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Portfolio (Quarterly) Guide ↗

VISTA INVESTMENT PARTNERS LLC

· CIK 0002023386
13F Portfolio $378M AUM 169 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 45 Added 35 Reduced
Page 3 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BP BP PLC Energy 7,946.0 $373K 0.10% +746.0 +10.4% $47.00 -10.9%
42 TXN TEXAS INSTRS INC Technology 1,592.0 $309K 0.08% +102.0 +6.8% $194.14 +32.5%
43 VIG VANGUARD SPECIALIZED FUNDS 1,372.0 $295K 0.08% +74.0 +5.7% $215.06 +12.9%
44 IBIT ISHARES BITCOIN TRUST ETF Financial Services 7,339.0 $282K 0.07% +2K +27.3% $38.42 +14.7%
45 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 23,000.0 $152K 0.04% +1K +4.5% $6.63 -7.5%
Page 3 of 3  ·  45 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 20.0%
Energy 15.2%
Technology 14.7%
Consumer Cyclical 13.2%
Healthcare 10.8%
Industrials 10.7%
Consumer Defensive 6.8%
Utilities 3.7%
Communication Services 3.6%
Basic Materials 1.3%