VISTA INVESTMENT PARTNERS LLC
CIK 2023386 · Holdings on Dec 31, 2023 · First reported May 15, 2024
Top ten holdings
Q4 2023- AAPL3.78%
- EXMOC3.54%
- CVX3.19%
- SPY2.98%
- ARLP2.71%
- KLAC2.64%
- NXPI2.45%
- STLD2.28%
- ADP2.15%
- MSFT2.12%
Share classes counted separately27.84%
Portfolio value by quarter
Top 10 holdings 27
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INC View history and evidence | $10.27M | 3.78% | 53.33K shares | Prior unavailable — | — | ↗▾ |
| 02 | EXMOCEXXON MOBIL CORP View history and evidence | $9.62M | 3.54% | 96.23K shares | Prior unavailable — | — | ↗▾ |
| 03 | CVXCHEVRON CORP View history and evidence | $8.68M | 3.19% | 58.16K shares | Prior unavailable — | — | ↗▾ |
| 04 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $8.12M | 2.98% | 17.08K shares | Prior unavailable — | — | ↗▾ |
| 05 | ARLPALLIANCE RESOURCE PARTNERSUT LTD PART View history and evidence | $7.36M | 2.71% | 347.63K shares | Prior unavailable — | — | ↗▾ |
| 06 | KLACKLA CORPCOM NEW View history and evidence | $7.19M | 2.64% | 12.36K shares | Prior unavailable — | — | ↗▾ |
| 07 | NXPINXP SEMICONDUCTORS NV View history and evidence | $6.65M | 2.45% | 28.96K shares | Prior unavailable — | — | ↗▾ |
| 08 | STLDSTEEL DYNAMICS INC View history and evidence | $6.20M | 2.28% | 52.47K shares | Prior unavailable — | — | ↗▾ |
| 09 | ADPAUTOMATIC DATA PROCESSING View history and evidence | $5.85M | 2.15% | 25.09K shares | Prior unavailable — | — | ↗▾ |
| 10 | MSFTMICROSOFT CORP View history and evidence | $5.77M | 2.12% | 15.35K shares | Prior unavailable — | — | ↗▾ |
Options overlay 3
$924.21K notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
QCOMQUALCOMM INC View history and evidence | Call | 2.40K | $347.11K | — | ▾ |
VVISA INC-CLASS A SHARESCOM CL A View history and evidence | Call | 1.30K | $338.45K | — | ▾ |
ADBEADOBE INC View history and evidence | Call | 400 | $238.64K | — | ▾ |
3 / 3 options · preview only
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2023386 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-05-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 272862552
}Research all 142 reported holdings.
This page includes 30 of 142 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 142 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"2023386","quarter":"2023Q4","page_size":100}
get_institutional_manager_history
{"cik":"2023386","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.