VISTA INVESTMENT PARTNERS LLC
CIK
2023386
City
Oklahoma City
State / Country
OK
Top Portfolio Positions
150 positions ·
$341,832,922 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| XOM |
Exxon Mobil Corp
Energy
|
92,312 | $15,661,653 | 4.58% | |
| AAPL |
Apple Inc.
Technology
|
47,440 | $12,039,797 | 3.52% | |
| SPY |
Spdr S&P 500 ETF Trust
|
18,457 | $12,003,325 | 3.51% | |
| CVX |
Chevron Corp
Energy
|
52,719 | $10,907,561 | 3.19% | |
| ARLP |
Alliance Resource Partners LP
Energy
|
363,672 | $10,055,530 | 2.94% | |
| KLAC |
Kla Corp
Technology
|
6,253 | $9,206,979 | 2.69% | |
| PH |
Parker-Hannifin Corp
Industrials
|
8,356 | $7,480,625 | 2.19% | |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
71,710 | $6,619,550 | 1.94% | |
| OGE |
Oge Energy Corp.
Utilities
|
133,385 | $6,397,144 | 1.87% | |
| ABBV |
AbbVie Inc.
Healthcare
|
29,098 | $6,328,524 | 1.85% |
Portfolio Trend
Holdings in DMB
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $184,450 | 17,500 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $192,325 | 17,500 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $187,250 | 17,500 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $178,850 | 17,500 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $184,975 | 17,500 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $181,125 | 17,500 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $195,300 | 17,500 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $185,150 | 17,500 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $181,825 | 17,500 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $180,425 | 17,500 | Shares | Sole | 2024-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||