -20.86% | |
| 6 | ADP | Automatic Data Processing | Stock-Tech | 2.24% | +0.03% | -0.25% | |
| 7 | ORCL | Oracle CORP | Stock-Tech | 2.21% | -0.01% | -0.57% | |
| 8 | KLAC | Kla CORP | Stock-Tech | 2.20% | +0.56% | -0.67% | |
| 9 | CVX | Chevron CORP | Stock-Energy | 2.18% | -0.68% | -0.13% | |
| 10 | AVDE | Avantis International Equity | ETF-Other | 1.97% | -0.06% | +24.15% | |
| 11 | MA | Mastercard Inc - A | Stock-Financials | 1.90% | -0.07% | -0.43% | |
| 12 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.83% | -0.12% | +1396.28% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.82% | +0.01% | +83.05% | |
| 14 | OGE | Oge Energy CORP | Stock-Utilities | 1.81% | -0.06% | +0.10% | |
| 15 | PH | Parker Hannifin CORP | Stock-Industrials | 1.79% | +0.02% | -0.89% | |
| 16 | COR | Cencora Inc | Stock-Healthcare | 1.70% | -0.27% | -0.41% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.64% | -0.06% | -8.70% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 1.55% | +0.17% | +0.38% | |
| 19 | BJ | Bj's Wholesale Club Holdings | Stock-Consumer Staples | 1.52% | -1.31% | EXIT | |
| 20 | SYF | Synchrony Financial | Stock-Financials | 1.52% | — | -0.47% | |
| 21 | TRI4EUR | Thomson Reuters CORP | Stock-Other | 1.46% | — | -0.49% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 1.40% | — | +11.33% | |
| 23 | KR | Kroger Co | Stock-Consumer Staples | 1.39% | -1.34% | EXIT | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.39% | +0.33% | +2.12% | |
| 25 | TNL | Travel + Leisure Co | Stock-Consumer Disc | 1.33% | +0.04% | +95.09% | |
| 26 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.30% | -0.24% | -0.12% | |
| 27 | THC | Tenet Healthcare CORP | Stock-Healthcare | 1.28% | -1.29% | EXIT | |
| 28 | SGI | Somnigroup International Inc | Stock-Consumer Disc | 1.28% | -0.01% | +0.58% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 1.27% | +0.13% | +3.56% | |
| 30 | AVAV | Aerovironment Inc | Stock-Industrials | 1.27% | +0.03% | -0.57% | |
| 31 | FITB | Fifth Third Bancorp | Stock-Financials | 1.26% | +0.17% | -0.08% | |
| 32 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 1.21% | -0.03% | +50.47% | |
| 33 | HON | Honeywell International Inc | Stock-Industrials | 1.15% | -1.10% | EXIT | |
| 34 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.14% | -0.17% | -0.12% | |
| 35 | ACN | Accenture plc | Stock-Tech | 1.13% | — | -0.36% | |
| 36 | ZTS | Zoetis Inc | Stock-Healthcare | 1.12% | — | +0.42% | |
| 37 | PAYX | Paychex Inc | Stock-Tech | 1.11% | — | -0.13% | |
| 38 | CB | Chubb Limited | Stock-Financials | 1.08% | -0.02% | +0.49% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.07% | +0.21% | +2.89% | |
| 40 | MSI | Motorola Solutions Inc | Stock-Tech | 1.03% | — | +0.55% | |
| 41 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.00% | +0.06% | +1.19% | |
| 42 | JHSC | John Hancock Multi Small Cap | ETF-Small Cap | 0.98% | +0.04% | +161.91% | |
| 43 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.98% | +0.69% | +161.19% | |
| 44 | GWW | Ww Grainger Inc | Stock-Industrials | 0.97% | +0.22% | +1.25% | |
| 45 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.95% | -1.10% | EXIT | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.94% | +0.01% | +6.52% | |
| 47 | PNC | Pnc Financial Services Group | Stock-Financials | 0.92% | +0.11% | +1.20% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.89% | +0.07% | -2.81% | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.87% | +0.05% | +0.63% | |
| 50 | T | At&t Inc | Stock-Comm Services | 0.86% | -0.04% | -1.04% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.2% | +83.05% | Add |
