DOSSIER · 13F-HR · Q2 2026

VISTA INVESTMENT PARTNERS LLC

$397M in tracked AUM across 172 positions as of Q2 2026.

VI
CIK 0002023386 · last filed Jun 30, 2026
Total AUM
$397M
as of Q2 2026
Holdings
172
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

VISTA INVESTMENT PARTNERS LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$14M49K3.6%
02
SPY
STATE STR SPDR S&P 500 ETF T
$14M18K3.5%
03
XOM
EXXON MOBIL CORP
$13M92K3.2%
04
KLAC
KLA CORP
$12M39K3.0%
05
AVDE
AMERICAN CENTY ETF TR
$10M112K2.5%
06
DELL
DELL TECHNOLOGIES INC
$10M22K2.4%
07
CVX
CHEVRON CORPORATION
$9M53K2.2%
08
ARLP
ALLIANCE RESOURCE PARTNERS L
$9M364K2.2%
09
JBL
JABIL INC
$8M21K2.0%
10
PH
PARKER-HANNIFIN CORP
$8M8K2.0%

Filing history

2026Q2Jun 30
$397M 5.1%
172 positionsView →
2026Q1Mar 31
$378M 1.2%
169 positionsView →
2025Q4Dec 31
$383M 6.8%
165 positionsView →
2025Q3Sep 30
$358M 3.3%
155 positionsView →
2025Q2Jun 30
$347M 5.7%
155 positionsLocked
2025Q1Mar 31
$328M 2.4%
154 positionsLocked
2024Q4Dec 31
$320M 2.6%
149 positionsLocked
2024Q3Sep 30
$312M 4.1%
153 positionsLocked
2024Q2Jun 30
$300M 2.0%
156 positionsLocked
2024Q1Mar 31
$294M 7.7%
149 positionsLocked
2023Q4Dec 31
$273M
142 positionsLocked