Vista-Investment-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "AWR",
  "AVAV",
  "ACN",
  "BTU",
  "OTTR",
  "MMM",
  "ABT",
  "ABBV",
  "APD",
  "ALL",
  "GOOGL",
  null,
  "AXP",
  "T",
  "BLK",
  "ENR",
  "CAT",
  "AVDE",
  "AVGO",
  "LOW",
  null,
  "CP.TO",
  "BYD",
  "BSX",
  "D",
  "ROKU",
  "FITB",
  null,
  "GILD",
  "HON",
  "HD",
  null,
  "MCD",
  "UNP",
  "QCOM",
  "HWM",
  "META",
  null,
  null,
  null,
  "LHX",
  "MPC",
  "SYM",
  "MMC",
  "MA",
  "MDT",
  "MSFT",
  "TMUS",
  "NDAQ",
  "EVRG",
  "GE",
  "ORLY",
  "HSY",
  "KLAC",
  "KR",
  "ORCL",
  "OKE",
  "PAYX",
  "PEP",
  "PNC",
  "PHM",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PLTR",
  "PRU",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  null,
  null,
  "SHW",
  "SHEL",
  "RTX",
  "BP",
  "IBM",
  "TXN",
  "TJX",
  "UPS",
  "RBBN",
  "OGE",
  "EVRI",
  null,
  "VIG",
  "TRGP",
  "GT",
  null,
  "SAIC",
  "THC",
  "SFM",
  "DRI",
  "F",
  "BKR",
  "AMZN",
  "MSI",
  null,
  "HCA",
  "V",
  "WMT",
  "WMB",
  null,
  "JHG",
  "ET",
  "SO",
  "PSX",
  null,
  "DIA",
  "TNL",
  "TRI.TO",
  "ARLP",
  "GAP",
  "GWW",
  "SYF",
  "NUE",
  "NRG",
  "KMB",
  "ADP",
  "BK",
  "BRK-B",
  "BDX",
  "BJ",
  "DMB",
  "BMY",
  "CALM",
  "CVX",
  "CB",
  "CSCO",
  "CLX",
  "KO",
  "COP",
  "COST",
  "GLW",
  "DE",
  "DVN",
  "FANG",
  "NEE",
  "MAR",
  "QQQ",
  "EPD",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  "MO",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 154
Total Value: 328123300
Accession Number: 0001667731-25-000450
Form Type: 13F-HR
CIK: vista-investment-partners
Manager Name: Vista-Investment-Partners

Data Enrichment

91% identified

140 identified14 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

154 positions • $328.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:17.0K

Value:$3.0M

% of Portfolio:0.9% ($3.0M/$328.1M)

AT&T INC.

T|00206R102

Shares:104.4K

Value:$3.0M

% of Portfolio:0.9% ($3.0M/$328.1M)

HCA Healthcare, Inc.

HCA|40412C101

Shares:8.5K

Value:$2.9M

% of Portfolio:0.9% ($2.9M/$328.1M)

NVIDIA CORP

NVDA|67066G104

Shares:27.0K

Value:$2.9M

% of Portfolio:0.9% ($2.9M/$328.1M)

MCDONALDS CORP

MCD|580135101

Shares:9.1K

Value:$2.9M

% of Portfolio:0.9% ($2.9M/$328.1M)

DARDEN RESTAURANTS INC

DRI|237194105

Shares:12.7K

Value:$2.6M

% of Portfolio:0.8% ($2.6M/$328.1M)

JANUS HENDERSON GROUP PLC

JHG|G4474Y214

Shares:72.2K

Value:$2.6M

% of Portfolio:0.8% ($2.6M/$328.1M)

Tesla, Inc.

TSLA|88160R101

Shares:10.0K

Value:$2.6M

% of Portfolio:0.8% ($2.6M/$328.1M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:10.3K

Value:$2.5M

% of Portfolio:0.8% ($2.5M/$328.1M)

ONEOK INC /NEW/

OKE|682680103

Shares:25.2K

Value:$2.5M

% of Portfolio:0.8% ($2.5M/$328.1M)

92647X830

Shares:71.5K

Value:$2.5M

% of Portfolio:0.7% ($2.5M/$328.1M)

COCA COLA CO

KO|191216100

Shares:33.4K

Value:$2.4M

% of Portfolio:0.7% ($2.4M/$328.1M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:8.8K

Value:$2.2M

% of Portfolio:0.7% ($2.2M/$328.1M)

WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:36.6K

Value:$2.2M

% of Portfolio:0.7% ($2.2M/$328.1M)

Travel & Leisure Co.

TNL|894164102

Shares:46.0K

Value:$2.1M

% of Portfolio:0.6% ($2.1M/$328.1M)

Broadcom Inc.

AVGO|11135F101

Shares:12.5K

Value:$2.1M

% of Portfolio:0.6% ($2.1M/$328.1M)

ABBOTT LABORATORIES

ABT|002824100

Shares:15.2K

Value:$2.0M

% of Portfolio:0.6% ($2.0M/$328.1M)

PULTEGROUP INC/MI/

PHM|745867101

Shares:19.5K

Value:$2.0M

% of Portfolio:0.6% ($2.0M/$328.1M)

AeroVironment Inc

AVAV|008073108

Shares:15.5K

Value:$1.9M

% of Portfolio:0.6% ($1.9M/$328.1M)

Walmart Inc.

