VISTA INVESTMENT PARTNERS LLC Diversified Active

Location: Oklahoma City, OK

CIK: 0002023386 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 9, 2026

Total Value: $378M (100.0% shares, 0.0% debt)

Holdings (169)

XOM EXXON MOBIL CORP 4.1%
Value $15.66M Shares 92,312 Est. Cost $97.63 Unrealized +42.1%
AAPL APPLE INC 3.2%
Value $12.04M Shares 47,440 Est. Cost $184.44 Unrealized +42.5%
SPY STATE STR SPDR S&P 500 ETF T 3.2%
Value $12M Shares 18,457 Est. Cost $483.71 Unrealized
CVX CHEVRON CORPORATION 2.9%
Value $10.91M Shares 52,719 Est. Cost $137.80 Unrealized +24.7%
ARLP ALLIANCE RESOURCE PARTNERS L 2.7%
Value $10.06M Shares 363,672 Est. Cost $21.45 Unrealized
AVDE AMERICAN CENTY ETF TR 2.6%
Value $9.663M Shares 113,902 Est. Cost $69.73 Unrealized
KLAC KLA CORP 2.4%
Value $9.202M Shares 6,253 Est. Cost $510.90 Unrealized +186.2%
PULS PGIM ETF TR 2.0%
Value $7.704M Shares 155,635 Est. Cost $49.50 Unrealized
PH PARKER-HANNIFIN CORP 2.0%
Value $7.478M Shares 8,356 Est. Cost $407.15 Unrealized +135.2%
ORLY OREILLY AUTOMOTIVE INC 1.8%
Value $6.619M Shares 71,710 Est. Cost $89.43 Unrealized +6.2%
OGE OGE ENERGY CORP 1.7%
Value $6.397M Shares 133,385 Est. Cost $34.50 Unrealized +28.8%
ABBV ABBVIE INC 1.7%
Value $6.328M Shares 29,098 Est. Cost $135.72 Unrealized +64.0%
COR CENCORA INC 1.7%
Value $6.274M Shares 19,974 Est. Cost $195.81 Unrealized +80.3%
TNL TRAVEL PLUS LEISURE CO 1.6%
Value $6.207M Shares 89,744 Est. Cost $48.64 Unrealized +49.7%
MA MASTERCARD INCORPORATED 1.6%
Value $5.996M Shares 12,001 Est. Cost $401.72 Unrealized +34.2%
JBL JABIL INC 1.5%
Value $5.624M Shares 21,197 Est. Cost $213.96 Unrealized +15.9%
TJX TJX COS INC NEW 1.4%
Value $5.238M Shares 32,811 Est. Cost $118.66 Unrealized +30.0%
FITB FIFTH THIRD BANCORP 1.3%
Value $5.1M Shares 109,827 Est. Cost $33.62 Unrealized +52.5%
KR KROGER CO 1.3%
Value $5.074M Shares 70,096 Est. Cost $43.16 Unrealized +49.7%
QQQ INVESCO QQQ TR 1.3%
Value $5.067M Shares 8,778 Est. Cost $419.88 Unrealized
FHI FEDERATED HERMES INC 1.3%
Value $4.974M Shares 87,729 Est. Cost $53.54 Unrealized 0.0%
BJ BJS WHSL CLUB HLDGS INC 1.3%
Value $4.957M Shares 50,358 Est. Cost $68.87 Unrealized +39.0%
NVDA NVIDIA CORPORATION 1.3%
Value $4.918M Shares 28,198 Est. Cost $106.94 Unrealized +74.5%
SGI SOMNIGROUP INTERNATIONAL INC 1.3%
Value $4.907M Shares 66,446 Est. Cost $52.40 Unrealized +75.5%
THC TENET HEALTHCARE CORP 1.3%
Value $4.859M Shares 25,749 Est. Cost $152.18 Unrealized +35.5%
JCI JOHNSON CONTROLS INTERNATION 1.3%
Value $4.752M Shares 36,308 Est. Cost $115.19 Unrealized +9.4%
DELL DELL TECHNOLOGIES INC 1.2%
Value $4.673M Shares 28,470 Est. Cost $119.03 Unrealized 0.0%
IVZ INVESCO LTD 1.2%
Value $4.534M Shares 186,645 Est. Cost $27.45 Unrealized 0.0%
CB CHUBB LTD SWITZ 1.2%
Value $4.397M Shares 13,490 Est. Cost $229.52 Unrealized +37.8%
NDAQ NASDAQ INC 1.2%
Value $4.37M Shares 51,495 Est. Cost $89.80 Unrealized +2.2%
MAR MARRIOTT INTL INC NEW 1.1%
Value $4.291M Shares 13,126 Est. Cost $206.06 Unrealized +60.5%
MCO MOODYS CORP 1.1%
