1y return+12.6%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $142 against $157 in the S&P 500.2
Vista Investment Partners LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $14.1M | 3.6% | +2.9% |
| SPYState Str Spdr S&p 500 Etf T | $13.8M | 3.5% | |
| Exxon Mobil CorpCUSIP 30231G102 | $12.6M | 3.2% | |
| KLACKla Corp | $11.9M | 3.0% | +531.2% |
| AVDEAmerican Centy Etf Tr | $9.9M | 2.5% | −2.1% |
| DELLDell Technologies Inc | $9.6M | 2.4% | −21.4% |
| CVXChevron Corporation | $8.7M | 2.2% | |
| ARLPAlliance Resource Partners L | $8.7M | 2.2% | |
| JBLJabil Inc | $8.0M | 2.0% | −1.5% |
| PHParker-hannifin Corp | $8.0M | 2.0% | −2.6% |
| FTNTFortinet Inc | $7.5M | 1.9% | +53.1% |
| ABBVAbbvie Inc | $7.3M | 1.9% | |
| TNLTravel Plus Leisure Co | $6.7M | 1.7% | −2.7% |
| QQQInvesco Qqq Tr | $6.6M | 1.7% | +2.7% |
| OGEOge Energy Corp | $6.5M | 1.6% | |
| ORLYOreilly Automotive Inc | $6.5M | 1.6% | −1.9% |
| VVisa Inc | $6.3M | 1.6% | +401.2% |
| MAMastercard Incorporated | $6.0M | 1.5% | −1.9% |
| FITBFifth Third Bancorp | $6.0M | 1.5% | −2.6% |
| NVDANvidia Corporation | $5.7M | 1.4% | |
| CORCencora Inc | $5.5M | 1.4% | −2.1% |
| AVUVAmerican Centy Etf Tr | $5.3M | 1.3% | +92.9% |
| Johnson Controls InternationCUSIP G51502105 | $5.2M | 1.3% | −2.3% |
| SGISomnigroup International Inc | $5.1M | 1.3% | −1.6% |
| CFGCitizens Finl Group Inc | $4.9M | 1.2% | −2.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2023 | +304.0% | $5.7M |
| DELLDell Technologies Inc | March 31, 2026 | +162.9% | $9.6M |
| PHParker-hannifin Corp | December 31, 2023 | +112.3% | $8.0M |
| LLYEli Lilly & Co | December 31, 2023 | +105.8% | $4.3M |
| FTNTFortinet Inc | March 31, 2026 | +88.0% | $7.5M |
| QQQInvesco Qqq Tr | December 31, 2023 | +79.8% | $6.6M |
| TSLATesla Inc | December 31, 2023 | +69.3% | $4.1M |
| JBLJabil Inc | December 31, 2025 | +69.1% | $8.0M |
| TNLTravel Plus Leisure Co | March 31, 2025 | +65.1% | $6.7M |
| MARMarriott Intl Inc New | December 31, 2023 | +64.3% | $4.8M |
Sold off last quarter
- PULSPgim Etf Tr was $7.7M
- KRKroger Co was $5.1M
- BJBjs Whsl Club Hldgs Inc was $5.0M
- THCTenet Healthcare Corp was $4.9M
- Honeywell Intl IncCUSIP 438516106 was $4.2M
- HCAHca Healthcare Inc was $4.2M
- SBHSally Beauty Hldgs Inc was $3.9M
- UHSUniversal Hlth Svcs Inc was $3.8M
- ROKURoku Inc was $838K
- HIIHuntington Ingalls Inds Inc was $811K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +5.6% | +14.8% |
| March 31, 2026 | +0.6% | −4.6% |
| December 31, 2025 | +0.2% | +2.4% |
| September 30, 2025 | +5.7% | +7.8% |
| June 30, 2025 | +6.1% | +10.5% |
| March 31, 2025 | +1.9% | −4.6% |
| December 31, 2024 | −0.2% | +2.1% |
| September 30, 2024 | +7.2% | +5.4% |
| June 30, 2024 | −0.1% | +4.0% |
| March 31, 2024 | +9.0% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Vista Investment Partners LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2023386&type=13F-HR&dateb=&owner=include&count=40CIK 2023386
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2023386/000208585326000671/Filed July 9, 2026 · accession 0002085853-26-000671