Vantage Investment Partners, LLC

CIK

1534561

Location

KANSAS CITY, MO

Portfolio Value

Mid $1,444,060,384

Diversification

Diversified

Filing Date

Global Rank

#1,464 / 8,698 ▲ 1 · as of Mar 2026

Top Industry

Internet Content & Information 11.0%

3Y Alpha vs SPY

+72.8%

Period ended 5 months ago

Filed May 1, 2026 · 4mo

25 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+623.4%

SPY

+76.6%

Annualised alpha

+72.5%

Max drawdown

−21.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 12 quarters. Past performance does not predict future results.

Portfolio Concentration

55 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.2%

−0.5 pts

Top 5

26.1%

−0.9 pts

Top 10

43.3%

−1.7 pts

HHI

316

Diversified−22

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	26.7%	$386,063,001	13
Industrials	19.4%	$279,973,023	10
Consumer Cyclical	14.3%	$206,237,879	8
Healthcare	12.1%	$175,389,591	5
Communication Services	10.9%	$157,984,338	2
Financial Services	6.6%	$95,899,595	7
Energy	5.4%	$77,502,912	2
Basic Materials	1.9%	$27,207,443	2
Utilities	1.1%	$16,106,506	1
Real Estate	0.8%	$11,933,389	1
Consumer Defensive	0.6%	$8,274,354	1
Unclassified	0.1%	$1,488,353	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

9 positions

Ticker	Company	Δ Shares	Shares	Value
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+74,198	127,778	$43,182,575
MSFT	Microsoft Corp	+36,285	149,923	$55,496,996
BX	Blackstone Inc.	+35,557	127,062	$14,610,859
WSO	Watsco Inc	+5,692	171,864	$62,522,404
META	Meta Platforms, Inc.	+5,171	68,620	$39,259,560
BRK-B	Berkshire Hathaway Inc	+5,061	76,620	$36,716,304
CPAY	Corpay, Inc.	+4,577	171,571	$49,925,445
ZTS	Zoetis Inc.	+1,703	100,995	$11,938,618
MKL	Markel Group Inc.	+37	3,564	$6,821,745
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NKE	NIKE, Inc.	−388,248	194,575	$10,277,451
CMG	Chipotle Mexican Grill Inc	−229,772	1,090,413	$34,904,120
EQT	EQT Corp	−148,592	927,041	$58,996,889
WAB	Westinghouse Air Brake Technologies Corp	−62,478	205,095	$51,255,291
HEI	Heico Corp	−28,269	107,812	$24,686,108
ASML	Asml Holding NV	−18,267	34,704	$45,838,084
SCCO	Southern Copper Corp/	−12,124	114,984	$19,784,147
RTX	RTX Corp	−7,919	98,458	$18,992,548
UNH	Unitedhealth Group Inc	−7,016	301,247	$81,514,425
LLY	ELI LILLY & Co	−3,921	47,894	$44,051,464
CAT	Caterpillar Inc	−3,111	29,952	$21,219,793
MPWR	Monolithic Power Systems, Inc.	−1,382	8,715	$9,528,545
GOOGL	Alphabet Inc.	−1,325	413,764	$118,724,778
FAST	Fastenal Co	−405	357,596	$16,592,454
CSCO	Cisco Systems, Inc.	−292	240,269	$18,642,471
AAPL	Apple Inc.	−292	169,652	$43,055,981
AMZN	Amazon Com Inc	−204	202,274	$42,127,605
NVDA	Nvidia Corp	−180	279,444	$48,735,033
PAYX	Paychex Inc	−161	106,021	$9,766,654
NEE	Nextera Energy Inc	−144	173,412	$16,106,506
AVGO	Broadcom Inc.	−120	54,464	$16,857,152
LOW	Lowes Companies Inc	−117	56,030	$13,238,768
LMT	Lockheed Martin Corp	−110	27,173	$16,423,089
JPM	Jpmorgan Chase & Co	−109	58,074	$17,083,047
SHW	Sherwin Williams Co	−100	23,158	$7,423,296
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
BKNG	Booking Holdings Inc.	7,997	$33,669,929
UBER	Uber Technologies, Inc	454,876	$32,719,230
ETN	Eaton Corp plc	43,465	$15,546,126
BA	Boeing Co	2,448	$487,225
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
NVO	Novo Nordisk A S	549,469	$27,956,982
TROW	Price T Rowe Group Inc	128,774	$13,183,882
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

