Manager × security

VISTA INVESTMENT PARTNERS LLC PH holdings history

Who else holds this security? →

PARKER HANNIFIN CORP · CUSIP 701094104 · CIK 2023386

Citable facts

As of 2026-06-30, VISTA INVESTMENT PARTNERS LLC reported 8.14K PH (shares), valued at $7.96M, or 2.01% of its reported non-derivative portfolio. Filed 2026-07-09.

Verify history & sources →
Portfolio weight and quantity history
Reported portfolio weight
2.01%
Shares
8.14K
8,136
Reported value
$7.96M
USD

Shares decreased 2.63%; reported value increased 6.41%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

QuarterWeightQuantitySource
Q2 20262.01%8,136SEC filing ↗Filed Jul 9, 2026
Q1 20261.98%8,356SEC filing ↗Filed Apr 9, 2026
Q4 20252.05%8,864SEC filing ↗Filed Jan 16, 2026
Q3 20251.88%8,896SEC filing ↗Filed Oct 16, 2025
Q2 20251.79%8,905SEC filing ↗Filed Jul 10, 2025
Q1 20251.66%8,985SEC filing ↗Filed Apr 17, 2025
Q4 20241.82%9,169SEC filing ↗Filed Jan 21, 2025
Q3 20241.86%9,215SEC filing ↗Filed Oct 16, 2024
Q2 20241.56%9,195SEC filing ↗Filed Jul 19, 2024
Q1 20241.75%9,135SEC filing ↗Filed May 16, 2024
Q4 20231.54%9,075SEC filing ↗Filed May 15, 2024

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q4 20231.54%9,075$4.18MA comparable prior-quarter record is unavailable; changes are not inferred.SEC filing ↗
Filed May 15, 2024
Q1 20241.75%9,135$5.08MShares increased 0.66%; reported value increased 21.44%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 16, 2024
Q2 20241.56%9,195$4.65MShares increased 0.66%; reported value decreased 8.39%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 19, 2024
Q3 20241.86%9,215$5.82MShares increased 0.22%; reported value increased 25.18%, and weight changed +0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Oct 16, 2024
Q4 20241.82%9,169$5.83MShares decreased 0.50%; reported value increased 0.16%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 21, 2025
Q1 20251.66%8,985$5.46MShares decreased 2.01%; reported value decreased 6.35%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 17, 2025
Q2 20251.79%8,905$6.22MShares decreased 0.89%; reported value increased 13.89%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 10, 2025
Q3 20251.88%8,896$6.74MShares decreased 0.10%; reported value increased 8.43%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Oct 16, 2025
Q4 20252.05%8,864$7.79MShares decreased 0.36%; reported value increased 15.52%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 16, 2026
Q1 20261.98%8,356$7.48MShares decreased 5.73%; reported value decreased 4.02%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 9, 2026
Q2 20262.01%8,136$7.96MShares decreased 2.63%; reported value increased 6.41%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 9, 2026
VISTA INVESTMENT PARTNERS LLC · PARKER HANNIFIN CORP

Take these holdings further.

This page includes 11 of 11 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
Already have an account?

+ 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#research-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.

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":"2026Q2","cusip":"701094104"}

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.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.