§ 13F · FUND PROFILE
VISTA INVESTMENT PARTNERS LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $347M (13F)Positions · 155Turnover · — · Q1Filed · Apr 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$39M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP | 92K | $16M | 4.1% | −4% |
| 2 | AAPL | APPLE INC | 47K | $12M | 3.2% | ±0% |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 18K | $12M | 3.2% | ±0% |
| 4 | CVX | CHEVRON CORPORATION | 53K | $11M | 2.9% | ±0% |
| 5 | ARLP | ALLIANCE RESOURCE PARTNERS L | 364K | $10M | 2.7% | ±0% |
| 6 | AVDE | AMERICAN CENTY ETF TR | 114K | $10M | 2.6% | +4% |
| 7 | KLAC | KLA CORP | 6K | $9M | 2.4% | −13% |
| 8 | PULS | PGIM ETF TR | 156K | $8M | 2.0% | NEW |
| 9 | PH | PARKER-HANNIFIN CORP | 8K | $7M | 2.0% | −6% |
| 10 | ORLY | OREILLY AUTOMOTIVE INC | 72K | $7M | 1.8% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VISTA SIGNAL
AC read
VISTA INVESTMENT PARTNERS LLC is a Other fund managing $347 million in assets. The fund runs a portfolio of 155 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed