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| Happy Holidays!! thanks for using AUM13F!! |
| Vista Investment Partners LLC
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| CRD # | 286014 |
| SEC # | 801-108779 |
| CIK # | 0002023386 |
| AUM | $541.0 M (2025-07-16) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 405-608-5390 |
| Address | 5601 North Classen Boulevard Oklahoma City, OK 73118 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002023386 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Exxon Mobil Corp | 11.1 | ||
| Apple Inc | 9.8 | ||
| Alliance Resource Partners LP | 9.5 | ||
| Sprouts Farmers Market Inc | 8.6 | ||
| Automatic Data Processing Inc | 7.8 | ||
| Oracle Corp | 7.7 | ||
| KLA Tencor Corp | 7.6 | ||
| Chevron Corp | 7.5 | ||
| Mastercard Inc | 6.6 | ||
| O Reilly Automotive Inc | 6.4 | ||
| Broadcom Inc | 6.3 | ||
| OGE Energy Corp | 6.3 | ||
| Parker Hannifin Corp | 6.2 | ||
| Amerisourcebergen Corp | 5.9 | ||
| Microsoft Corp | 5.7 | ||
| AbbVie Inc | 5.4 | ||
| BJ's Wholesale Club Holdings Inc | 5.3 | ||
| Synchrony Financial | 5.3 | ||
| Thomson Reuters Corp /Can/ | 5.1 | ||
| Home Depot Inc | 4.8 | ||
| Kroger Co | 4.8 | ||
| Wyndham Worldwide Corp | 4.6 | ||
| Verizon Communications Inc | 4.5 | ||
| Tenet Healthcare Corp | 4.4 | ||
| Tempur Pedic International Inc | 4.4 | ||
| Nvidia Corp | 4.4 | ||
| Aerovironment Inc | 4.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 363 | 105.9 |
| (b) Individuals (high net worth individuals) | 109 | 396.6 |
| (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 | 3 | 3.6 |
| (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 | 23 | 34.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,601 | 541.0 |
| By Discretionary | ||
| Discretionary | 1,541 | 536.8 |
| Non-Discretionary | 60 | 4.2 |
| Total | 1,601 | 541.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.1 | |
| United States Persons | 539.0 | |
| Total | 1,601 | 541.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002023386] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Brave Asset Management Inc
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|
NJ | 0.5 |
|
Palumbo Wealth Management LLC
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|
NY | 0.5 |
|
Huber Capital Management LLC
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|
CA | 0.5 |
|
Plan Group Financial Inc
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|
OK | 0.5 |
|
Navis Wealth Advisors LLC
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|
NY | 0.5 |
|
GSB Wealth Management LLC
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|
CT | 0.5 |
|
Hubbell Strickland Wealth Management LLC
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|
LA | 0.5 |
|
Carlton Hofferkamp and Jenks Wealth Management LLC
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|
TX | 0.5 |
|
Wedgewood Partners Inc
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|
MO | 0.5 |
|
Oxler Private Wealth LLC
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|
NY | 0.5 |