Vista Investment Partners LLC
Vista Investment Partners LLC is an investment advisory firm based in Oklahoma City, Oklahoma. Founded in 2011, it manages assets for primarily individual investors, including high-net-worth clients, as well as a small number of charitable organizations and businesses. The firm operates with a team of approximately 9 employees and focuses on providing tailored investment management services in equities and related securities, serving U.S. clients with a disciplined, client-centric approach.
Investment Strategy
Vista Investment Partners LLC invests primarily in publicly traded equities across a range of sectors, with the majority of assets managed for discretionary individual accounts including high-net-worth individuals. Their strategy is focused on long-term capital growth, diversification, and risk management. The firm's investment approach typically utilizes data-driven analysis and portfolio construction designed to meet the specific objectives of its clients, balancing market opportunities with prudent asset allocation.
Top Holdings
Equity Positions (150)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 3.42% | $12.3M | 18,415 | $484.70 | $666.18 | +$914.5K |
A AAPL | APPLE INC | 3.36% | $12.0M | 47,310 | $193.98 | $254.63 | +$2.3M |
X XOM | EXXON MOBIL CORP | 3.08% | $11.0M | 97,861 | $101.34 | $112.75 | -$70.7K |
A ARLP | ALLIANCE RESOURCE PARTNERS L | 2.57% | $9.2M | 363,672 | $21.45 | $25.29 | -$310.9K |
K KLAC | KLA CORP | 2.56% | $9.2M | 8,512 | $582.37 | $1078.60 | +$1.6M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
L LLY | ELI LILLY & CO | — | Call | $76.3K | 1 | $763.00 | $779.53 | 0 | -$1.7K |