55 tracked positions · $1,444,060,384 total · filing declares 64 positions · $1,449,405,343 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 55 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	413,764	-1,325	$118,724,778	−8.8%	8.22%
UNH	Unitedhealth Group Inc Healthcare	Reduced	301,247	-7,016	$81,514,425	−19.9%	5.64%
WSO	Watsco Inc Industrials	Added	171,864	+5,692	$62,522,404	+11.7%	4.33%
EQT	EQT Corp Energy	Reduced	927,041	-148,592	$58,996,889	+2.3%	4.09%
MSFT	Microsoft Corp Technology	Added	149,923	+36,285	$55,496,996	+1.0%	3.84%
NOC	Northrop Grumman Corp /De/ Industrials	Reduced	76,583	-60	$52,247,985	+19.6%	3.62%
WAB	Westinghouse Air Brake Technologies Corp Industrials	Reduced	205,095	-62,478	$51,255,291	−10.3%	3.55%
CPAY	Corpay, Inc. Technology	Added	171,571	+4,577	$49,925,445	−0.7%	3.46%
NVDA	Nvidia Corp Technology	Reduced	279,444	-180	$48,735,033	−6.5%	3.37%
ASML	Asml Holding NV Technology	Reduced	34,704	-18,267	$45,838,084	−19.1%	3.17%
LLY	ELI LILLY & Co Healthcare	Reduced	47,894	-3,921	$44,051,464	−20.9%	3.05%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	127,778	+74,198	$43,182,575	+165.2%	2.99%
AAPL	Apple Inc. Technology	Reduced	169,652	-292	$43,055,981	−6.8%	2.98%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	202,274	-204	$42,127,605	−9.9%	2.92%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Reduced	430,326	-92	$39,723,393	+1.2%	2.75%
META	Meta Platforms, Inc. Communication Services	Added	68,620	+5,171	$39,259,560	−6.3%	2.72%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	76,620	+5,061	$36,716,304	+2.1%	2.54%
CMG	Chipotle Mexican Grill Inc Consumer Cyclical	Reduced	1,090,413	-229,772	$34,904,120	−28.5%	2.42%
BKNG	Booking Holdings Inc. Consumer Cyclical	NEW	7,997	NEW	$33,669,929	NEW	2.33%
UBER	Uber Technologies, Inc Technology	NEW	454,876	NEW	$32,719,230	NEW	2.27%
IDXX	Idexx Laboratories Inc /De Healthcare	Reduced	54,067	-35	$30,379,706	−17.0%	2.10%
HEI	Heico Corp Industrials	Reduced	107,812	-28,269	$24,686,108	−37.4%	1.71%
CAT	Caterpillar Inc Industrials	Reduced	29,952	-3,111	$21,219,793	+12.0%	1.47%
SCCO	Southern Copper Corp/ Basic Materials	Reduced	114,984	-12,124	$19,784,147	+8.5%	1.37%
RTX	RTX Corp Industrials	Reduced	98,458	-7,919	$18,992,548	−2.6%	1.32%
CSCO	Cisco Systems, Inc. Technology	Reduced	240,269	-292	$18,642,471	+0.6%	1.29%
FANG	Diamondback Energy, Inc. Energy	Held	93,564	0	$18,506,023	+31.6%	1.28%
TM	Toyota Motor Corp/ Consumer Cyclical	Held	85,781	0	$17,678,606	−3.7%	1.22%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	58,074	-109	$17,083,047	−8.9%	1.18%
AVGO	Broadcom Inc. Technology	Reduced	54,464	-120	$16,857,152	−10.8%	1.17%
FAST	Fastenal Co Industrials	Reduced	357,596	-405	$16,592,454	+15.5%	1.15%
LMT	Lockheed Martin Corp Industrials	Reduced	27,173	-110	$16,423,089	+24.5%	1.14%
NEE	Nextera Energy Inc Utilities	Reduced	173,412	-144	$16,106,506	+15.6%	1.12%
ETN	Eaton Corp plc Industrials	NEW	43,465	NEW	$15,546,126	NEW	1.08%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	47,035	-93	$14,618,007	+1.5%	1.01%
BX	Blackstone Inc. Financial Services	Added	127,062	+35,557	$14,610,859	+3.6%	1.01%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	56,030	-117	$13,238,768	−2.2%	0.92%
ZTS	Zoetis Inc. Healthcare	Added	100,995	+1,703	$11,938,618	−4.4%	0.83%
AMT	American Tower Corp /Ma/ Real Estate	Reduced	69,147	-91	$11,933,389	−1.8%	0.83%
NKE	NIKE, Inc. Consumer Cyclical	Reduced	194,575	-388,248	$10,277,451	−72.3%	0.71%
PAYX	Paychex Inc Technology	Reduced	106,021	-161	$9,766,654	−18.0%	0.68%
MPWR	Monolithic Power Systems, Inc. Technology	Reduced	8,715	-1,382	$9,528,545	+4.1%	0.66%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	8,304	-51	$8,274,354	+14.8%	0.57%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	16,281	-55	$7,505,378	−18.9%	0.52%
SHW	Sherwin Williams Co Basic Materials	Reduced	23,158	-100	$7,423,296	−1.5%	0.51%
V	Visa Inc. Financial Services	Reduced	24,332	-50	$7,354,103	−14.0%	0.51%
MA	Mastercard Inc Financial Services	Reduced	14,376	-20	$7,183,112	−12.6%	0.50%
MKL	Markel Group Inc. Financial Services	Added	3,564	+37	$6,821,745	−10.0%	0.47%
NXPI	NXP Semiconductors N.V. Technology	Reduced	34,123	-70	$6,717,453	−9.5%	0.47%
SPGI	S&P Global Inc. Financial Services	Reduced	14,413	-13	$6,130,425	−18.7%	0.42%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.