VISTA INVESTMENT PARTNERS LLC Diversified Active

Location: Oklahoma City, OK

CIK: 0002023386 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 16, 2026

Total Value: $383M (100.0% shares, 0.0% debt)

Holdings (165)

AAPL APPLE INC 3.4%
Value $12.88M Shares 47,359 Est. Cost $184.44 Unrealized +45.5%
SPY SPDR S&P 500 ETF TR 3.3%
Value $12.56M Shares 18,425 Est. Cost $483.71 Unrealized
XOM EXXON MOBIL CORP 3.0%
Value $11.55M Shares 95,992 Est. Cost $97.63 Unrealized +18.3%
AVDE AMERICAN CENTY ETF TR 2.3%
Value $8.986M Shares 109,162 Est. Cost $69.08 Unrealized
KLAC KLA CORP 2.3%
Value $8.711M Shares 7,169 Est. Cost $510.90 Unrealized +129.4%
ARLP ALLIANCE RESOURCE PARTNERS L 2.2%
Value $8.448M Shares 363,672 Est. Cost $21.45 Unrealized
CVX CHEVRON CORP NEW 2.1%
Value $8.034M Shares 52,714 Est. Cost $137.80 Unrealized +9.9%
AVGO BROADCOM INC 2.1%
Value $7.879M Shares 22,765 Est. Cost $212.59 Unrealized +67.9%
PH PARKER-HANNIFIN CORP 2.0%
Value $7.791M Shares 8,864 Est. Cost $407.15 Unrealized +100.9%
MA MASTERCARD INCORPORATED 1.7%
Value $6.655M Shares 11,657 Est. Cost $397.67 Unrealized +40.6%
ABBV ABBVIE INC 1.7%
Value $6.644M Shares 29,078 Est. Cost $135.72 Unrealized +67.7%
COR CENCORA INC 1.7%
Value $6.609M Shares 19,569 Est. Cost $192.55 Unrealized +76.9%
ADP AUTOMATIC DATA PROCESSING IN 1.7%
Value $6.567M Shares 25,528 Est. Cost $222.04 Unrealized +19.3%
SYF SYNCHRONY FINANCIAL 1.7%
Value $6.552M Shares 78,527 Est. Cost $47.22 Unrealized +61.6%
ORLY OREILLY AUTOMOTIVE INC 1.7%
Value $6.404M Shares 70,214 Est. Cost $89.31 Unrealized +9.4%
TNL TRAVEL PLUS LEISURE CO 1.6%
Value $6.216M Shares 88,136 Est. Cost $48.20 Unrealized +35.1%
ORCL ORACLE CORP 1.5%
Value $5.918M Shares 30,362 Est. Cost $114.23 Unrealized +108.4%
SGI SOMNIGROUP INTERNATIONAL INC 1.5%
Value $5.801M Shares 64,973 Est. Cost $51.50 Unrealized +69.6%
OGE OGE ENERGY CORP 1.5%
Value $5.689M Shares 133,238 Est. Cost $34.50 Unrealized +29.3%
MSFT MICROSOFT CORP 1.4%
Value $5.513M Shares 11,399 Est. Cost $351.68 Unrealized +42.3%
QQQ INVESCO QQQ TR 1.4%
Value $5.379M Shares 8,756 Est. Cost $419.88 Unrealized
NVDA NVIDIA CORPORATION 1.4%
Value $5.202M Shares 27,893 Est. Cost $106.07 Unrealized +75.5%
LLY ELI LILLY & CO 1.3%
Value $5.133M Shares 4,776 Est. Cost $579.33 Unrealized +64.9%
FITB FIFTH THIRD BANCORP 1.3%
Value $5.005M Shares 106,912 Est. Cost $33.14 Unrealized +31.7%
THC TENET HEALTHCARE CORP 1.3%
Value $5.001M Shares 25,167 Est. Cost $150.93 Unrealized +33.9%
TJX TJX COS INC NEW 1.3%
Value $4.91M Shares 31,967 Est. Cost $117.72 Unrealized +25.5%
NDAQ NASDAQ INC 1.3%
Value $4.844M Shares 49,872 Est. Cost $89.74 Unrealized 0.0%
JBL JABIL INC 1.2%
Value $4.74M Shares 20,787 Est. Cost $213.29 Unrealized 0.0%
AVUV AMERICAN CENTY ETF TR 1.2%
Value $4.436M Shares 43,498 Est. Cost $91.13 Unrealized
BJ BJS WHSL CLUB HLDGS INC 1.1%
Value $4.381M Shares 48,665 Est. Cost $67.93 Unrealized +35.1%
TSLA TESLA INC 1.1%
