Q3 2026 13F · SEC CIK 2023386

Vista Investment Partners LLC

Wealth managerFiled 2026-10-08 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $383.5M
Reported positions: 164
Top holdings a year, 3 yrs: +13.5%
Assets under management: $610.6M

Vista Investment Partners LLC is a wealth manager that reported 164 positions worth $383.5M in its Q3 2026 13F, filed 2026-10-08. Its largest holdings were Apple Inc (AAPL, 4.2%), Exxonmobil Holdings Corp (XOM, 3.9%), State Str Spdr S&p 500 ETF T (SPY, 3.7%). A portfolio copying its top holdings returned 13.5% a year over the last 3 years, against 18.4% for the S&P 500.

Vista Investment Partners LLC holdings largest 50 of 164 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Vista Investment Partners LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
AAPLApple Inc	4.2%	3.6%	48,745	-0.1%	$16.2M
XOMExxonmobil Holdings Corp	3.9%	—	91,933	—	$15.0M
SPYState Str Spdr S&p 500 ETF T	3.7%	3.5%	18,507	+0.1%	$14.1M
CVXChevron Corporation	2.8%	2.2%	52,629	-0.1%	$10.7M
AVDEAvantis International Equity ETF	2.6%	2.5%	111,541	+0.0%	$10.1M
DELLDell Technologies Inc	2.4%	2.4%	17,025	-23.9%	$9.2M
ARLPAlliance Resource Partners, L.P.	2.3%	2.2%	363,672	+0.0%	$8.8M
PULSPgim ETF Tr	2.2%	—	172,348	—	$8.5M
FTNTFortinet Inc	2.2%	1.9%	47,391	-3.4%	$8.5M
ABBVAbbvie Inc	2.0%	1.9%	29,145	+0.1%	$7.6M
PHParker-Hannifin Corp	1.9%	2.0%	7,815	-3.9%	$7.5M
QQQInvesco Qqq Tr	1.7%	1.7%	8,990	-0.3%	$6.7M
VVisa Inc	1.7%	1.6%	18,101	-1.3%	$6.5M
MAMastercard Incorporated	1.7%	1.5%	11,560	-1.9%	$6.4M
NVDANvidia Corporation	1.6%	1.4%	27,697	-2.2%	$6.3M
OGEOge Energy Corp	1.6%	1.6%	133,448	+0.2%	$6.1M
JBLJabil Inc	1.5%	2.0%	20,318	-2.7%	$5.8M
MSFTMicrosoft Corp	1.5%	1.1%	11,382	+0.8%	$5.8M
ORLYOreilly Automotive Inc	1.5%	1.6%	68,002	-3.3%	$5.8M
IVZInvesco Ltd	1.4%	1.2%	178,385	-2.5%	$5.4M
FITBFifth Third Bancorp	1.4%	1.5%	104,539	-2.3%	$5.3M
HNGEHinge Health, Inc.	1.4%	0.9%	54,021	+29.3%	$5.3M
JCIJohnson Controls Internation	1.4%	1.3%	34,944	-1.5%	$5.2M
TNLTravel Plus Leisure Co	1.3%	1.7%	82,600	-5.4%	$5.1M
ETNEaton Corp PLC	1.3%	—	11,884	—	$5.1M
CPAYCorpay Inc	1.3%	1.1%	12,928	-1.9%	$5.0M
CAHCardinal Health Inc	1.3%	—	21,627	—	$4.8M
FHIFederated Hermes Inc	1.2%	1.2%	81,222	-5.0%	$4.6M
MARMarriott Intl Inc New	1.2%	1.2%	12,742	-1.1%	$4.5M
NDAQNasdaq Inc	1.2%	1.0%	49,189	-2.4%	$4.5M
PRIPrimerica Inc	1.2%	1.1%	16,360	+6.2%	$4.5M
GWWWw Grainger Inc	1.1%	1.2%	3,493	-0.7%	$4.4M
CFGCitizens Finl Group Inc	1.1%	1.2%	68,206	-2.2%	$4.3M
MCOMoodys Corp	1.1%	1.1%	9,524	-1.4%	$4.3M
CBChubb Limited	1.1%	1.1%	13,187	-1.0%	$4.3M
LLYEli Lilly & Co	1.1%	1.1%	3,563	-0.1%	$4.1M
PNCPnc Finl Svcs Group Inc	1.0%	1.1%	17,987	-1.3%	$4.0M
DRIDarden Restaurants Inc	1.0%	1.0%	19,756	-0.1%	$3.8M
WMTWalmart Inc	1.0%	—	36,675	—	$3.8M
VZVerizon Communications Inc	1.0%	0.9%	82,895	-0.2%	$3.8M
MCDMcdonalds Corp	0.9%	—	15,484	—	$3.6M
BRK-BBerkshire Hathaway Inc Del	0.9%	0.9%	7,026	-0.2%	$3.5M
TSLATesla Inc	0.9%	1.0%	9,743	+0.0%	$3.5M
CVSCvs Health Corp	0.9%	1.1%	39,713	-2.3%	$3.4M
VFLOVictory Portfolios II Victoryshares Free	0.9%	0.8%	64,915	-3.9%	$3.3M
JPMJpmorgan Chase & Co	0.9%	0.8%	9,966	+0.2%	$3.3M
HUMHumana Inc	0.8%	—	8,526	—	$3.3M
OKEOneok Inc New	0.8%	—	36,205	—	$3.1M
GOOGLAlphabet Inc	0.7%	0.8%	8,278	-2.8%	$2.8M
ADPAutomatic Data Processing in	0.7%	—	10,554	—	$2.7M

