Institutional Fund
Vista Investment Partners LLC
Oklahoma City, OKCIK 20233865 filings on record
Portfolio Value
$377.79M
Q1 2026
Holdings
167
Reported positions
New Buys
19
Opened this quarter
QoQ Change
-0.8%
from $380.74M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Exxon Mobil Corp4.1%
- Apple Inc3.2%
- Spdr S&P 500 ETF Tr3.2%
- Chevron Corp New2.9%
- Alliance Resource Partners L2.7%
- American Centy ETF Tr2.6%
- Other81.4%
Portfolio Holdings
167 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Exxon Mobil Corp | 92.3K | $15.66M | 4.1% | −3.7K | Reduced |
| 2 | Apple Inc | 47.4K | $12.04M | 3.2% | +81 | Added |
| 3 | Spdr S&P 500 ETF Tr | 18.5K | $12.00M | 3.2% | +32 | Added |
| 4 | Chevron Corp New | 52.7K | $10.91M | 2.9% | +5 | Added |
| 5 | Alliance Resource Partners L | 363.7K | $10.06M | 2.7% | 0 | Held |
| 6 | American Centy ETF Tr | 113.9K | $9.66M | 2.6% | +4.7K | Added |
| 7 | Kla Corp | 6.3K | $9.20M | 2.4% | −916 | Reduced |
| 8 | Pgim ETF Tr | 155.6K | $7.70M | 2.0% | +155.6K | New |
| 9 | Parker-Hannifin Corp | 8.4K | $7.48M | 2.0% | −508 | Reduced |
| 10 | Oreilly Automotive Inc | 71.7K | $6.62M | 1.8% | +1.5K | Added |
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