Value $4.371M Shares 9,720 Est. Cost $245.55 Unrealized +80.5%
JHSC JOHN HANCOCK EXCHANGE TRADED 1.1%
Value $4.303M Shares 102,471 Est. Cost $38.89 Unrealized
KR KROGER CO 1.1%
Value $4.251M Shares 68,036 Est. Cost $42.51 Unrealized +53.4%
JCI JOHNSON CTLS INTL PLC 1.1%
Value $4.202M Shares 35,090 Est. Cost $114.81 Unrealized 0.0%
LYFT LYFT INC 1.1%
Value $4.098M Shares 211,540 Est. Cost $20.79 Unrealized 0.0%
CB CHUBB LIMITED 1.1%
Value $4.093M Shares 13,113 Est. Cost $227.02 Unrealized +28.8%
HD HOME DEPOT INC 1.1%
Value $4.079M Shares 11,855 Est. Cost $302.53 Unrealized +20.5%
CFG CITIZENS FINL GROUP INC 1.0%
Value $4.006M Shares 68,579 Est. Cost $53.58 Unrealized 0.0%
HCA HCA HEALTHCARE INC 1.0%
Value $3.984M Shares 8,534 Est. Cost $249.63 Unrealized +85.8%
MAR MARRIOTT INTL INC NEW 1.0%
Value $3.957M Shares 12,753 Est. Cost $202.41 Unrealized +41.0%
PNC PNC FINL SVCS GROUP INC 1.0%
Value $3.74M Shares 17,919 Est. Cost $189.19 Unrealized +1.9%
DRI DARDEN RESTAURANTS INC 0.9%
Value $3.555M Shares 19,319 Est. Cost $193.90 Unrealized -6.1%
JHG JANUS HENDERSON GROUP PLC 0.9%
Value $3.529M Shares 74,176 Est. Cost $42.17 Unrealized +4.9%
HON HONEYWELL INTL INC 0.9%
Value $3.477M Shares 17,821 Est. Cost $173.25 Unrealized +12.6%
VZ VERIZON COMMUNICATIONS INC 0.9%
Value $3.413M Shares 83,806 Est. Cost $31.00 Unrealized +30.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%
Value $3.402M Shares 6,769 Est. Cost $365.08 Unrealized +36.3%
TRI THOMSON REUTERS CORP 0.9%
Value $3.37M Shares 25,549 Est. Cost $128.68 Unrealized +9.7%
GWW WW GRAINGER INC 0.9%
Value $3.299M Shares 3,269 Est. Cost $785.74 Unrealized +23.3%
AVAV AEROVIRONMENT INC 0.9%
Value $3.258M Shares 13,469 Est. Cost $141.75 Unrealized +121.8%
JPM JPMORGAN CHASE & CO. 0.8%
Value $3.205M Shares 9,947 Est. Cost $145.63 Unrealized +112.5%
PAYX PAYCHEX INC 0.8%
Value $3.02M Shares 26,919 Est. Cost $111.12 Unrealized +4.9%
MCD MCDONALDS CORP 0.7%
Value $2.793M Shares 9,139 Est. Cost $258.68 Unrealized +17.9%
AVUS AMERICAN CENTY ETF TR 0.7%
Value $2.728M Shares 24,402 Est. Cost $101.32 Unrealized
PRI PRIMERICA INC 0.7%
Value $2.717M Shares 10,517 Est. Cost $260.86 Unrealized 0.0%
UHS UNIVERSAL HLTH SVCS INC 0.7%
Value $2.7M Shares 12,382 Est. Cost $220.94 Unrealized 0.0%
GOOGL ALPHABET INC 0.7%
Value $2.658M Shares 8,491 Est. Cost $137.24 Unrealized +108.1%
VFLO VICTORY PORTFOLIOS II 0.6%
Value $2.415M Shares 61,320 Est. Cost $34.17 Unrealized
WMT WALMART INC 0.6%
Value $2.202M Shares 19,762 Est. Cost $54.73 Unrealized +95.9%
WMB WILLIAMS COS INC 0.6%
Value $2.199M Shares 36,580 Est. Cost $32.16 Unrealized +86.7%
T AT&T INC 0.5%
Value $2.077M Shares 83,616 Est. Cost $19.68 Unrealized +28.5%
PM PHILIP MORRIS INTL INC 0.5%
Value $2.052M Shares 12,791 Est. Cost $124.22 Unrealized +23.6%
IBM INTERNATIONAL BUSINESS MACHS 0.5%
Value $2.037M Shares 6,878 Est. Cost $249.54 Unrealized +19.7%
META META PLATFORMS INC 0.5%
Value $1.93M Shares 2,923 Est. Cost $578.97 Unrealized +15.3%
