VISTA INVESTMENT PARTNERS LLC

PrivateCIK: 2023386
Location

OKLAHOMA CITY, OK

168
Positions
$397.36M
Total AUM (reported)
3.57M
Total Shares

Allocation by class

TOTAL AUM$397.36M168 positions
COM$251.53M63.3%
CL A$16.66M4.2%
COM NEW$14.83M3.7%
TR UNIT$13.80M3.5%
SHS$10.76M2.7%
INTL EQT ETF$9.95M2.5%
CL C$9.64M2.4%

Portfolio Concentration

Top 310.2%4–1016.3%11–2522.9%Rest50.5%TOP 1026.5%0%100%
Top 3$40.53M10.2%
4–10$64.94M16.3%
11–25$91.17M22.9%
Rest$200.72M50.5%

Top 3 weight

10.2%

Top 10 weight

26.5%

Voting Authority Distribution

Total shares with voting rights: 3.57M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

3.57M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole168
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings168
Rows:

APPLE INC

SOLE
COM
Shares48.82K
TypeSH
Market value$14.13M
3.55%
Sole
0.00
Shared
0.00
None
48.82K

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares18.49K
TypeSH
Market value$13.80M
3.47%
Sole
0.00
Shared
0.00
None
18.49K

EXXON MOBIL CORP

SOLE
COM
Shares92.15K
TypeSH
Market value$12.60M
3.17%
Sole
0.00
Shared
0.00
None
92.15K

KLA CORP

SOLE
COM NEW
Shares39.47K
TypeSH
Market value$11.90M
2.99%
Sole
0.00
Shared
0.00
None
39.47K

AMERICAN CENTY ETF TR

SOLE
INTL EQT ETF
Shares111.51K
TypeSH
Market value$9.95M
2.50%
Sole
0.00
Shared
0.00
None
111.51K

DELL TECHNOLOGIES INC

SOLE
CL C
Shares22.36K
TypeSH
Market value$9.64M
2.43%
Sole
0.00
Shared
0.00
None
22.36K

CHEVRON CORPORATION

SOLE
COM
Shares52.69K
TypeSH
Market value$8.73M
2.20%
Sole
0.00
Shared
0.00
None
52.69K

ALLIANCE RESOURCE PARTNERS L

SOLE
UT LTD PART
Shares363.67K
TypeSH
Market value$8.72M
2.19%
Sole
0.00
Shared
0.00
None
363.67K

JABIL INC

SOLE
COM
Shares20.87K
TypeSH
Market value$8.04M
2.02%
Sole
0.00
Shared
0.00
None
20.87K

PARKER-HANNIFIN CORP

SOLE
COM
Shares8.14K
TypeSH
Market value$7.96M
2.00%
Sole
0.00
Shared
0.00
None
8.14K

FORTINET INC

SOLE
COM
Shares49.06K
TypeSH
Market value$7.54M
1.90%
Sole
0.00
Shared
0.00
None
49.06K

ABBVIE INC

SOLE
COM
Shares29.13K
TypeSH
Market value$7.33M
1.84%
Sole
0.00
Shared
0.00
None
29.13K

TRAVEL PLUS LEISURE CO

SOLE
COM
Shares87.30K
TypeSH
Market value$6.67M
1.68%
Sole
0.00
Shared
0.00
None
87.30K

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares9.01K
TypeSH
Market value$6.64M
1.67%
Sole
0.00
Shared
0.00
None
9.01K

OGE ENERGY CORP

SOLE
COM
Shares133.17K
TypeSH
Market value$6.48M
1.63%
Sole
0.00
Shared
0.00
None
133.17K

OREILLY AUTOMOTIVE INC

SOLE
COM
Shares70.33K
TypeSH
Market value$6.48M
1.63%
Sole
0.00
Shared
0.00
None
70.33K

VISA INC

SOLE
COM CL A
Shares18.34K
TypeSH
Market value$6.29M
1.58%
Sole
0.00
Shared
0.00
None
18.34K

MASTERCARD INCORPORATED

SOLE
CL A
Shares11.78K
TypeSH
Market value$6.05M
1.52%
Sole
0.00
Shared
0.00
None
11.78K

FIFTH THIRD BANCORP

SOLE
COM
Shares107.01K
TypeSH
Market value$6.03M
1.52%
Sole
0.00
Shared
0.00
None
107.01K

NVIDIA CORPORATION

SOLE
COM
Shares28.32K
TypeSH
Market value$5.67M
1.43%
Sole
0.00
Shared
0.00
None
28.32K

CENCORA INC

SOLE
COM
Shares19.55K
TypeSH
Market value$5.53M
1.39%
Sole
0.00
Shared
0.00
None
19.55K

AMERICAN CENTY ETF TR

SOLE
US SML CP VALU
Shares42.23K
TypeSH
Market value$5.27M
1.33%
Sole
0.00
Shared
0.00
None
42.23K

JOHNSON CONTROLS INTERNATION

SOLE
SHS
Shares35.47K
TypeSH
Market value$5.18M
1.30%
Sole
0.00
Shared
0.00
None
35.47K

SOMNIGROUP INTERNATIONAL INC

SOLE
COM
Shares65.40K
TypeSH
Market value$5.13M
1.29%
Sole
0.00
Shared
0.00
None
65.40K

CITIZENS FINL GROUP INC

SOLE
COM
Shares69.72K
TypeSH
Market value$4.89M
1.23%
Sole
0.00
Shared
0.00
None
69.72K
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