Vista Investment Partners LLC
Annual return '25
+28.5%
SPY '25
+17.7%
Alpha
+10.8ptsvs SPY
Invested
$636.2M
Holdings
67
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AVGO
BROADCOM INC
Q1 2026: Increased +5.0% (30.3k → 31.9k shares)
11.0%
02
$GOOGL
ALPHABET INC
Q1 2026: Increased +4.1% (28.8k → 30.0k shares)
4.9%
03
$XOM
EXXON MOBIL CORP
Q1 2026: Sold 8.7% (34.0k → 31.0k shares)
4.8%
04
$MSFT
MICROSOFT CORP
Q1 2026: Increased +1.9% (30.4k → 31.0k shares)
4.6%
05
$AAPL
APPLE INC
Q1 2026: Increased +5.8% (58.1k → 61.4k shares)
4.4%
06
$NEM
NEWMONT CORP
Held since at least Q1 2024
4.2%
07
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +2.0% (94.0k → 96.0k shares)
4.2%
08
$B
BARRICK MNG CORP
Held since at least Q1 2024
3.4%
09
$FCX
FREEPORT MCMORAN INC
Held since at least Q1 2024
3.3%
10
$LRCX
LAM RESEARCH CORP
Q1 2026: Increased +1.4% (16.9k → 17.1k shares)
3.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 06:32 UTC.