V VISA INC 0.5%
Value $1.882M Shares 5,365 Est. Cost $273.32 Unrealized +24.5%
ABT ABBOTT LABS 0.5%
Value $1.86M Shares 14,847 Est. Cost $96.07 Unrealized +32.5%
KO COCA COLA CO 0.5%
Value $1.828M Shares 26,142 Est. Cost $56.15 Unrealized +23.6%
RTX RTX CORPORATION 0.5%
Value $1.819M Shares 9,916 Est. Cost $75.63 Unrealized +129.2%
JNJ JOHNSON & JOHNSON 0.5%
Value $1.804M Shares 8,717 Est. Cost $143.59 Unrealized +37.2%
OKE ONEOK INC NEW 0.5%
Value $1.743M Shares 23,710 Est. Cost $61.18 Unrealized +15.2%
PFE PFIZER INC 0.4%
Value $1.7M Shares 68,271 Est. Cost $24.79 Unrealized +1.0%
PLTR PALANTIR TECHNOLOGIES INC 0.4%
Value $1.681M Shares 9,456 Est. Cost $44.14 Unrealized +310.1%
TXNM TXNM ENERGY INC 0.4%
Value $1.652M Shares 28,054 Est. Cost $37.20 Unrealized +55.1%
BYD BOYD GAMING CORP 0.4%
Value $1.514M Shares 17,763 Est. Cost $57.94 Unrealized +42.0%
VOO VANGUARD INDEX FDS 0.4%
Value $1.503M Shares 2,396 Est. Cost $574.84 Unrealized
MDT MEDTRONIC PLC 0.4%
Value $1.502M Shares 15,634 Est. Cost $76.15 Unrealized +27.6%
GE GE AEROSPACE 0.4%
Value $1.483M Shares 4,816 Est. Cost $120.86 Unrealized +148.9%
MO ALTRIA GROUP INC 0.4%
Value $1.387M Shares 24,061 Est. Cost $34.81 Unrealized +70.5%
AMZN AMAZON COM INC 0.4%
Value $1.385M Shares 5,999 Est. Cost $152.59 Unrealized +49.9%
PG PROCTER AND GAMBLE CO 0.4%
Value $1.384M Shares 9,656 Est. Cost $146.41 Unrealized +0.5%
EPD ENTERPRISE PRODS PARTNERS L 0.4%
Value $1.357M Shares 42,317 Est. Cost $28.13 Unrealized
AVLV AMERICAN CENTY ETF TR 0.3%
Value $1.237M Shares 16,323 Est. Cost $66.65 Unrealized
APD AIR PRODS & CHEMS INC 0.3%
Value $1.221M Shares 4,941 Est. Cost $259.21 Unrealized -2.9%
COWG PACER FDS TR 0.3%
Value $1.177M Shares 33,436 Est. Cost $32.03 Unrealized
NEE NEXTERA ENERGY INC 0.3%
Value $1.119M Shares 13,933 Est. Cost $53.46 Unrealized +54.3%
GOOG ALPHABET INC 0.3%
Value $1.086M Shares 3,461 Est. Cost $147.61 Unrealized +94.0%
DE DEERE & CO 0.3%
Value $1.084M Shares 2,328 Est. Cost $403.22 Unrealized +16.0%
SMH VANECK ETF TRUST 0.3%
Value $1.08M Shares 3,000 Est. Cost Unrealized
DVN DEVON ENERGY CORP NEW 0.3%
Value $1.029M Shares 28,102 Est. Cost $38.05 Unrealized -8.7%
F FORD MTR CO 0.3%
Value $1.004M Shares 76,518 Est. Cost $9.64 Unrealized +33.2%
ROKU ROKU INC 0.3%
Value $993K Shares 9,153 Est. Cost $79.93 Unrealized +27.0%
PEP PEPSICO INC 0.3%
Value $981K Shares 6,838 Est. Cost $153.89 Unrealized -5.2%
NRG NRG ENERGY INC 0.2%
Value $934K Shares 5,866 Est. Cost $100.05 Unrealized +65.2%
WFC WELLS FARGO CO NEW 0.2%
Value $872K Shares 9,356 Est. Cost $86.63 Unrealized 0.0%
MMM 3M CO 0.2%
Value $871K Shares 5,442 Est. Cost $80.06 Unrealized +103.8%
DIS DISNEY WALT CO 0.2%
Value $850K Shares 7,468 Est. Cost $86.20 Unrealized +27.1%
PANW PALO ALTO NETWORKS INC 0.2%
Value $848K Shares 4,605 Est. Cost $191.42 Unrealized +5.4%
GLW CORNING INC 0.2%
Value $828K Shares 9,455 Est. Cost $41.16 Unrealized +108.9%
OTTR OTTER TAIL CORP 0.2%
