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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 9 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 UNH UNITEDHEALTH GROUP INC Healthcare 746.0 $202K 0.05% $270.59 +48.2%
162 MPLX MPLX LP Energy 3,529.0 $201K 0.05% NEW $57.07 -0.4%
163 ADT ADT INC DEL Industrials 30,644.0 $201K 0.05% $6.57 +0.2%
164 DMB BNY MELLON MUN BD INFRASTRUC Financial Services 17,500.0 $184K 0.05% $10.54 +4.2%
165 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 23,000.0 $152K 0.04% +1K +4.5% $6.63 -6.6%
166 GGN GAMCO GLOBAL GOLD NAT RES & Financial Services 24,141.0 $128K 0.03% -528.0 -2.1% $5.32 -6.4%
167 LLY CALL ELI LILLY & CO Healthcare 100.0 $92K 0.02% $919.77 +19.4%
168 RBBN RIBBON COMMUNICATIONS INC Communication Services 20,400.0 $43K 0.01% $2.12 +20.8%
169 IWN ISHARES TR 120.0 $23K 0.01% $189.59 +14.4%
Page 9 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%