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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
Q1 2026 Q4 2025 · All 20 New 45 Added 35 Reduced 16 Exited
Page 4 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JNJ JOHNSON & JOHNSON Healthcare 8,746.0 $2.1M 0.56% $244.43 -6.6%
62 KO COCA COLA CO Consumer Defensive 26,161.0 $2.0M 0.53% $76.05 +4.4%
63 RTX RTX CORPORATION Industrials 9,872.0 $1.9M 0.50% $192.90 -3.8%
64 PFE PFIZER INC Healthcare 65,431.0 $1.8M 0.49% -3K -4.2% $28.08 -10.2%
65 T AT&T INC Communication Services 54,502.0 $1.6M 0.42% -29K -34.8% $28.99 -24.1%
66 MO ALTRIA GROUP INC Consumer Defensive 23,771.0 $1.6M 0.41% -290.0 -1.2% $65.99 +4.7%
67 TXNM ENERGY INC 26,449.0 $1.5M 0.41% -2K -5.7% $58.46
68 ABT ABBOTT LABORATORIES Healthcare 14,868.0 $1.5M 0.40% $102.67 -13.9%
69 BYD BOYD GAMING CORP Consumer Cyclical 18,263.0 $1.5M 0.40% +500.0 +2.8% $82.18 +3.0%
70 VOO VANGUARD INDEX FDS 2,457.0 $1.5M 0.39% +61.0 +2.5% $597.36 +15.2%
71 AMZN AMAZON COM INC Consumer Cyclical 7,046.0 $1.5M 0.39% +1K +17.4% $208.27 +17.3%
72 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 4,951.0 $1.4M 0.38% $290.50 -3.5%
73 META META PLATFORMS INC Communication Services 2,437.0 $1.4M 0.37% -486.0 -16.6% $572.16 +0.9%
74 PLTR PALANTIR TECHNOLOGIES INC Technology 9,462.0 $1.4M 0.37% $146.28 -12.2%
75 GE GE AEROSPACE Industrials 4,819.0 $1.4M 0.36% $283.77 +26.0%
76 PM PHILIP MORRIS INTL INC Consumer Defensive 8,172.0 $1.4M 0.36% -5K -36.1% $165.34 +7.9%
77 MDT MEDTRONIC PLC Healthcare 15,546.0 $1.3M 0.36% -88.0 -0.6% $86.65 -8.4%
78 AVLV AMERICAN CENTY ETF TR 16,090.0 $1.3M 0.34% -233.0 -1.4% $80.61 +12.8%
79 NEE NEXTERA ENERGY INC Utilities 13,938.0 $1.3M 0.34% $92.88 -6.6%
80 COWG PACER FDS TR 38,136.0 $1.3M 0.34% +5K +14.1% $33.74 +15.2%
Page 4 of 9  ·  169 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 19.9%
Energy 15.4%
Technology 14.6%
Consumer Cyclical 13.1%
Healthcare 10.8%
Industrials 10.6%
Consumer Defensive 6.7%
Communication Services 3.9%
Utilities 3.7%
Basic Materials 1.3%