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Vista Investment Partners LLC

CIK:0002023386
Investment Adviser
$541M AUM
155 holdings
Oklahoma City, OK, USA
Founded:2011
9 employees
Latest filing:Sep 30, 2025

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.

Latest 13F Filing Activity

Vista Investment Partners LLC filed their most recent 13F report on Sep 30, 2025 disclosing 150 equity positions and 1 options positions with a total 13F market value of $358M. The fund increased holdings in Apple Inc., International Business Machs, Kla Corp. among other positions. Vista Investment Partners LLC reduced exposure to Sprouts FMRS MKT Inc., Accenture PLC Ireland, Pulte Group Inc. among others.

Top Buys
A
AAPLAPPLE INC
+$2.3M
I
IBMINTERNATIONAL BUSINESS MACHS
+$1.8M
K
KLACKLA CORP
+$1.6M
A
AVDEAMERICAN CENTY ETF TR
+$1.4M
A
ABBVABBVIE INC
+$1.3M
Top Sells
S
SFMSPROUTS FMRS MKT INC
-$8.6M
A
ACNACCENTURE PLC IRELAND
-$3.9M
P
PHMPULTE GROUP INC
-$2.1M
T
TAT&T INC
-$1.7M
T
TRITHOMSON REUTERS CORP
-$1.2M

Top Holdings

S
SPYSPDR S&P 500 ETF TR
+3.4%$12.3M
A
AAPLAPPLE INC
+3.4%$12.0M
X
XOMEXXON MOBIL CORP
+3.1%$11.0M
A
ARLPALLIANCE RESOURCE PARTNERS L
+2.6%$9.2M
K
KLACKLA CORP
+2.6%$9.2M

Equity Positions (150)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
SPDR S&P 500 ETF TR3.42%$12.3M18,415$484.70$666.18+$914.5K
APPLE INC3.36%$12.0M47,310$193.98$254.63+$2.3M
EXXON MOBIL CORP3.08%$11.0M97,861$101.34$112.75-$70.7K
ALLIANCE RESOURCE PARTNERS L2.57%$9.2M363,672$21.45$25.29-$310.9K
KLA CORP2.56%$9.2M8,512$582.37$1078.60+$1.6M

Options Positions (1)

TickerSecurityActionTypeNotional ValueContractsUnderlying PricePremium PaidChange (Contracts)Change (Value)
ELI LILLY & CO
Call
$76.3K1$763.00$779.530-$1.7K

Industry Allocation

PETROLEUM REFINING
+5.8%
PHARMACEUTICAL PREPARATIONS
+5.6%
SERVICES-PREPACKAGED SOFTWARE
+4.4%
SEMICONDUCTORS & RELATED DEVICES
+3.9%
ELECTRONIC COMPUTERS
+3.4%