Value $4.287M Shares 9,829 Est. Cost $489.58 Unrealized 0.0%
CFG CITIZENS FINL GROUP INC 1.1%
Value $4.269M Shares 71,237 Est. Cost $53.94 Unrealized +17.0%
MSFT MICROSOFT CORP 1.1%
Value $4.235M Shares 11,441 Est. Cost $351.68 Unrealized +23.6%
VZ VERIZON COMMUNICATIONS INC 1.1%
Value $4.219M Shares 84,046 Est. Cost $31.00 Unrealized +41.4%
HON HONEYWELL INTL INC 1.1%
Value $4.167M Shares 18,441 Est. Cost $175.02 Unrealized +29.1%
HCA HCA HEALTHCARE INC 1.1%
Value $4.163M Shares 8,798 Est. Cost $257.08 Unrealized +93.7%
DRI DARDEN RESTAURANTS INC 1.0%
Value $3.953M Shares 20,166 Est. Cost $194.47 Unrealized +6.7%
SBH SALLY BEAUTY HLDGS INC 1.0%
Value $3.935M Shares 284,315 Est. Cost $15.73 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC 1.0%
Value $3.87M Shares 18,612 Est. Cost $190.52 Unrealized +18.1%
UHS UNIVERSAL HLTH SVCS INC 1.0%
Value $3.779M Shares 21,107 Est. Cost $218.21 Unrealized -1.8%
GWW WW GRAINGER INC 1.0%
Value $3.71M Shares 3,403 Est. Cost $797.90 Unrealized +37.2%
TSLA TESLA INC 1.0%
Value $3.616M Shares 9,728 Est. Cost $245.55 Unrealized +73.5%
LLY ELI LILLY & CO 0.9%
Value $3.329M Shares 3,619 Est. Cost $579.33 Unrealized +80.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%
Value $3.329M Shares 6,946 Est. Cost $368.35 Unrealized +34.0%
OKE ONEOK INC NEW 0.8%
Value $3.029M Shares 33,514 Est. Cost $66.26 Unrealized +18.5%
CVS CVS HEALTH CORP 0.8%
Value $2.994M Shares 41,699 Est. Cost $77.96 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 0.8%
Value $2.922M Shares 9,934 Est. Cost $145.63 Unrealized +113.8%
MCD MCDONALDS CORP 0.8%
Value $2.845M Shares 9,153 Est. Cost $258.68 Unrealized +22.6%
VFLO VICTORY PORTFOLIOS II 0.7%
Value $2.796M Shares 70,830 Est. Cost $34.89 Unrealized
PRI PRIMERICA INC 0.7%
Value $2.722M Shares 10,870 Est. Cost $260.88 Unrealized +0.1%
WMB WILLIAMS COS INC 0.7%
Value $2.66M Shares 36,547 Est. Cost $32.16 Unrealized +106.3%
FTNT FORTINET INC 0.7%
Value $2.618M Shares 32,040 Est. Cost $79.98 Unrealized 0.0%
GOOGL ALPHABET INC 0.7%
Value $2.51M Shares 8,729 Est. Cost $142.32 Unrealized +127.2%
WMT WALMART INC 0.7%
Value $2.51M Shares 20,196 Est. Cost $56.17 Unrealized +117.2%
AVAV AEROVIRONMENT INC 0.7%
Value $2.463M Shares 13,455 Est. Cost $141.75 Unrealized +109.1%
AVUV AMERICAN CENTY ETF TR 0.6%
Value $2.418M Shares 21,889 Est. Cost $91.13 Unrealized
JHSC JOHN HANCOCK EXCHANGE TRADED 0.6%
Value $2.353M Shares 54,862 Est. Cost $38.89 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.6%
Value $2.149M Shares 10,576 Est. Cost $222.04 Unrealized +8.5%
PG PROCTER & GAMBLE CO 0.6%
Value $2.142M Shares 14,831 Est. Cost $148.28 Unrealized +2.4%
JNJ JOHNSON & JOHNSON 0.6%
Value $2.138M Shares 8,746 Est. Cost $143.59 Unrealized +58.7%
KO COCA COLA CO 0.5%
Value $1.99M Shares 26,161 Est. Cost $56.15 Unrealized +33.1%
RTX RTX CORPORATION 0.5%
Value $1.904M Shares 9,872 Est. Cost $75.63 Unrealized +160.0%
PFE PFIZER INC 0.5%
Value $1.837M Shares 65,431 Est. Cost $24.79 Unrealized +5.6%
T AT&T INC 0.4%
Value $1.58M Shares 54,502 Est. Cost $19.68 Unrealized +30.8%
