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| Vista Investment Partners LLC
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| |
|---|---|
| CRD # | 286014 |
| SEC # | 801-108779 |
| CIK # | 0002023386 |
| AUM | $474.5 MM (2024-08-26) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 405-608-5390 |
| Address | 5601 North Classen Boulevard Oklahoma City, OK 73118 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| XOM | 385,508.3 | 12.0 | |
| KLAC | 49,261.0 | 10.2 | |
| AAPL | 2,382,844.0 | 9.9 | |
| SFM | 2,791.0 | 8.6 | |
| ARLP | 2,368.4 | 8.5 | |
| CVX | 294,604.1 | 8.4 | |
| STLD | 12,710.2 | 6.8 | |
| MSFT | 1,918,222.4 | 6.8 | |
| ADP | 89,423.0 | 6.1 | |
| OGE | 7,647.7 | 5.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 364 | 261.5 |
| (b) Individuals (high net worth individuals) | 109 | 197.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 29 | 15.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,476 | 474.5 |
| By Discretionary | ||
| Discretionary | 1,447 | 470.7 |
| Non-Discretionary | 29 | 3.9 |
| Total | 1,476 | 474.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.9 | |
| United States Persons | 472.6 | |
| Total | 1,476 | 474.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002023386] |
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|---|---|---|
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