What Vista Investment Partners LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

HNGE Hinge Health, Inc.+29.3% shares
PRI Primerica Inc+6.2% shares

Reduced

Left the top 50

XOM Exxon Mobil Corpwas 3.2%
KLAC Kla Corpwas 3.0%
COR Cencora Incwas 1.4%
AVUV American Centy ETF Trwas 1.3%
TPX Somnigroup International Incwas 1.3%
TPR Tapestry Incwas 1.2%
TJX Tjx Cos Inc Newwas 1.2%
OKE Oneok Inc Newwas 0.8%

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.7% /yr; S&P 500 +20.1%
3 years: +13.5% /yr; S&P 500 +18.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$383.5M	164
Q2 2026	$396.1M	168
Q1 2026	$377.8M	167
Q4 2025	$380.7M	161
Q3 2025	$358.2M	154
Q2 2025	$346.7M	154
Q1 2025	$328.1M	154
Q4 2024	$320.5M	149
Q3 2024	$312.4M	153
Q2 2024	$298.8M	153
Q1 2024	$290.8M	143
Q4 2023	$271.9M	139

Questions about Vista Investment Partners LLC's portfolio

What stocks does Vista Investment Partners LLC own?

Vista Investment Partners LLC's latest 13F, for Q3 2026 and filed Oct 8, 2026, lists 164 positions worth $383.5M. The largest are Apple Inc (AAPL) at 4.2%, Exxonmobil Holdings Corp (XOM) at 3.9%, State Str Spdr S&p 500 ETF T (SPY) at 3.7%, Chevron Corporation (CVX) at 2.8% and Avantis International Equity ETF (AVDE) at 2.6%.

What did Vista Investment Partners LLC buy last quarter?

In Q3 2026, Vista Investment Partners LLC added Hinge Health, Inc. (HNGE) (+29.3% shares) and Primerica Inc (PRI) (+6.2% shares), compared with its Q2 2026 filing.

What did Vista Investment Partners LLC sell last quarter?

In Q3 2026, Vista Investment Partners LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Kla Corp (KLAC), cut from its top 50 Cencora Inc (COR), cut from its top 50 American Centy ETF Tr (AVUV), cut from its top 50 Somnigroup International Inc (TPX), Dell Technologies Inc (DELL) (-23.9% shares), Travel Plus Leisure Co (TNL) (-5.4% shares) and Federated Hermes Inc (FHI) (-5.0% shares), compared with its Q2 2026 filing.

How has Vista Investment Partners LLC's portfolio performed?

A portfolio copying Vista Investment Partners LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.5% a year over the last 3 years, against +18.4% for the S&P 500. Over 1 year: +15.7% against +20.1%.

When is Vista Investment Partners LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Vista Investment Partners LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Vista Investment Partners LLC manage?

Vista Investment Partners LLC reported $610.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $383.5M.