§ 13F · FUND PROFILE
VISTA INVESTMENT PARTNERS LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $346.8T (13F)Positions · 155Turnover · — · Q4Filed · Jan 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$382.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 47K | $12.9T | 3.4% | NEW |
| 2 | SPY | SPDR S&P 500 ETF TR | 18K | $12.6T | 3.3% | NEW |
| 3 | XOM | EXXON MOBIL CORP | 96K | $11.6T | 3.0% | NEW |
| 4 | AVDE | AMERICAN CENTY ETF TR | 109K | $9.0T | 2.3% | NEW |
| 5 | KLAC | KLA CORP | 7K | $8.7T | 2.3% | NEW |
| 6 | ARLP | ALLIANCE RESOURCE PARTNERS L | 364K | $8.4T | 2.2% | NEW |
| 7 | CVX | CHEVRON CORP NEW | 53K | $8.0T | 2.1% | NEW |
| 8 | AVGO | BROADCOM INC | 23K | $7.9T | 2.1% | NEW |
| 9 | PH | PARKER-HANNIFIN CORP | 9K | $7.8T | 2.0% | NEW |
| 10 | MA | MASTERCARD INCORPORATED | 12K | $6.7T | 1.7% | NEW |
§ 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 $346809.1 trillion in assets. The fund runs a portfolio of 155 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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