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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SOUTHERN CO

SO|842587107

Shares:2.7K

Value:$248.1K

% of Portfolio:0.1% ($248.1K/$328.1M)

PEABODY ENERGY CORP

BTU|704551100

Shares:18.1K

Value:$245.7K

% of Portfolio:0.1% ($245.7K/$328.1M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:2.1K

Value:$237.3K

% of Portfolio:0.1% ($237.3K/$328.1M)

Marathon Petroleum Corp

MPC|56585A102

Shares:1.6K

Value:$231.3K

% of Portfolio:0.1% ($231.3K/$328.1M)

12811T605

Shares:8.3K

Value:$223.9K

% of Portfolio:0.1% ($223.9K/$328.1M)

NUCOR CORP

NUE|670346105

Shares:1.8K

Value:$221.5K

% of Portfolio:0.1% ($221.5K/$328.1M)

Symbotic Inc.

SYM|87151X101

Shares:10.7K

Value:$217.1K

% of Portfolio:0.1% ($217.1K/$328.1M)

CLOROX CO /DE/

CLX|189054109

Shares:1.4K

Value:$210.3K

% of Portfolio:0.1% ($210.3K/$328.1M)

03463K760

Shares:9.9K

Value:$206.5K

% of Portfolio:0.1% ($206.5K/$328.1M)

HERSHEY CO

HSY|427866108

Shares:1.2K

Value:$205.2K

% of Portfolio:0.1% ($205.2K/$328.1M)

AMGEN INC

AMGN|031162100

Shares:653

Value:$203.4K

% of Portfolio:0.1% ($203.4K/$328.1M)

BNY Mellon Municipal Bond Infrastructure Fund, Inc.

DMB|09662W109

Shares:17.5K

Value:$185.0K

% of Portfolio:0.1% ($185.0K/$328.1M)

GOODYEAR TIRE & RUBBER CO /OH/

GT|382550101

Shares:12.0K

Value:$110.9K

% of Portfolio:0.0% ($110.9K/$328.1M)

Ribbon Communications Inc.

RBBN|762544104

Shares:20.4K

Value:$80.0K

% of Portfolio:0.0% ($80.0K/$328.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SOUTHERN CO(SOcusip842587107)	2.7K	QoQ 0.00% (+0) YoY NEW(+2.7K)	All Managers (Combined)	$248.1K	0.1% ($248.1K/$328.1M)	QoQ +11.69% (+$26.0K) YoY NEW(+$248.1K)
PEABODY ENERGY CORP(BTUcusip704551100)	18.1K	QoQ NEW(+18.1K) YoY NEW(+18.1K)	All Managers (Combined)	$245.7K	0.1% ($245.7K/$328.1M)	QoQ NEW(+$245.7K) YoY NEW(+$245.7K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	2.1K	QoQ NEW(+2.1K) YoY NEW(+2.1K)	All Managers (Combined)	$237.3K	0.1% ($237.3K/$328.1M)	QoQ NEW(+$237.3K) YoY NEW(+$237.3K)
Marathon Petroleum Corp(MPCcusip56585A102)	1.6K	QoQ +0.06% (+1) YoY -4.10% (-68)	All Managers (Combined)	$231.3K	0.1% ($231.3K/$328.1M)	QoQ +4.48% (+$9.9K) YoY -30.67% (-$102.3K)
(cusip12811T605)✕	8.3K	QoQ 0.00% (+0) YoY NEW(+8.3K)	All Managers (Combined)	$223.9K	0.1% ($223.9K/$328.1M)	QoQ +0.68% (+$1.5K) YoY NEW(+$223.9K)
NUCOR CORP(NUEcusip670346105)	1.8K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$221.5K	0.1% ($221.5K/$328.1M)	QoQ +3.11% (+$6.7K) YoY -39.19% (-$142.8K)
Symbotic Inc.(SYMcusip87151X101)	10.7K	QoQ -4.92% (-556) YoY -47.58% (-9.8K)	All Managers (Combined)	$217.1K	0.1% ($217.1K/$328.1M)	QoQ -18.95% (-$50.8K) YoY -76.45% (-$705.2K)
CLOROX CO /DE/(CLXcusip189054109)	1.4K	QoQ 0.00% (-0) YoY -21.79% (-398)	All Managers (Combined)	$210.3K	0.1% ($210.3K/$328.1M)	QoQ -9.29% (-$21.6K) YoY -24.76% (-$69.2K)
(cusip03463K760)✕	9.9K	QoQ NEW(+9.9K) YoY -9.29% (-1.0K)	All Managers (Combined)	$206.5K	0.1% ($206.5K/$328.1M)	QoQ NEW(+$206.5K) YoY -8.32% (-$18.8K)
HERSHEY CO(HSYcusip427866108)	1.2K	QoQ -4.15% (-52) YoY -4.07% (-51)	All Managers (Combined)	$205.2K	0.1% ($205.2K/$328.1M)	QoQ -3.21% (-$6.8K) YoY -15.65% (-$38.1K)
AMGEN INC(AMGNcusip031162100)	653	QoQ NEW(+653) YoY NEW(+653)	All Managers (Combined)	$203.4K	0.1% ($203.4K/$328.1M)	QoQ NEW(+$203.4K) YoY NEW(+$203.4K)
BNY Mellon Municipal Bond Infrastructure Fund, Inc.(DMBcusip09662W109)	17.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$185.0K	0.1% ($185.0K/$328.1M)	QoQ +2.12% (+$3.9K) YoY +1.73% (+$3.1K)
GOODYEAR TIRE & RUBBER CO /OH/(GTcusip382550101)	12.0K	QoQ -7.69% (-1.0K) YoY -75.55% (-37.1K)	All Managers (Combined)	$110.9K	0.0% ($110.9K/$328.1M)	QoQ -5.23% (-$6.1K) YoY -83.55% (-$563.2K)
Ribbon Communications Inc.(RBBNcusip762544104)	20.4K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$80.0K	0.0% ($80.0K/$328.1M)	QoQ -5.76% (-$4.9K) YoY +22.50% (+$14.7K)