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CIK: 0002023386
Total reported value
$397.4M
$397.4M
154 檔
13.5%
As reported in its official Q3 2025 Form 13F filing, Vista Investment Partners LLC's tracked investment portfolio stood at $397.4M with 154 total positions.
Vista Investment Partners LLC executed strategic sector rebalancing during Q3 2025, establishing 4 new positions while fully exiting 5 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 | 3.42% | +0.30% | +0.21% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.36% | +0.38% | -0.47% | |
| 3 | XOM | Exxon Mobil CORP | Stock-Energy | 3.08% | -0.97% | -5.00% | |
| 4 | ARLP | Alliance Resource Partners | Stock-Other | 2.57% | -0.47% | — | |
| 5 | KLAC | Kla CORP | Stock-Tech | 2.56% | +0.56% | +0.08% | |
| 6 | AVDE | Avantis International Equity | ETF-Other | 2.29% | -0.06% | +12.38% | |
| 7 | CVX | Chevron CORP | Stock-Energy | 2.28% | -0.68% | — | |
| 8 | ORCL | Oracle CORP | Stock-Tech | 2.25% | -0.01% | -18.28% | |
| 9 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 2.12% | -0.12% | -0.11% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 2.10% | +0.01% | -0.36% | |
| 11 | ADP | Automatic Data Processing | Stock-Tech | 2.07% | +0.03% | +0.34% | |
| 12 | PH | Parker Hannifin CORP | Stock-Industrials | 1.88% | +0.02% | -0.10% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 1.88% | +0.17% | +0.06% | |
| 14 | MA | Mastercard Inc - A | Stock-Financials | 1.86% | -0.07% | -0.09% | |
| 15 | OGE | Oge Energy CORP | Stock-Utilities | 1.83% | -0.06% | +0.10% | |
| 16 | COR | Cencora Inc | Stock-Healthcare | 1.71% | -0.27% | -0.12% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.65% | -0.06% | -0.38% | |
| 18 | SYF | Synchrony Financial | Stock-Financials | 1.56% | — | -0.03% | |
| 19 | SGI | Somnigroup International Inc | Stock-Consumer Disc | 1.53% | -0.01% | -0.02% | |
| 20 | TNL | Travel + Leisure Co | Stock-Consumer Disc | 1.49% | +0.04% | -0.10% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.45% | +0.33% | -1.04% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.44% | +0.13% | -0.98% | |
| 23 | THC | Tenet Healthcare CORP | Stock-Healthcare | 1.43% | -1.29% | EXIT | |
| 24 | AVAV | Aerovironment Inc | Stock-Industrials | 1.36% | +0.03% | -0.11% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 1.34% | — | -10.14% | |
| 26 | FITB | Fifth Third Bancorp | Stock-Financials | 1.32% | +0.17% | -0.18% | |
| 27 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.28% | -0.17% | -0.18% | |
| 28 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.28% | -0.24% | +0.22% | |
| 29 | KR | Kroger Co | Stock-Consumer Staples | 1.27% | -1.34% | EXIT | |
| 30 | BJ | Bj's Wholesale Club Holdings | Stock-Consumer Staples | 1.27% | -1.31% | EXIT | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.18% | +0.07% | -2.32% | |
| 32 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.15% | +0.69% | +10.88% | |
| 33 | JHSC | John Hancock Multi Small Cap | ETF-Small Cap | 1.14% | +0.04% | +11.28% | |
| 34 | MSI | Motorola Solutions Inc | Stock-Tech | 1.09% | — | +0.06% | |
| 35 | TRI4EUR | Thomson Reuters CORP | Stock-Other | 1.09% | — | -0.38% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.04% | +0.21% | +2.54% | |
| 37 | CB | Chubb Limited | Stock-Financials | 1.02% | -0.02% | +0.74% | |
| 38 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 1.02% | -0.03% | +0.23% | |
| 39 | ZTS | Zoetis Inc | Stock-Healthcare | 1.02% | — | +0.02% | |
| 40 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.02% | -1.10% | EXIT | |
| 41 | HON | Honeywell International Inc | Stock-Industrials | 1.01% | -1.10% | EXIT | |
| 42 | PNC | Pnc Financial Services Group | Stock-Financials | 0.96% | +0.11% | +0.19% | |
| 43 | PAYX | Paychex Inc | Stock-Tech | 0.94% | — | +0.75% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.94% | +0.01% | -0.31% | |
| 45 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.93% | +0.06% | +0.12% | |
| 46 | JHG | Janus Henderson Group plc | Stock-Financials | 0.92% | — | +0.03% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.88% | +0.05% | -4.37% | |
| 48 | GWW | Ww Grainger Inc | Stock-Industrials | 0.86% | +0.22% | +0.15% | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.77% | -0.13% | +0.15% | |
| 50 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.73% | +0.79% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.5% | -0.36% | Add |
| 2 | TNL | Travel + Leisure Co | +0.8% | -0.10% | Add |
| 3 | AVAV | Aerovironment Inc | +0.8% | -0.11% | Trim |
| 4 | KLAC | Kla CORP | +0.8% | +0.08% | Trim |
| 5 | AVDE | Avantis International Equity | +0.8% | +12.38% | Add |
| 6 | AVUV | Avantis US Small Cap Value | +0.8% | +10.88% | Add |
| 7 | JHSC | John Hancock Multi Small Cap | +0.8% | +11.28% | Add |
| 8 | ORCL | Oracle CORP | +0.8% | -18.28% | Trim |
| 9 | NVDA | Nvidia CORP | +0.6% | -0.98% | Add |
| 10 | THC | Tenet Healthcare CORP | +0.4% | -0.06% | Add |
| 11 | TSLA | Tesla Inc | +0.4% | -2.32% | Trim |
| 12 | SGI | Somnigroup International Inc | +0.4% | -0.02% | Add |
| 13 | PFE | Pfizer Inc | +0.3% | +236.08% | Add |
| 14 | PM | Philip Morris International | +0.3% | +98.91% | Add |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +0.21% | Add |
| 16 | SYF | Synchrony Financial | +0.3% | -0.03% | Trim |
| 17 | PLTR | Palantir Technologies Inc-a | +0.3% | +1.88% | Add |
| 18 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | -1.04% | Add |
| 19 | PH | Parker Hannifin CORP | +0.2% | -0.10% | Trim |
| 20 | MSFT | Microsoft CORP | +0.2% | -0.38% | Trim |
| 21 | DRI | Darden Restaurants Inc | +0.2% | +0.23% | Add |
| 22 | BTU | Peabody Energy CORP | +0.2% | -0.26% | Add |
| 23 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.04% | Unchanged |
| 24 | HCA | Hca Healthcare Inc | +0.1% | -0.17% | Add |
| 25 | JHG | Janus Henderson Group plc | +0.1% | +0.03% | Add |
| 26 | TJX | Tjx Companies Inc | +0.1% | -0.18% | Trim |
| 27 | AAPL | Apple Inc | +0.1% | -0.47% | Trim |
| 28 | ORLY | O'reilly Automotive Inc | +0.1% | -0.11% | Add |
| 29 | COR | Cencora Inc | 0% | -0.12% | Trim |
| 30 | ABBV | Abbvie Inc | 0% | +0.06% | Add |
| 31 | KO | Coca-cola Co/the | -0.3% | -22.24% | Trim |
| 32 | OKE | Oneok Inc | -0.3% | -3.17% | Trim |
| 33 | BP | Bp Plc-spons Adr | -0.3% | — | Trim |
| 34 | PAYX | Paychex Inc | -0.3% | +0.75% | Add |
| 35 | CSCO | Cisco Systems Inc | -0.4% | +0.08% | Trim |
| 36 | CVX | Chevron CORP | -0.4% | — | Trim |
| 37 | BJ | Bj's Wholesale Club Holdings | -0.4% | -0.04% | Trim |
| 38 | ARLP | Alliance Resource Partners | -0.5% | — | Unchanged |
| 39 | T | At&t Inc | -0.5% | -55.40% | Trim |
| 40 | XOM | Exxon Mobil CORP | -0.7% | -5.00% | Trim |
| 41 | CAT | Caterpillar Inc | -1% | +1.45% | Trim |
| 42 | SFM | Sprouts Farmers Market Inc | — | EXIT | Sold out |
| 43 | PULS | Pgim Ultra Short Bond ETF | — | EXIT | Sold out |
| 44 | ACN | Accenture plc | — | EXIT | Sold out |
| 45 | AVUS | Avantis U.s. Equity ETF | — | NEW | New buy |
| 46 | PHM | Pultegroup Inc | — | EXIT | Sold out |
| 47 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 48 | NDAQ | Nasdaq Inc | — | EXIT | Sold out |
| 49 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 50 | AMBA | Ambarella, Inc. | — | NEW | New buy |
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 Q3 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, AAPL, XOM) accounted for 13.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
AVUS
市值: $2.6M
Top Position Liquidated / Trimmed
SFM
前期市值: $10.0M
During Q3 2025, Vista Investment Partners LLC's top holdings by market value included SPY (3.4%)、AAPL (3.4%)、XOM (3.1%). The largest single position, SPY, represented 3.4% of total portfolio value.
In Q3 2025, Vista Investment Partners LLC made 48 total portfolio adjustments, initiating 4 new buys, adding to 20 positions, trimming 19 holdings, and fully liquidating 5 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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