| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| EXXON MOBIL CORP | 3 | Q2 2024 | 4.1% |
| APPLE INC | 3 | Q2 2024 | 3.8% |
| SPDR S&P 500 ETF TR | 3 | Q2 2024 | 3.2% |
| KLA CORP | 3 | Q2 2024 | 3.4% |
| CHEVRON CORP NEW | 3 | Q2 2024 | 3.2% |
| ALLIANCE RESOURCE PARTNERS L | 3 | Q2 2024 | 2.8% |
| STEEL DYNAMICS INC | 3 | Q2 2024 | 2.7% |
| SPROUTS FMRS MKT INC | 3 | Q2 2024 | 2.9% |
| MICROSOFT CORP | 3 | Q2 2024 | 2.3% |
| AUTOMATIC DATA PROCESSING IN | 3 | Q2 2024 | 2.1% |
View VISTA INVESTMENT PARTNERS LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-01 |
| 13F-HR | 2024-07-19 |
| 13F-HR | 2024-05-16 |
| 13F-HR | 2024-05-15 |
View VISTA INVESTMENT PARTNERS LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.