VI

VISTA INVESTMENT PARTNERS LLC

13F
VISTA INVESTMENT PARTNERS LLC
Last update 2024-10-16 153 Stocks (14 new)
Value $312.00 Mil Turnover 7 %
Countries:
Top Holdings: XOM(3.93%)AAPL(3.53%)SPY(3.19%)SFM(3.07%)ARLP(2.78%)
Portfolio Report
Summary Stock Picks Current Portfolio
VISTA INVESTMENT PARTNERS LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
XOM 		Exxon Mobil Corp
104,610
12262.370
+0.07%
3.930
0%
0.000
+2.15%
+21.98%
528252.080
Oil & Gas
AAPL 		Apple Inc
47,320
11025.550
+0.26%
3.530
+0.01%
0.000
+7.21%
+21.69%
3548645.576
Hardware
SPY 		S&P 500 ETF TRUST ETF
17,345
9951.760
-0.40%
3.190
-0.01%
0.000
+6.68%
+22.20%
602048.949
 
SFM 		Sprouts Farmers Market Inc
86,918
9596.620
-15.88%
3.070
-0.46%
0.090
+38.62%
+149.80%
12033.683
Retail - Defensive
ARLP 		Alliance Resource Partners LP
347,631
8690.780
0%
2.780
0%
0.270
+1.94%
+32.26%
3265.581
Other Energy Sources
CVX 		Chevron Corp
53,111
7821.630
-1.06%
2.500
-0.03%
0.000
-3.56%
+4.21%
273192.331
Oil & Gas
ADP 		Automatic Data Processing Inc
25,528
7064.310
+0.30%
2.260
+0.01%
0.010
+13.94%
+25.00%
116817.725
Software
KLAC 		KLA Corp
8,843
6848.110
-28.77%
2.190
-0.98%
0.010
-14.20%
+16.71%
90346.602
Semiconductors
MSFT 		Microsoft Corp
14,227
6121.770
-6.32%
1.960
-0.14%
0.000
+0.52%
+14.09%
3172348.353
Software
OGE 		OGE Energy Corp
146,795
6021.540
+0.11%
1.930
0%
0.070
+7.16%
+21.89%
8165.254
Utilities - Regulated

VISTA INVESTMENT PARTNERS LLC's Historical Top Holdings Breakdowns

VISTA INVESTMENT PARTNERS LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
STLD 		Steel Dynamics Inc2024-09-30Sold Out
-2.28%
●
108.1 ($121.5) 133.22
$135.72
11.70%
Sold Out
0
-52,778
THC 		Tenet Healthcare Corp2024-09-30New Buy
+1.30%
●
129.27 ($151.24) 168.03
$139.49
-7.77%
New holding
24,430
24,430
SYF 		Synchrony Financial2024-09-30New Buy
+1.29%
●
43.77 ($48.38) 52.22
$56.79
17.38%
New holding
80,558
80,558
ATKR 		Atkore Inc2024-09-30Sold Out
-1.27%
●
82.78 ($108.58) 152.57
$88.21
-18.76%
Sold Out
0
-28,148
KLAC 		KLA Corp2024-09-30Reduce
-0.98%
●
696.17 ($784.6) 892.35
$674.35
-14.05%
Reduce -28.77%
8,843
-3,572
PHM 		PulteGroup Inc2024-09-30New Buy
+0.84%
●
103.95 ($127.14) 144.98
$133.88
5.30%
New holding
18,254
18,254
DE 		Deere & Co2024-09-30Reduce
-0.79%
●
344.84 ($377.03) 418
$412.35
9.37%
Reduce -79.87%
1,600
-6,350
XLE 		The Energy Select Sector SPDR Fund2024-09-30Sold Out
-0.58%
●
84.35 ($89.4) 93.39
$89.20
-0.22%
Sold Out
0
-19,138
TGT 		Target Corp2024-09-30Sold Out
-0.56%
●
133.47 ($148.94) 159.25
$149.30
0.24%
Sold Out
0
-11,264
LKQ 		LKQ Corp2024-09-30Sold Out
-0.53%
●
38.47 ($41.2) 46.03
$37.76
-8.35%
Sold Out
0
-38,465

VISTA INVESTMENT PARTNERS LLC Total Holding History ($B)

To

VISTA INVESTMENT PARTNERS LLC's Asset Allocation

To

VISTA INVESTMENT PARTNERS LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

VISTA INVESTMENT PARTNERS LLC's Hypothetical Growth since 2024-09-30

VISTA INVESTMENT PARTNERS LLC's Yearly Returns

Year Portfolio % % Excess Gain %

VISTA INVESTMENT PARTNERS LLC's Holdings Heat Map

Size field:

VISTA INVESTMENT PARTNERS LLC's Holdings Bubble Chart

VISTA INVESTMENT PARTNERS LLC News

  • 1

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