13F Insight
DOSSIER · 13F-HR · Q3 2026

VISTA INVESTMENT PARTNERS LLC

$384M in tracked AUM across 166 positions as of Q3 2026.

VI
CIK 0002023386 · last filed Sep 30, 2026
Total AUM
$384M
as of Q3 2026
Holdings
166
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

VISTA INVESTMENT PARTNERS LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$16M49K4.2%02
XOM
EXXONMOBIL HOLDINGS CORP
$15M92K3.9%03
SPY
STATE STR SPDR S&P 500 ETF T
$14M19K3.7%04
CVX
CHEVRON CORPORATION
$11M53K2.8%05
AVDE
AMERICAN CENTY ETF TR
$10M112K2.6%06
DELL
DELL TECHNOLOGIES INC
$9M17K2.4%07
ARLP
ALLIANCE RESOURCE PARTNERS L
$9M364K2.3%08
PULS
PGIM ETF TR
$9M172K2.2%09
34959E109
FORTINET INC
$8M47K2.2%10
ABBV
ABBVIE INC
$8M29K2.0%

Filing history

2026Q3Sep 30
$384M▼ 3.4%
166 positionsView →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 positionsLocked2025Q2Jun 30
$347M▲ 5.7%
155 positionsLocked2025Q1Mar 31
$328M▲ 2.4%
154 positionsLocked2024Q4Dec 31
$320M▲ 2.6%
149 positionsLocked2024Q3Sep 30
$312M▲ 4.1%
153 positionsLocked2024Q2Jun 30
$300M▲ 2.0%
156 positionsLocked2024Q1Mar 31
$294M▲ 7.7%
149 positionsLocked2023Q4Dec 31
$273M—
142 positionsLocked