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Portfolio (Quarterly) Guide ↗

VISTA INVESTMENT PARTNERS LLC

· CIK 0002023386
13F Portfolio $383M AUM 165 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 165 New
Page 9 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 LLY CALL ELI LILLY & CO Healthcare 100.0 $107K 0.03% NEW $1074.68 +2.2%
162 WEN WENDYS CO Consumer Cyclical 12,791.0 $107K 0.03% NEW $8.33 -18.4%
163 FCX FREEPORT-MCMORAN INC Basic Materials 1,450.0 $74K 0.02% NEW $50.79 +35.2%
164 RBBN RIBBON COMMUNICATIONS INC Communication Services 20,400.0 $59K 0.01% NEW $2.88 -11.1%
165 IWN ISHARES TR 120.0 $22K 0.01% NEW $181.21 +19.7%
Page 9 of 9  ·  165 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 20.9%
Technology 18.9%
Consumer Cyclical 12.5%
Industrials 12.4%
Energy 11.4%
Healthcare 9.8%
Consumer Defensive 5.9%
Communication Services 4.0%
Utilities 3.2%
Basic Materials 1.0%