§ 13F · FUND PROFILE
VISTA INVESTMENT PARTNERS LLC.
AUM · $397M (13F)Positions · 172Turnover · n/a · Q2Filed · Jul 9, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$27M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 49K | $14M | 3.6% | +3% |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 18K | $14M | 3.5% | ±0% |
| 3 | XOM | EXXON MOBIL CORP | 92K | $13M | 3.2% | ±0% |
| 4 | KLAC | KLA CORP | 39K | $12M | 3.0% | +531% |
| 5 | AVDE | AMERICAN CENTY ETF TR | 112K | $10M | 2.5% | −2% |
| 6 | DELL | DELL TECHNOLOGIES INC | 22K | $10M | 2.4% | −21% |
| 7 | CVX | CHEVRON CORPORATION | 53K | $9M | 2.2% | ±0% |
| 8 | ARLP | ALLIANCE RESOURCE PARTNERS L | 364K | $9M | 2.2% | ±0% |
| 9 | JBL | JABIL INC | 21K | $8M | 2.0% | −2% |
| 10 | PH | PARKER-HANNIFIN CORP | 8K | $8M | 2.0% | −3% |
§ 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 $397 million in assets. The fund runs a portfolio of 172 positions.
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