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CIK: 0002023386
Total reported value
$397.4M
$397.4M
162 檔
13.8%
The Q4 2025 SEC filing reveals that Vista Investment Partners LLC held a total portfolio value of $397.4M, covering 162 public equity positions.
In Q4 2025, Vista Investment Partners LLC displayed an active expansion posture, initiating 14 new positions and adding to 15 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.37% | +0.38% | +0.10% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.28% | +0.30% | +0.05% | |
| 3 | XOM | Exxon Mobil CORP | Stock-Energy | 3.02% | -0.97% | -1.91% | |
| 4 | AVDE | Avantis International Equity | ETF-Other | 2.35% | -0.06% | +5.20% | |
| 5 | KLAC | Kla CORP | Stock-Tech | 2.28% | +0.56% | -15.78% | |
| 6 | ARLP | Alliance Resource Partners | Stock-Other | 2.21% | -0.47% | — | |
| 7 | CVX | Chevron CORP | Stock-Energy | 2.10% | -0.68% | +0.03% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.06% | +0.01% | -0.07% | |
| 9 | PH | Parker Hannifin CORP | Stock-Industrials | 2.04% | +0.02% | -0.36% | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 1.74% | -0.07% | -0.39% | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 1.74% | +0.17% | +0.03% | |
| 12 | COR | Cencora Inc | Stock-Healthcare | 1.73% | -0.27% | -0.41% | |
| 13 | ADP | Automatic Data Processing | Stock-Tech | 1.72% | +0.03% | +0.98% | |
| 14 | SYF | Synchrony Financial | Stock-Financials | 1.71% | — | -0.29% | |
| 15 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.67% | -0.12% | -0.26% | |
| 16 | TNL | Travel + Leisure Co | Stock-Consumer Disc | 1.62% | +0.04% | -1.60% | |
| 17 | ORCL | Oracle CORP | Stock-Tech | 1.55% | -0.01% | +6.07% | |
| 18 | SGI | Somnigroup International Inc | Stock-Consumer Disc | 1.52% | -0.01% | -0.35% | |
| 19 | OGE | Oge Energy CORP | Stock-Utilities | 1.49% | -0.06% | -6.11% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.44% | -0.06% | +0.03% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.41% | +0.33% | +1.10% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.37% | +0.21% | -0.20% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.36% | +0.13% | +0.67% | |
| 24 | FITB | Fifth Third Bancorp | Stock-Financials | 1.31% | +0.17% | +0.70% | |
| 25 | THC | Tenet Healthcare CORP | Stock-Healthcare | 1.31% | -1.29% | EXIT | |
| 26 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.28% | -0.17% | +0.40% | |
| 27 | NDAQ | Nasdaq Inc | Stock-Financials | 1.27% | -0.16% | — | |
| 28 | JBL | Jabil Inc | Stock-Tech | 1.24% | +0.53% | — | |
| 29 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.16% | +0.69% | +5.15% | |
| 30 | BJ | Bj's Wholesale Club Holdings | Stock-Consumer Staples | 1.15% | -1.31% | EXIT | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.14% | +0.07% | +2.11% | |
| 32 | JHSC | John Hancock Multi Small Cap | ETF-Small Cap | 1.12% | +0.04% | +5.31% | |
| 33 | KR | Kroger Co | Stock-Consumer Staples | 1.11% | -1.34% | EXIT | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.10% | +0.04% | — | |
| 35 | LYFT | Lyft Inc-a | Stock-Tech | 1.07% | — | — | |
| 36 | CB | Chubb Limited | Stock-Financials | 1.07% | -0.02% | +0.97% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 1.07% | — | -0.17% | |
| 38 | CFG | Citizens Financial Group | Stock-Financials | 1.05% | +0.10% | — | |
| 39 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.04% | -1.10% | EXIT | |
| 40 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.03% | +0.06% | +0.18% | |
| 41 | PNC | Pnc Financial Services Group | Stock-Financials | 0.98% | +0.11% | +4.22% | |
| 42 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 0.93% | -0.03% | +0.51% | |
| 43 | JHG | Janus Henderson Group plc | Stock-Financials | 0.92% | — | -0.08% | |
| 44 | HON | Honeywell International Inc | Stock-Industrials | 0.91% | -1.10% | EXIT | |
| 45 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.89% | -0.24% | -19.54% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.89% | +0.01% | +1.09% | |
