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CIK: 0002023386
Total reported value
$397.4M
$397.4M
167 檔
15.3%
In Q1 2026, Vista Investment Partners LLC's U.S. equity holdings reached a combined market value of $397.4M, distributed across 167 disclosed stock positions.
In Q1 2026, Vista Investment Partners LLC displayed an active expansion posture, initiating 19 new positions and adding to 83 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | Stock-Energy | 4.14% | -0.97% | -3.83% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.18% | +0.38% | +0.17% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.17% | +0.30% | +0.17% | |
| 4 | CVX | Chevron CORP | Stock-Energy | 2.88% | -0.68% | +0.01% | |
| 5 | ARLP | Alliance Resource Partners | Stock-Other | 2.66% | -0.47% | — | |
| 6 | AVDE | Avantis International Equity | ETF-Other | 2.56% | -0.06% | +4.34% | |
| 7 | KLAC | Kla CORP | Stock-Tech | 2.43% | +0.56% | -12.78% | |
| 8 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 2.04% | -2.04% | EXIT | |
| 9 | PH | Parker Hannifin CORP | Stock-Industrials | 1.98% | +0.02% | -5.73% | |
| 10 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.75% | -0.12% | +2.13% | |
| 11 | OGE | Oge Energy CORP | Stock-Utilities | 1.69% | -0.06% | +0.11% | |
| 12 | ABBV | Abbvie Inc | Stock-Healthcare | 1.67% | +0.17% | +0.07% | |
| 13 | COR | Cencora Inc | Stock-Healthcare | 1.66% | -0.27% | +2.07% | |
| 14 | TNL | Travel + Leisure Co | Stock-Consumer Disc | 1.64% | +0.04% | +1.82% | |
| 15 | MA | Mastercard Inc - A | Stock-Financials | 1.59% | -0.07% | +2.95% | |
| 16 | JBL | Jabil Inc | Stock-Tech | 1.49% | +0.53% | +1.97% | |
| 17 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.39% | -0.17% | +2.64% | |
| 18 | FITB | Fifth Third Bancorp | Stock-Financials | 1.35% | +0.17% | +2.73% | |
| 19 | KR | Kroger Co | Stock-Consumer Staples | 1.34% | -1.34% | EXIT | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.34% | +0.33% | +0.25% | |
| 21 | FHI | Federated Hermes Inc | Stock-Financials | 1.32% | -0.13% | — | |
| 22 | BJ | Bj's Wholesale Club Holdings | Stock-Consumer Staples | 1.31% | -1.31% | EXIT | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.30% | +0.13% | +1.09% | |
| 24 | SGI | Somnigroup International Inc | Stock-Consumer Disc | 1.30% | -0.01% | +2.27% | |
| 25 | THC | Tenet Healthcare CORP | Stock-Healthcare | 1.29% | -1.29% | EXIT | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.26% | +0.04% | +3.47% | |
| 27 | DELL | Dell Technologies -c | Stock-Tech | 1.24% | +1.19% | — | |
| 28 | IVZ | Invesco Ltd. | Stock-Financials | 1.20% | +0.01% | — | |
| 29 | CB | Chubb Limited | Stock-Financials | 1.16% | -0.02% | +2.88% | |
| 30 | NDAQ | Nasdaq Inc | Stock-Financials | 1.16% | -0.16% | +3.25% | |
| 31 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.13% | +0.06% | +2.92% | |
| 32 | MCO | Moody's CORP | Stock-Financials | 1.13% | -0.03% | — | |
| 33 | CFG | Citizens Financial Group | Stock-Financials | 1.13% | +0.10% | +3.88% | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 1.12% | -0.06% | +0.37% | |
| 35 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.12% | -0.24% | +0.29% | |
| 36 | HON | Honeywell International Inc | Stock-Industrials | 1.10% | -1.10% | EXIT | |
| 37 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.10% | -1.10% | EXIT | |
| 38 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 1.05% | -0.03% | +4.38% | |
| 39 | SBH | Sally Beauty Holdings Inc | Stock-Other | 1.04% | -1.04% | EXIT | |
| 40 | PNC | Pnc Financial Services Group | Stock-Financials | 1.02% | +0.11% | +3.87% | |
| 41 | UHS | Universal Health Services-b | Stock-Healthcare | 1.00% | -1.00% | EXIT | |
| 42 | GWW | Ww Grainger Inc | Stock-Industrials | 0.98% | +0.22% | +4.10% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.96% | +0.07% | +0.08% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.90% | +0.21% | -23.73% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.88% | +0.01% | +2.61% | |