| 2 | ORCL | Oracle CORP | +0.7% | -0.57% | Trim |
| 3 | AVAV | Aerovironment Inc | +0.7% | -0.57% | Trim |
| 4 | TNL | Travel + Leisure Co | +0.7% | +95.09% | Add |
| 5 | AVUS | Avantis U.s. Equity ETF | +0.7% | NEW | New buy |
| 6 | JHSC | John Hancock Multi Small Cap | +0.6% | +161.91% | Add |
| 7 | AVUV | Avantis US Small Cap Value | +0.6% | +161.19% | Add |
| 8 | AVDE | Avantis International Equity | +0.5% | +24.15% | Add |
| 9 | KLAC | Kla CORP | +0.4% | -0.67% | Trim |
| 10 | DRI | Darden Restaurants Inc | +0.4% | +50.47% | Add |
| 11 | NVDA | Nvidia CORP | +0.4% | +3.56% | Add |
| 12 | VOO | Vanguard S&p 500 ETF | +0.4% | NEW | New buy |
| 13 | LRCX | Lam Research CORP | +0.3% | NEW | New buy |
| 14 | THC | Tenet Healthcare CORP | +0.3% | +0.30% | Add |
| 15 | SYF | Synchrony Financial | +0.2% | -0.47% | Trim |
| 16 | MSFT | Microsoft CORP | +0.2% | -8.70% | Trim |
| 17 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +2.12% | Add |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +0.31% | Add |
| 19 | HII | Huntington Ingalls Industrie | +0.2% | NEW | New buy |
| 20 | PH | Parker Hannifin CORP | +0.1% | -0.89% | Trim |
| 21 | TRI4EUR | Thomson Reuters CORP | +0.1% | -0.49% | Trim |
| 22 | MDT | Medtronic plc | +0.1% | +64.01% | Add |
| 23 | PLTR | Palantir Technologies Inc-a | +0.1% | +2.30% | Add |
| 24 | DE | Deere & Co | +0.1% | +46.34% | Add |
| 25 | SGI | Somnigroup International Inc | +0.1% | +0.58% | Add |
| 26 | TSLA | Tesla Inc | +0.1% | -2.81% | Trim |
| 27 | JPM | Jpmorgan Chase & Co | +0.1% | +0.63% | Add |
| 28 | NRG | Nrg Energy Inc | +0.1% | -0.71% | Trim |
| 29 | MAR | Marriott International -cl A | +0.1% | +1.19% | Add |
| 30 | HD | Home Depot Inc | +0.1% | +11.33% | Add |
| 31 | COR | Cencora Inc | 0% | -0.41% | Trim |
| 32 | UNH | Unitedhealth Group Inc | -0.1% | -24.64% | Trim |
| 33 | FANG | Diamondback Energy Inc | -0.1% | EXIT | Sold out |
| 34 | EXE | Expand Energy CORP | -0.2% | EXIT | Sold out |
| 35 | HWM | Howmet Aerospace Inc | -0.2% | EXIT | Sold out |
| 36 | OKE | Oneok Inc | -0.2% | — | Unchanged |
| 37 | KMB | Kimberly-clark CORP | -0.2% | EXIT | Sold out |
| 38 | ORLY | O'reilly Automotive Inc | -0.2% | +1396.28% | Add |
| 39 | ARLP | Alliance Resource Partners | -0.3% | — | Unchanged |
| 40 | ABBV | Abbvie Inc | -0.3% | +0.38% | Add |
| 41 | BP | Bp Plc-spons Adr | -0.3% | -80.58% | Trim |
| 42 | CSCO | Cisco Systems Inc | -0.4% | -84.24% | Trim |
| 43 | NDAQ | Nasdaq Inc | -0.4% | EXIT | Sold out |
| 44 | AAPL | Apple Inc | -0.5% | -2.22% | Trim |
| 45 | CVX | Chevron CORP | -0.5% | -0.13% | Trim |
| 46 | XOM | Exxon Mobil CORP | -0.5% | -0.03% | Trim |
| 47 | SFM | Sprouts Farmers Market Inc | -0.6% | -20.86% | Trim |
| 48 | IBM | Intl Business Machines CORP | -0.6% | -91.61% | Trim |
| 49 | CAT | Caterpillar Inc | -1.1% | -89.74% | Trim |
| 50 | PULS | Pgim Ultra Short Bond ETF | -1.3% | 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 Q2 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 SPY, XOM, AAPL) accounted for 12.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
AVUS
市值: $2.3M
Top Position Liquidated / Trimmed
PULS
前期市值: $4.3M
During Q2 2025, Vista Investment Partners LLC's top holdings by market value included SPY (3.3%)、XOM (3.2%)、AAPL (2.8%). The largest single position, SPY, represented 3.3% of total portfolio value.
In Q2 2025, Vista Investment Partners LLC made 48 total portfolio adjustments, initiating 4 new buys, adding to 19 positions, trimming 19 holdings, and fully liquidating 6 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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