VISTA INVESTMENT PARTNERS LLC
•CIK: 2023386•Filing: Q4 2025
**VISTA INVESTMENT PARTNERS LLC** manages $377M across a diversified portfolio of 162 positions. The fund exhibits significant concentration in technology and energy, with top holdings including AAPL at $12.9M and SPY at $12.6M. Further notable allocations include XOM ($11.6M), AVDE ($9.0M), and KLAC ($8.7M). This positioning suggests a tactical approach balancing mega-cap tech exposure with established energy and semiconductor plays.
Total AUM
$375.6M
+ $1.6M in options
QoQ Performance
+5.9%
Positions
154
+ 3 options
Top 10 Concentration
24.8%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL3.4%
SPY3.3%
XOM3.1%
AVDE2.4%
KLAC2.3%
ARLP2.2%
CHV2.1%
AVGO2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other55.5%
Technology12.2%
Financial7.9%
Consumer5.4%
Healthcare4.0%
Industrial3.8%
ETF3.7%
Energy3.2%
🚪 Exited Positionssold since Q3 2025
+8 more exited positions
Changes from Q3 2025
NEW21 new positions
↑56 increased
↓60 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024