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Ronald Loyd Richardson

Vista Investment Partners Llc

Assets Managed
$397.358M
Holdings
168
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
5.1%(2Q avg: 1.97%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Vista Investment Partners Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 168 positions.

Assets under management

The assets under management (AUM) of Vista Investment Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 397.358M in assets, with a quarterly growth rate of 5.1% and a 2-quarter average growth rate of 1.97%. The portfolio is managed by Ronald Loyd Richardson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 2.91%
3.56%
$14.126M
48,818 shares@ $289.36 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 0.16%
3.48%
$13.805M
18,486 shares@ $746.76 avg price
XOM
Exxon Mobil Corp
Recent Activity
Decreased -0.17%
3.18%
$12.598M
92,148 shares@ $136.72 avg price
KLAC
Kla Corp
Recent Activity
Increased 531.25%
3%
$11.898M
39,472 shares@ $301.43 avg price
AVDE
Avantis International Equity
Recent Activity
Decreased -2.09%
2.51%
$9.947M
111,513 shares@ $89.21 avg price
DELL
Dell Technologies -c
Recent Activity
Decreased -21.44%
2.43%
$9.643M
22,365 shares@ $431.16 avg price
CVX
Chevron Corp
Recent Activity
Decreased -0.04%
2.2%
$8.734M
52,693 shares@ $165.77 avg price
ARLP
Alliance Resource Partners
Recent Activity
2.2%
$8.721M
363,672 shares@ $23.99 avg price
JBL
Jabil Inc
Recent Activity
Decreased -1.52%
2.03%
$8.043M
20,873 shares@ $385.32 avg price
PH
Parker Hannifin Corp
Recent Activity
Decreased -2.63%
2.01%
$7.957M
8,136 shares@ $978.0 avg price

1-10 of 168