| 47 | TRI4EUR | Thomson Reuters CORP | Stock-Other | 0.88% | — | +1.80% | |
| 48 | GWW | Ww Grainger Inc | Stock-Industrials | 0.86% | +0.22% | +0.58% | |
| 49 | AVAV | Aerovironment Inc | Stock-Industrials | 0.85% | +0.03% | -12.74% | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.84% | +0.05% | +0.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +0.3% | -0.20% | Trim |
| 2 | META | Meta Platforms Inc-class A | +0.3% | +162.15% | Add |
| 3 | T | At&t Inc | +0.2% | +81.49% | Add |
| 4 | DVN | Devon Energy CORP | +0.2% | +184.98% | Add |
| 5 | PH | Parker Hannifin CORP | +0.2% | -0.36% | Trim |
| 6 | SYF | Synchrony Financial | +0.2% | -0.29% | Trim |
| 7 | V | Visa Inc-class A Shares | +0.1% | +45.71% | Add |
| 8 | TNL | Travel + Leisure Co | +0.1% | -1.60% | Trim |
| 9 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.87% | Add |
| 10 | MAR | Marriott International -cl A | +0.1% | +0.18% | Add |
| 11 | EPD | Enterprise Products Partners | +0.1% | +38.67% | Add |
| 12 | AVDE | Avantis International Equity | +0.1% | +5.20% | Add |
| 13 | CB | Chubb Limited | +0.1% | +0.97% | Add |
| 14 | COR | Cencora Inc | 0% | -0.41% | Trim |
| 15 | AAPL | Apple Inc | 0% | +0.10% | Add |
| 16 | XOM | Exxon Mobil CORP | -0.1% | -1.91% | Trim |
| 17 | PAYX | Paychex Inc | -0.2% | +0.79% | Add |
| 18 | TRI4EUR | Thomson Reuters CORP | -0.2% | +1.80% | Add |
| 19 | MSFT | Microsoft CORP | -0.2% | +0.03% | Add |
| 20 | HD | Home Depot Inc | -0.3% | -0.17% | Trim |
| 21 | KLAC | Kla CORP | -0.3% | -15.78% | Trim |
| 22 | OGE | Oge Energy CORP | -0.3% | -6.11% | Trim |
| 23 | ADP | Automatic Data Processing | -0.4% | +0.98% | Add |
| 24 | ARLP | Alliance Resource Partners | -0.4% | — | Unchanged |
| 25 | VZ | Verizon Communications Inc | -0.4% | -19.54% | Trim |
| 26 | ORLY | O'reilly Automotive Inc | -0.5% | -0.26% | Trim |
| 27 | AVAV | Aerovironment Inc | -0.5% | -12.74% | Trim |
| 28 | ORCL | Oracle CORP | -0.7% | +6.07% | Add |
| 29 | NDAQ | Nasdaq Inc | — | NEW | New buy |
| 30 | JBL | Jabil Inc | — | NEW | New buy |
| 31 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 32 | LYFT | Lyft Inc-a | — | NEW | New buy |
| 33 | CFG | Citizens Financial Group | — | NEW | New buy |
| 34 | MSI | Motorola Solutions Inc | — | EXIT | Sold out |
| 35 | ZTS | Zoetis Inc | — | EXIT | Sold out |
| 36 | PRI | Primerica Inc | — | NEW | New buy |
| 37 | UHS | Universal Health Services-b | — | NEW | New buy |
| 38 | SMH | Vaneck Semiconductor ETF | — | NEW | New buy |
| 39 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 40 | ALL | Allstate CORP | — | EXIT | Sold out |
| 41 | CBRL | Cracker Barrel Old Country | — | EXIT | Sold out |
| 42 | KALU | Kaiser Aluminum CORP | — | NEW | New buy |
| 43 | TMUS | T-mobile US Inc | — | EXIT | Sold out |
| 44 | TTD | Trade Desk Inc/the -class A | — | EXIT | Sold out |
| 45 | CTVA | Corteva Inc | — | NEW | New buy |
| 46 | ENR | Energizer Holdings Inc | — | EXIT | Sold out |
| 47 | WAB | Wabtec CORP | — | NEW | New buy |
| 48 | IWN | Ishares Russell 2000 Value E | — | NEW | New buy |
| 49 | LNC | Lincoln National CORP | — | NEW | New buy |
| 50 | HTO | H2o America | — | 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 162 disclosed positions in Q4 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 AAPL, SPY, XOM) accounted for 13.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
NDAQ
市值: $4.8M
Top Position Liquidated / Trimmed
MSI
前期市值: $3.9M
During Q4 2025, Vista Investment Partners LLC's top holdings by market value included AAPL (3.4%)、SPY (3.3%)、XOM (3.0%). The largest single position, AAPL, represented 3.4% of total portfolio value.
In Q4 2025, Vista Investment Partners LLC made 49 total portfolio adjustments, initiating 14 new buys, adding to 15 positions, trimming 12 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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