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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.
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 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 |
Industry Allocation
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