MO ALTRIA GROUP INC 0.4%
Value $1.569M Shares 23,771 Est. Cost $34.81 Unrealized +81.1%
TXNM TXNM ENERGY INC 0.4%
Value $1.546M Shares 26,449 Est. Cost $37.20 Unrealized +58.9%
ABT ABBOTT LABORATORIES 0.4%
Value $1.526M Shares 14,868 Est. Cost $96.07 Unrealized +20.1%
BYD BOYD GAMING CORP 0.4%
Value $1.501M Shares 18,263 Est. Cost $58.68 Unrealized +45.1%
VOO VANGUARD INDEX FDS 0.4%
Value $1.468M Shares 2,457 Est. Cost $575.40 Unrealized
AMZN AMAZON COM INC 0.4%
Value $1.467M Shares 7,046 Est. Cost $163.62 Unrealized +38.6%
APD AIR PRODUCTS AND CHEMICALS I 0.4%
Value $1.438M Shares 4,951 Est. Cost $259.21 Unrealized +4.7%
META META PLATFORMS INC 0.4%
Value $1.394M Shares 2,437 Est. Cost $578.97 Unrealized +13.2%
PLTR PALANTIR TECHNOLOGIES INC 0.4%
Value $1.384M Shares 9,462 Est. Cost $44.14 Unrealized +249.2%
GE GE AEROSPACE 0.4%
Value $1.367M Shares 4,819 Est. Cost $120.86 Unrealized +163.3%
PM PHILIP MORRIS INTL INC 0.4%
Value $1.351M Shares 8,172 Est. Cost $124.22 Unrealized +41.6%
MDT MEDTRONIC PLC 0.4%
Value $1.347M Shares 15,546 Est. Cost $76.15 Unrealized +30.7%
AVLV AMERICAN CENTY ETF TR 0.3%
Value $1.297M Shares 16,090 Est. Cost $66.65 Unrealized
NEE NEXTERA ENERGY INC 0.3%
Value $1.295M Shares 13,938 Est. Cost $53.46 Unrealized +63.1%
COWG PACER FDS TR 0.3%
Value $1.287M Shares 38,136 Est. Cost $32.24 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.3%
Value $1.155M Shares 30,517 Est. Cost $28.13 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value $1.111M Shares 4,585 Est. Cost $249.54 Unrealized +13.8%
V VISA INC 0.3%
Value $1.106M Shares 3,660 Est. Cost $273.32 Unrealized +20.4%
PEP PEPSICO INC 0.3%
Value $1.062M Shares 6,842 Est. Cost $153.89 Unrealized +0.6%
DVN DEVON ENERGY CORP NEW 0.3%
Value $1.012M Shares 20,104 Est. Cost $38.05 Unrealized +5.8%
GOOG ALPHABET INC 0.3%
Value $997K Shares 3,475 Est. Cost $147.61 Unrealized +119.3%
DE DEERE & CO 0.2%
Value $906K Shares 1,608 Est. Cost $403.22 Unrealized +36.7%
CAT CATERPILLAR INC 0.2%
Value $885K Shares 1,250 Est. Cost $254.32 Unrealized +169.1%
BTU PEABODY ENGR CORP 0.2%
Value $862K Shares 26,159 Est. Cost $14.57 Unrealized +138.5%
OTTR OTTER TAIL CORP 0.2%
Value $859K Shares 9,787 Est. Cost $74.46 Unrealized +15.3%
NRG NRG ENERGY INC 0.2%
Value $841K Shares 5,752 Est. Cost $100.05 Unrealized +58.4%
ROKU ROKU INC 0.2%
Value $838K Shares 8,859 Est. Cost $79.93 Unrealized +23.2%
LHX L3HARRIS TECHNOLOGIES INC 0.2%
Value $834K Shares 2,417 Est. Cost $205.97 Unrealized +66.6%
COST COSTCO WHOLESALE CORPORATION 0.2%
Value $816K Shares 819 Est. Cost $676.01 Unrealized +42.6%
HII HUNTINGTON INGALLS INDS INC 0.2%
Value $811K Shares 2,136 Est. Cost $220.44 Unrealized +86.2%
MMM 3M CO 0.2%
Value $764K Shares 5,257 Est. Cost $80.06 Unrealized +104.8%
GLW CORNING INC 0.2%
Value $757K Shares 5,564 Est. Cost $41.16 Unrealized +171.3%
DIS DISNEY WALT CO 0.2%
Value $720K Shares 7,468 Est. Cost $86.20 Unrealized +27.0%
D DOMINION ENERGY INC 0.2%
Value $717K Shares 11,596 Est. Cost $47.11 Unrealized +30.8%