Value $791K Shares 9,787 Est. Cost $74.46 Unrealized +7.7%
BTU PEABODY ENERGY CORP 0.2%
Value $777K Shares 26,159 Est. Cost $14.57 Unrealized +101.4%
HII HUNTINGTON INGALLS INDS INC 0.2%
Value $726K Shares 2,136 Est. Cost $220.44 Unrealized +40.4%
CAT CATERPILLAR INC 0.2%
Value $715K Shares 1,249 Est. Cost $254.32 Unrealized +118.4%
LHX L3HARRIS TECHNOLOGIES INC 0.2%
Value $710K Shares 2,417 Est. Cost $205.97 Unrealized +40.0%
COST COSTCO WHSL CORP NEW 0.2%
Value $705K Shares 818 Est. Cost $676.01 Unrealized +34.0%
LOW LOWES COS INC 0.2%
Value $700K Shares 2,901 Est. Cost $195.62 Unrealized +22.6%
D DOMINION ENERGY INC 0.2%
Value $679K Shares 11,590 Est. Cost $47.11 Unrealized +26.8%
MRSH MARSH & MCLENNAN COS INC 0.2%
Value $668K Shares 3,600 Est. Cost $186.95 Unrealized -0.3%
AMBA AMBARELLA INC 0.2%
Value $660K Shares 9,318 Est. Cost $73.15 Unrealized +10.5%
BDX BECTON DICKINSON & CO 0.2%
Value $650K Shares 3,349 Est. Cost $236.50 Unrealized -19.9%
COWZ PACER FDS TR 0.2%
Value $620K Shares 10,309 Est. Cost $54.96 Unrealized
RFG INVESCO EXCHANGE TRADED FD T 0.2%
Value $605K Shares 11,529 Est. Cost $44.73 Unrealized
KALU KAISER ALUMINUM CORP 0.2%
Value $586K Shares 5,105 Est. Cost $94.44 Unrealized 0.0%
ES EVERSOURCE ENERGY 0.1%
Value $571K Shares 8,485 Est. Cost $64.19 Unrealized +8.3%
CTVA CORTEVA INC 0.1%
Value $537K Shares 8,014 Est. Cost $64.54 Unrealized 0.0%
WAB WABTEC 0.1%
Value $521K Shares 2,440 Est. Cost $205.33 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP 0.1%
Value $514K Shares 4,425 Est. Cost $82.56 Unrealized +33.8%
SHW SHERWIN WILLIAMS CO 0.1%
Value $497K Shares 1,535 Est. Cost $264.03 Unrealized +26.5%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value $472K Shares 983 Est. Cost $378.88 Unrealized
IWN ISHARES TR 0.1%
Value $453K Shares 2,500 Est. Cost $181.21 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value $449K Shares 1,657 Est. Cost $238.95 Unrealized +4.9%
UNP UNION PAC CORP 0.1%
Value $442K Shares 1,911 Est. Cost $209.24 Unrealized +8.6%
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.1%
Value $437K Shares 5,755 Est. Cost $36.21 Unrealized +126.1%
MRK MERCK & CO INC 0.1%
Value $432K Shares 4,106 Est. Cost $96.76 Unrealized -3.6%
PSX PHILLIPS 66 0.1%
Value $413K Shares 3,198 Est. Cost $115.66 Unrealized +15.9%
PRU PRUDENTIAL FINL INC 0.1%
Value $408K Shares 3,612 Est. Cost $93.00 Unrealized +14.5%
LNC LINCOLN NATL CORP IND 0.1%
Value $407K Shares 9,147 Est. Cost $41.17 Unrealized 0.0%
QCOM QUALCOMM INC 0.1%
Value $398K Shares 2,326 Est. Cost $126.07 Unrealized +35.5%
EVRG EVERGY INC 0.1%
Value $388K Shares 5,358 Est. Cost $45.92 Unrealized +64.3%
CP CANADIAN PACIFIC KANSAS CITY 0.1%
Value $383K Shares 5,201 Est. Cost $72.13 Unrealized +2.0%
SHEL SHELL PLC 0.1%
Value $382K Shares 5,194 Est. Cost $65.80 Unrealized
TRGP TARGA RES CORP 0.1%
Value $377K Shares 2,046 Est. Cost $90.62 Unrealized +85.5%
UPS UNITED PARCEL SERVICE INC 0.1%
Value $365K Shares 3,676 Est. Cost $129.58 Unrealized -28.4%