| 46 | OKE | Oneok Inc | Stock-Energy | 0.80% | -0.01% | +41.35% | |
| 47 | CVS | Cvs Health CORP | Stock-Healthcare | 0.79% | +0.27% | — | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.77% | +0.05% | -0.13% | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.75% | -0.13% | +0.15% | |
| 50 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 0.74% | +0.04% | +15.51% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +1.1% | -3.83% | Trim |
| 2 | CVX | Chevron CORP | +0.8% | +0.01% | Add |
| 3 | ARLP | Alliance Resource Partners | +0.5% | — | Unchanged |
| 4 | OKE | Oneok Inc | +0.3% | +41.35% | Add |
| 5 | UHS | Universal Health Services-b | +0.3% | +70.47% | Add |
| 6 | JBL | Jabil Inc | +0.3% | +1.97% | Add |
| 7 | KR | Kroger Co | +0.2% | +3.03% | Add |
| 8 | VZ | Verizon Communications Inc | +0.2% | +0.29% | Add |
| 9 | PG | Procter & Gamble Co/the | +0.2% | +53.59% | Add |
| 10 | AVDE | Avantis International Equity | +0.2% | +4.34% | Add |
| 11 | OGE | Oge Energy CORP | +0.2% | +0.11% | Add |
| 12 | HON | Honeywell International Inc | +0.2% | +3.48% | Add |
| 13 | BJ | Bj's Wholesale Club Holdings | +0.2% | +3.48% | Add |
| 14 | JNJ | Johnson & Johnson | +0.2% | +3.47% | Add |
| 15 | KLAC | Kla CORP | +0.2% | -12.78% | Trim |
| 16 | WMB | Williams Cos Inc | +0.1% | -0.09% | Trim |
| 17 | GWW | Ww Grainger Inc | +0.1% | +4.10% | Add |
| 18 | DRI | Darden Restaurants Inc | +0.1% | +4.38% | Add |
| 19 | VFLO | Victoryshares Free Cash Flow | +0.1% | +15.51% | Add |
| 20 | MAR | Marriott International -cl A | +0.1% | +2.92% | Add |
| 21 | TJX | Tjx Companies Inc | +0.1% | +2.64% | Add |
| 22 | JNJ | Johnson & Johnson | +0.1% | +0.33% | Add |
| 23 | CB | Chubb Limited | +0.1% | +2.88% | Add |
| 24 | WMT | Walmart Inc | +0.1% | +2.20% | Add |
| 25 | CFG | Citizens Financial Group | +0.1% | +3.88% | Add |
| 26 | ORLY | O'reilly Automotive Inc | +0.1% | +2.13% | Add |
| 27 | APD | Air Products & Chemicals Inc | +0.1% | +0.20% | Add |
| 28 | CARY | Angel Oak Income ETF | +0.1% | +94.34% | Add |
| 29 | HCA | Hca Healthcare Inc | +0.1% | +3.09% | Add |
| 30 | MO | Altria Group Inc | +0.1% | -1.21% | Trim |
| 31 | NEE | Nextera Energy Inc | +0.1% | +0.04% | Add |
| 32 | KO | Coca-cola Co/the | +0.1% | +0.07% | Add |
| 33 | PFE | Pfizer Inc | +0.1% | -4.16% | Trim |
| 34 | PSX | Phillips 66 | 0% | +0.03% | Add |
| 35 | CAT | Caterpillar Inc | 0% | +0.08% | Add |
| 36 | COP | Conocophillips | 0% | +0.11% | Add |
| 37 | TRGP | Targa Resources CORP | 0% | — | Unchanged |
| 38 | CTVA | Corteva Inc | 0% | +0.06% | Add |
| 39 | PNC | Pnc Financial Services Group | 0% | +3.87% | Add |
| 40 | COST | Costco Wholesale CORP | 0% | +0.12% | Add |
| 41 | FITB | Fifth Third Bancorp | 0% | +2.73% | Add |
| 42 | LHX | L3harris Technologies Inc | 0% | — | Unchanged |
| 43 | SHEL | Shell Plc-adr | 0% | +4.72% | Add |
| 44 | BP | Bp Plc-spons Adr | 0% | +10.36% | Add |
| 45 | MPC | Marathon Petroleum CORP | 0% | — | Unchanged |
| 46 | COWG | Pacer US Lrg Cap Cows Gr Ld | 0% | +14.06% | Add |
| 47 | BTU | Peabody Energy CORP | 0% | — | Unchanged |
| 48 | AMZN | Amazon.com Inc | 0% | +17.45% | Add |
| 49 | WAB | Wabtec CORP | 0% | — | Unchanged |
| 50 | RTX | Rtx CORP | 0% | -0.44% | Trim |
According to official SEC Form 13F filings, Vista Investment Partners LLC reported a total U.S. public equity portfolio value of $397.4M across 167 disclosed positions in Q1 2026.
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 15.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
PULS
市值: $7.7M
Top Position Liquidated / Trimmed
SYF
前期市值: $6.6M
During Q1 2026, Vista Investment Partners LLC's top holdings by market value included XOM (4.1%)、AAPL (3.2%)、SPY (3.2%). The largest single position, XOM, represented 4.1% of total portfolio value.
In Q1 2026, Vista Investment Partners LLC made 156 total portfolio adjustments, initiating 19 new buys, adding to 83 positions, trimming 40 holdings, and fully liquidating 14 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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