VISTA INVESTMENT PARTNERS LLC: 13F holdings

CIK 20233862026Q2

Positions168
Reported value$397.4m
Filed2026-07-09

Top 10 holdings

SecuritySharesValueWeight
AAPL APPLE INC48,818$14.1m3.6%
SPY STATE STR SPDR S&P 500 ETF T18,486$13.8m3.5%
EXXON MOBIL CORP92,148$12.6m3.2%
KLAC KLA CORP39,472$11.9m3.0%
AVDE AMERICAN CENTY ETF TR111,513$9.9m2.5%
DELL DELL TECHNOLOGIES INC22,365$9.6m2.4%
CVX CHEVRON CORPORATION52,693$8.7m2.2%
ARLP ALLIANCE RESOURCE PARTNERS L363,672$8.7m2.2%
JBL JABIL INC20,873$8.0m2.0%
PH PARKER-HANNIFIN CORP8,136$8.0m2.0%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2023386")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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