WMT|931142103

Shares:20.0K

Value:$1.8M

% of Portfolio:0.5% ($1.8M/$328.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	17.0K	QoQ +0.59% (-101) YoY NEW(+17.0K)	All Managers (Combined)	$3.0M	0.9% ($3.0M/$328.1M)	QoQ -8.31% (-$270.2K) YoY NEW(+$3.0M)
AT&T INC.(Tcusip00206R102)	104.4K	QoQ -2.68% (-2.9K) YoY +6.97% (+6.8K)	All Managers (Combined)	$3.0M	0.9% ($3.0M/$328.1M)	QoQ +20.85% (-$509.4K) YoY +71.88% (+$1.2M)
HCA Healthcare, Inc.(HCAcusip40412C101)	8.5K	QoQ +0.53% (+45) YoY +6.84% (+545)	All Managers (Combined)	$2.9M	0.9% ($2.9M/$328.1M)	QoQ +15.73% (+$399.8K) YoY +10.69% (+$284.2K)
NVIDIA CORP(NVDAcusip67066G104)	27.0K	QoQ -33.20% (-13.4K) YoY +13410.00% (+26.8K)	All Managers (Combined)	$2.9M	0.9% ($2.9M/$328.1M)	QoQ -46.09% (-$2.5M) YoY +1520.49% (+$2.7M)
MCDONALDS CORP(MCDcusip580135101)	9.1K	QoQ +0.72% (+66) YoY -3.79% (-361)	All Managers (Combined)	$2.9M	0.9% ($2.9M/$328.1M)	QoQ +8.54% (+$225.0K) YoY +6.58% (-$176.5K)
DARDEN RESTAURANTS INC(DRIcusip237194105)	12.7K	QoQ NEW(+12.7K) YoY NEW(+12.7K)	All Managers (Combined)	$2.6M	0.8% ($2.6M/$328.1M)	QoQ NEW(+$2.6M) YoY NEW(+$2.6M)
JANUS HENDERSON GROUP PLC(JHGcusipG4474Y214)	72.2K	QoQ +1.48% (-1.1K) YoY NEW(+72.2K)	All Managers (Combined)	$2.6M	0.8% ($2.6M/$328.1M)	QoQ -13.73% (-$415.7K) YoY NEW(+$2.6M)
Tesla, Inc.(TSLAcusip88160R101)	10.0K	QoQ +4.04% (-390) YoY +3.61% (+350)	All Managers (Combined)	$2.6M	0.8% ($2.6M/$328.1M)	QoQ -33.22% (-$1.3M) YoY +52.75% (+$897.5K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	10.3K	QoQ -0.81% (-85) YoY -2.63% (-280)	All Managers (Combined)	$2.5M	0.8% ($2.5M/$328.1M)	QoQ +1.49% (-$37.3K) YoY +19.24% (-$409.2K)
ONEOK INC /NEW/(OKEcusip682680103)	25.2K	QoQ -0.77% (-197) YoY -34.03% (-13.0K)	All Managers (Combined)	$2.5M	0.8% ($2.5M/$328.1M)	QoQ -1.94% (-$49.5K) YoY -18.35% (-$562.5K)
(cusip92647X830)✕	71.5K	QoQ +77.91% (+31.3K) YoY NEW(+71.5K)	All Managers (Combined)	$2.5M	0.7% ($2.5M/$328.1M)	QoQ +78.90% (+$1.1M) YoY NEW(+$2.5M)
COCA COLA CO(KOcusip191216100)	33.4K	QoQ +30.41% (+7.8K) YoY +34.81% (+8.6K)	All Managers (Combined)	$2.4M	0.7% ($2.4M/$328.1M)	QoQ +50.01% (+$798.0K) YoY +57.81% (+$876.8K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	8.8K	QoQ -2.41% (-219) YoY +640.98% (+7.6K)	All Managers (Combined)	$2.2M	0.7% ($2.2M/$328.1M)	QoQ +10.38% (-$206.7K) YoY +864.88% (+$2.0M)
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	36.6K	QoQ -0.16% (-62) YoY -0.22% (-84)	All Managers (Combined)	$2.2M	0.7% ($2.2M/$328.1M)	QoQ +10.23% (-$203.2K) YoY +52.99% (-$758.0K)
Travel & Leisure Co.(TNLcusip894164102)	46.0K	QoQ NEW(+46.0K) YoY NEW(+46.0K)	All Managers (Combined)	$2.1M	0.6% ($2.1M/$328.1M)	QoQ NEW(+$2.1M) YoY NEW(+$2.1M)
Broadcom Inc.(AVGOcusip11135F101)	12.5K	QoQ NEW(+12.5K) YoY NEW(+12.5K)	All Managers (Combined)	$2.1M	0.6% ($2.1M/$328.1M)	QoQ NEW(+$2.1M) YoY NEW(+$2.1M)
ABBOTT LABORATORIES(ABTcusip002824100)	15.2K	QoQ +0.38% (+59) YoY +0.70% (+107)	All Managers (Combined)	$2.0M	0.6% ($2.0M/$328.1M)	QoQ +17.73% (+$303.9K) YoY +17.53% (+$301.1K)
PULTEGROUP INC/MI/(PHMcusip745867101)	19.5K	QoQ +3.74% (-704) YoY NEW(+19.5K)	All Managers (Combined)	$2.0M	0.6% ($2.0M/$328.1M)	QoQ -2.06% (-$42.4K) YoY NEW(+$2.0M)
AeroVironment Inc(AVAVcusip008073108)	15.5K	QoQ +19.25% (-2.5K) YoY +59.57% (+5.8K)	All Managers (Combined)	$1.9M	0.6% ($1.9M/$328.1M)	QoQ -7.63% (-$153.2K) YoY +24.08% (+$359.5K)
Walmart Inc.(WMTcusip931142103)	20.0K	QoQ -32.24% (-9.5K) YoY -34.14% (-10.4K)	All Managers (Combined)	$1.8M	0.5% ($1.8M/$328.1M)	QoQ -34.16% (-$912.2K) YoY -3.90% (-$71.5K)