LOW LOWES COS INC 0.2%
Value $686K Shares 2,904 Est. Cost $195.62 Unrealized +38.8%
COWZ PACER FDS TR 0.2%
Value $680K Shares 10,874 Est. Cost $55.35 Unrealized
CTVA CORTEVA INC 0.2%
Value $671K Shares 8,019 Est. Cost $64.54 Unrealized +12.7%
ORCL ORACLE CORP 0.2%
Value $664K Shares 4,517 Est. Cost $114.23 Unrealized +48.5%
RFG INVESCO EXCHANGE TRADED FD T 0.2%
Value $642K Shares 11,716 Est. Cost $44.89 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.2%
Value $624K Shares 3,600 Est. Cost $186.95 Unrealized -3.0%
KALU KAISER ALUMINIUM CORPORATION 0.2%
Value $615K Shares 5,105 Est. Cost $94.44 Unrealized +37.6%
WAB WABTEC 0.2%
Value $610K Shares 2,440 Est. Cost $205.33 Unrealized +16.4%
HD HOME DEPOT INC 0.2%
Value $598K Shares 1,819 Est. Cost $302.53 Unrealized +24.6%
F FORD MTR CO 0.2%
Value $595K Shares 51,518 Est. Cost $9.64 Unrealized +42.6%
ES EVERSOURCE ENERGY 0.2%
Value $588K Shares 8,485 Est. Cost $64.19 Unrealized +9.2%
PSX PHILLIPS 66 0.2%
Value $583K Shares 3,199 Est. Cost $115.66 Unrealized +27.2%
DOCU DOCUSIGN INC 0.2%
Value $578K Shares 12,200 Est. Cost $53.49 Unrealized 0.0%
BDX BECTON DICKINSON & CO 0.1%
Value $528K Shares 3,359 Est. Cost $236.50 Unrealized -29.0%
ADI ANALOG DEVICES INC 0.1%
Value $527K Shares 1,658 Est. Cost $238.95 Unrealized +32.3%
IDEF BLACKROCK ETF TRUST 0.1%
Value $522K Shares 15,950 Est. Cost $32.72 Unrealized
TRGP TARGA RES CORP 0.1%
Value $513K Shares 2,046 Est. Cost $90.62 Unrealized +122.6%
SHEL SHELL PLC 0.1%
Value $506K Shares 5,439 Est. Cost $67.03 Unrealized
SHW SHERWIN WILLIAMS CO 0.1%
Value $497K Shares 1,551 Est. Cost $264.97 Unrealized +34.1%
COP CONOCOPHILLIPS 0.1%
Value $479K Shares 3,631 Est. Cost $112.76 Unrealized -9.0%
PAAS PAN AMERN SILVER CORP 0.1%
Value $478K Shares 8,741 Est. Cost $58.40 Unrealized 0.0%
UNP UNION PAC CORP 0.1%
Value $466K Shares 1,920 Est. Cost $209.24 Unrealized +16.3%
MRK MERCK & CO INC 0.1%
Value $463K Shares 3,851 Est. Cost $96.76 Unrealized +18.1%
DIA STATE STR SPDR DOW JONES IND 0.1%
Value $455K Shares 983 Est. Cost $378.88 Unrealized
GAP GAP INC 0.1%
Value $447K Shares 18,475 Est. Cost $27.45 Unrealized 0.0%
EVRG EVERGY INC 0.1%
Value $439K Shares 5,358 Est. Cost $45.92 Unrealized +68.2%
CP CANADIAN PACIFIC KANSAS CITY 0.1%
Value $411K Shares 5,227 Est. Cost $72.13 Unrealized +7.1%
NFG NATIONAL FUEL GAS CO 0.1%
Value $406K Shares 4,325 Est. Cost $87.18 Unrealized -4.1%
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.1%
Value $406K Shares 5,755 Est. Cost $36.21 Unrealized +182.8%
CARY ANGEL OAK FUNDS TRUST 0.1%
Value $402K Shares 19,335 Est. Cost $20.77 Unrealized
BP BP PLC 0.1%
Value $373K Shares 7,946 Est. Cost $33.35 Unrealized
UPS UNITED PARCEL SVCS INC 0.1%
Value $362K Shares 3,676 Est. Cost $129.58 Unrealized -15.2%
MPC MARATHON PETE CORP 0.1%
Value $356K Shares 1,457 Est. Cost $141.98 Unrealized +30.1%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value $354K Shares 5,841 Est. Cost $47.29 Unrealized +21.5%
PRU PRUDENTIAL FINL INC 0.1%
Value $353K Shares 3,615 Est. Cost $93.00 Unrealized +15.5%