AXP AMERICAN EXPRESS CO 0.1%
Value $359K Shares 970 Est. Cost $156.99 Unrealized +127.4%
NFG NATIONAL FUEL GAS CO 0.1%
Value $346K Shares 4,325 Est. Cost $87.18 Unrealized -5.5%
COP CONOCOPHILLIPS 0.1%
Value $340K Shares 3,627 Est. Cost $112.76 Unrealized -20.2%
BLK BLACKROCK INC 0.1%
Value $336K Shares 314 Est. Cost $961.30 Unrealized +13.3%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value $314K Shares 5,827 Est. Cost $47.29 Unrealized +0.5%
NFLX NETFLIX INC 0.1%
Value $311K Shares 3,319 Est. Cost $102.53 Unrealized +5.1%
NUE NUCOR CORP 0.1%
Value $300K Shares 1,841 Est. Cost $153.29 Unrealized -2.3%
ET ENERGY TRANSFER L P 0.1%
Value $299K Shares 18,147 Est. Cost $13.80 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value $286K Shares 5,765 Est. Cost $49.65 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value $285K Shares 1,298 Est. Cost $185.28 Unrealized
CSCO CISCO SYS INC 0.1%
Value $284K Shares 3,689 Est. Cost $48.53 Unrealized +52.0%
GILD GILEAD SCIENCES INC 0.1%
Value $279K Shares 2,277 Est. Cost $101.77 Unrealized +18.8%
GS GOLDMAN SACHS GROUP INC 0.1%
Value $274K Shares 312 Est. Cost $571.74 Unrealized +42.3%
TXN TEXAS INSTRS INC 0.1%
Value $259K Shares 1,490 Est. Cost $145.50 Unrealized +17.3%
AWR AMER STATES WTR CO 0.1%
Value $254K Shares 3,500 Est. Cost $76.07 Unrealized -3.6%
BP BP PLC 0.1%
Value $250K Shares 7,200 Est. Cost $31.93 Unrealized
ADT ADT INC DEL 0.1%
Value $247K Shares 30,644 Est. Cost $8.27 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.1%
Value $246K Shares 744 Est. Cost $507.13 Unrealized -33.5%
MPC MARATHON PETE CORP 0.1%
Value $237K Shares 1,457 Est. Cost $141.98 Unrealized +31.3%
SO SOUTHERN CO 0.1%
Value $235K Shares 2,698 Est. Cost $71.79 Unrealized +26.6%
HSY HERSHEY CO 0.1%
Value $218K Shares 1,200 Est. Cost $179.65 Unrealized +1.4%
AMGN AMGEN INC 0.1%
Value $217K Shares 662 Est. Cost $315.95 Unrealized 0.0%
CPSM CALAMOS ETF TR 0.1%
Value $216K Shares 7,550 Est. Cost $25.72 Unrealized
AZN ASTRAZENECA PLC 0.1%
Value $213K Shares 2,316 Est. Cost $91.93 Unrealized
CARY ANGEL OAK FUNDS TRUST 0.1%
Value $207K Shares 9,949 Est. Cost $20.76 Unrealized
FCX FREEPORT-MCMORAN INC 0.1%
Value $203K Shares 4,000 Est. Cost $43.31 Unrealized 0.0%
GT GOODYEAR TIRE & RUBR CO 0.1%
Value $193K Shares 22,000 Est. Cost $10.83 Unrealized -27.2%
BNY MELLON MUN BD INFRASTRUC 0.1%
Value $192K Shares 17,500 Est. Cost $10.31 Unrealized
GAMCO GLOBAL GOLD NAT RES & 0.0%
Value $127K Shares 24,669 Est. Cost $5.16 Unrealized
LLY ELI LILLY & CO 0.0%
Value $107K Shares 100 Est. Cost $579.33 Unrealized +64.9%
WEN WENDYS CO 0.0%
Value $107K Shares 12,791 Est. Cost $8.63 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC 0.0%
Value $73,646 Shares 1,450 Est. Cost $43.31 Unrealized 0.0%
RBBN RIBBON COMMUNICATIONS INC 0.0%
Value $58,752 Shares 20,400 Est. Cost $2.25 Unrealized +43.2%
IWN ISHARES TR 0.0%
Value $21,745 Shares 120 Est. Cost $181.21 Unrealized