ET ENERGY TRANSFER L P 0.1%
Value $350K Shares 18,147 Est. Cost $13.80 Unrealized
LNC LINCOLN NATL CORP IND 0.1%
Value $325K Shares 9,147 Est. Cost $41.17 Unrealized -0.7%
NUE NUCOR CORP 0.1%
Value $311K Shares 1,842 Est. Cost $153.29 Unrealized +16.4%
TXN TEXAS INSTRS INC 0.1%
Value $309K Shares 1,592 Est. Cost $149.39 Unrealized +38.1%
GILD GILEAD SCIENCES INC 0.1%
Value $307K Shares 2,206 Est. Cost $101.77 Unrealized +36.0%
BLK BLACKROCK INC 0.1%
Value $302K Shares 314 Est. Cost $961.30 Unrealized +14.2%
QCOM QUALCOMM INC 0.1%
Value $300K Shares 2,329 Est. Cost $126.07 Unrealized +22.1%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value $295K Shares 1,372 Est. Cost $186.89 Unrealized
NFLX NETFLIX INC. 0.1%
Value $292K Shares 3,034 Est. Cost $102.53 Unrealized -18.2%
VLO VALERO ENERGY CORP 0.1%
Value $291K Shares 1,178 Est. Cost $190.06 Unrealized 0.0%
CSCO CISCO SYS INC 0.1%
Value $284K Shares 3,658 Est. Cost $48.53 Unrealized +60.5%
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value $282K Shares 7,339 Est. Cost $47.24 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value $275K Shares 909 Est. Cost $156.99 Unrealized +126.9%
AVGO BROADCOM INC 0.1%
Value $269K Shares 868 Est. Cost $212.59 Unrealized +57.2%
AWR AMER STATES WTR CO 0.1%
Value $265K Shares 3,500 Est. Cost $76.07 Unrealized -3.8%
GS GOLDMAN SACHS GROUP INC 0.1%
Value $261K Shares 309 Est. Cost $571.74 Unrealized +63.1%
SO SOUTHERN CO 0.1%
Value $261K Shares 2,702 Est. Cost $71.79 Unrealized +24.7%
HSY HERSHEY CO 0.1%
Value $250K Shares 1,203 Est. Cost $179.65 Unrealized +14.0%
AMGN AMGEN INC 0.1%
Value $234K Shares 664 Est. Cost $315.95 Unrealized +10.7%
AZN ASTRAZENECA PLC 0.1%
Value $229K Shares 1,162 Est. Cost $190.39 Unrealized 0.0%
KMI KINDER MORGAN INC DEL 0.1%
Value $222K Shares 6,631 Est. Cost $29.74 Unrealized 0.0%
CPSM CALAMOS ETF TR 0.1%
Value $218K Shares 7,550 Est. Cost $25.72 Unrealized
GEV GE VERNOVA INC 0.1%
Value $214K Shares 245 Est. Cost $736.93 Unrealized 0.0%
RIO RIO TINTO PLC 0.1%
Value $214K Shares 2,289 Est. Cost $93.29 Unrealized
OUNZ VANECK MERK GOLD ETF 0.1%
Value $211K Shares 4,675 Est. Cost $45.05 Unrealized
IWN ISHARES TR 0.1%
Value $209K Shares 1,100 Est. Cost $181.21 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value $202K Shares 746 Est. Cost $507.13 Unrealized -39.1%
MPLX MPLX LP 0.1%
Value $201K Shares 3,529 Est. Cost $57.07 Unrealized
ADT ADT INC DEL 0.1%
Value $201K Shares 30,644 Est. Cost $8.27 Unrealized -3.1%
BNY MELLON MUN BD INFRASTRUC 0.0%
Value $184K Shares 17,500 Est. Cost $10.31 Unrealized
GT GOODYEAR TIRE & RUBR CO 0.0%
Value $152K Shares 23,000 Est. Cost $10.76 Unrealized -13.6%
GAMCO GLOBAL GOLD NAT RES & 0.0%
Value $128K Shares 24,141 Est. Cost $5.16 Unrealized
LLY ELI LILLY & CO 0.0%
Value $91,977 Shares 100 Est. Cost $579.33 Unrealized +80.7%
RBBN RIBBON COMMUNICATIONS INC 0.0%
Value $43,248 Shares 20,400 Est. Cost $2.25 Unrealized +11.3%
IWN ISHARES TR 0.0%
Value $22,751 Shares 120 Est. Cost $181.21 Unrealized